This Growth Investing Strategy Delivered 113% Returns Last Year | Ishmohit at

[@shankarnath]

👉 ZERO Brokerage Demat and Trading Account across all segments including Intraday, FnO, Delivery, IPO, Mutual Fund, ETF's : bit.ly/441UPoP

[@dharmendralale8807]

Sir, Your subtitles hiding the data u r sharing on screen which is something irritating plz resolve

[@shankarnath]

I put subtitles in my videos so that the content can be consumed by people who are watching it on their way back (like in a metro) or those who have hearing impairment. Apologies for the inconvenience caused to you Fortunately there is a solution which has been a feature offered by KZbin for the last 10-15 years. You'll see a CC button in the top right corner of your mobile device when watching my videos. Alternatively, if you are watching it on a laptop, you'll see an icon (I think 3rd or 5th from the right) in the bottom right corner. Tapping on these buttons enables and disables the caption. Please try it .. I have used it hundreds of times

[@dharmendralale8807]

👌

[@ravijag73]

Simple. Disable cc​@@dharmendralale8807

[@Mustafa-taheri]

Can you please create a video on Tax Harvesting in MF? Or Gain harvesting and what are its Pros and corns. Is it really beneficial to do that with your Long tern MF for tax benefits?

[@Adityatendulkar04]

This is wat real education is..... KZbin should be filled by people like him Thank for educating us

[@shankarnath]

Most welcome. Glad you found this useful!

[@darcsoul5087]

@@shankarnath Wonder if we can make a screener for swing trading. Can we hope your advice on swing investment in any recent future? We think Swing is 60% technical and 40% fundamental and sometimes vice-versa. But we might be wrong

[@shankarnath]

@@darcsoul5087 I don't use swing trading so won't be right of me to comment on this. Sorry! But I'll be surprised if there isn't a screener for this

[@lordrdx666]

Extremely informative video and a good amount of technical & practical pointers are also given. We need your collab with SOIC finance for a good FIRE video &/or a market forecast video for the next 2-3 years.

[@shankarnath]

Thank you Ravi for your kind appreciation. And thx for the suggestion!

[@RamGopal-ht9ht]

One of the best and genuine person on KZbin very few in the investment scene of Indian KZbin community

[@shankarnath]

Thank you for the vote of confidence

[@RaunakDubey07]

The Collab we needed, two super value investors❤

[@shankarnath]

Thank you!

[@pavanchennam4905]

Its heartening to see the camaraderie between 2 of the best your tubers

[@shankarnath]

If Ishmohit agrees to come on a collaboration video with me, which topic would you like us to present/explain? (1 suggestion only pls)

[@pavanchennam4905]

@@shankarnath outlook for 2025 with regards to inflation and rate cuts ad what we as Indian investors need to be cautious about

[@chinmey_0147]

@@shankarnath Since everyone is on FIRE train these days , ideal portfolio to say make x cr in 10-15 years

[@akhil6200]

The future of consumer industry especially the FMCG industry, can we expect the same growth we experienced untill know in the FMCG and consumer sector?.​@@shankarnath

[@niladribanerjee2821]

​@@shankarnathsecular stocks vs cyclical stocks and how to identify and play it

[@smilyhemant]

You are doing a great work sir, I watched first video as momentum and value investing MF and after that I am a big fan of your content. Thanks for all these hard work and guidance. I have a question sir, We understand where to invest but when to exit in this strategy? do we need to rebalance portfolio every year based on GARP screener stocks? If yes then when we should start investing in these stocks? any date or can start from today onward?

[@shankarnath]

Thank you for your appreciation and gratuity. There is no defined answer to your question but if one thinks logically, the answer is there in the video itself. For instance, the PEG ratio preferred range is 0 to 2. So if it goes outside that, then it's not preferred & hence becomes a trigger for exit. The same way one can define an exit strategy. Even for your other questions, there is no defined process.

[@smilyhemant]

@@shankarnath Thanks for quick response sir, I will create excel sheet and start monitoring this strategy everyday for some time. Will add it in my portfolio if I get a good return after my observation. :D

[@shankarnath]

@@smilyhemant If possible, please apply some learnings from previous videos on technical indicators such as moving averages, RSI, Piotroski score etc. The idea should be to develop a methodology that you are comfortable with. GARP + technical indicators can be really helpful. Try it.

[@mithunNN-ys2bk]

In the era of people making course and selling, this person educating younger generation of India for free of cost with high quality content, really we are Blessed!

[@sanjayhulagur6009]

I think this is the 2nd video of yours I saw where you attached a google sheet. As someone who loves working with google sheets I appreciate this a lot. Thank yous sir.

[@GoutamY]

Thanks!

[@shankarnath]

Thank you Goutam for this kind gratuity and token of appreciation. I'm glad you liked this video & hope you'll use it in the future. The model is pretty powerful

[@naveenkumarsharma2716]

Mr Shankar…… Exceptional Brilliant analysis and presentation 👌👌👌👏👏👏👏👏

[@shankarnath]

So nice of you. Thanks

[@padmakrishnab2867]

Extremely educating. Kudos not only to shankar ji but also the team behind this

[@shankarnath]

Thank you very much

[@vidhatasolution65]

Two of the best and genuine KZbinrs

[@shankarnath]

Thank you!

[@Financeabhijit]

Shankar I really appreciate the way you simplify things. Hoping that you will start your own smallcases soon. Would love to invest a lot of money in the GARP one. It may not deliver this year's return everytime, but will most probably beat the Nifty 50 by a wide margin every year. Thanks a ton for all your videos 🙏🏼😊👍🏼

[@shankarnath]

You're most welcome, Abhijit and thank you very much for your kind appreciation & good wishes 🙌

[@aniln4368]

Great content, this is something i always look for. Good food for brain as well as Video description is pretty detailed. I cant ask for more please keep publishing such quality stuff. Thanks.

[@shankarnath]

Thank you!

[@Dhron_Unnithan]

As always, top quality content delivered in a lucid manner. Thanks! 👍🏾❤️

[@shankarnath]

Much appreciated! Most welcome

[@avgang99]

What a great video, actionable video for a retail investor!

[@shankarnath]

Glad you liked it. Much appreciated!

[@gowrishankarm3082]

It's really superb sir... Amazing work... Your efforts are more valuable... Thank you for making us more knowledgeable...

[@shankarnath]

So nice of you. It's my leisure

[@commanderbharatkumarunercat]

Bravo Zulu once again!!! Superb insights...

[@shankarnath]

Tango Yankee! 🙌

[@commanderbharatkumarunercat]

@@shankarnath ✌

[@SathyaKumarM]

Good information and well covered video, you continuously setting high standards.

[@shankarnath]

I appreciate that! Thank you very much 🙌

[@financialadda2018]

What a informative video shankar sir. I made notes from the video and will do analysis soon.

[@shankarnath]

All the best Jaskirat 🙌

[@dinusiva3019]

Such a knowledge content sir ❤❤❤

[@shankarnath]

Thank you!

[@dinusiva3019]

@@shankarnath ❤

[@amangoyal9859]

Absolutely Fabolous ........ (cant find better words to express your hard work)

[@shankarnath]

Thank you!

[@arvindsharma6074]

Recently started watching your videos, thanks for sharing such knowledge.

[@shankarnath]

Welcome! I hope you find my videos useful & information

[@kirangowdan7478]

Brilliant work from the both soic n shankar nath team ❤

[@shankarnath]

Thank you!

[@narendersachdev8220]

Thanks for yet another great learning Shankar Ji 😊

[@shankarnath]

Always welcome 🙌

[@aditya.wagh01]

what a valuable knowledge! Please launch a small case soon !!

[@shankarnath]

Thank you

[@pragneshcs]

Loved the way you described & explained the one of the important methodology GARP in just over 15 mins video. It was crisp & clear. thank you

[@shankarnath]

Great to hear! Glad you liked it 🙌

[@abekawser4908]

Great video. I am from Bangladesh. Love from Bangladesh.

[@shankarnath]

Thank you so much

[@subramaniamvenkatraman5571]

Very well articulated Shankar, you keep raising your bars everytime :)

[@shankarnath]

Thanks a ton! 🙌

[@MrSkohli]

Excellent video like your all other ones. I see you going very high in life, for your knowledge and your way of sharing it.

[@shankarnath]

Thank you for your kind wishes, Saurabh ji

[@satheshkumar5870]

Wonderful & Useful information video 📸

[@shankarnath]

Thanks a lot

[@vinayakshenoy1105]

As always super informational video Shankar!!

[@shankarnath]

Thank you 🙌 Glad you liked it!

[@parthaaec07]

Excellent top quality investing video. Thanks

[@shankarnath]

Thank you!

[@raghunarayanan1996]

Excellent content as always . !! Keep it up Shankar. Also a humble request , May be you can come up with a summarized video on all the strategies you have shared so far across all videos. This will help in getting bigger picture !

[@shankarnath]

I'm glad you liked it .. and thanks for the suggestion

[@gandhamsai]

Gr8 insights, thank you so much for sharing

[@shankarnath]

Glad it was helpful! 🙌 Most welcome

[@shantilal007]

Thanks for another Exceptional session with Building blocks is like Cherry on the Cake. Keep it up.

[@shankarnath]

Glad you like them! Thank you

[@huntrz]

2 of the most respected youtubers as per me, apart from ofcourse Basant Maheshwari who have been imparting real knowledge to people

[@shankarnath]

Thank you!

[@randomlee3590]

Erudite, as always and very Objective. All videos have an important takeaway, always.,🎉🎉🎉🎉🎉🎉

[@shankarnath]

Thank you!

[@Whymymindwanders-tz5lp]

GARP Growth at Reasonable Price 1:54 Peter Lynch ONE UP ON WALL STREET PEG Ratio 4:49

[@Ajinkya1977]

Very insightful and helpful. Thankyou.

[@shankarnath]

You're very welcome

[@DARSHANLDCE]

This video fundamentally shifted my focus from PE oriented approach to PEG oriented approach!! Thanks for one more very insightful video on investment!

[@shankarnath]

Glad it was helpful! I noticed your paid promotion comment in another video. Would you rather have me paywall this insightful video .. rather than accept advertising insertions from companies & keeping it free for 90,000+ viewers?

[@smart3883]

Once again awesome presentation, pretty useful to learn

[@shankarnath]

Glad to hear that! Thx

[@user-sf6fb1kw1h]

Bro u r best. Keep making such videos. It really helps

[@shankarnath]

Thank you so much

[@sndy2436]

This channel is truly underrated.

[@shankarnath]

Thank you!

[@srinivastangella]

I found 68% p.a return with 16 Large cap stocks that we found with the query at 10:23 in your video. Trust me, this video in your channel will stand out as the best forever for so many reasons. Because it gave an idea for people to finally cut short the efforts and fill confidence in picking up a specific stock . I thank you with all my sincerity.

[@shankarnath]

Glad you found my work useful and actionable. Thx!

[@vaibhavrana1325]

Shankar ji, really appreciate your valuable inputs & giving due credits to youtubers like Ishmohit. You arent suffering from insecurity as some from "Investment fraternity".

[@shankarnath]

Thank you very much 🙌

[@ajayverma1155]

Always love your videos. Thanks for all this research and hard work.

[@shankarnath]

Thank you very much 🙌 .. I'm glad you like them

[@brahmaiahyelchuri3850]

Excellent analysis. More educative

[@shankarnath]

Thank you!

[@learn_invest_and_learn]

A very good video. Thanks for doing this.

[@shankarnath]

Glad you enjoyed it!

[@MinorityDoc]

To the point no nonsense. You're a rare one.

[@shankarnath]

Thank you!

[@piedpiper17]

Amazing learning. Thank you Shankar

[@shankarnath]

My pleasure. Glad you liked it

[@bala422]

Excellent work sir…👍

[@shankarnath]

Many thanks

[@sanketdsajjan1895]

Thank you sir like your explanation method following you since many years from your ET money videos

[@shankarnath]

Glad to hear that. Thanks for your support

[@tradingmyway0024]

Great learning as always, Shankar ji! Can't thank you enough for coming up with great video every time! Respect & Warm Regards! 🎉❤️

[@shankarnath]

So nice of you. I'm glad you liked this

[@Kirmbadi1934]

Thank you!

[@shankarnath]

You're welcome!

[@ashugoel3898]

top quality content delivered 💯👌

[@shankarnath]

Thanks

[@VishalAgarwal-k1f]

How to examine for cyclicity while examining the PE Ratio, how can eps be relied upon calculating futurre growth rate as said in your video

[@shankarnath]

Read my newsletters at shankarnath.com for a better understanding on estimating future EPS. Try the recent ones on Deep Industries, Garware Hi-Tech Films and Sky Gold

[@prime8krish]

Would you consider adding pledged % and Promoter holding?

[@shankarnath]

I generally prefer owner-operators i.e. promoters who are running the company & have a 40+% holding. Pledged shares doesn't bother me but because it bothers others, I take it a little slow if the pledged number is high

[@Anbu-Ini]

Thanks for the great content, Shankar sir

[@shankarnath]

My pleasure. Glad you liked it

[@anshumandas99]

@shankarnath Great content. In investment/finance vertical your contents are top notch. Keep up doing the great work. Thanks !

[@shankarnath]

Glad you like them! Thanks!

[@axt6760]

Thank you for sharing. Appreciated 👍

[@shankarnath]

My pleasure!

[@thirumurugan7844]

Excellent information Sir

[@shankarnath]

So nice of you. Thanks!

[@ayushvarma9657]

Great video Shankar sir, It would be great if you keep a follow up to this video and also I had a question, would one have multiple such list of companies given we run this screener after every quarter?

[@shankarnath]

Thanks for the suggestion. Every quarter I'm guessing there might just be 2 or 3 changes primarily based on the PEG ratio as valuations move faster than changes in sales/earnings growth or promoter holding.

[@ashishbarick]

Amazing video man. Really liking your content. Very valuable.

[@shankarnath]

Thank you!

[@karthikeyansadasivam7415]

Hello Shankar nath, on this GARP how many stocks to be considered for ideal portfolio and rebalance time? What will be exit condition after entered. Thanks you 🎉

[@shankarnath]

Hello. There is no literature on an ideal number. I suggest, go for 15-20 stocks

[@karthikeyansadasivam7415]

@@shankarnath Thanks a lot for your reply, reblance time frame pls and if any exit conditions . Good day

[@vaibhavsharma6613]

Thanks for the superb content as always

[@shankarnath]

My pleasure! Glad you liked it

[@vishwad7933]

15:04 The stocks from your GARP strategy would have been different 1 year before. Screener is giving us the stocks which are currently eligible for GARP strategy. We should track these stocks and check their returns 1 year from now. I am unable to find how this GARP strategy could be used for previous year.

[@AnaghaChaudhari-bp3cy]

Exactly I have the same question.. can this screener give us companies which will continue to perform same way for next year?

[@vishwad7933]

@shankarnath Sir, can we your inputs here please? Please let us know your thoughts.

[@shankarnath]

Sorry, I've not been able to find any screener which can predict the performance of these stocks over the next year. It'll indeed be amazing if something like that is available .. if something comes your way, please do share.

[@prithviraj_Equitywala]

If we had such screeners which can predict the future then why do we take stress on investment. Simply run that screener n relax. That screener will also eradicate poverty 😂

[@sunilpipalwa9309]

Very helpful. Thanks

[@shankarnath]

You're welcome!

[@pratuyshsurman4065]

Amazing video🎉 loved your perspective on the quarries to be filled by considering multiple frameworks. I have some questions, Can I copy your framework for the future considering the risk Second how to decide about the percentage allocate to different stocks based on your framework and at last do the amount plays a role in adopting this kind of strategy and if so then can 10 lakhs be a stating good amount? Always love your content❤

[@shankarnath]

Most welcome 1. If you are convinced then you can use it. It's definitely actionable 2. I use equal-weighting i.e. same amount of money on each of the stocks 3. Yes, 10 lakhs is a good starting point

[@pratuyshsurman4065]

⁠@@shankarnathAgain this makes you different from other KZbinrs, thanks for your answers I will now start screening every stock myself and report to you next year about my returns. Keep posting ❤

[@adarsh_anil_]

Hi Shankar, a really nice video. I would like to make a request here. It will be great if you can make a comparison between the GARP and Trending value strategy. There are some great back testing data available for the trending value but nothing is available for thr GARP stratergy. It would also be great to compare the alpha with an index preferably the nifty 50 since it was used in the Trending value analysis. 16:26

[@shankarnath]

Thank you for the suggestions! 1. The GARP and trending value strategies are very different to each other. Hope you have seen both videos 2. Unfortunately I can't afford expensive back-testing software to test out the GARP strategy. I'll see if I can do something else instead

[@maulik2500]

Brilliant content 👍🏻

[@shankarnath]

Thank you

[@koushik1261]

Hi Sir, Huge fan of your work! On running the screener query as of Nov 4 2024, It gives me around 57 odd stocks. Any extra metric that you would suggest to narrow them down to around 25-30 companies?

[@shankarnath]

Thanks 🙌 You don't need an extra metric, just squeeze the existing criteria a bit

[@vijetarvindpatil7579]

Thank You Sirji!

[@shankarnath]

Most welcome!

[@subirnath4229]

My two favorite KZbinrs....

[@shankarnath]

Thank you

[@Samudragupta_]

Wow! Two giants together.

[@shankarnath]

Thank you!

[@dhananjaymalhotra7854]

Hi Sir. At 6:29, for PE, do you mean we have to take the current PE ratio into consideration and divide it by future earnings growth rate?

[@shankarnath]

Yes, current PE ratio divided by 1Y forward EPS growth rate

[@dhananjaymalhotra7854]

@@shankarnath Sir, it is beyond commendable how you reply to every query on your videos. Thank you.

[@shankarnath]

Most welcome

[@dineshkesaria23]

Very Informative.

[@shankarnath]

Glad you liked it

[@dheerajkukal8475]

The reason why i like video even before watching it is that i like and respect Shankar sir for his work.....😊

[@shankarnath]

Thank you very much 🙌

[@khznm2174]

I have been following u r channel quite a long time, i love the way put across u r viewpoint. Requesting to come with rising sectors analysis .

[@shankarnath]

Thanks for the appreciation & suggestion

[@hetalpatadia711]

Excellent Video Shankar! Would you suggest to apply similar framework for US stocks too? If yes, what would be the screener equivalent for US markets?

[@shankarnath]

Thank you. This screener should apply on US stocks aswell. I can't really comment beyond that as my research is on Indian stocks only

[@dealsfinderforyou]

Great content, Sir. One question is how often this portfolio should be rebalanced?

[@shankarnath]

Thanks. I don't have any research on rebalancing duration but my best guess is that a 1 year period should be given before tweaking the stock list

[@AshokKumar-lt5sj]

Great Insights. Just a comment on the screener you build for GARP - I believe it would be better to have expecated quarterly profit 15 or 20% more than previous year quarter..( Expected quarterly net profit > Net profit 3quarters back * 1.2)

[@shankarnath]

Thanks! Yes, please feel free to tweak the screener values

[@UlhasSakhare94]

Just to check,. Do you mean, we will pick companies which have had a 15-20% profit this year compared to last year. Ex: Right now with the Query in screener, we get 56 companies. With your suggestion, it goes to 52. Thanks for the suggestion thought.

[@sharmavikrant]

Shankar ji - Thank you so much for sharing this strategy. Your content (Newsletter, Videos) are something I really look forward to always. Simplicity with which you explain does not come easy as at your end you must have to spend huge to time to make it concise and impactful. While I will watch and rewatch to understand the concept better, I have a qq on the first glance - Aditya Vision has Debt / Equity of 2.3. In my list, it would have been filtered out as per my screeening criteria. Your views on such high Debt / Equity would help to understand why it still has place in your list?

[@shankarnath]

Hello Vikrant ji -- I don't look at debt-equity ratio with as much intent as I look at the interest coverage ratio (I have incorporate Int. Coverage in my screener aswell). Let me explain with a small example. So, 2 companies --- Company A has debt of 100, equity of 200, earns EBITDA of 5 rupees .. and there is Company B with 100 in debt, 20 in equity and earns operating profits of 50 rupees Now for someone looking at D/E ratio, they'll give a higher preference to Company A as that ratio is 0.5 but for me, it doesn't matter because a debt of 100 means the interest payable per year is 10. The company isn't earning enough operating profit which makes it a potential default situation and there is no way the company will be able to rollover the debt which means the DE ratio means nothing here. On the other hand, Company B has a DE ratio of 5 but that doesn't bother me because the company is earning enough (i.e. high interest coverage) to not only pay the interest amounts but it can also extinguish its debt in a few short years.

[@sharmavikrant]

@@shankarnath Thank you for your reply and sharing this valuable insight. 🙏

[@GokulP-f2u]

Excellent content !

[@shankarnath]

Much appreciated!

[@ps-gh3hu]

Both are my favourite finance influencer

[@shankarnath]

Thank you!

[@suprobhosantra]

Thanks Shankar for educating us. But when you say keep a long term perspective, how much time is required to stick to the list of 27 stocks? I believe every 3 months some of the stocks will change based on the filter.

[@shankarnath]

Most welcome. There is no generic research on the timeline, sorry!

[@navneettiwari4654]

Great Video as always Shankar sir! Will it make sense to rebalance the portfolio of stocks at said intervals, say 6m or 1 year ?

[@shankarnath]

Thanks! Pls review after an year

[@ghosh9390]

Great content as always ❤

[@shankarnath]

Appreciate it!

[@gpoovarasan1911]

Most underrated channel❤

[@shankarnath]

Thank you!

[@satyamprakash5814]

Sir kirpya growth oriented mutual fund ka naam bataye

[@rgupta6706]

Market Capitalization >1000 AND Sales>1000 AND PEG Ratio >0 AND PEG Ratio 15 AND Sales growth 3Years > 15 AND Sales growth 5Years > 15 AND (EPS/EPS last year)> 1.15 AND EPS growth 3Years > 15 AND EPS growth 5Years > 15 AND Expected quarterly net profit > Net profit 3quarters back This query not giving any stock on screener...

[@shankarnath]

Yes

[@Moon42Cadet]

Did you define the PEG ratio? Its not a default formula in Screener. You have to create a new one.

[@shankarnath]

@@Moon42Cadet PEG ratio is available on screener.in

[@AdityaPaturi]

How to distribute the money between the identified stocks? Should we go with equal weighted Or market cap weighted? Which one did you use it in your calculations?

[@shankarnath]

I used equal weights, generally I go with that

[@iFrozenSkull]

Very good video. However, I have one question. How do we exactly know when to enter or exit?

[@shankarnath]

There is no study I found on the exit but here's a simple framework I use that works most times i.e. if I enter a stock/portfolio when certain conditions are ripe, one should exit when those conditions aren't there. E.g. in this case, GARP needs a PEG of between 0 and 2. So if the PEG goes over 2, then it's exit time.

[@vivekathreya2627]

Hi Shankar. Thank you for a very informative video. With all these videos I feel like ABHIMANYU. I have he knowledge the enter into these stocks but dont know how/when to exit them. Could you please make a video of when to exit or how and in what frequency to rebalance such a portfolio.

[@shankarnath]

Thanks for the suggestion

[@adityasoni3964]

How do you calculate EPS growth rate as 55 in case of KPIT stock. Plz explain.

[@shankarnath]

I used the trailing 4 quarters EPS (i.e. Q4FY23, Q1FY24, Q2FY24, Q3FY24). I then divided it by the previous 4 trailing quarters i.e. (Q4FY22 to Q3FY23). This came to 1.55. I subtracted it by 1 to get 0.55 or 55%

[@maheshvssc]

Very informative

[@shankarnath]

Glad it was helpful!

[@chaitanyavats]

Hi Sir I have watched this video multiple times. I have observed that stocks on the screen will increase or decrease according to market conditions. However, I have one doubt: how is it that the stocks shown by you and the stocks as of today, 29-06-2024, have doubled in just a matter of 2.5 months? Is it because the market is at an all-time high, or is there another reason?

[@shankarnath]

Hello. Must be because the stock markets have done well

[@subhachakrabarti374]

Couldn’t find the excel sheet you talked about

[@shankarnath]

Did you check the video's description for the worksheet link?

[@bkperumal123]

Thank you for the wonderful article as usual,and good to see collaborative work in wealth education

[@shankarnath]

Most welcome. Glad you liked it! 🙌