Thank God It's Friday With Raamdeo Agrawal

This week on our weekly series ‘Thank God It’s Friday’, renowned investor and Joint Managing Director of Motilal Oswal Financial Services, Raamdeo Agrawal talks about where Indian equities are headed, the earnings season so far, and his investment approach.
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[@jinendrajain8197]

The lady doesn't know, how to respect the person giving interview. No listening skills at all.

[@killerdoggy72]

I wonder when in her career will Maneka realise she needs to talk less, and let others talk a bit more. Extremley irritating to see her interviews, where she has to prove she knows more than the person she is interviewing. She used to do the same even in CNBC !

[@washfi]

This lady needs to know that ..This is not her BSchool.. only... really smart people make... money.. in stock market.... I never saw any IIM Ahmadabad or IIT rich in stock market

[@bikisaha4294]

dis lady is thinking herself too over smart... Hats off to u raamdeo sir, for ur temperament and patience..

[@joshreji7510]

Wow ! This guy is dropping gems of wisdom . Taking notes .

[@mudasar1]

I think the lady needs to get training to be a good host rather than a market expert. She keeps on blabbering just to get more footage. Deliberately she lengthens simple questions so that she can be in focus. I mean why so attention hungry. We are not interested in her opinions or thoughts. I am spending my time to listen to Mr. Ramdeo who is a true guru, his ideas and thoughts about future sectors, etc but she is everywhere. Without being disrespectful, she should seriously consider changing her style of functioning.

[@Thecuriousmind123]

Megasoft upcoming multibagger stock..

[@rskbug]

The lady interviewer doing stupid arguments

[@pankaj.sinha.]

I agree. She's STUPID and doesn't have any idea of doing 'Homework' before interviewing money managers. Ramdeo's portfolio is public & she's thinking she just invented his investments 'So, I know you're invested in HDFC' .. LOL.

[@nevingeorge2463]

not at all stupid arguments.......she is talking about realities....eg one question she had asked about all fund managers who are fully invested always talking abut bullish market....is that a relevant argument??? you can see all prominent investors always talking about bulls not bears...and one more thing he is not answering about liquidity questions world wide .....is that not a relevant question from that lady???? Mr. Raamdeo is my eye opener in stock market....still that lady performed well with her gud questions....

[@nneerraajj2903]

She hasn't any insightful questions

[@nishaliann9091]

The recipe for long term wealth creation ins in that interview, i am not from your county , I am Sril;Lankan, I hope all of u understand the stategy

[@vaijayantinaidu6337]

this lady is an irritant!!!

[@pubggames3765]

THANK YOU SIR

[@alphaking5540]

The way lady said "i get it " , I hope she back and invest something what she understand.

[@jinendrajain8197]

39:47 Best stock advice ever!

[@InsanePhoenix1]

Please add subtitles/captions

[@nayak3105]

41:52 he was laughing over Japanese making 4-5% and they are happy about that. lol

[@manujanshupal5983]

so where can i find Mr. Agarwal's portfolio?

[@pankaj.sinha.]

Please do some homework else invest in mutual funds { see in motilal oswal's webpage}

[@manujanshupal5983]

+Sanjay Khosh no its not that...i just want to know whether his portfolio is public or not

[@manujanshupal5983]

+Sanjay Khosh wat do u mean by u think?

[@pankaj.sinha.]

Please go to Motilal Oswal's webpage and they have all the portfolio listed. cheers.

[@kedabhairocks]

What book is he referring to at 20:20 ?

[@shridhargalgali98765]

may be one of the warren buffet books.

[@rajeevgupta2869]

Lady is not listening at all just like parrot of her director throughing questions

[@nneerraajj2903]

.. POKARNA is selling at just 9 times earnings, great RoE and RoCE, continuous and rapid reduction in debt over the last 5 years, great promoter and management, thoughtfully presented annual report, company owns their granite mines and have entered into the high margin Quartz business. The opportunity - America is the largest importer of Indian Granite and the usa housing market has shown Historically highest rate of growth in October 2017 which is an outcome of shrinking supply (inventory overhang is less than 11 months). This is the Highest monthly rate of growth in housing demand in the history of America. You know that American housing was in decline for the last many years, and you also know that the housing boom lasts for at least half a decade when the cycle turns. You know that rising usa demand will push up not just the export volumes but also the price of granite and quartz. You can forecast what will happen when POKARNA increases its export volumes. What will happen...? A) If the volume grows 2.5x (very conservatively) then eps will grow 3x because company will enjoy higher margin, and because the debt would have been paid off by that time going by the current rate. B) The market will forecast another 3 years of 40% annual growth in profits and assign a future price multiple of at least 16x to this stock. C) The current eps of Rs 22 will perhaps cross Rs 65 by end 2020, and the market will forecast eps Rs 180 by end 2023 and assign the price target of at least Rs 2800 for FY24 calculating at 16x multiple. In conclusion, we will be able to sell POKARNA by end 2020 for north of Rs 1000 calculating at 16x FY21 EPS. The stock is currently available at Rs 220. I am more than satisfied to sell this at a conservative price of just Rs 880 in three years from today, around Christmas time year 2020. Quadruple the money in 3 years..... good enough. At this rate we can 16x our money in 6 years.... 256x in 12 years.... that suits me perfectly since i plan to retire in exactly 12 years from now. Disclaimer: I am invested in POKARNA... well invested.... and i will be most happy to see more and more investors purchase this company and enable my target of Rs 880 within just 2 yrs instead of 3 yrs. Please do share your views on my post. Thanks Cheers

[@Dr.Prem-MRCP]

Menaka Doshi 👎👎👎👎👎👎👎

[@nayak3105]

this leady interrupt a lot, let the man talk.

[@meditation6290]

karo

[@meditation6290]

tu bolna

[@nishaliann9091]

Thanks to her, The questions she asked gave an opportunity to learn a lot from the legend, Mr Ramadave and i now appreciate her now for her irrational behavior.

[@washfi]

all these are fraud and manipulative