TVG | The Ultimate Multibagger Framework 🔥

[@x_man007]

Notes 1. TAM (total Market size) from DHRP or investor presentation , get the theme right 2. Gov regulations in sector 3. Relative strength. 4. Identify headwind and tailwinds 5. Understand peg ration & reverse dcf 6. Growth

[@KINGTANISH07]

👏

[@naveensingh2364]

My favorite thing to do on Sunday is to watch Ishmohit analysis

[@SOICfinance]

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

[@mem1001953]

Very focused way of sharing intelligent information and knowledge. Unrelated one word is not pronounced. No football..no cricket...no gabbar no nancy..no Kamala..no halwa...no stories...Thank you sir...

[@dimplebhatia7424]

even lucky halwai

[@keepGoing612]

Every Sunday SOIC is helping me to become one percent better and to harness the power of compounding in long run.Thank you the whole team of SOIC🙏

[@SOICfinance]

We are delighted to hear that you appreciated our content, and we truly value your kind words. Thank you for taking the time to express your gratitude. Your positive feedback motivates us to continue providing engaging and useful information.🙏🏻

[@mopportunities867]

Love u Sir,....Great Job....bahut kam channel aise hai....I think hai hea nhi........I appreciate your deep work...

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@jasbirkaur3828]

TVG.....LOVED AND THOROUGHLY ENJOYED... GOING TO WATCH IT AGAIN AND AGAIN......SO VERY KNOWLEDGEABLE

[@earthling017]

Amazing video Ishmohit ! After many years, through trial and error, I have finally come to understand the important investing principles, though I still struggle sometimes. Your video explains the important factors so well. Kudos to you. This is superb teaching. I wish I had found someone like you when I first started to learn investing.

[@SOICfinance]

We're glad to know you find value in our content. Thank you so much for the kind words and appreciation! 🙏🏻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. 🤜

[@lavepritsingh55]

Head wind and tailwind is Aviation language. Suppose aircraft air speed is 100 knot and there is wind from rear to direction of flight( tailwind) of 20 knot, the actual ground speed of aircraft would be 120 knot where as suppose a headwind( wind of 20 knot flowing from front to rear of aircraft) the actual ground speed would be only 80 knot. Result- in headwind ground speed decreases and in tailwind it increases.

[@Mrabhinandan99]

You mentioned very rightly to avoid justifying the tag..you are an absolute gem

[@shreehariprasad6432]

Thank you for providing soo much value to your subscribers that too for free

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@yowaiomae914]

9:00 shark in ocean TAM Analysis : 13:00 resource

[@abhimanyubinani4145]

I know I will be coming back to this video just to get my basics clear. Gem 💎

[@SOICfinance]

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

[@SyedWaquarRaza]

SOIC videos are thoroughly researched and very helpful. Ishmohit Ji, you are doing a wonderful job! Keep it up.🎉

[@SOICfinance]

We're thrilled to hear that you enjoyed our content and appreciated the effort we put into creating a valuable session. It's always rewarding to know that our hard work is recognised and appreciated. We hope to continue adding value to your investing journey. 🤝

[@padmpande]

Excellent and exhaustive presentation!

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@vishalshah5444]

today episode is very very very very very very very knowledgeable. thankyou thankyou

[@SOICfinance]

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

[@pradeepkamath3818]

On sundays whatever we have work we dont miss SOIC ❤ just want to thank you soic you mentioned about Sudarshan chemicals a 1 or 2 months ago now what a rally came

[@sanjaybajaj6178]

Excellent presentation Team SOIC! Please provide Google Sheet Link

[@yogeshd.9994]

Superb Knowledge!! People pay lacks of ruppes for such Knowledge 😍

[@indranilmukherjee8436]

This is an eye opener on why we should not fall in love with a particular stock. Thanks for the video Sir

[@ali_edittz7]

My favourite thing to do on Sunday is watching SOIC videos and analysis 👍🏻

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@soumyaranjanparida8892]

00:05 TVZ Framework focuses on theme, valuation, and growth in stock investing. 02:03 Understanding the importance of valuations in stock investment 05:47 Sectoral breakdown importance for stock investing 08:05 Assessing the cyclicality and growth potential of a sector 12:00 Understanding the impact of time on businesses is crucial for high returns and growth 13:41 Analyzing company earnings calls is crucial for understanding industry trends 17:15 Understanding fundamental breakout in stock market 19:20 Tailwinds indicate fast sector growth. 23:04 Market competition and regulation impact pay sizing in industries. 24:52 Identify themes and companies based on relative strength for successful investing. 28:15 Six levels of course for different expertise levels 29:48 Exploring various valuation techniques and concepts 33:23 Importance of Peg Ratio in Stock Valuation 34:59 Understanding the importance of growth and value in stock analysis. 38:16 Importance of catching growth in stock valuation 39:58 Geographical expansion and distribution are key drivers of solid earning growth. 44:10 Overpaying leads to challenges in holding, requiring understanding of growth reasons

[@geetaraturi2908]

This is icing on the cake as attended your workshop on future themes and now this presentation in the evening. Thanks for your valuable inputs Mr Ishmohith Regards

[@SOICfinance]

Thank you so much! We're thrilled to have you as part of our community! We hope to continue adding value to your investing journey. ✌🏻

[@sagarbabariya8981]

Google Sheet link is not provided....

[@anilreddy4437]

@SOICfinance Sir please do provide the sheet which has strong sectors listed.

[@accool06]

Great video as always soic team I have similar parameters and indicators through which I take swing trades latest being SKF INDIA entered around 4500 and it gave perfect breakout post q4 results

[@dharanikumaranagani9471]

which valuations should we consider to enter a stock current or forward?

[@Shubharwal]

Themes that are doing extremely well right now (my opinion based on my technical analysis):- Auto parts and equipment Heavy electrical equipment Construction and engineering Pharmaceuticals Electrical products Realty Industrial machinery

[@jitendravaidya437]

TVG - Excited. Salute you ISHMOHIT, You are an outstanding personality who can do this type of videos for Retail investors. God bless you dear.. 🙏🙏🙏🙏

[@SOICfinance]

We couldn't be happier to have your support. It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈

[@dhananjaymalhotra7854]

Thanks for another enlightening video Ishmohit. I have observed that the Google sheet link is not present in the description. Can you please re-check from your end?

[@neetur-id7fi]

Time, value & Growth three key parameters to analyse a business....good & simple presentation loved it.❤❤

[@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. 🤝

[@ujjwalgrover4483]

Thank you ishmohit. Just attended your live session in delhi which was fabulous. Please never stop uploading such informative videos on KZbin for retail investors 😊

[@franciswixon]

It's very helpful for us if you use dark mode in the screener. By the way, thanks for the great video.

[@ishanjethi]

Google sheet ka link nahi hai description mein

[@gyanranjan7900]

As always, quality without compromise ❤

[@vanshvalani6246]

The content is amazing, love the channel! Thank you so much for this video!

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@gauravpatil3878]

where is google sheet link ?

[@shrotkatewa]

Hi Ishmohit, excellent video as usual. Can you make a more detailed video on theme analysis? There are several pieces of information that you've thrown in the video that seem to be a matter of fact for you as you've been clearly doing a lot of sectoral analysis. However, for a viewer like me, I'd like to know how you go through the process. For instance, can you make an over the shoulder video of how you would analyse any 3 sectors and actually show us step by step of what you typically do? Including how you apply sector wise RS indicator on trading view, how you go about finding TAM of a sector, how you see tailwind and headwind trends (which you've partly shown in this video as well), etc. That would be extremely helpful as a user. I totally understand if you'd like to keep this exclusively for SOIC members. But please do make one (maybe as part of your Saturday webinars). Thanks! Shrot

[@IAMAJ94]

You’re Universal Boss 💪 Always Nailing.

[@SOICfinance]

We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈

[@anidas6339]

Google Sheet is missing in the description section.

[@shubhamdeokar6942]

2:26 Saurabh Mukherjea jo taunt mara... Asian paints, PAGE and Relaxo...LOL

[@PresidentGlobal]

TVG like frame work, I had used For BSE Ltd. Theme Value and Growth. My average in know 450 rs in BSE LTD.

[@ajaysinhzala565]

Really good. I can correlate with trishul Framework. As theame have tailwind means margin expand.. due to demand supply. Both Framework are almost same and best

[@ruchirchaitanyachebolu165]

How to identify companies before they announce turn around results so that we can deep dive into it. Do we need to track 2-3 quarter results of a company to keep it in wishlist to deep dive. Is there any tool where we can get all companies of a particular sector(theme) to pick and study?.

[@dipyamanpatgiri8716]

Sir ,I want to ask one question on a particular stock..is it possible?

[@DRNARENDRA_ORTHOPEDICS_VIZAG]

Sector not doing well... But these stocks doing well It... Newgen software It plus service... Kpit Chemical... solar industry, pi industry, epigral to some extent Banking... ICICI How we will find or analyse these stocks.. And why there are doing well in headwind

[@deepeshmehta5559]

Need to read concall

[@rajeshnarula9494]

Netweb Technologies is one of the good examples of TVG analysis. It checks all the the 3 points. I hope I am right.

[@bilifangbasumatary8424]

SOIC, whats your view on Private banks current valuation??

[@BhaveshAgarwal]

Can you share an exact or approx screener formula for capturing TVG strategy and list down potential stocks to buy?

[@RichSourceInsighTs]

Excel sheet is missing! Kindly provide the link for the sheet

[@SOICfinance]

Kindly click on the link given below: soic.learnyst.site/tvg-framework

[@laxmikantnarote3724]

ALLSEC Technologies is one of the good examples of TVG analysis. It checks all the the 3 points. I got amazing valuation result

[@aniljanghale4381]

wow . favorite thing to do on Sunday is to watch Ishmohit analysis

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@pankaj.g]

I can't find the link for the Google sheet that you said is in the description.

[@ravichandransivaraman6106]

Thanks for a great presentation and inputs

[@SOICfinance]

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

[@RajhansAgarwal-dt5zv]

you are doing a great work for investors community, best wishes.

[@RajhansAgarwal-dt5zv]

would b great if u can share the excel sheet n ppt slides u discussed in video pls...tks

[@namanvishalmundhada31]

can anyone help me where can i find the google sheet mentioned in the end

[@subhashmy9864]

What if PEG is less than 1, especially like less than 0.5 is that value trap ?

[@gvirtualzone]

You are doing good work.Keep growing 💗

[@sahil_Sharma007]

Based on this My successful trade was waaree renewables bought at 80PE 800 rupees and sold at 280PE 2800 rupees before result.

[@vaishnaveesivakumar9769]

In the presentation instead of shark in ocean it is mentioned share in ocean ..

[@Ankitagarwal205]

tvg are applied in my 2 stocks i.e. Action construction, pricol.

[@IAMAJ94]

FIEM has 73% of two wheeler ancillaries manufacturing in their plant and biggest supplier to Ola (head n tail lamp) as there is tailwind in sector and also at cheap valuation and expecting larger growth.

[@ballu805]

Turnaround pe BHI video banaya kya bro....koi ..Apne...❤?

[@Kit-xj3st]

I couldn't find the google sheet mention in the video of it being in the description.

[@rishisolanki9135]

Thanks for existing buddy

[@kats331]

Amazing as usual. Thanks soic❤

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@amitbanerjee9218]

Google Sheet link is missing :(

[@geek_for_life]

TVG - Excited! 😃

[@KnowledeFinance]

Sir if power theme is having tailwinds and stock entered become expensive peg above 2 then what to do

[@vijaytanna1833]

Excellent quality of content

[@one2sach]

intelligent guy! Stay blessed 🙂

[@vishnugupta2050]

Thankyou for such a deep knowledge

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@vishnugupta2050]

@@SOICfinance : Thankyou for response , my friend suggested your channel earlier I started following you on Twitter , addicted to your videos , watched many videos but the deep knowledge u give, I found nowhere

[@saurabhgoel4241]

Fiem industries. . Auto component. . Led lights are compulsory for ev vehicles, led lights contribute higher margin for company.. company expects revenue increase from led light segment that is of higher margin. Disclaimer- Not any kind of recommendation..

[@dhruvhingorani2878]

Hi Ishmohit. It was nice meeting you in person today at the conference. Since you’re a lot into real estate companies, could you shed some light on Geecee Ventures maybe in a video in future. It’s a small debt free Mumbai based real estate company. Looking forward to it. Maybe you find it interesting yourself.

[@TheAkhanadBharat]

TVG - EXCITED

[@chefsharma5709]

Hi EPS 10x jump kare price up hu jata hai way ❤help

[@jillellasaibharathchandra6901]

Soic - will get multibagger subscribers!!!!

[@SOICfinance]

It warms our hearts to have your ongoing support. We're honoured to be a part of your investing journey and are committed to providing you with valuable content. Happy learning and happy investing with SOIC! 😃🌟

[@kartikshah3291]

TVG excited!!

[@rakheegandhi9774]

Excellent as always🎉

[@mohammadarifpasha]

Always Value-added Videos. Keep learning.🤲

[@SOICfinance]

We are delighted to hear that you appreciated our content, and we truly value your kind words. Thank you for taking the time to express your gratitude. Your positive feedback motivates us to continue providing engaging and useful information.

[@inkeshafkhan5668]

Absolutely on point .Thanks Soic

[@PrabhjotSingh-ri7bv]

Where is the google sheet link?

[@microcaps219]

bhaiya can a nbfc trade at 120PE , if its PB ratio at that level is just 3.8 and ROE 17%, if we see only PB ratio then 3.8 seems reasonable but can it sustain at 120PE, if it comes to 60PE then its PB ratio will be decreased to around 2, which seems undervalued to me so should i only see PB ratio for nbfc and ignore PE ratio completely or should i not assume PE of not more than 50 for a nbfc growing at 35%? Thank you for the making videos for noobs like me , your nbfc video with digant haria sir made my basics clear on this sector

[@rupindersingh866]

Can someone help me to get google sheet and presentation of the video. I am not seeing

[@dr.sagarfirke2687]

GREAT JOB YOU ARE DOING, GOD BLESS YOU BROTHER

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@ParvinderSingh-lk3kh]

Tvg- excited!

[@iampraveensingh]

Excellent video

[@jayashbhavsar4572]

Very informative video sir 🙏🏻

[@jazlugo]

Ishmohit your analysis are the best

[@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.

[@himanshurathore2395]

TVG-Excited!

[@KhalidB-hp2lr]

Do we get stockscan with soic membership.

[@SOICfinance]

Thank you for reaching out to us. Please email us at [e-mail] Our team will assist you.

[@SarwanSingh-im4nd]

Sir make video on ai sector and automotive - chips- software self driving technology hardware

[@arjunverma9803]

Awesome video as always ❤

[@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.

[@dushyantkumar7364]

Camera shutter transition effect in the video is very annoying.

[@biotutun]

TVG- EXCITED

[@manugarg..7728]

Excellent video, please share PPT as well.

[@sanjivbanerjee8526]

TVG excited

[@MinorityDoc]

Best wishes. God bless you

[@SOICfinance]

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

[@Football_Krushith]

Nice and educational Video!!!

[@jamesstephen1516]

Thank you for such Analysis and God bless you 🙏 ❤️

[@SOICfinance]

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@karanbirbrar8599]

Soic is always on my agenda for Sundays... Serious alfa

[@SOICfinance]

It warms our hearts to have your ongoing support. We're honoured to be a part of your investing journey and are committed to providing you with valuable content. Happy learning and happy investing with SOIC! 😃🌟

[@namanvishalmundhada31]

great video sir