Tesla, Elon Aur Trump ka Connection?

Tesla, Elon Aur Trump ka Connection?
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
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For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at [phone] or email to [e-mail]
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Covered in This Video
0:00 Intro
0:06 Tesla mei kyu aayi rally?
3:13 Kya Trump Jeet jayenge election?
5:54 Nancy Nani ne kyu becha Tesla?
7:46 Misguided nahi hona hai
8:17 Bitcoin mei Bear Market
9:08 Budget ke baad Market kaisa hoga?
12:12 Views on Quant Mutual Fund
13:29 External Catalyst
15:44 50% cash mei hun
16:40 Bajaj Finance ka example
17:14 PE Ratio aur Indicators
19:02 Bajaj Finance purane ROE per ayegi?
20:08 Cathy Woods ka allocation
21:01 Book ka PAT Margin
22:40 Video series on Book
22:54 Nancy Nani ka Call Option
23:25 Return my Money
23:50 Bonus aati hai aur jaati hai
24:37 PSU Banks ka moment kaha chala gaya?
25:19 Bank Transaction per tax lagane se kya hoga?
26:11 Risk appetite kaise badhaye?
27:29 Paisa ho toh kharcha karo
28:29 India mei Festival ki Kami nahi
29:27 Loan lekar Nifty ETF mei
30:16 Cricket is a religion in India
#tesa #elonmusk #elonmusknews #donaldtrump #donaldtrumpnews #trul #teslanews #elonmuskshorts #joebiden #americaelection #sharemarketindia #sharemarket2024 #stock #investmentideas #financialadvices #basantmaheshwari #nifty
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DISCLAIMER- We do not Recommend any of the stocks we discussed in our videos. Please consider consulting with your Financial Advisers before investing.

[@bmtheequitydesk]

Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at [phone] or email to [e-mail] ---

[@chandanguptasatyamdev8037]

❤

[@sanmatikumarjain3193]

नमस्कार माहेश्वरी जी, यह जो डिफेंस शेयरों में इस प्रकार की खरीद हो रही है जैसे यह दोबारा नहीं मिलेगा। यह हम सब को पता है कि कारोबार बढ़ाने में काफी समय लगता है। फिर डिफेंस सेक्टर की कम्पनियों के सामान के लिए बाजार भी सीमित है। यह मुनाफा भी प्रतियोगिता होने के कारण एक सीमा तक ही कमा सकते हैं। एक अर्थशास्त्री के रूप में इस सब पर और निवेशकों के मनोविज्ञान पर आपकी टिप्पणी बहुत अधिक जन का मार्गदर्शन करेगी। सन्मति कुमार जैन

[@Shivamgupta-pc5gf]

Sir 5th July is my birthday.I am pursuing CA but stuck in my CA final group 1 for a long time now. I have been reading books and seriously investing since 2018.I have been able to make good enough profits but there have been some losses too in Dixon tech futures(I shorted it)and stocks that I exited early. What is your view on Va tech wabag and is the PE ratio given on BSE site of any use?I bought it at ₹300.

[@piyushbagaria7001]

❤❤❤

[@Shivamgupta-pc5gf]

Sir 5th July is my birthday so I hope you take my comment! My CA final one group is pending for a long time now but I have been reading books about investing since 2016 and seriously investing since 2018. My question is about PE ratio.I bought it at around 300 and exited at 1000.But it's Pe ratio fell suddenly from 80-90 levels.Should we believe PE ratio on BSE site?

[@AASHOK76189]

सर बिजेपी के दो ही जमैई है. Indi रजा बनता तो 24 जमैई होते तो क्या होता.

[@swapnilmaurya2353]

Chacha Umar ho gayi par Hindi likhna nahi aaya. Kaha tak padhe ho?

[@anutube2360]

Sir aapke logic ke hisab se jab INDI block ki sarkar aayegi aur yeh jo samuhik jawai taiyaar ho jayenge tab hamare fiscal deficit ka kya hoga Abhi BJP ke pas to 2-3 hi jawai hai….INDI block mein to dozens ke hisab se aayenge tab kya hoga 😅

[@menonjay9]

Weekly Prime Minister banega !!

[@nikhiljain5220]

Sir when you start your video series on thoughtful investor - you can name it - 365 days with the thoughtful investor.....

[@narayanrathod6935]

*My thoughts with thoughtful investor*

[@Arijit099]

Aap itna rich hain.. Lekin aap middle class mentality bhi bahut achha describe karte hain.. Mujhe aapka yahin nature classic lagta hai❤

[@finlit8915]

Election ka bahut Abhi Tak utra nahi hai, lag raha hai India me paheli bar coalition government aaya hai

[@CREATE_WHITE_MONEY]

😂😂😂😂😂

[@kalakala6973]

Sir if u r Not Comfortable to Do Daily Morning evening Videos then I have a Suggestion for U on Time Mangement. U shall Do 30 min video on week days on Market, Economics and Question Answers. *And*Do 1 Hour Videos on Saturday & Sunday Morning On Thaughtful Investor Books Explanation Series So Ur Book Series will also get Started and on week Days evening u will get Time for Ur Office and Personal works. Just a Suggestion Sir , Thx

[@SanghPath]

Yes i suggested too. I said making 15 mints instead of 30 mints

[@user-kr1kj5qe7g]

सर,स्माल केस के जिन शेयर मे एलोकेशन कम हे वो तो रॉकेट बन गये,सर आप करोड़पति जरूर बनवाओगे।हम तो नागराज बन के बैठे रहेंगे

[@sunithasingh9572]

Pranam Sirji , I ordered for Thoughtful Investor after u informed that the video version of the book will be released, so that I can read and follow it better from ur videos Thank u ❤

[@knowname1729]

Love you Guruji… TESLA, AAP and meri coffee… bas aur kya chahiye ek achi subhah k liye

[@ashishtokas774]

Sir, Quant has done well across categories like large cap, flexi cap. Also, they do rotation of stocks more than others. Does it make less likely that they are pushing stocks just by inflows?

[@Exmuslimm....]

I agree

[@ashtalk8]

Hello Basant ji,although I have been watching your videos regularly I am re watching your your old videos again from last year, it really helps building the perspective for today.

[@Vishwanath30502]

सर जी ये पहली बार गतबन्धन की सरकार नही बनी है 95 से 14 तक ऐसी ही सरकार थी। नितिस ओर नायडू की भी बहुत बरी मजबूरी है ये चुप चाप सरकार मे बने रहे गे।

[@parthbhatt1226]

Namashkar Basant Sir, I recently cleared my CFA L3...Aapki research team ka part banna chahta hu... Please as an intern bhi chalegaa..Mein aur meri mom aapka video Roz dekhte hai Love you sir from Ghatkopar

[@sumitjha1297]

Sir, I am your devoted, albeit silent, but unfailingly regular listener. What distinguishes you is your unfiltered, candid speech and, above all, your sincere and genuine intention. I just hope it keeps on going. Invested in all your smallcases and now planning to get into your PMS too.

[@user-lj8ts5xs6l]

Apka desi style , nancy Nani and expressing & excercising your freedom of speech is a class apart .

[@ajaysoni3426]

Guru ji aap ka example dene ka tarika bahut hi outstanding maja aa jaata hai

[@GeetLunkad-ok3db]

Sir, if and when we want leverage, should we use futures or should we borrow?

[@drrajdeep244]

Good morning sir, If robotaxi would be successful it can be very beneficial for the environment also but it would be a nightmare for the drivers.

[@anandshah019]

Sir, Quant mutual fund has the highest churn in the MF industry. From this i understand they are not buying the same stocks with more and more money and making them overvalued. Please correct me if I am wrong.

[@Shrikasa]

Good morning Sir! What if government abolishes 2k and 500 notes also and then outs banking transaction tax ? Would it be helpful

[@vishaldubey2]

Celebrate har mahine karte hai phir bhi Happiness Index me sabse piche, kitna contradictory hai 🙂

[@AK-sb3iy]

Sir Jo b Bolo coffee Wale bhaiya ne Paisa bahot banaya h by discussing stocks in public. Unique marketing strategy.

[@Nithink_Tank]

Sir, hundreds of ETFs have emerged in India, and many are multi-factor ETFs. Are these ETFs actually buying the underlying securities (stocks) or engaging in swap-agreements or other derivatives ? If yes, I fear this could lead to a vulnerability in the market (and therefore a bubble). Please share your insights so we understand these instruments better. Nitin Tonk.

[@user-nb7th1mx2g]

Good Morning Sir, You are doing a Hindi Series, Is it a sign that the bull run is at its peak and investing in such an overvalued market is not good. Do I stop investing and need to wait for corrections? Abhijeet

[@saraltrader6805]

Iss MKL ko followkaroge to lanka lagegai

[@shariqnanda9369]

Had never invested money in the international market, but got to know about it through you and was lucky enough to invest in Tesla at the bottom levels in April. Thank you so much for not giving tips, but educating and preparing the right investor’s mindset.

[@ajayn101]

Sir, In Thoughtful investor aapne bola hai bubble ka fayada uthaye. Hum log bubble ka fayda kaise uthaye? kaise bubble banne ke pehle stocks me entry karein? 🙏

[@wisdomeagle]

Hello Basant sir , Thanq for such knowledge videos ...Every , Morning n Evening. Today is my birthday. I m blessed to get such stock market Guru.

[@Rohit1965]

excellent reply for PAT margin of Thoughtful Investor

[@ekkamveersinghbhatia3501]

Hi Sir, the CASA ratio of the private banks is falling assuming the people are investing in equity market and not keeping funds in savings account. Eventually the NIMS will get affected so should we be keep investing in private banks or book profits and move towards Broking/ depository stocks and NBFCs.

[@cgchitra]

I am C C Gopi, Superintendent of CGST from Hyderabad Basant Ji. As stated earlier many times, me and my friend regularly watch your videos while going to office and return. We love your extempore style❤. Please make a 2 minute analysis on Kewal Kiran Clothing. You may like that stock if you study and particularly because of upcoming rural development and money in the hands of lower middle class! Thank You❤

[@hardikjayswal2215]

Sir, I have crafted my entire portfolio with your Three ACEs and that is Tesla, Bitcoin, BM Small Cases. I am proudly saying either of these show growth at any point in time, when I am reviewing my monthly growth, it is growing upwards because of any of them leading for that time. Thanks you sir for sharing investing wisdom and guidance.

[@abhisekshaw9130]

hello sir, what to see in hospital stock before buying for 2-3 years

[@krshivshankar]

As open and forthright as it can be

[@DineshLodha90]

Dinesh Lodha from Kolkata, Good morning sir, Sir it was amazing to see how you dealt the question between HDFC BANK and HDFC AMC. It was both smart and hilarious, both at the same time. So similarly if you had to choose for yourself for long term which one would you choose KEC international Ltd. OR Kalpataru Projects International. Thank you.

[@husainarsiwala8579]

Please take my question Dear Basant Sir Is it fair to say that generally, in FMCG and IT companies (where debt is low), ROE will be very near to ROA ? Is that the reason no one looks into ROA in these sectors?

[@pilotpawanc]

Basant Ji. Experts say that when others are afraid , one needs to be courageous in market and vice versa. Many are telling that market is in bull run and one needs to be careful. So does that mean that we can start investing?

[@bhupendrasheth150]

Thought full Invesor is for us we just 1500 for your 20 years life best experience. No value can be put. Problem with some people never understand wiseness of best person like you. It is one of best gift given for next generation. Thanks is not sufficient word for it. If I list you for 100 hours I will get only in one chepter of TI

[@LarryCohen188]

Sir which stocks do you think will benefit from AI boom in software?

[@PrabhjotSingh-ku5nv]

Thomas D'Alesandro Jr. Was the father of Nancy Pelocy.. And he was also a big politician... Acquiring wealth and power is in there blood... May be wealth has a diffrent meaning for these people..

[@prasad_sawant]

I think removable batteries will decrase down time of cars even further like it happens in chinese EV Neo - they can swap the batteries. So car keeps running on road and Battery keeps charging in charging room. After 4-5 hrs ( finishing milage pr charge ) car can go to nearest charging house - swap the batteries and can get ready to run again. So car can run eventually for upto 12-16 hours.

[@vishalgandhele4543]

Sir if a company gives back money to shareholders in the form of dividend, then we usually assume that they are not able to effectively deploy that money for growth. Similarly, if our government is giving money to people, doesn't it mean that our country is developed and doesn't need the money for infrastructure and growth? - Vishal Gandhele, Panvel

[@Samir.G.R]

Thank You JSK❤

[@amishpatel192]

Sir, I will write your valid point to pmo about "govt will not give bangal and give to only NAni".

[@TirthankarDas1105]

Goodmorning Sir , As autos are cyclical stocks what is the maximum PE that the market can give to such stocks?

[@lntrnd]

Thank you Sir for the wholesome knowledge. You are my idol. 25:26 The government would need to introduce a tax on bank transactions while simultaneously curtailing the cash economy. So we just have one in existence.

[@basantupadhyay001]

In my childhood, there was a player who used to cut every ball to third man so in a match we kept 3 slip to stop him, but still he managed to make runs. Then, comes a part time bowler who bowled him a full toss (aka lollipop) . He tried to cut it to third man but missed & got bowled. 😂😂😂😂😂

[@LokeshBooks-i1w]

Sir.. pls share your views on listed REIT And Invits stocks with long term view

[@KeerthiRK9]

Sir, which sector will bleed the most if the budget is bad?

[@HirenMaheshwari-vf6ph]

Sir, Can we hold IRCT and IRFC for 10-15 years. I am holding since IPO

[@NileshChauhan-ob3hq]

Hi sir, Election ka result pe public ne jitna focus Kiya agar utna mkt pe Kiya hota to aaj ek mahine me more the 25% kama leta ab same chij budget pe karega phir ruling party or sebi ko koshega. By grace of God and studies Mera portfolio 22700 ki nifty me election se pehle +75% tha Aaj 100% ho gaya. So public has to keep them self update and focused on mkt to earned smart money.

[@ShamiAlam]

Sir, I have learnt from your videos and my fundamental knowledge has been improved gradually. I believe that If I continuously follow videos and advice. I definitely make money from market. Please 2 min analysis on SG Mart and Emudhra. I have taken position on it. Thanks in advance Your Shami

[@poojagoswami3187]

Sir..apne 1500 hours lagaye h....book likhne mai tabhi aapki book ka price bhi...Rs 1500 hai...😂😂🎉🎉

[@WabiSabiz]

Sir I think if robotaxi from Tesla becomes sucess next 3-4 years will be again a bull run for auto OEMs and Tier 1 companies as they all will start deploying new budget and money from bank for the level 5 automation... Just like when Tesla started proving out electric cars have huge market.

[@rashialmenezes4155]

Sir If derivatives FnO stops by SEBI new rule then what will be the impact on our stock market n India n also newly traders who started their career in this field

[@feelsgood2937]

I have invested in BM Focused small cap. My question is this stocks are picked based on subscriber risk profile?

[@sagarikasahani7237]

Good morning sir , kiya dedication hai aap ka subha subha aap ka video aa jata hai . You are motivated many people

[@Havetoachieve]

Sir share your view on shanghai index , can i invest in this index for long-term . All other index of the world is delivered more 50 % in return in last 5 years but shanghai index is not touch 2007 high so far .

[@VagabondVlogger]

Sir I am a big admirer of yours...I have a question for you...When TATA MOTORS split their PV and CV buisness...As a share holder which shares should we hold PV or CV ??? Thanx in advance ❤

[@dharmendrasinhrathod4144]

Maan gaye sir ji aap ne hdfc bank ke bare me sahi analysis kiya tha. Jab sare channel vale hdfc bank pe bullish the tab aap ne akele ne bola tha ki hdfc bank me growth nahi hai

[@TirthankarDas1105]

Goodmorning Sir , Is it presumably safe to assume that we won't have a brutal bear market atleast for the next 2-3 years as we are currently at a rate pause cycle and will enter the rate cut cycle soon allowing liquidity to come through? But the markets can never discount a black-swan event. Your views on this sir.

[@Mohammed-Sharfuddin]

Thank you

[@kulkarnigirish69]

I am Girish Kulkarni fm Mumbai .. Raamdeo Agarwal of Motilal Oswal says in recent interview to CNBC that Sensex doubled every 5 years..Your view please

[@Nikhilgupta610]

Hello Sir, please take my this question. Why Ambuja cement is trading at higher valuation than ACC, as both are in same business and belongs to same group?

[@TradingJeevi]

Question Attempt: 2 Sir, I have around 15 lacs in EPF and 8 lacs in PPF. Which one should I break first so that I can invest in equities for long term? Thanks in advance for your help in making this decision.

[@Bhushan-ph5qh]

Sir is statement ka kya meaning hai? : "The Board of Directors of ....Ltd approved raising of funds aggregating ₹0000 crore through issue of compulsory convertible debentures (CCDs) and warrants, both of ₹10 face value, to existing and new institutional investors" Kya iska matlab new shareholders ko existing equity me se shares milenge ya fir new shares create honge from air, agar new toh existing share holders ki value down hogi right?

[@Budgetraveller13]

Sir, I disagree that quant is increasing NAV by buying old stocks with increasing investment. How’s that possible when average portfolio turnover is more than 4-5 times for Quant?

[@aparesh]

Sir please discuss in detail the history of Argentina economy and recent economic reforms. And please suggest a book to study about Argentina economy.

[@TheAseemgrover]

Sir from many days no mention of Haathi. Please confirm if I sell big Haathi HDFC so what should I I buy

[@KolkataRosgulla]

Sirji, Pranam. jo cofee wale bhaiya ke saath hua, wo aapke funds ke saath bhi ho sakta hai..cos people keep investing in your funds and ita returns keep on increasing...how are you insulated with this phenomenon

[@abinashlenka8090]

July mein Rath Yatra hota hey. Cart festival in Odisha

[@HimanshuSharma-ec6hy]

Namaste Sir- Malaysia transforming to become AI Hub in SEA. This’ll likely harbinger of events. Should we explore ML Tech Index for AI theme diversification? Pls guide?

[@Vasu__Hyderabad]

Indian officials have cooled hopes of a Tesla production unit in the country as executives of the Elon Musk-led electric vehicle maker have stopped contacting them, Bloomberg reported.

[@harshithy7]

Ek collaboration toh nancy nani aur bm sir ka hona chaiye😂😂

[@sandeepshakya563]

Namaste sir Please Mera question lijiye Profit ko Revenue ya net worth pr dekhna chahiye

[@manojkumarvlogs5393]

Good Morning .God bless you

[@Sage-gv9mu]

Sir which website do you use for 2min analysis

[@govindrajput8503]

Sir I am a Tesla investor. thanks for your regular updates

[@chauhansumeet6455]

How u invested in it ?

[@alokasharma3170]

sir, jo middle class ke ghar me jo khana shortage aap ne explain kiya, maza agaya

[@sumandeep6090]

BM sir loves Nancy Nani🥰🥰

[@viveksingh-zx9mu]

Jai shri Mataji sir, Page no 273 line no 18 onwards Fair Value, Buy small quantity and add more to a promising idea ...... please explain with example ❤ Regards

[@rajudeore310]

R/Sir, pls advise is it need to understand profit & loss statement during analysis of stock? And please provide your views on sanofi India❤❤

[@rajashekharatavarakere7631]

Basant Sir, following your videos for many months now. Have learnt a lot. Please do 2 min analysis on ABFRL. It has all the great brands. What is your opinion on this stock please.

[@sadiq21sharif78]

Namaste Sir,GST on petrol and diesel,what is the impact on valuation of oil marketing companies

[@MohammedSultan-mi3wf]

With due respect Likely most dreaded external factor is mid term election. Be ready for NANA NANI TEST

[@jitendraprajapati6824]

नमस्ते गुरुजी, सर किताब अनमोल हे। हम जैसे लोग इस की कीमत नही लगा सकते हे, पर एक बात हे कीमत देके लाई हुए किताब कभी बेकार नहीं जाति आप पूरी लाइफ अभ्यास कर सकते हे। सर माफ करना ऐसे अनपढ़ लोगो को माफ कर देना , आप के बच्चे समझ के, इन्हे आप का स्टेगल नही दिखा। Love u Guruji ❤❤

[@DEVENDRA.CHOUBEY]

Basant sir Should we invest in new gen technology like data centres? Peter Lynch in his book 1 up on wall street said to be cautious of new gen tech stocks

[@kalakala6973]

He was talking about tech stocks of that time but his advice of "know what you own" is the most important advice so if you don't understand the technology and all the competitive positions ,don't invest in them

[@ganeshb282]

Guruji, Labour Party winning UK elections ..how does it affect their economy and our stock markets?

[@captsahil787]

Good Morning Sir, I am BM TOP 10 SUSCRIBER. QUESTION - how does the small case decides which stock to invest in whenever i try to top up ? I have noticed sometimes it just decides to top up in 1 stock only. Please reply sir Regards Sahil Arora

[@arvindmalhan]

Sir Good Morning any planning on rebalance of Small cap focused

[@user-ys2ev3il6e]

sir pls take my question u say that pe expansion will also make money but what if pe expansion is not supported with strong profit growth then where will the stock price go in long term what to do with the stock then

[@anoopgc]

Sir if you invest what ever amount or min amount into smallcase won't the weightage of stock different for different people. While you say not to change weightage... Thanks..

[@LokeshBooks-i1w]

Sir. Pls share your view on MTAR and DCX systems stocks

[@krishannain7572]

Good morning 🌅 BM sir !

[@NeelPandya-e3l]

Sir, does an equal allocation portfolio of say 7.5-8% allocation per stock (which comes to 13 stocks approx) work better than say a 12-13 stock portfolio which has a few concentrated bets and remaining tail positions. Asking as a lot of times, I am left surprised by the better performance of a few cos in my portfolio but their allocation is on the lower side. I am a secular growth investor like you sir.

[@AbhijeetWaikar]

Thank you sir ji 🎉🎉🎉 Question -Mere pass 5 lakh hai to Kay me kisi 1 stock me dalu kya?

[@Budgetraveller13]

Hi sir, Indusind bank now at PB of 2.07! Abhi ke euphoria me Kya ye sasta hai aur dekh sakte hai?

[@Peaceguru9]

Guruji pranam, guruji you have been staying in Bombay currently & you hv stayed in Calcutta also, what is the difference in both the cities like in work culture, opportunity, accomodation etc ? I also want to send my brother to Bombay from a tier 3 city, what is your recommendation?

[@LokeshBooks-i1w]

Sir. Pls share your view on MTar and DCX systems

[@CriticRoshun]

10:07 NiNa(like TINA) is much better than the NaNi factor. 😅 Question: Sir, naukri nahi karni hai...stock market se regular income lena ho toh kya karein? Annuity plan lelu kya? suna hai usse regular guaranteed income milta rehta hai. Mera poora investment equity mein hai ~45L. Aur just recently 5L BM Vision 2030 mein bhi dala hai. Please suggest.