I Shamelessly Cloned India’s Top Investors to Make 41% Returns | Mohnish Pabrai | Copycat Investing

[@shankarnath]

👉 Try out the spam-free & absolutely FREE Underinsurance Checker : www.klarifylife.com/term-insurance/underinsurance-checker?

[@akhilgupta6673]

Helpful

[@digamberrawat]

Hi Shankar, do you manage any smallcase that I can subscribe to? As always an extremely informative video.

[@shankarnath]

Not currently but I'll consider having one in the 2nd half of this year. Right now, it's just my KZbin channel & the newsletter.

[@VishalMehta]

I was looking for this hack and you made a video on it. Thank you for sharing valuable insights.

[@kirangowdan7478]

Sir u only person who always attach the worksheet & help the investors to upgrade their knowledge. No one in ur field didn't share worksheet just insist to take personal classes

[@shankarnath]

Thank you. I'm glad you are finding the worksheet useful and it enhances your knowledge

[@RajeevKumar-vr5ml]

Absolutely right said👍

[@Aug15ankit]

Your sheet is so informative, since it’s 9 months old , can we have a link for getting September end

[@srikarkuravi3853]

most undervalued youtube channel. This channel should be shamelessly promoted with 100% XIRR!!

[@shankarnath]

Thank you!

[@nandkishorsonawane2511]

Because all his videos are in English. If he started making videos in Hindi he will be star in KZbin.

[@ubantu8987]

@@nandkishorsonawane2511 aap apna msg to hindi me likh nhi paa rhe ho.. or hindi ki understanding ki baat karte ho.. abhi hindi me science padhayega to samajh aayega tujhe

[@pagarwal1989]

Thanks

[@shankarnath]

Thank you so much for this kind gratuity, Prateek. I am glad you liked my work!

[@madankulkarni1715]

SN, My take aways 1. We can copy shamelessly the portfolio of selected but their Convictions? 2. Good for people who want to dive in small & micro cap & ready to become self fund manager. 3. May be effective if no of stocks are more in portfolio considering only 1/3 rd last the marathon. 4. Your ability to simplify most complex ,confused & marketing driven fin.products is of great help to average retailers. Thanks for same.

[@shankarnath]

Glad you found it informative 🙌

[@ashishbarick]

Your spoken English is very nice. No grammatical errors and good vocab. I like it.

[@shankarnath]

Thank you! 🙌

[@stephenmani8495]

I agree. I wish all Indians speak like this. He does not have any put-on Western accent, but at the same time speaks clearly with a good diction, and a trace of Indian accent - but a nice accent. I am in the UK, and frankly now find it almost impossible to decipher when many of the young Indians speak (particularly the young North Indians), because for whatever reason they seem to think they need to imitate the American/Western accent. But in the process, they end up with a mish-mash and a poor/unclear diction, and worst of all they speak incredibly fast (as if they are an Express train desperate to get out the words out of their mouths as fast as possible). The South Indians are somewhat clearer in their diction, maybe because they do not try to put on a false American accent to the degree some of the young North Indians do. All that the people need to do is speak slowly, and clearly and without putting on any fake accent - just as the gentleman in this video. And it sounds so perfect!

[@ashwinnair4816]

Best channel for investing on youtube. Your ability to simplify complex topics is top notch.

[@shankarnath]

Wow, thanks!

[@salmansaleem4773]

Hi Shankar Nath, just wanted to drop a quick note to say thank you for the incredibly useful videos you create. They've been very helpful and informative. Keep up the fantastic work!

[@shankarnath]

Most welcome and thank you very much for your kind appreciation 🙌

[@aravindtiwari9702]

10/10 for your creativity 😂👍. Keep up the good work. 💯

[@shankarnath]

Thanks!

[@StockMarketWithDrRahul]

It will be interesting to see the performance of this copy clone portfolio during the bear phase, requesting SN to make part 2 of it more deeply in this strategy- thanks and regards.

[@shankarnath]

Thanks for the suggestion. Yes, the trendlyne data was available for the last 8 quarters only hence couldn't extend the time period

[@StockMarketWithDrRahul]

@@shankarnath Oh in that case it will be impossible to make a more detailed version to test it, but seriously you did an amazing job sir. I am doing the same method with some of the best-renowned investors and the returns are quite impressive! Good luck to you and your team- Thanks

[@shankarnath]

@@StockMarketWithDrRahul Thank you so much 🙌

[@i_love_god10]

Thanks Shankar as always with 1. Quality and useful video 2. Sharing not only knowledge but also the work did. Both these characteristics make you one of my most favorite Finance KZbinr. I still can't understand why you are still underrated in terms of subscribers. You should be leading the group honestly. Keep up your good work!

[@shankarnath]

So nice of you, thank you for kind words. Honestly, it's a trick many fall into by measuring a channel on the basis of subscribers. For instance - reaching 1 million subscribers is not that difficult and publishing 1 short a day for 7-8 months or topics like "best mutual fund" will get me there. In my view, this is a problem because in many case, a large non-targeted viewership seeps into the channel and over time, the views start falling. E.g. Rachana (who has done a incredible job over the last 3-4 years) seems to be going through that phase. She's has 48 lakh subscribers, is still clocking 40k subscribers every month but is having only 100k views per day. The reasons can be many although I think it's more of viewer fatigue -- which is something my channel will also go through over time I've been looking at these phases and assessing KZbin from a viewer & creator perspective has been helpful. My own read is that -- out of the 150k subscribers I have now or wherever I reach, it will come down to just 5-10k loyal fans who will continue with me & subscribe to the valuable services (like newsletter, community, smallcase etc.) I plan to introduce over the months & years. This suits me perfectly as I want to work with & for a smaller number of patrons and do more for them. Infact, let me close this with something I observed recently. So, I've had around 75 1:1 consultation calls and of the 75, only 8 persons had ever posted a comment on my channel. Which means 90% of the people who paid, discussed & got value from those interactions were a part of the silent majority. If I had assumed that only the ones who comment are the loyalists (much like how everyone says "underrated" and "subscribers"), then I would have been wrong. There's a bigger chunk out there and building a participation loop for them has to be my endeavour

[@TylerDurdenVibes]

Hi I had changed my regular index SIP to your suggested nifty momentum and nifty value SIP strategy and I am really thankful to you for sharing such a unique info with historical data as we see significantly much more return than niftyIndex regular SIP. Thank you, these in depth analysis really teach us a lot

[@shankarnath]

Most welcome. I'm glad it helped.

[@reomurphy]

Is it the 'Why Momentum investing is now 15% of my portfolio' video?

[@TylerDurdenVibes]

@@reomurphy dont know, but this can be "why in bull market nifty index investing should be swapped by momentum investing"

[@blueworld2427]

I may not follow your method but will say you are a genuine person.

[@shankarnath]

Thank you

[@knowledge10880]

Hi Shankar, it is not clear what should be the entry or exit point, if we start today, when markets are close to all time highs, when should we exit and would we able to make such returns?

[@lakshnaramesh9733]

How underrated this channel is Me: Yess I remember subscribing to this channel when it was little below 2,000 subscribers, now it's over 1,48,000 subscribers Still way below what Shankar Nath deserve to be (over 1 million easily)

[@shankarnath]

Thank you for the vote of confidence 🙌

[@Rohit_Sharma-]

That means you found out a small cap multibagger 😊😊

[@NeoGaming666]

The video felt like a lecture in a top B school. I personally used this strategy last year and made some profit in Asahi Glass and then got greedy and trapped at 598. However, I still think for beginners like me, this was the best way to go. I wish to learn more from your immaculate presentation skills and like-minded thought process. Also, much appreciate for attaching the Excel sheet. subscribed.

[@shankarnath]

Thank you 🙌

[@kakashisenpai99]

Your channel is underrated man

[@vishvajeetmoyon3235]

Quality is often ignored for quantity bro

[@islamicwayofearning]

Since I watched the 1st video on this channel I unsubscribed all other channels and never missed a single KZbin video of this channel. Quality and only quality.

[@shankarnath]

Thank you

[@Abhishekkr-x2y]

due to english language

[@raremagnum999]

Good but won't work

[@Rickey023]

One of the best videos in recent times.

[@shankarnath]

Glad you like it. Thank you very much

[@SumChatter]

Shankar, very few youtubers have this level of clarity and conviction and I compliment you for that. I discovered you today and you deserve many more followers. Perhaps some Hindi videos as they get more traction? Most importantly, you came across as very knowledgable and one with integrity. Will look forward to seeing your other videos. Cheers! Sumeet

[@shankarnath]

Welcome aboard Sumeet ji. I'm glad you like my work! 🙌

[@user-no007]

Hi Shankar, great video like always. Here is quick tangential question and hope you may please answer - I like the quality of your videos - the way they are presented is just right with voice, commentary and very fine graphics. Just curious what recording devices for audio and video do you use? And any software? Thank you 😊

[@shankarnath]

Thank you very much 🙌 1. Audio recording happens via a regular 700 rupee Boya mic that can be bought on Amazon 2. Video recording is done via a Sony camera (an expensive one .. almost 2 lakhs) that my videographer brings with him. I don't own a camera myself. 3. For editing, the editor uses Adobe Premiere Pro 4. The invisible quotient is the graphics you see on screen. I create that using Powerpoint; slide by slide and the editor replicates it 5. For thumbnails, I use Canva

[@user-no007]

@@shankarnath Fantastic! Much Helpful.

[@PriyanshiKothari-w1t]

omg! what an amazing video and ur speaking skills are really impressive

[@shankarnath]

Thank you! 😃

[@ishanwani8787]

if one isn't comfortable with small and microcap can one add a filter of using only mid and large cap of the stocks found if any when looking t invest in the long term?Or is this adding bias to the stock picking and may lead to potential losses?

[@vikaskashikar7986]

This is a an excellent paradigm. How did you find out the entry and exit points ? Can you please elaborate on that? Great Work, Shankar!

[@shankarnath]

Thanks. I didn't complicate matters and used basic observation skills for entry and exit points. For example .. if shareholding % went from "

[@vikaskashikar7986]

Thank you for the clarification Shankar. Will take this forward.

[@gauravjangate]

Excellent job man👍…. Day by day your videos showing us how much deep study you are doing… 👍 great

[@shankarnath]

Thank you very much 🙌

[@sulemannadaf7172]

You deserve more subscribers than you have now. Truthful content is so rare. Thank you so much for putting out this perspective on investing… great work!! 👍👍

[@shankarnath]

Wow, thank you!

[@lancewendel6707]

Nice work and thank you. Do you happen to know whether I could do this from the UK to check shareholder investments (lookup individual investors' investments online ).

[@shankarnath]

Most welcome. Sorry, I wont know; have not tested this on the stock exchange there

[@piyushranjan1176]

Shankarji, Thank you very much. As always, very informative content presented in a very succinct manner!

[@shankarnath]

Most welcome, Piyush ji. I'm glad you liked it

[@hkmstreams]

Good stuff, sir! Good that you included the issues and limitations you noticed during the process of cloning.

[@shankarnath]

Thanks!

[@Kumard1230]

Great work, shankar. Thanks for this wonderful content ... appreciate your efforts

[@shankarnath]

So nice of you. My pleasure 🙌

[@madan314]

Wow this is next level revelation Shankar ji , great video , thank you. :)

[@shankarnath]

My pleasure 🙌

[@saiki1989]

Thank you for sharing! Much appreciated 😊 How did you determine ‘marquee investors’?

[@shankarnath]

Most welcome. The process has been explained in the video

[@kspavankrishna]

Is there a latest version of the work chart list of stocks and to track the investments so we can know ?

[@privacyowl]

While I personally don’t believe in investing a large corpus outside the major indices, I really like your well researched approach to these active/quantitative investing. I think you should create a few smallcase baskets for novice investors who’ll love to invest in such ideas but have no idea/inclination to research and rebalance regularly. It think could be a good source of income for you as well

[@shankarnath]

Thank you for the appreciation and suggestion! I might build smallcases in the 2nd half of this year.

[@ankitk3487]

@@shankarnath Do we have the smallcase for this?

[@VakpathiRaoManupadi]

Thank you so much for the Analysis and Information 🙏🙏🙏🙏🙏

[@shankarnath]

Most welcome

[@atmyownservice]

Excellent and genuine analysis. Subscribed to the channel within 3 mins of the video.

[@shankarnath]

Welcome aboard! 🙌

[@phoenix-nq1jf]

So happy I came across your channel , one of the finest wonder why so underated ...kudos to your work and efforts

[@shankarnath]

Thank you very much!

[@respondvivek]

Shameless...What a strategy & analysis. Thanks Shankar. You always stand out with your strategies....

[@shankarnath]

My pleasure! Thank you for the encouragement

[@rrajesh145]

So much of effort to make this video to simplify concept . Thanks a lot Mr.Shankar. These are innovations on finance/investments

[@shankarnath]

Thank you so much! 🙌 I am glad you liked this video, found it informative

[@paninideshpande9617]

Request an update of the working sheet of your shameless cloner strategy as it has been more than a year since it was first published.

[@shankarnath]

Hello. I'll have it as a part of my community. Pls allow another 3 months for the same

[@raghavvendra]

Great information shared by you and it leads towards economic growth. 🎉 Thanks alot 🏆👍

[@shankarnath]

Glad it was helpful! My pleasure

[@salmana.921]

Thanks Shankar. This video was very helpful. Not only finding great stocks but understanding investment patterns.

[@shankarnath]

Most welcome 🙌 Glad you liked it

[@pwuda123]

Thank you - this is very helpful and appreciate your good work @shankarnath sir... appreciate you going that extra mile and making the spreadsheet available for amateurs and beginners like me. Regards

[@shankarnath]

So nice of you. You are more welcome 🙌

[@arunabhsengupta4075]

I started following your videos when you were in ET. I can only thank you for the quality content you put in each video!

[@shankarnath]

I appreciate that! Thank you Arunabh

[@makarandgajare1537]

Very creative idea and very well presented

[@shankarnath]

Thank you very much 🙌

[@nithinpm5449]

Great ji, u have variety content & educative too.😊

[@shankarnath]

So nice of you. Thanks!

[@shreehariprasad6432]

The amount of research and dedicated work you and your team does for each video is top notch ,,, thank you

[@shankarnath]

Thank you so much for your kind words! I'm glad you like my work

[@prakharmaru2401]

sir can u clarify how we would know when the big whales entered and exited and how can we copy them in the same time frame or point of time ??

[@krishna12880]

I have the same question

[@nishantgarg9189]

This is the whole practicality which I think can not be cloned exactly in the same time frame as big whales do as there is huge time lag between information coming out publicly and deals actually made.

[@Callmenothing000]

I really like your content, Shankar. No fluff content conveyed with a sense of humility! I’d definitely consider buying your smallcase based on this strategy if you plan to take that route. Probably, a lot of your viewers feel this way

[@shankarnath]

Awesome, thank you! 🙌 Smallcases have some regulatory hurdles that need to be crossed. Many think it's the registration but it's the maintenance part which is an overkill by the regulator. I'll certainly go for it i.e. smallcase & the pre-registration once SEBI makes it easier for people like me to do business. I'll keep you & all posted on my newsletter & community post

[@Pur4348]

Your videos are amazing. Everytime there is something to learn unlike other tons of useless channels out there! Thanks

[@shankarnath]

I appreciate that! Thank you very much

[@Ninjago134]

Great video as your other videos 👏 You could start active index fund on this theme 😊

[@shankarnath]

Thanks for the suggestion

[@sanjaybhatikar]

Wow, after Aswath Damodaran you are the only financial expert I have seen who shares spreadsheets people can use to replicate and experiment with their process.

[@shankarnath]

I'm glad you like my work!

[@vikshitshetty9149]

You are so underrated! Your content is exceptional, and I resonate deeply with it. I have occasionally emulated investors without hesitation, and it has proven to be successful. However, when I share this approach with others, they often raise concerns about dependency on someone else. While this perspective holds merit, I see no issue in persisting with this strategy. In various aspects of our lives, such as health, career, and law, we rely on expert advice. why not apply the same principle to personal finance? :)

[@shankarnath]

Thank you! I'm glad you liked this video. In my view, the general human behaviour (inspite of what one says) is to a) either work towards an output or b) pay for advice. That's why DIY investing or managed investing via MF, PMS, smallcase, advisor works well. The cloning strategy is outside the scope of both approaches i.e. it doesn't require much work nor is someone pushing us or enforcing a transaction/advice on us. I feel that's why most people think twice before using screeners, cloning and similar approaches. Plus, there is the fear factor point i.e. "what if I am wrong". Which is strange because everyone's relatively OK if "the fund manager is wrong" and we all have a natural recourse in villifying the fund manager or exiting the fund (but beyond that we can't do much)

[@Kalx66]

The content in your channel is always informative.Thankyou

[@shankarnath]

Most welcome!

[@ayushvarma9657]

Great job Shankar, it would be great if we could make a tool to automate the process and alerts as to when such superinvestors take new positions and follow along!

[@shankarnath]

Thanks for the suggestion

[@sahilkaundal6770]

Hi sir , I have 2 questions: 1. Do you pick stocks from 1 investor or from multiple investors? 2. The last 1 year was too good for small and midcap, so do you think this might be the reason for high accuracy rate and high returns?

[@shankarnath]

Hello: 1. Kindly examine the worksheet 2. Yes, the market was kind to small and midcaps. Having said this, it's important to measure one strategies performance with a comparative benchmark & I took the Quant Small Cap Fund to base the performance

[@nikhileshadiyala]

It never struck that I should copy the big investors' early bets on these small and midcaps...I made my own set of rules and followed blindly...I will experiment with this when I have some cash to spare and will update you here if Im able to make any good returns..

[@shankarnath]

Pls do share your results

[@atanu2531]

PL statement please .. better to be verified

[@sreevathsabr82]

Such a great insight and analysis 😮

[@shankarnath]

Thank you!

[@mohan7642]

Very good content Shankar, thanks for this and even the spreadsheet. It is very informative. Appreciate and love your contents as always. Very good perspective. Never imagined with copycat strategy one can create huge returns, as most of it are small cap or micro cap at times like now, it will fall brutally. Investor to have bigger stomach to hold it for 5-10Yrs.

[@shankarnath]

My pleasure, glad you found it informative

[@arvindgandhi1007]

Excellent video Sir. Thank you very much.

[@shankarnath]

You are most welcome

[@prachiparab9556]

how to find entry and exit points of stock. Can you provide from reference website from which i can gather data for study ? Thanks in advance.

[@shankarnath]

For entry points, please read the last 6-7 posts of my newsletter at shankarnath.com -- you'll get a good idea on when is it ripe to invest in a company With re: exit: well, exit is a lot easier than entry. A simple framework that's worked for me (most times) is the reversal of fortunes approach. Here's what I mean by that -- When investing in a stock or asset class, you would have identified 3-4 key reasons e.g. valuation is low, momentum is rising, promoters are buying, high growth rates etc. This prompted an entry into the stock. Say, 3 years later you find that many of these points have reversed i.e. - growth has slowed down from 20% to 5% (like what happened with Exide) - valuations became too expensive (like Avenue Supermart) - promoter is selling (like Easy Trip Planners) In such a scenario, an exit is the best course of action. Ofcourse, there is some subjectivity here which is good because entering & exiting is not a simple mathematical problem. It's got a lot of qualitative elements & biases. For example -- I exited Sterlite Technologies after 2 quarters of holding it after I realised the management is changing goal posts too many times & it's not focussed enough in completing existing projects. I sold my holdings there due to lack of confidence in the company's management -- that no screener can help you understand. It requires reading of the transcripts, news, blogs etc. and this approach has worked very well for me so far. What I love most about it is the simplicity of it -- if the reasons for which one entered the stock/asset doesn't exist, then simply exit Hope this helps

[@jayaramsi]

Its my first time watching your video and your video is very clear and informative. I subscribed and i dont know i will use your shared sheet but i want to appreciate your effort and i can understand ypur research how intense. Thanks i will share your video to some of friends

[@shankarnath]

Welcome aboard! I'm glad you like my work

[@BrummieLucifer]

Hi Shankar, this is a very interesting video and it was fun to follow along. I wonder if you could elaborate on the choice of entry and, more particularly, exit points. What pointers would you give to keep subjectivity to a minimum? By the way, I used largely the same stocks but with different exit points in many cases. This gave an IRR of 32.8%. I hope to investiigate the data set further such as looking at your suggested variations. Thanks for an enjoyable exercise.

[@shankarnath]

Hello. Glad you liked it Subjectivity can be reduced massively if one reads the companies featured and forms ones own views. For instance, in the case of Ashish Kacholia -- I agree with a few picks of his like Garware Hi-Tech Films. I even featured it in my newsletter. However I don't agree with his selling "Sky Gold" at around 2,600 rupees. I felt there's a lot more scope there (again featured in the newsletter) and inspite of me buying it at 2,800 -- its at 4,380 now .. in a matter of 2 months. Exit points are simple. When the reasons for entry no longer exist, it's time to exit. For example - I've pulled out from PSP Projects, KRBL and a few more over the last 6 months when I saw underlying weaknesses on multiple factors. 1-2 quarters of issues is OK but there were some rancid decaying in fundamentals which didn't appeal to me.

[@senjugoku]

Any insights into rebalancing, entering new positions, and investing on a monthly cadence after the initial lump-sum investment?

[@MrKsetty]

Amazing work, it's not as easy as you depicted... cheers!

[@shankarnath]

Thank you very much!

[@brolysujay]

Good video brother, you have explained complex things in understandable manner. Subscribed.

[@shankarnath]

Welcome aboard!

[@Sampleeeeee]

Thank you sir First time visited ur page Nice information

[@shankarnath]

Welcome aboard!

[@darshannaik892]

Hello Shankar, Can you pls review smallcases in general? As most of the smallcases rebalance on need basics or very often. How does tax play a role when invested amount is large? It might be of lots of use to the viewers as many invest via smallcase these days. Thanks

[@shankarnath]

I can try .. even spoke to Vasant on this a few months back. I had sought some enhanced access but the team couldn't offer it then (and they were right as some of my ask violated the investment advisor's IP). But I can certainly do what you are referring to here. Pls give me a few weeks to get back on this.

[@darshannaik892]

Thanks so much for the effort. Looking forward to it👍

[@adityakohli6266]

In step 5 you mentioned about clean up and paying attention to when the investment was initially made and when the investor took an exit. My question is what if the investor had bought and sold the stock on different intervals - The price on each date would be considered or you took an average or something to calculate the returns? Also, if you used the buying and selling price to calculate the returns then what role did price over last 8 quarters play?

[@shankarnath]

1. I used the price on specific dates i.e. 31-03-2022, 30-06-2022 and so on 2. I didn't understand the question on "role of price", can you pls elaborate?

[@suhasacharya3139]

Good content with appreciable presentation. 👌

[@shankarnath]

Thanks a lot 😊

[@guruprakashsrinivasamurthy5503]

Thanks for being honest and sharing your learnings with the world. God bless 👍

[@shankarnath]

My pleasure!

[@ryansood2651]

Friends, I am new to investing and loved the simplicity of this video. However, I am finding it difficult to understand where to start as in which videos to watch from Shankar’s channel as a beginner? I will appreciate the help of this community 👍

[@shankarnath]

I have created playlists based on varied viewer interest. Pls have a look: www.youtube.com/@shankarnath/playlists

[@ryansood2651]

@@shankarnath Thank you Shankar. What you are doing here is worth appreciating and I wish you more power👍 I will definitely view the playlists that you hyperlinked. However, I have another question. Have you made a video on investing for NRI investors? There is a huge interest to invest in India but the majority of the people I know find it challenging to understand the dynamics.

[@shankarnath]

@@ryansood2651 No. I haven't made any video for NRIs specifically. That's because the techniques/schemes/portfolio I would hint at for expats would be the same as I'd have a resident Indian consider. But yes -- NRIs will have queries on taxation, repatriation etc. which is best answered by a tax advisor/CA. I'm not really good at that. My apologies

[@tanyaagarwal8678]

7:40 - step 6 query Hi Shankar, thanks for the amazing video. My query is that isnt it obviously impossible to get the same or even nearly same entry point as these marquee investors since those points would hav been crossed long back and gloomy chances of looking back in rallying Nifty scenario? Then what should be the entry/exit points?

[@shankarnath]

Most welcome. With re: your query and atleast in my case, I didn't care on finding the "perfect" entry point because if I were to even ask Vijay Kedia, Rekha Jhunjhunwala & others -- these investors aren't going to tell me. My mindset is that information is always imperfect (actually true) and I worked this model based on what & when I receive it. However imperfect, this model gave me 41% CAGR over 2 years against the Nifty 50's 12%

[@thinkdeeperdeeper3147]

@Shankar - wont the exit time change for us? If we exit after such big players exit, wont the stock be down after that? Wont buying after the large investor bought raise price to higher than normal? If they got 41%, will we get 35%? Any thoughts around this point?

[@shankarnath]

Maybe, it all depends on how you frame the problem in your head. For example -- let's say I didn't study well for an exam which means I would have ended with say, 70% marks. Now I hatch this plan to copy from a classmate but since there's an invigilator in the exam hall, I couldn't be looking at his paper all the time. Anyways, I did what I could and ended with 80% marks while the well-prepared classmate received 85% In our context, that 5% are the gaps we have to live with i.e. marquee investor could have sold on 18th of the month but you receive the information on the 30th and so on. Yes, the price might have gone up or it might have gone down .. but what I have simulated here is a system with enough stocks (57 of them) which I believe offers 80% marks when otherwise I would have received 70%

[@sharmilasamantasarkar8951]

Something quite different .. The content is very useful and like the approach. Thank you for your hard work

[@shankarnath]

Most welcome. I'm glad you liked this analysis.

[@siasharma8486]

@shankarnath - awesome explanation Sir and video is crisp & clear.

[@shankarnath]

Glad you liked it

[@AnilkumarYadav-gn7bj]

Great work... Immense knowledge.... Thank you Shankarnath ji.... But only wish is, please make more and more videos and do different stock analysis

[@shankarnath]

Thank you for the suggestion & appreciation

[@aswamy2]

Shankar, your knowledge, research, presentation and vocabulary are superb. Not just this video but everyone of them. I got some great insights from some of your earlier videos and take this opportunity to thank you.

[@shankarnath]

Thank you very much Mr. Arun for your kind appreciation and warm words

[@anujgarg16]

Awesome video I started doing it recently and seeing your video is just a cross confirmation to me. I liked it so much.

[@shankarnath]

Glad it was helpful!

[@gauthamkumarrokz]

Wow you are genius strategy to look into for small investors

[@shankarnath]

Thank you very mych 🙌

[@Aug15ankit]

Sir can I have the latest sheet , or the link from where can I download it quarter on quarter

[@100paise2]

This was the best informative video and entertaining video so far .. Thank you so much

[@shankarnath]

Glad you enjoyed it!

[@anuraggupta527]

I have 1 doubt- Here's what I think, these marquee investors invest in all types of companies and not only small caps but holding >1% in small cap requires much lesser capital as compared to large cap, that's why the data showed mostly smaller companies. Am I correct? If so, is there any way to determine their holdings in large cap companies where they probably hold less than 1%?

[@shankarnath]

I haven't come across a source which will list all their investments

[@Vasu-Katravath]

Great Content! I will suggest my friends and colleagues to follow this channel.❤

[@shankarnath]

Much appreciated! 🙌

[@SingaporeBuilds]

Something new . Well done !

[@shankarnath]

Thanks!

[@sandiy007]

Very interesting concept 👌 Thanks for excel attachment 🎉

[@shankarnath]

Most welcome. Glad you liked it! 🙌

[@shantilal007]

Thanks Shankar for brining another Star and Congrats for 18K Subscribers

[@shankarnath]

Thank you so much 🙌

[@somu9810]

Absolutely Amazing!!! Quite a practical approach to the stock picking... But I think the returns would drastically reduce in assumption 3 is accounted for (Delay in receipt of shareholding change data)... I believe it would be very close to actively managed small cap funds..

[@shankarnath]

Thanks! If you have any data, research or actual experience around the delay point, pls do share.

[@karth12399]

Sir investing in equity and debt funds separately is good or choose hybrid fund instead is good?

[@HimanshuGupta-ex4yq]

Another great video, thanks Shankar

[@shankarnath]

My pleasure!

[@aaronalexanderjenson3804]

Quality content. Subscribed!

[@shankarnath]

Welcome aboard!

[@rajchauhan402]

You are always creative with deep perceptions of each content... very informative. By the way regarding chemicals sector part 2 video is still pending 😅 - kind reminder

[@shankarnath]

Many thanks for the reminder

[@nilanjanbiswas7104]

Great video, as usual. Thank you.

[@shankarnath]

Glad you enjoyed it

[@mk67890]

Your presentation skills are amazing

[@shankarnath]

Thanks a lot 😊

[@sanskrit108]

Thank you sir I am 18 teen year old who has know clue how to build a passive income can u make a video about it

[@shankarnath]

Thanks for the suggestion

[@kapilvyas9634]

Excellent work..not all of them will understand this..thanks

[@shankarnath]

You're welcome

[@choudhurysudip666]

@shankarnath nice framework Sir! As a fellow skeptic myself, could you confirm how frequently the information regarding shareholding pattern (more than 1%) rule is updated in NSE or BSE?

[@shankarnath]

Listed entities are required to submit their shareholding pattern to the stock exchanges within 21 days of the end of each quarter in formats prescribed under the circulars. www.sebi.gov.in/legal/circulars/jun-2022/disclosure-of-holding-of-specified-securities-and-holding-of-specified-securities-in-dematerialized-form_60459.html

[@themobiledev]

​@shankarnath won't these transactions show up in bulk/block deals also?

[@shankarnath]

@@themobiledev Change in shares will show up in bulk deals, but then one has to calculate the shareholding % separately

[@Yegnesh_KSA]

Wonderfully. Thank you 🙏

[@shankarnath]

Most welcome!

[@SatyamRaina]

Quality content always, thank you!!

[@shankarnath]

My pleasure!

[@TylerDurdenVibes]

can you do a followup vedio on shameless cloning which has less variables (can expect lesser returns too) so that we can try this out as a swing bets

[@shankarnath]

Thanks for the suggestion