Thermax & GSPL : 2 minute Analysis

[@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] ---

[@VBHVSAXENA82]

Sir 2 min analysis on hero moto corp pls

[@PinkiNaik-yx6lb]

Sir, Mere Husband apke small case ke investor hai. Mere ghar pe subhe shaam dono time Bhagwan ki puja ke jaise apka video stream hota hai. late ho gaye tou agle din, without miss. Aaj unka birthday Hai. Guruji Pl happy Birthday Subhash bol dijiye. I listen to ur video for current updates. Ur non stop video without any hichkichahat is awesome. Hatsoff to you. Thank you sirji

[@rameshutcs]

Sir all knowledge free of cost , you r very transparent person .

[@2tookmarket682]

Sir aap bahut hi saral or sidda explain karte ho ..bus ase hi sikhate or samjate rehna ❤ apka bahut bahut Abhaar

[@emeraldalps]

Sir, i love to watch your videos as you are India's (our country) agent. We all have to be our country's agent and not any party. Thank you

[@ch.vikrantsinghnagar6360]

फर्स्ट टाइम कमेंट कर रहा हु ....आपके मुख से एक वर्ड सुना... लख्खन.... सुन कर अच्छा लगा..... बहुत दिनों बाद ये शब्द सुना। पता नही कितनो को इसका मतलब पता होगा।

[@ANILKUMAR-ml5uh]

Humko pta nhi

[@Vaishnavi-i7f]

Bolna mat.... sab ko pta chal jayega...

[@vatsalnagelia]

Sir, I pause your video after each question and try to answer each of them on my own and lately my answers have been very similar to you. Thanks for teaching us. Also when we met you mentioned to learn about psychology, it is really the most under appreciated subject. Thanks a lot!

[@mehulshah7853]

Namaste Sir.. Aap sahi hai.. Aap. Ke pass se sab knowledge milta hai.. Aap sahi advice dete hai.. Topic koi bhi ho.. Me toh baht kuch shiksha hu aap se.. Thank you..

[@neelamsingh6045]

Hello sir आप का video मैं रोज़ देखती हूँ ।stock market से लेकर life की छोटी छोटी problems भी solve हो जाता है Thanks मेरी एक ही बेटी (बच्चा)है IIT से btech करके 25LPA का job कर रही हैं अब AI & Machine learning me Master करना चाहती है ।क्या Job छोड़कर Master करना सही है और Master के लिए US safe है Please गाइड ज़रूर करना और नाम मत लेना 🙏

[@brajeshrathor6952]

बसंत जी चरण स्पर्श, कृपया आप रोज लोगों को वोट देने जाने के लिये बोले , क्योंकि सब लोग आप की बात मानते हैं l

[@mriduljoshi8705]

hi sir, what is the rational way of taking leverage when the market sentiment is right. Say an aggressive investor has a 20 lakh portfolio, how should he take the loan, how much should he leverage & for how long.

[@sanpatel2727]

Thank You Sir… 🙏Today Morning I Got Your Book 📕 Thoughtful Investor At My Home As Committed You Sign ✍️ On It With My Name And It’s Feel So Special To Me Sir…🙏❤️ You Are Great Sir…🙏

[@manikabhadana]

First time watching you. Heard a lot about you. You do not disappoint. Unbiased advice.

[@asinghal77]

Aap ne ek dum sahi kaha...TV dekhna mein ab sir dard hota hai jase ya log shares ke uppar bolte hai aur bakkki log jo aakar shares ka batate hai...isse accha mujhe lagta hai mutual fund mein paisa daal ke aaram se bath jao

[@Prem_singh01]

Sir you are right on tesla , Aapne bilkul sahi pakda tesla ko ab wo bottom bana liya h , great sir heds of your knowledge 👍

[@India1947...Swarup]

Gurudev ❤❤❤ Apni sotti alrounder ❤❤❤ Ami sotti confused kothay vote debo.... take care ❤❤❤

[@dillipsharma5494]

Hi Basant Sir! You are true legend spreading financial literacy with good sense of humor. You always says “clarity ka wait karoge to clarity ka bhao dena hoga” then same time you suggest to wait for clarity to come on 4th June. Please put some insights on this, should we wait for clarity?

[@ravindrasd5035]

Sir middle class family ka analysis bahot hi perfect kiya hai 🙏🙏🙏

[@tonypathfinder1]

Sir , Hatts of to Your ....Off the topic knowledge...and love your absolute input on that ....Keep Going Sir....!!!

[@continentalinfotech29]

Pranam Basantji 😊 Tesla on 🔥 🔥 🔥

[@jheelkamalsahdev2540]

अश्वत्थामा हतो हतः इति नरो वा कुंजरो वा...

[@arunshah9396]

Sir, Axis Bank, ICICI Bank, SBI were at lifetime high. Is there any indication in banking sector

[@akashagrawal-bi5dd]

Pls cover your view on banking sector

[@lifestyleworldpassion]

Sir A few top private banks are declaring low Gross NPA and low Net NPA but on the other hand are increasing provisions . Very confused with this could you please explain? Thank you for taking the question Sir

[@weshall7016]

BM SIR BETTER THAN SAM PITRODA.. dear BM sir loved the way u said tbat SAM PITRoda is very smart but sometimes public speaking skills are needed. We are fortunate that you are smart and crisp with your words and also know how to deal with nuisances.. Sir my one question :will the JIO brokerage kill angelone,zerodha...are we going to see the same vodafone,airtel,jio rivalry where jio crushed everyone ....PLS DO REPLY and do a 2minute analysis of angelone

[@Saatvik0204]

Sir peheli salary se kya karein.

[@dharmendragupta9169]

Basant ji, I used to watch your daily both videos thanks for teaching us in nice manner. Pl say little about, Cash from operating activity, Cash from investing Activity, Cash from financing Activity, What is debtor days, Inventory days, Days payable, Cash conversion cycle & working capital days. Regards Apka Dharmendra gupta, Pune

[@blessonjacob8985]

Hi Sir, Should we wait to invest more in BM Top 10 or wait for rebalance and then add more..?? thank you

[@DeepakLuthra1987]

Am a fundamental long term investors, all my stocks except HDFC Life and SBI Cards are red. I know the day i would sell both of them, both would start increasing. But still i will hold both of them for 3 x from here, just want to know your views on both of these.

[@sachinkundap6419]

Hello from Ghana, West Africa. Basant Ji, though I do not like some of your views on politics, I love the way you respond to the political questions. No one can deny you right to your opinion. Along with the Market knowledge you are giving people the eagle's eye view regarding how the world moves around. Keep up the Josh... 👍👍👍

[@lak8c]

10:07 Sir You are living a dream life. People trust you more than a family member. Paisa toh bahut logo ke paas hota hai par itzaat (Asli) bahut kam logon KE paas hoti hai. Life is unpredictable. Enjoy every moment of it. Wish you good health and happiness 😊

[@kapilmcp]

Dear Sir, After hearing you, I've grasped the concept of 'Future & Options.' It seems that choosing the FUTURES means relinquishing options, while opting for OPTIONS leaves the future uncertain.

[@ninad.a]

Sir " MTF books full hain brokers ki" ye sun ke darr lag raha hain abhi.. Agar 4 june tak aisa hi raha MTF aur 4th ko kuch ulta hua to khatarnak margin call ayenge

[@Passionate_investor]

Basant Sir (market Wikipedia 😊) Following this channel since COVID and learnt a lot... Need you help on long bothering puzzle. I've gold ETF worth ~14 lakh accumulated over last 10+ years. The confusion I've is whether I should continue with ETF OR should move this 14 lakhs into stocks/one of your small cases. I'm ready to take risk and donot need this mony for next 2-3 years.

[@arijit1985]

Hi Sir , Thanks for sharing your extraordinary knowledge and experience with everyone. I watch your video every day for last eight months and can contribute significant portion of of whatever I have learn about investing to your video. Thanks for the selfless act 😊 Arijit

[@samsonvarghese7528]

Sir, You have told that volume action is very important.. but sometimes noticed fake volume action .So please tell us about what are the volume actions that can be considered genuine.

[@WarishKhan-o7w]

4th attempt Hi sir, I hope you are fine. I am warish khan from algeria. Sir my daughter is 3 year old now, and I start sip for 10 years for her 40k per month in: wonderla holiday, Lombard, mapmyindia, affle, PI ind, indusind bank, bikaji food, laopala, and I want to add chamanlal sethia. Out of 100 how much point you will give for this portfolio. Is there any change required plz suggest. Thank you.

[@KantiJha1]

Guru Ji Pranam, SBI Bank ROE 18 & ROA 1..means leverage 18 times!! But you told PSU like SBI having max leverage of 6-7 times ..plz explain Bank/NBFC ka leverage jyada karna good h ya bad!!

[@dilbarraja3187]

All viewers please vote 🗳 Congress to maintain the balance of power between parties Otherwise dictatorship is problematic for every citizen 😮😮😮

[@akshaysalunkhe8508]

Meri Salary 30000 per month he Me har mahine 10000 Rs Stock market me lagata hu (mid cap and Large cap Stock) 1. Kya muje mutual fund me SIP karni chahiye ? 2.Kya me 15 se 20 saal me financially free ho sakte hu ?

[@bobbypatni297]

Gentleman Sir Good Evening Another Top Class Video ❤❤

[@dwakar1911]

Agar market upar char gaya to momemtum nahi hain , agar market gir gaya to " market indication de raha hain " bahut na insaafi hain sir

[@jitendraprajapati6824]

Sir aap boliye sabhi topik pe, ab ham aapko family he. U r like our alxia. Love u sir ❤❤

[@atulpuri612]

Sir , I am subscriber of your B M VISION 2030 SMALL CASE,please do two minutes analysis of Netweb Technology Ltd,as ROE, ROCE &ROCE are very higher side. Atul Puri ,

[@manayjoshi]

Life coach bann gaye sir aap to Love from nainital ❤

[@AnujMehra_]

Sir I've been watching your videos from past few days at what time do you go live? Hoping to borrow some market wisdom from you.

[@A_Curious_Traveller]

Thank you so much sir 🎉❤

[@Stockmarketlover1987]

Basant sir please translate thoughtfull investar in hindi because many people are not comfortable in English🎉

[@asgaralibrosse2342]

Sir thank u very much sir free mea itna true knowledge iss duniyame deta god bless always with all happiness 🙏🏼❤❤❤

[@chandrasekharmishra1961]

Sir, PORTFOLIO REVIEW - Hal, Apar industries, Elecon, Godfrey Phillips, Kpi Green, Pcbl, Venus pipes, Angel one, Kei industries, Caplin Point

[@Shailendraverma-n7x]

Sir , Regarding Ashwathama, the shloka by Yudhishthir is " Ashwathama Hato, Naro wa Kunjarah" (elephant) meaning Ashwathama has been killed, but Ashwthama the elephant and not human . However, the moment Yudhishthir finished the line Ashwathama Hato,Krishna and other Pandvas started blowing Shankhs and Guru Drona could not hear the remaining lines.

[@bhupisingh5066]

Respect sir , हम आपके वो फैन है जब आपका कोई फैन नहीं रहा तो समझ लेना हम इस दुनिया मैं नहीं रहे पर आपसे एक request है बुक हिन्दी मैं थोड़ा जल्दी करदो और उन आइडियल की वीडियो भी बना दो youtube पर जिनको read करके आपको सीखने को बहुत कुछ मिला plz 🙏🙏 God bless u sir

[@Saatvik0204]

The company name is ordanance survey.

[@Sandy-l3b8v]

Hello Sir, Watching you for last 8-9 months... really appriciate your efforts.. kindly share 2 minute analysis for Ponnie Erode Sugar.. thanks in advance..

[@M.Amitkumar]

Guruji ko sadar pranam 🙏💐

[@mumbaiscorp]

Sir what is your view on healthcare sector, especially hospitals, with a 2-3 year time horizon

[@thesaralaadmi]

Hi Sir! a hypothetical question just for humouring the audience. If the US debt crisis spreads and leads to a meltdown, will the dollar crash? If the dollar crashes, will the rupee appreciate and inadvertently hurt our exports? There might be too many variables in this scenario but is the chain of thought in the right direction?

[@hemendrananavatyheisgrands1353]

I have 1000 shares of THERMAX holding since IPO in 1995. And 1056 GSPL also since IPO in 2007

[@Mudassar_Ahmad1]

Share your screenshot

[@hemendrananavatyheisgrands1353]

@@Mudassar_Ahmad1 Dear looks like you doubt me and I take it as a compliment, don't need to prove or share anything. Bye good luck to you

[@rashidshaikh8161]

Sir Analyse this company's financials Market cap

[@lokeshtripathi8565]

Sales growth kitna he ?

[@vikasnarang83]

Bol Radha bol wale question nahi lete BM Sir.

[@HarjotSingh-dk9sg]

Dear maheshwari sir 🙏. What will it take to get your attention ? This is literally the 10th time I am asking this question. Will be you be kind enough to analyze my US portfolio? 25% each in tesla & palantir, 10% each in coherent corp, celsius & sofi tech. Remaining 10% is divided in AXTI, ZIM INTEGRATED, micro strategy & direxion Daily snp 500 bull 3x shares. 🙏

[@keerthisam]

Why should he analyse your portfolio for free.have you done a free portfolio analysis to people whom you do not know

[@SSgaming-jr7vi]

Market will go up based on the optimism & on the result day market will tie tie fiss no matter whosoever wins.

[@prashantnarote2244]

Sirji jis company ko aag lagi kya wo ONGC thi? Jisko benifit mila kya wo company R se start hoti h? Owner A ki family se aate h???

[@Manubhav136]

Good afternoon sir , Thoda confusion hai , in your book you said " Supplementing the rural household with subsidised or free food items . This saving in cost will lead to further increase in disposable income which would help boost the consumption in semi urban and rural areas of the country "(refer page 126 , second paragraph) . But consumption toh Tai Tai fiss hai . Hope you will take my question. 😅 Your smallcase subscriber and Admirer of your book ( have not completed it yet😅 ) Thank you Manubhav from Sonipat Haryana

[@AmanSharma-hg5hb]

Love u sir .u r brilliant for all topic

[@shitalaprasadmishra9643]

Love you sir, yes all the topics under 1 umbrella, that's why always good to watch your vedios, complete entertainment and knowledge todgather. But aap ka suger wala secret out hogaya😂😂😂, Sir please Jaypee infra ka kya hoga???

[@RamBhakthBajrangi]

Sir aap neta ban jao aapko finance minister bnana chahiye. 2 min analysis on Panama petrochem🙏.Your videos are really a great boon

[@RAVIKUMAR-927]

Sir, india se USA me invest karne ke baad. ......yaha(india) me tax filing easy hai ya complex hai? I am tax payer in india only. Pl pl take my question sir.

Thanks for sharing knowledge & experience

[@jainsec]

Hello Sir, I have 82L invested in FOCUSED and 15L in TOP 10. I have 53L ready to deploy cash. I have stopped my SIPs in your smallcases for now. Should I wait for deep correction to deploy this cash. I am 27 years old. I am in field of AI and cybersecurity. Thank you for your time!!

[@rowhit-n7i]

Hi, I am from finance background. I am looking to capitalise on this whole AI wave. Could you please guide me as to should I learn coding or do something else? If I should learn coding, which language do you think is the best and any good source to start learning from? Thank you

[@jatinkothari4400]

Sir, namaskar from Ahmedabad. Off the topic. Do you prepare any recipe,,

[@HarvinderSingh-dx6wm]

GURUDEV - With the recent news about EVEREST & MDH Masala brands circulating in media citing a ban in European Union. Do you think this ban could get extended in North American markets? If your answer is Yes then is this a good time to take position in Tata Consumer Products or Godrej Consumer Products? Recommendation kuch nahi hai, just trying to understand how this news will impact consumer stocks.

[@Debojit_chanda]

Hi sir, please share your view on Idfc first bank. After recent fall in PAT in Q4, is it still a good stock to hold. Deposit n loan growth has increased. Please share your view..

[@sourav_2405]

Sir, Respect from Kolkata. IDFC First Bank is Planning fund raising yet again. Isn’t such frequent equity dilution bad for the prospect of the bank?

[@kushalgoenka626]

Sir one off topic qus. you buy a brand new car and then next day your son drive's it and thok deta hai and scratch aa jate hai. What would you do as a father? Will you not let him drive from the next time?

[@mihirjoshi9650]

Amazing Sir.. As Usual ❤

[@raj894rajeev]

Sir, a humble request, if u block some person late them to listen atleast your callous and stern action.

[@ketangoel347]

Hi sir, can you do some crystal gazing and try to visualise what would trigger a meltdown of the ongoing junk rally (small & mid caps with no fundamentals)?

[@visionlearning-rs5oj]

Dear sir, U r very kind soul, u were once in Problem, now u don't want anyone to be in problem.

[@garginvestmentfinancialser5633]

Hello Sir, Kya Telecom sector ka Rerating ho rha hai.. Please give your view.

[@jitendrajha3265]

सर एक बात तो है, आपने हम सबको बुद्धजीवी बना दिया, as fo as mkt is concerned.. ❤

[@successful_entrepreneur]

Mkt ni mkc hota hai uncle 😅

[@jitendrajha3265]

Mkt ही होता है.. Mkc तो कतई नहीं

[@jitendrajha3265]

@@successful_entrepreneur थोड़ा स्टडी करो

[@successful_entrepreneur]

@jitendrajha3265 oky okay sorry jitendra ji

[@Anjani_Nandan_CA]

Sir good morning, Agar promoter ne apni holding ko pledge Kiya hai kisi reason se, but company ki earnings achi hai, growth accha hai to pledge ko ignore karna chahiye ya ye koi risk factor samjhna chahiye.

[@Varsatsv]

Hello Sir, Mera quotation Le nahi rahe ho. E Mera more than 25 times puchha hai. I am from Ahmedabad. Mere ko aapka video dekhna ek ediction hi ho Gaya hai. Last three months Mai daily dekhta hu. Mere ko bahut learning hua ha basics financial for stock. Meri age 42 years hai Mai lum sum 2.5 to 3 lac invest karna chahta hu to kisme laga sakta hu. Vision 2023 or small case. Also, per month 10000 sip karna chahta hu.. pls suggest.

[@ZahiUllahHussainiSyed]

India mei bhi milti hai save karne ki machine btc ko hardware wallet bolte hai usko

[@sajalsagar1016]

Sir Dalmia Bharat kaise stock hai? kafi paise lage hai but stock chal ni rha

[@aishwaryaj5220]

Hello sir, enjoy your videos. Keep going. My hypothesis is that the market is already richly valued and reckon it will fall irrespective of the election outcome. Little to no upside from here. Thoughts

[@Adv_Aniket_garg]

NAMASKAR SIR SIR agar aapka 15 % portfolio 5x hua toh aapke portfolio mei 60 % return aaeya , kya ye calculation sahi he? agar baki portfolio na badhe.

[@mkganya6013]

GE BM sir... FNO is the quickest way to become a millionaire... if you start off as a billionaire... NSE has halved its F&O lot size to compete with BSE and lure innocent people with even less money to enter into this gamblers den full of wallstreets and jane streets.... soon like common stocks FnO lot size will become 1... Keep warning your viewers on this... BTW 2 minute analysis on Gandhar oil refinery please... already fallen a lot Thank you.

[@Saurabh67787]

Jada gyan mat pelo kamne Wale kama rhe hai tumse nhi ho rha hai to chor doo smjha waise bhi tumlog khoye ga to hi hum kma paayenge

[@Saurabh67787]

Investing se kon bhaut log kama rhe hai usme bhi chance 99% log fail hi hote hai

[@balramparmar]

Hi Sir, how to take leverage for Us sttocks similar to Margin Funding, or any other way ? sab jagah answer dhunda lekin nahi mila, please answer my genuine query, I am your loyal viewer from day 1. I do watch your videos while commuting to office.

[@NarayanT-vk8um]

Respected sir, my father passed away recently and his lifetime savings have come to me. I have put 50% of it debts and want to put the other 50% in equity markets. However, I am not sure if i should do it now or wait till the election results. What would be your opinion on this? Thank you very much for spreading knowledge and happiness!

[@sanyogkumar4077]

Sir just received your book thoughtful. Investor... hope I will be investor one day...

[@CurveDesignCenter-2d]

Hello Basant Sir, Varun Beverage ka PE 95 hi or Sector ka PE 106 hi. Kya isko dekhe sakte hi.

[@stockmarketinvestor.]

Sir Gross profit margin Net profit margin Operating profit margin What is difference in this type of margins ? Please please please Mera ye question ligiye main iske baremain bahut confuse hun....

[@kalakala6973]

Sir but why is thermax extraordinary i guess i am missing something so can you pls explain some more. Is it regarding the competitive quality of its product sir? Pls explain

[@satishshivarkar5752]

Sir, please talk on BSE Ltd.

[@sahilsurana8486]

But sir thermax ka toh screener mai 8-10% ka operating margin bata rha hai..oor aap keh rhe ho 45-50%..what am I missing.. please explain

[@manojkhatri8558]

Sir-Namaste please 2 minute anyailises on Yatharth hospital 🙏

[@pravinmakwana7130]

Excellent video sir...

[@atulvibhute1983]

Sir, Mai share market se paise kamavu ya na kamavu.. Par yek bat to pakki hai, share market mai paise laganeki "डेरिंग" aapaka video dekhakar hi aai hai.. Your smallcase subscribe.. Love you sir

[@yogi7787]

Good evening sir 2 min on BSE and impact of sebi penalty

[@AnandAnand-hc1hw]

Sir please 2 min analysis on Piccadily Agro Industries Ltd, unka sharbat to bahut pia hai but koi share nhi lia hai

[@eldorado7791]

Sir, your view on this scenario BJP winning 300+ seats, market getting crazy, and after everybody fully invested market give big cut and everyone get caught napping!