One Deeply Valued Electric Vehicle Stock 🚗⚡ Sterling Tools

[@SOICfinance]

Which Auto Ancillary will you like us to cover next? Please let us know!!

[@alaymehta2025]

SJS

[@kushaljain5]

LGBBROS LTD & TUBE INVESTMENT (AS both Have A Common Product line i.e CHAIN SPORKET. would love to have Detailed Analysis

[@rajendrayadav3621]

Gna axles

[@GeetaSharma-lc6qc]

Sonacom

[@manish121fame]

JTEKT

[@RANJITKUMAR-qo7xh]

आप इतनी सरल तरीके से बताते हैं कोई भी आसानी से समझ जायेगा। Great 👍

[@SOICfinance]

Thanks Ranjit :)

[@Vinod_Passy]

Dear Ish, you are very young and obviously very intelligent and a really good researcher. God bless you always

[@anisshaikh626]

Thesis and antithesis part nicely covered even each and every video.... Great work!!!!!!!!

[@SOICfinance]

Glad you enjoyed it

[@anjaneyulukvnr8215]

As per RBI report inflation rate is around 7%. This results in reduction in demand. Hence in current year risk is more. Thank you for your detailed presentation.

[@vinodramsv]

Hi ish, I liked the way you analyse the sectors and the businesses. You and your team putting lot of efforts to make such a wonderful analysis. Next coverage on Varun beverages will be good because it’s fastest growing FMCG Franchise.

[@prasaddubley]

Video on Varun beverages will be of great help,as there are videos related to Titan industry,but not many related to Varun beverages

[@vishnugupta2050]

Multi beggar ban gaya hai

[@pawanmahajan7438]

This company can have below potential issues for MCU business: 1) Semiconductor shortages. 2) MCU business need a lot of electronic know how and local R&D, , they cannot go longer with Chinese partnership. 3) MCU business depends a lot on Motor design also. Hence motor supplier with MCU will be more successful. E. G Bosch.

[@ishmohit1]

Very good points ✅

[@hardikthakor9763]

Waah Guru chha gaye.... 👌

[@SOICfinance]

Thanks Hardik :)

[@bakchodbaba7652]

Saregama ka video apne daala tha maine nahi liya tha mai pachta raha hu🤣🤣 video aapki full of knowledge hoti hi u r the best

[@ATULSINGH-qh4cn]

नॉलेज में इजाफा करने के लिए सदा आपका आभारी रहेंगे सर । वरुण बेवरेजेज

[@prasadcnavale]

Thank you sir. Would like to watch analysis on varun beverages.

[@Nope-111]

🙏Sir what is special in talbros ltd as vijay kedia as well as ashish kacholia bought it?🤔 I can't find something special rather that joint venture and capex🤔

[@rammahesh3349]

Thanks a lot Mohit sir for your valuable analysis waiting for more updates from SOIC team 👍auto sector always remain second hand thought for me, but we can find very few good companies like rajratan global wires

[@dipankarbarman9608]

Thank You Sir 🙏 Love From Share Academy ❤️

[@santoshmakhijani5297]

Good stock selection but has already appreciated about 70% , from 120 to 206 in last one month. At CMP it is trading at about PE of 30 . Q1 FY 23 may also may not be great because of margin pressure better to wait and buy below 150 in staggered way and on further declines . BV around 98 .

[@SOICfinance]

Still down 50% in 4 years

[@godschild31]

@@SOICfinance mere pass ek saal phly ka h becha nhi aj profit h

[@pankajbhuttan2122]

Which stock is it?

[@irapashunnur8237]

Great video sirji. Please latest advice bataye Sterling Tools ke bare me June 2023 ke baad kya ho sakta hai. EV is the future.

[@karanaroraa]

Due to demonization in 2016, people ran out of excess money and so no longer spending on a lot of products they could have spent and therefore market did not go anywhere until 2020 quantitative easing came up in the world and lifted all the markets up

[@sreejithsridhar]

Ish, can u also cover promoter/mgmt quality. In small cap investing, quality of jockey / their other interests, RPT is also important

[@ishmohit1]

Hi :) RTPs, contingent liabilities, cash flows, other expenses. Something's which you need to check in every video I make or in every business you analyse. That can help you immensely

[@manbirsingh6884]

Marcellus had sold their positions in Sterling tools as they felt the accounting practices are not meeting an acceptable criteria

[@MRCRICKET83]

Yes, marcellous exited sterling tools

[@rajsabs]

I am surprised why SOIC is encouraging such low quality stocks Or even analysing them

[@MRCRICKET83]

@@rajsabs me too

[@RBG9000]

Marcellus also managed outstanding returns of -14% in a bull run year. Nothing and no one is sancrosanct, always do own research and invest with own conviction. Personally I don't agree with the investment philosophies of coffee can, buy growth at any price etc.

[@RaviKant-yq4qe]

Before it was in Saurabh mukharjee Little champ portfolio ....after he left it fall drastically.....next will be lumax IND. runup

[@TheBanterCity]

Why did we dump it?

[@mohitn2952]

Lumax will go up Kya

[@RaviKant-yq4qe]

@@mohitn2952 I comment on Sunday u see today run up...but ye bhag gaya ab.....

[@mohitn2952]

@@RaviKant-yq4qe okay 👍

[@Ride_with_Remo]

All time best video.... thanks SOIC team

[@umakantyadav8648]

Thanks so much sir for provide such kind of learnings for Auto auncillary ind.You are my one of best teacher in my investing learnings.My vote for VB.

[@prasadnvv9446]

Titan and Varun beverages both are good companies. Kindly do both videos in next coming weeks.

[@aakashchhabria5240]

I have noted 1 thing, that why does titan have many shops in the same area or high street shopping zones. This phenomena is in all the metros and tier 1 cities.. Would like to study Titan

[@kuntalsharma4720]

Varun Beverages please (do cover - does it have minor/small Moat?)

[@RajShah202]

Fantastic video as always and I found new initiative of making short video Thanks for your great work

[@himanshudahiya1173]

Please make video on varun beverages 👍

[@irapashunnur8237]

Very good video, but 1 Year old now. Please make updated video on the advice on Sterling Tools and other similar stocks.

[@sanjayjain-qc3xx]

Full of contents and hard work . Thanks

[@suhitanand1675]

Eagerly Waiting for TITAN sir.

[@investingforfuture8925]

100% profitable in sterling tool after your analysis

[@SOICfinance]

No reco to buy or sell. Selling is equally important

[@investingforfuture8925]

@@SOICfinanceBhai if possible please make video kya improvement hua hae company me

[@SOICfinance]

@@investingforfuture8925 EV Product has clicked

[@investingforfuture8925]

right

[@134Ankit]

Bhai, very good reading, research and analysis. Am SEBI certified RA and love to see your vid. Keep doing good work. Thanks

[@kshitiz_ben3647]

Business is good but history says it will go down again to 100 again same as vedanta 🙏

[@PiyushMIT]

Currently looking good technically . Looking to Buy .

[@rohitanand8120]

I want to know …where to invest for good monsoon this time

[@prateekpatil5524]

Please do the next analysis on Varun Beverages. I have an eye on that company as I feel it is good value for the growth ahead and especially based on the historical valuations.

[@sudarshantripathy1766]

Sir please make a video on packaging industries like polyplex corporation and uflex,it would be great.

[@siddheshkhemuka7655]

Couldn't find the Sterling Valualtions Video on my SOIC dashboard ??

[@ishmohit1]

Hi Siddhesh, Evening today!

[@ravindrabajpeyi4841]

Really very good and deep analysis of Sterling tools.

[@ramraj72]

Here I am in the perception of reward is more than risk due to risks which are you explained are quite common for this industry we can't avoid. reward I am seeing in order book and penetrate into MCU etc

[@sauravroy6275]

Awesome as usual ☺️☺️☺️

[@SOICfinance]

Thanks Saurav :)

[@vatsalsaxena3551]

Loved to see video on Titan.

[@ranaindukuri653]

Globbus spirits vs BCIL industries vs Gulshan Poly....please do a comparision of these and suggets which one one is better

[@learningsharemarket6457]

Thanks for sharing your Knowledge with us..

[@vinayakpassion123]

Amazing work

[@SOICfinance]

Thanks Dr Vinayak :)

[@hartejsingh7173]

Would like to see a video on Titan

[@ranaindukuri653]

Please do a comparision of polyples and cosmo films and suggest which is better

[@RAVIRAJ-rf8nc]

I am invested in 4 auto ancillaries companies: Ramakrishna forgings Gna Axles Suprajit engg Fiem industries

[@rohitreddy9771]

too much concentration in a single sector isn't good.. if auto ancillaries sector underperforms for couple of months then all companies might underperform taking hit on portfolio level... think of it

[@RAVIRAJ-rf8nc]

@@rohitreddy9771 I think the next big upmove will come in auto industry. It remained subdued for many years. And my portfolio is more concentrated on IT, chemicals, manufacturing, & tourism

[@rohitreddy9771]

@@RAVIRAJ-rf8nc there is semi conductor issue going on, if you read or listen concall of sonacomstar you will know .. next 2qtrs atleast there will be effect.. I'm not sure how many stocks ur holding in ur portfolio but 4 from single sector is big number and u say portfolio is concentrated on IT and others then I don't know what to say... If you hold many stocks with little allocation you will never be able to generate good Alfa ..

[@RAVIRAJ-rf8nc]

@@rohitreddy9771 In time of crisis, i add such stocks. I will add more. And When situation improves, there will be high valuation some day, i will exit then. For me, its kind of long horizon cyclical investment

[@RAVIRAJ-rf8nc]

@@rohitreddy9771 And my minimum investment in any stock is atleast 24K

[@sunilrana6574]

Thanks Sir 🙏 💫 Titan would be a good option....

[@rajnishkumar76]

Hi, Can you please make short video on what antithesis got triggered in Piramal Enterprises. Isn’t the thesis of api and finance separation still valid ?

[@cpsmenon2333]

Great coverage .. Thank you....🙏

[@seekwisdom7625]

On time...11 am...Was eagerly waiting...👌👌👌

[@factsquest4517]

Hey ish, Please comment on glenmark life sciences .

[@vimitpanchal3590]

Would love to see your next video on VBL

[@AshuSinghIN]

Next Video Suggestion - Varun Beverage

[@kittymalhotra6445]

Sir pls make video on lumax ind and fiem ind in auto ancillary category.Thks 🙏

[@yatinawaal6682]

Yes, need a video on both Lumax & Fiem. They look promising!

[@shailendrasingh659]

Thanks Sir. Here the "Reward" outweighs "Risk"

[@investingforfuture8925]

Please give update on sterling tools results

[@SOICfinance]

Have your exit system in place

[@vegadalpesh4933]

Mind blowing... Sir ji....jai hind... God bless you.... Sir ji

[@RohitReddy08]

Hi Mohit... What about KPIT & IDFC first bank? Your views will be very much useful

[@vipulagarwal5539]

Hold both of them

[@poojaagrawal5148]

thanks foranother extremely informative video ishmohit . wanted to get the discounted link for soic membership ...please let me know where i can find it....

[@jayakrishnanr5568]

What about Mothersonsumi Wires India who holds 40% market share in its segment?

[@Gpsuraj99]

Smashed as usual

[@DarshitGupta]

Thank you sir. Would like to watch Titan as next video.

[@SOICfinance]

Thanks Darshit :) Hope to keep adding value

[@pinkisingh6339]

thanks for this video and next one my vote is to varun beverages

[@amiramu1]

Thank you, Sir, for sharing such valuable knowledge with us. In my opinion, we should go with Varun Beverages Ltd. Thank you once again.

[@Surya-vv8sk]

Wonderful analysis soic. I would like to hear about sjs enterprises.

[@hiteshtalesara2575]

Titan ki detail video ka kya hua sir

[@vilaspendurkar8062]

Next video must be on Varun beverages. Sir you are excellent

[@manabsingha6582]

Thank you! Ishmohit & team, please make a video on TITAN.

[@SOICfinance]

Thanks for your kind words :) Sure, stay tuned

[@ravigala5989]

Good analysis. For next video consider Varun beverage please :)

[@yuvarajpatel]

Super video! ❤️

[@SOICfinance]

Thank you very much!

[@jitendrasaverker]

🙏 Soic brochure link not working 🙏

[@SOICfinance]

Do check again. 😃🤜

[@sookhchensinghgill]

Sat shri akaal veer ji Nice information 🙏🙏🙏

[@vatsalsaxena3551]

Video was little late it’s price got 2x in last 3 weeks.

[@vikeshyadav568]

Awesome video n pls make video on vbl

[@svnrm2004]

Huge Distribution (phase) of good knowledge 🙂✨🙏

[@mubeen4ever]

Great analysis Ishmohit and Team. Next video on Varun Beverages please ... Keep the good work

[@DEEPAKSHARMA-cm5dl]

Sir Cosmo Ferrites ka aap ne ismein Kuchh mention nahi kiya

[@readhee]

Thank you so much 🙏

[@SOICfinance]

Most Welcome :)

[@socialdigitalschool3485]

😡😡😡Sir, you have closed the English subtitle in the last 3 or 4 video. please start English subtitles. Thank you 😊😊😊

[@godschild31]

mere pass ek saal phly ka h abhi loss recvr huya per apun ne becha nai

[@onkarpatil5030]

Risk is high if corporate governance issues in management

[@vishalmehta2954]

TITAN😍😍😍😍😍

[@deepakpatel4186]

Both VBL & Titan

[@vishalpunmiya6644]

Last 10 year best IPO, average IPO, loss IPO worst IPO ka series banaaiye.

[@balwindersinghbhuller372]

Very nice ishmohit

[@Djrahul1000]

Would love to see titan, thank you

[@shina9-banushka5-dsahu67]

Sir, I have one doubt should we not invest more than 10% in one sector or one stock?

[@bharatkapoor4062]

Diversify 6-8 sectors Stocks 15-25

[@q165goswamiyash3]

More videos on small and midcap high growth companies ❤️

[@RohitReddy08]

In auto ancillary one & only Sona Comstar

[@zeref0007]

High valuation further correct ho sakta hai 🙂.

[@dr.shailesh55]

@@zeref0007 for long term kaisa rahega

[@zeref0007]

@@dr.shailesh55 Long term ke liye bahut accha hai but dheko 60 ke PE ke aas paas mile tabhi try karna tabhi tisk aur reward thik bethega.

[@thmtools]

Please make video on Mayur Uniquoters

[@kankipativenkataraju3009]

Sir nice video. Titan would be great.

[@shubhamsemwal1096]

Ishmohit sir is their any deep value in Redington india ltd please share your views🙏🙏

[@PrashantKumar-im5ri]

simply superb

[@deepakpatel4186]

Excellent

[@kittymalhotra6445]

Good morning sir.Thks🙏

[@sonalibelavale7468]

Thanks

[@Gpsuraj99]

Both vbl and Titan Pls

[@rishabhbatra2750]

Hey Ishmohit, Can we earmark analysis of Redington India Ltd in one of the future videos please. It's one of its kind business listed in Indian market. Can't think of too many ant-thesis pointers there except that it's a very low margin business. Would like to know your thoughts on it. Thanks !!

[@sswiseinvestor]

Looks very promising business

[@08Sutapa]

Please suggest a good time to enter into Redington...