Detailed analysis of FMCG and Consumer sector!

[@vimanshu]

It would have taken me 6 months to read and research about these businesses and try to understand their fundamental pros and cons. This guy just uploaded a 50 minutes masterclass on the entire sector for free. I filled up 3 pages of my notion research notebook. What a guy 💯🙏🧠👏 Looking forward to every single video in this series.

[@SOICfinance]

Thank you for choosing SOIC. We're happy to know that our content adds value to your investing journey. Happy learning! 😃🖐️

[@amolnakashe441]

Great Video. Key learning from this video - 3 things to check in consumption stocks - Category penetration - Volume and value growth - Trend of premiumization Mantra for FMCG business understanding Trend in Raw material prices Volume growth Margins expansion/contraction New products launches

[@RJ-xo2ue]

आपने बहुत अच्छी मेहनत की है और अपने हिंदी में वीडियो बनाकर हम जैसे लोगों पर बहुत बड़ी मेहरबानी की है

[@LKBhati-nr3nb]

बहुत बहुत धन्यवाद, हिंदी अधिकतर लोगों को समझ आती हैं , आप बहुत उच्च स्तरीय ज्ञान देते हैं

[@Sbhadana_51]

EPL Hindustan foods TCPL Moldtek Agi green pac Bajaj consumer Amrutanjan Emami limited Varun Bevarages Nestle Trent ADF foods Bector foods CCL Colgate Ethos watch

[@yusufvohra4449]

Very good point mentioned that Energy drinks Penetration in Pakistan is 20% instead of 5% in India. However, I feel that that could be because Alcohol penetration would be very low in Pakistan. And maybe that's why Energy drinks Penetration could be high

[@rishabhsolanki7136]

Your hypothesis can be examined just by looking at energy drink consumption of gujarat vs rest of india. If you can find data pertaining to that do share.

[@merlinfitz]

Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.

[@ChristopherHoward-kf7yk]

Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.

[@lawrenceHart-ys2ct]

The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

[@merlinfitz]

@@lawrenceHart-ys2ct please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?

[@lawrenceHart-ys2ct]

credits to *Christine Ann Podgorny* , one of the best portfolio managers out there. she;s well known, you should look her up.

[@merlinfitz]

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

[@AbhayMishra1958]

You are simply too good. The width and depth of your coverage is simply amazing. Best wishes to you

[@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. 🤝

[@dmx-spark]

Thanks for keeping the deliberations in Hindi. I'm sure it benefits people in abundance. Keep shining kiddo

[@Professor2098]

I want to buy your course badly , but i have a very small portfolio my 1/4 portfolio is your price . I understand there is so many expenses you are having to deliver us the value . Your analysis is very good. I will buy this course one day . Thanks a lot to teach us and keep us informed with your deep analysis ❤

[@SOICfinance]

Here to add value without anything in return. We will try cover interesting concepts on the channel. Thank you for being a subscriber/friend on YT. We are humbled!

[@dmx-spark]

I hope you achieve your goals buddy

[@Booster_Shorts]

@soic सर आपने बहुत मेहनत करी और हिंदी में वीडियो बनाया उसके लिए आपका बहुत बहुत धन्यवाद सर आपसे बस एक निवेदन है सर कृपया वीडियो को थोड़ा मनोरंजक बनाया करें या कुछ मीमस एड करे या या कुछ और जोडे क्योंकि आपके वीडियो कम से कम 1 घंटे का होता हैं देखते देखते नींद आ जाती है दो चार बार में देखना पड़ता है जब तक पूराना हिस्सा भूल जाते हैं

[@atharvaamte]

Many people have said that you only need a few stocks in your portfolio. However, in today's date, we can see that there are many companies which can grow in the future and have possibilities to earn more profits. As investors, we all want to have as many such stocks in our portfolio. So the question is, how should we manage our portfolio for long-term investing, or how many stocks should we have in our portfolio? Can we have 50 to 60 good stocks with us or we should focus on few 12 to 15 stocks ?

[@indianindian8859]

Nobody knows, even big bulls are either lucky had insider news or already were rich

[@paulsaul3343]

God bless your team!

[@GauravKumar-jq7zz]

Ap best analysis karte hai.

[@pandurangadeep4213]

Most comprehensive analysis of Consumer business Sir.

[@neetur-id7fi]

ESL, TCPL, Hindustan Foods, Moldtek packaging, & AGI green pack.

[@ashishrathode6239]

Is it good to buy AGI Greenpac at current levels?

[@adityabajaj6649]

Amazing analysis. Next Sector : Sugar & Ethanol Sector.. Also Textile Sector

[@bharatkumar-be9ki]

Jo bhi bnado. I like all your videos. So much info and for free. Really appreciate the efforts.

[@DoctorSK69]

Chemical sector please next

[@basudevbagaria3407]

Thanks great explanation Next pl EV Sector

[@PavanKumar-zd7sm]

@soic - Thanks Ish for the session, In sector analysis, can you consider adding the Logistics sector to your Analysis list as it might be a proxy to a lot of sectors like e-commerce and all.

[@SOICfinance]

Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

[@Garuda207]

Pls make a video first on pharma and then on auto sector

[@kartiknune1331]

The day when Indian investors will loose money by buying on tips culture and watching stock videos without fundamental analysis, they will realise how much value your channel gives. Your views might be less right now but as Indian investors get more educated, they will surely shift towards content like this.

[@DakshVerma]

Great video Ishimohit !! Next category suggestions: Solar Energy Sector and proxies. Related Chemicals and commodities. Solar wirings. Drone Agriculture. State of drone companies in India. Sugar and Liquor Industry from point of view of Ethanol as fuel. EV Sector and proxies to play. Contraplay to EVs through Green Hydrogen Fuel.

[@saptarshichatterjee3782]

What a guy. What a channel

[@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. 🤝

[@vikasdhumal9663]

Emami, Bajaj consumer, AMRUITANJ

[@sanketarway]

Chemical sector analysis is toughest.. But looks intresting at current situation.

[@mohanvikaslakshmipathy5789]

Thank you. for the detailed video on FMCG. I feel the EV theme is still under exposed and needs a better understanding of the proxy players for this theme. Kindly cover this so that we can catch this bus before it is too late

[@muhammadsaanid1402]

consumer durable electric sector per video banayiye

[@munishdrchauhan]

Very informative, very interesting, good to see you smile on KDDL

[@chilledvibes5700]

Awesome research man🙌🙌

[@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.

[@jpsharma101]

Pls do next on Enggg product manufactures as this is growth business now a days. Thanks for ur lovly detailed analysation

[@SOICfinance]

We're glad to know you're enjoying learning from our content. . We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

[@singhriteshkumar4095]

Maybe you should have top 15 automotive component companies if you can...that will be very useful

[@siganeshbhatt4249]

Very informative video sir ❤

[@SOICfinance]

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

[@DeepaKChoudharY-fi5je]

waiting for the retail business video 🤞

[@mohinbayad5832]

insightful video on consumer companies keep the good work on MR arora

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@Shipofstocks]

Please make a video on capital goods sector

[@narasimhamurthyu8116]

Thank you, I would request to make videos on upcoming brands which will multiplies/20-30X companies where we can invest for 5-10 years

[@SOICfinance]

Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

[@GurdeepSingh-vw7mi]

Superb analysis. Thanks for earnest efforts for retailers .. thank u so much .. 🙏🙏

[@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.

[@pratikwankhede6218]

Hi Ishmohit, why is Volume a big concern for packaging in Indian context because most likely in coming decade we are going to see a rising middle class and sales and volumes for FMCG shouldn't be a concern no?

[@devendrarawatsays]

How do you see the recent announcement of warrants in hindustan foods? Equity dilution risk?

[@rajendrakumargajjar3258]

Please consider sector for next discussion are Banking and Finance

[@SOICfinance]

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

[@ketanmehta3506]

Very Insightful. Sir Please Make video on Green Hydrogen related companies

[@SOICfinance]

Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

[@harshal439]

A video on FMCG and Pharm please

[@pardeepkansal7550]

Very good analysis..covered all market leaders of consumer segment

[@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. 🤝

[@sakariavlogs]

Make the video on Defence ....bro

[@shivans3495]

Sir, next is IT sector 😊 I feel 1-2 IT stocks are must have in portfolio for long term wealth creation. Thanks 😊

[@surinderkumar956]

Plz make video on EMS sector like Kaynes, Avalon etc

[@adhirajsingh7033]

Thanks again ishmohit bhai for this short and crisp informative video on fmcg sector. I feel the biggest megatrend for coming decades is energy transition, railways and defence capex and increasing penetration/demand of automobiles. So all three please😅

[@RenukaPatil11]

Lot of Thanks. Next sector Auto ancillary/Chemical

[@venkatramanabhat3516]

Nice video. Thank you very much. Can you make a video on Sirca Paints. This looks interesting Thanks Venkat

[@rushikeshganne]

Thank you Bhai for such detailed video. Please make a video on EV sector.

[@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. 🤞

[@nimmalapudivamsi7431]

please make next video on specality chemicals sector and amines industry

[@anu2089]

Sir make video on Banks and NBFCs🎉

[@raj--jalwa]

Consumer discretionary pr vdo bnaiye sir

[@bhavanadedhia3145]

हिन्दी भाषा का उपयोग करने के लिए धन्यवाद आपका👍🙏🙏🙏

[@SOICfinance]

🙏😃

[@aryanachwan2587]

Best series by soic Great learning and many insights Keep it up ❤

[@SOICfinance]

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

[@dilipbihani2677]

Defence,Railways,Engineering sector

[@vikasdhumal9663]

TCPL, AGI GREENPAC,MOLD TECH

[@bhaumikshah7695]

Sir Next video on EV and renewable Energy business and also Auto Ancillary

[@abisheikabi8610]

We want the sector which will be the next leading theme please. If we invest now it must be 10x in next 10 years

[@vijaykeshari393]

Thanks for great information. Next video on electronic sector

[@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. 🤝

[@ravindramishra8785]

Thank you for this amazing video, i request you to make videos on infrastructure+real estate sector, Electronic manufacturing sector (including semi conductor)

[@sagarvaja9268]

great work as always thank you very much ishmohit sir & SOIC

[@pnchm223101]

Great job

[@SOICfinance]

😊🙏

[@vinodramsv]

Wonderful video ishmohit. I appreciate your your efforts in making these videos, conducting webinars and offline meets. I want to attend your offline meeting. I request you to conduct a meeting in Hyderabad.

[@SOICfinance]

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

[@shyamraj240]

God bless u There is nothing else to say

[@SOICfinance]

😊🙏

[@sanjeevku2382]

Can you provide analysis of Textile sector.

[@balkrishanarora5298]

Please prepare video on next topic of bank, nbfc,

[@nandkishorkr9808]

Great class..!!

[@SOICfinance]

😊🙏

[@punamjha3819]

Please cover Next tyre sector

[@saketrawat7818]

Thanks for putting in so much effort into each and every video you post.

[@manikkumardass9774]

Guruji ji pranam satrikal 🙏🙏🙏 thanks for your valuable analysis for us 🙏🙏🙏

[@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.

[@SubhrajitGhadei]

Energy - both traditional and renewable (solar and wind separately)

[@ganeshshinde1671]

Excellent contents. Quality subscribers it's organic growth. keep it up. Bro.

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@onkarsingh2927]

Lucid ; very informative, a job well done!

[@SOICfinance]

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

[@JayeshPatel2878]

Nice video, but Nastle greenmangomor company hai.

[@Shami_Germany]

I would like here about Green energy from SOIC !

[@x_man007]

Proxy companies r very highly priced can expect some fall as FMCG is slowing 🙏

[@rajivnirala3971]

Sir the next video will be on defence sector

[@sunildhas9684]

Thank you so much... quality knowledge....its available free....very very rare things....its

[@SOICfinance]

Thank you for choosing SOIC. We're happy to know that our content adds value to your investing journey. Happy learning! 😃🖐️

[@hareshdesai3966]

Great!! Excellent presentation. Very informative and eye opening research. Thank you

[@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. 🙏

[@anupamasharma617]

Hard work is visible in your vdo. Thanks for it

[@SOICfinance]

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

[@GurpreetSingh--]

SOIC, always delivers more than promised.

[@SOICfinance]

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

[@durgarani4193]

Please do next video on Infrastructure sector / Chemical sector

[@keshavnager]

Very nice

[@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. 🤝

[@sahildhawan1925]

Chemical sector please🙏

[@G-ONE1986]

Renewable and green hydrogen business analysis pls

[@SOICfinance]

Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

[@pawanchaudhary3568]

बहुत सुन्दर 🙏

[@deepakarora9055]

Ishmohit sir, pls make a video on the Hospital sector. Thanks!

[@SOICfinance]

Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

[@kamaladevi9582]

Very detailed analysis man! Please do for Pharma and healthcare if possible

[@RajSingh-111]

The great ❤

[@khurshedahmed8627]

Top EMS ( Electronic Manufacturing Sector) Companies

[@phaniprasad2530]

Highly informative. Too good. Delivered the highlights in the most efficient way

[@SOICfinance]

Glad you liked it!

[@jigneshpatel9107]

Very nicely explain, thank you, in micro cap Sheetal cool products can be dark horse in FMCG in next ten years.

[@Yadav.12344]

Best video in Hindi

[@kashni]

Such a detailed analysis... many thanks for sharing this to all for free.. ishmohit you are warren buffet of India.. u breath and eat stocks and analysis

[@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. 🙏

[@haneefkhan2377]

Thanks

[@sarojkumari1586]

AGI GREENPACK and GMM PHADULAR me kya difference hai sir??