New Mutual Fund by A Super Investor 🤓 Old Bridge Mutual Fund Strategy Decoded!

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Old Bridge Mutual Fund Strategy Decoded!
Old Bridge Focused Equity Fund

[@nitin_m]

Waiting for SOIC FOCUSED FUND !!! 🎉🎉🎉

[@Gpsuraj99]

Waiting for samir Arora's Video as well

[@rockud1]

Finally found an Investor who actually made real money by identifying & buying Asian paints early in its life unlike bookish investor SM who has oversold this stock like crazy and made poor retailers get trapped in it with no returns in last 3 yrs ...

[@anikettiwari6885]

Who is SM

[@vasudevankannan1793]

@@anikettiwari6885 Saurav Mukherjee

[@dchennaraidu]

saurabh mukherjea Marcellus

[@fitnessenthu85]

Great SM stocks.. Asian paints, Amrutanjan, Relaxo, Divis Lab, Alkyl Amines, Lalpath labs.. no returns

[@Vidyasagarbb]

@@fitnessenthu85 Relaxo, he bought at very less rate & still holding. rest of the holdings I think have not given much returns.

[@MohmedFaiyaz]

Please launch focused SOIC smallcase…

[@SunitDas7464]

One thing you forgot to mention- he kept more than 46% of AUM as cash right now.

[@10renganatha]

Fund is 1 month old so its not a suprise

[@auto-govern]

Expense ratio of this fund is extremely high compared to other direct MFs

[@garden__warrior]

Newly launched, low size of the fund affects this, as the investment increases the expense ratio will come down.

[@rurudra]

I think expense ratio shouldn't matter until returns are good. Once the fund crosses 1000 cr AUM automatically expense ratio willl go down below 1%

[@LaNcEsuperb]

can you please share what is the performance of his PMS until now because many PMS funds have not performed well recently.

[@sharadsarda6537]

Nifty 200 Momentum 30 Index funds analysis plz.

[@shailen82]

expected to give good returns over nifty 50

[@friendeleven5711]

Looked at all contra funds. None have investments in logistics, chemicals or bottom of pyramid consumption

[@parizatverma2876]

The best is to buy beaten-down stocks. And Balance sheet approach.

[@KetanNainwal]

Mohit bhai inhone toh apna fund start kar dia, aap kam se kam apna smallcase he launch kar do😅

[@ishmohit1]

Soon

[@IMSRGURJAR]

Its paid video i think?🤔

[@SOICfinance]

We don't do any paid videos. Kindly avoid such comments.

[@rishabjain8975]

Quality is way more than any paid course or video. But it is free.

[@rsv1503]

Ishmohit - Have you invested in this mutual fund? Please confirm.

[@saravanakumarst8624]

Balance Sheet player impressed me a lot as it was a new angle to me. Will study my portfolio on these lines too as I'm looking to trim down my portfolio. Might add one or two on deleveraged business

[@PavanKumar-zd7sm]

@soic - Thanks for the video, Can you please review the SBI Contra fund.

[@Vidyasagarbb]

Pls analyse Quant mututal fund which made excellent decisions in investments.

[@SOICfinance]

Done already :)

[@amang2802]

Quant mutual fund (flexi cap maybe)

[@rsn5]

Next MF Analysis: ICICI Prudential US Bluechip Equity Fund please.

[@Darsshnn]

Nai banegi

[@raghavendradeepakdupugunta4241]

00:05 Introduction to Mr. Kane and Radhe's new mutual fund 02:05 Kenneth And Raney recently started Old 06:02 Businesses go through cyclical capital cycles affecting RO and competition. 08:17 Cyclical nature of different sectors impacting growth rates 12:09 Investing in consumer companies and their trading patterns 14:02 RO formula is EBIT upon capital employed, emphasizing on company's profitability & balance sheet strength. 17:55 Investors tend to overvalue businesses at peak order books. 19:41 Emphasis on balance sheet analysis for investment decisions. 23:15 New mutual fund by a super investor with a unique investment philosophy.

[@harshrai5796]

Capital Employed= Total assets - current liabilities but you said capital Employed is debt+equity correct me if I'm wrong

[@SOICfinance]

Debt+Equity is what we use..This is correct

[@vatsalnaik6046]

Excellent inputs. Beginning my first SIP through this Focused Fund.

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

[@nafasm]

Thank You Ishmohit ji.. Very Interesting one

[@ShaikhNadeem]

hi ishmohit , I had one doubt and this would be very helpful if you can answer. I watched your videos related to dcf calculation and they were very helpful. But I had one doubt suppose I projected the next 15 year's sales and profit data and have calculated the present value for dcf but in terminal value can I take the present value of the expected market cap that the company can have in the 15th year instead of the perpetuity method?

[@SOICfinance]

Yes, but terminal value cash flow you need to discount by 15 to get it to present value and not 10 in that case

[@ShaikhNadeem]

@@SOICfinance thanks 👍 got it

[@robin02403022]

Pls analyse SBI Energy opportunities fund which was launched this week

[@SOICfinance]

Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞

[@venkatrohit23]

Next analysis of Helios flexicap

[@vivekchawla]

Great analysis Mohit bhai, insights were not something to be public knowledge. Next AMC i suggest is JM Finance AMC, management change in 2021 had generated good risk adjusted returns. Would like to know in detail their strategy.

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@happyhura6229]

Sir please make more make this type of videos superstars investors like madhusudan kela sir, Ashish kacholia sir, Vijay Kedia sir, Girish gulati sir, mukul Agarwal sir, Ashish Dhawan sir,vanaja iyer sir, Ajay upadhyay sir and all big investors investing philosophy ❤

[@omkarphalke4869]

Quant mutual fund.(Flexicap/momentum)

[@rurudra]

Make a video on analysis various smart beta funds of NSE and their comparison with normal indexes

[@rsldkn]

Hell yess

[@V.E.D.A.N.G]

Whoever is famous among retailers will help you to get mediocre returns to no returns Obviously there are exceptions

[@ankitlakshya450]

How did you calculate industry profit pool ?

[@jaydeepsinhdodiya3134]

Please analyseQuant Mutual Funds the next. As they are unique in nature when the churning comes.

[@tanveer7008]

if possible plzz make video on national peroxide company (new name "naperol"}

[@ManeeshJoshi]

I have 2 stocks from this portfolio HCLTECH and GAEL and both were in my watchlist after SOIC made a video on them. One is 50% plus and second is 40% plus. Thanks SOIC. ❤

[@ren.oooooo]

Goan here, the "e"'s silent when you pronounce Andrade

[@yusufvohra4449]

.

[@raghvendrasingh-mv3ii]

Ye data Excel mein dikhane ki bajae pie chart mein dikhana chahiye..

[@Dr-BK-Avinash]

Please do a review for HDFC Flexi Cap Fund

[@kuberchaurasiya]

Loved the analysis and examples of railway sector, hindalco and birla in paints business. Please discuss Quant midcap mutual fund next time

[@divyanshsh]

This country needs at least 100 listed AMC s 🙌🏼

[@ramraj72]

Thanks SOIC.personally I am holding IDFC tax advantage fund since last 8 years..

[@kartikeyaR]

Hi guys I have 20k to invest after giving up the hopes of getting an allotment for IPO 😅. Which sector has growth potential in 1-2 years (that's my long term vision😁)

[@meghadutta9399]

varun Beverage kharido..avg krte rho dip mai aur bhul jao

[@kartikeyaR]

@@meghadutta9399 PE is 90, missed EPS estimates for 3 quarters🙄

[@shreyashpatel45718]

Yehh bro it's overvalued ​@@kartikeyaR

[@rjarora]

@@meghadutta9399 VBL is definitely not cheap for a fresh entry

[@ROHIT12399]

​@@kartikeyaRJcah....buy 3x in one year...

[@Anshuman280]

Rip for saurabh m

[@drsandeep47]

😂

[@MASH6666]

❤❤❤pls analyse Grauer and Weil ltd a micro cap company

[@mohitmohania5647]

Hell yes❤

[@puneetpraveen7843]

Please make a video where in you figure out best 2 mutual funds from every single category.

[@puneetpraveen7843]

Like top 3 elss funds, Top 3 flexi cap funds Top 3 Index funds Top 3 small cap Top 3 mid cap funds etc.

[@rajkumarrajpurohit8446]

Please analyse : invesco india focused 20 equity fund.

[@Vishal-do3zp]

Expense ratio of 1.44 is too high

[@sidjadon]

Does anybody know from where to get finanical results data of last 20 years?

[@SOICfinance]

Ace Equity

[@deepakpatel4186]

Paaji Superb....Please if you can compare with Peer Mutual Funds

[@SOICfinance]

Thank you for your suggestions and watching our videos.😃 We wish to keep enhancing your investing experience. 🤞

[@haribhauarmal6589]

Sirji, will you please make video on real estate sector.🙏🙏

[@nishantparikh3837]

It would be great to have your thoughts on the Helios Mutual Fund

[@SOICfinance]

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

[@irishu007]

Helios Flexi cap

[@anagh3223]

Thanx, Next mf will be Mirae X Artificial intelligence

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@vinodkumaragarwal5425]

Very Nice, detailed and useful Analysis 🙏

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@kavitamalpani7635]

First one All industries sre cyclical

[@onlychristianity.]

TAKE AN INTERVIEW WITH BASANT MAHESHWARI .🎉🎉🎉🎉 PLEASE

[@kashni]

Very good analysis.. look forward to more videos from you

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

[@omkarphalke4869]

Nifty200momentum 30

[@axaymalaviya1384]

Good research

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@ayushgupta2428]

PARAG PARIKH MULTI CAL

[@hussainhussain-kz9hz]

Shukra huzur ❤

[@samirmasrani9810]

Hdfc midcap opportunity fund

[@althafyoosuf7945]

Gem video ❣️

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@jamirnayakwadi1188]

Thank you so much sir

[@puneetkaushal9993]

Indag rubber

[@badridas6808]

Nice video. Please analyze some ELSS FUNDS.

[@SOICfinance]

Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞

[@arvindmahajan]

🎉please analyze HDFC Defence Fund. Regards .

[@SOICfinance]

Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞

[@safetycounselorengineering7105]

Sir Kotak small cap & kotak ELSS please

[@SOICfinance]

Thanks for the suggestions.😃 We aspire to keep enriching your investing experience. 🤞

[@navin2719]

Ppfas flexi cap

[@ankitlakshya450]

Already there

[@subhakshidas1891]

Please analyse Motilal oswal large and mid cap fund.

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@manojranjan582]

Pranam sir 🙏

[@JAYP20256]

Jai Hind!!!

[@karansheth820]

Iti and Mahindra manulife

[@aniljanghale4381]

wow

[@anirbandas9255]

Awesome

[@dqumb6373]

SBI contra fund please

[@sourabhmudgal77]

Can’t find this fund on et money

[@alokranjan476]

Thx ❤

[@gauravhooda9742]

Thanks team SOIC

[@SOICfinance]

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

[@Djrahul1000]

Thank you

[@anirbandas9255]

Awesome class

[@aquariusneon]

thx

[@shashidharprabhakar9796]

Fantastic analysis! Can you please provide similar analysis for the newly launched SBI Energy mutual fund.. would be helpful to understand your take on Energy sector specially with general elections round the corner.

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@bordoloidharuba5063]

Helios capital

[@pravin1816]

🙏❤

[@dhavalpandya2971]

Great analysis bro pls make a video of sbi focused fund thanks

[@SOICfinance]

We're happy to hear that our content is helping you learn. Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@mainnahiharunga2129]

Great

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@ankushgore86]

Invest karna sahi hoga sujjest sir

[@SOICfinance]

Thank you for your trust in us & our educational videos. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.

[@TheRohitpanwar]

Hell yes

[@shubhajitbarik9917]

Hell yes

[@arvindgandhi1007]

Thank you very much.

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@vidhisanghani7608]

Helios flaxicap fund

[@SOICfinance]

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

[@ritam5767]

Please analyse Helios Flexicap Fund

[@SOICfinance]

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

[@picaachooo]

1st comment

[@ShaileshNaik-m7j]

Great Knowledge..

[@SOICfinance]

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

[@SunilKumawat-yh3ib]

Aagala mutual fund quwant ka

[@SOICfinance]

Already done

[@dipindersingh2655]

❤

[@akulsharma6262]

👍👍🔥🔥