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

[@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

[@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!

[@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 🙌

[@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!

[@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.

[@padmakrishnab2867]

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

[@shankarnath]

Thank you very much

[@naveenkumarsharma2716]

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

[@shankarnath]

So nice of you. Thanks

[@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 🙌

[@vidhatasolution65]

Two of the best and genuine KZbinrs

[@shankarnath]

Thank you!

[@avgang99]

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

[@shankarnath]

Glad you liked it. Much appreciated!

[@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!

[@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

[@arvindsharma6074]

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

[@shankarnath]

Welcome! I hope you find my videos useful & information

[@Dhron_Unnithan]

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

[@shankarnath]

Much appreciated! Most welcome

[@commanderbharatkumarunercat]

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

[@shankarnath]

Tango Yankee! 🙌

[@commanderbharatkumarunercat]

@@shankarnath ✌

[@amangoyal9859]

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

[@shankarnath]

Thank you!

[@financialadda2018]

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

[@shankarnath]

All the best Jaskirat 🙌

[@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

[@Kirmbadi1934]

Thank you!

[@shankarnath]

You're welcome!

[@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

[@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?

[@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

[@SathyaKumarM]

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

[@shankarnath]

I appreciate that! Thank you very much 🙌

[@aditya.wagh01]

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

[@shankarnath]

Thank you

[@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!

[@subramaniamvenkatraman5571]

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

[@shankarnath]

Thanks a ton! 🙌

[@narendersachdev8220]

Thanks for yet another great learning Shankar Ji 😊

[@shankarnath]

Always welcome 🙌

[@brahmaiahyelchuri3850]

Excellent analysis. More educative

[@shankarnath]

Thank you!

[@piedpiper17]

Amazing learning. Thank you Shankar

[@shankarnath]

My pleasure. Glad you liked it

[@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!

[@parthaaec07]

Excellent top quality investing video. Thanks

[@shankarnath]

Thank you!

[@Ajinkya1977]

Very insightful and helpful. Thankyou.

[@shankarnath]

You're very welcome

[@sndy2436]

This channel is truly underrated.

[@shankarnath]

Thank you!

[@gandhamsai]

Gr8 insights, thank you so much for sharing

[@shankarnath]

Glad it was helpful! 🙌 Most welcome

[@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

[@dinusiva3019]

Such a knowledge content sir ❤❤❤

[@shankarnath]

Thank you!

[@dinusiva3019]

@@shankarnath ❤

[@satheshkumar5870]

Wonderful & Useful information video 📸

[@shankarnath]

Thanks a lot

[@Whymymindwanders-tz5lp]

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

[@MinorityDoc]

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

[@shankarnath]

Thank you!

[@abekawser4908]

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

[@shankarnath]

Thank you so much

[@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

[@vinayakshenoy1105]

As always super informational video Shankar!!

[@shankarnath]

Thank you 🙌 Glad you liked it!

[@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

[@randomlee3590]

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

[@shankarnath]

Thank you!

[@user-sf6fb1kw1h]

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

[@shankarnath]

Thank you so 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

[@kirangowdan7478]

Brilliant work from the both soic n shankar nath team ❤

[@shankarnath]

Thank you!

[@vijetarvindpatil7579]

Thank You Sirji!

[@shankarnath]

Most welcome!

[@thirumurugan7844]

Excellent information Sir

[@shankarnath]

So nice of you. Thanks!

[@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 🙌

[@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

[@bala422]

Excellent work sir…👍

[@shankarnath]

Many thanks

[@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

[@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!

[@Anbu-Ini]

Thanks for the great content, Shankar sir

[@shankarnath]

My pleasure. Glad you liked it

[@learn_invest_and_learn]

A very good video. Thanks for doing this.

[@shankarnath]

Glad you enjoyed it!

[@smart3883]

Once again awesome presentation, pretty useful to learn

[@shankarnath]

Glad to hear that! Thx

[@axt6760]

Thank you for sharing. Appreciated 👍

[@shankarnath]

My pleasure!

[@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.

[@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!

[@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.

[@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. 🙏

[@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

[@sunilpipalwa9309]

Very helpful. Thanks

[@shankarnath]

You're welcome!

[@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

[@Samudragupta_]

Wow! Two giants together.

[@shankarnath]

Thank you!

[@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

[@ashishbarick]

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

[@shankarnath]

Thank you!

[@subirnath4229]

My two favorite KZbinrs....

[@shankarnath]

Thank you

[@vaibhavsharma6613]

Thanks for the superb content as always

[@shankarnath]

My pleasure! Glad you liked it

[@dineshkesaria23]

Very Informative.

[@shankarnath]

Glad you liked it

[@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 ❤

[@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

[@m.ravikiran2243]

Thanks Shankar.

[@shankarnath]

Most welcome

[@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 🙌

[@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

[@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.

[@harshkarnati8227]

What are the risk factors using this method sir? And how frequently should we rebalance?

[@shankarnath]

There are a few risks/concerns to address -- 1. Sector concentration is a big one & like we saw in SOIC's methodology, there were too many financial institutions in that list. So figure out a way to cap sector allocation. 2. Cyclical companies might seep into the stock list esp. ones which've had a strong 3-4 years, so one should watch out for that 3. While all companies go through phases of growth & then maturity, its important to evaluate individually on which stage they are in 4. And ofcourse, the overall economic climate / stock market sentiments do play a part on how every equity based strategy operates. Remember, there is style rotation i.e. some years value does well and some years growth does well With re: rebalancing, I have not come across any literature but to experiment, a minimum of 1 year rebalancing should be considered.

[@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

[@satyamprakash5814]

Sir kirpya growth oriented mutual fund ka naam bataye

[@HimanshuGupta-ex4yq]

Thanks Shankar

[@shankarnath]

Welcome! 🙌

[@maheshvssc]

Very informative

[@shankarnath]

Glad it was helpful!

[@sunilmarathe3071]

I fallow ishmohit and Shankar

[@GokulP-f2u]

Excellent content !

[@shankarnath]

Much appreciated!

[@vinayakjain7646]

Hello Shankar sir please tell us holding period of these stocks

[@shankarnath]

As a system, please hold it for 1 year and then re-run the GARP query to see which ones you should invest in and which stocks to exit

[@sridharramanathan443]

Excellent video Shankar ji...Waiting for your smallcase. A couple of questions - I have seen an update to your newsletter since Feb. Am I missing something? Second question - How often should the portfolio of GARP stocks be rebalanced? Thanks

[@shankarnath]

Thanks 1. I've not released an issue for some weeks now. Thanks for your patience 2. I couldn't find the answer to "when to rebalance" question anywhere in my research

[@ps-gh3hu]

Both are my favourite finance influencer

[@shankarnath]

Thank you!

[@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%

[@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

[@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

[@mayankjamindar284]

Shankar do you think the market has more upside given the runs in 1-3 years, should we continue with different mf segments like total nifty, nifty50, small cap etc that you suggested before? Can you please do a video on what should be approx h and risks and mitigation? May be staying in debt now?

[@shankarnath]

Thanks for the video suggestion. As explained in a few earlier videos, I don't switch off due to the market valuation. For me, my asset allocation of 50:25:25 i.e. 50% in large, 25% in mid and 25% in small is most important and then the 80% core, 20% opportunity portfolio helps me meander through phases of high valuation & low valuation across different market cap and also investing styles.

[@maulik2500]

Brilliant content 👍🏻

[@shankarnath]

Thank you

[@AbhishekA-xv3gh]

Thanks for the video sir. I have a doubt, Should investing in the stocks be done in an Equi-Weighted or a Market Cap Weighted scheme?

[@shankarnath]

Hello. I prefer equal weighting

[@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

[@ARZT223]

Hi Sir, Thanks for the awesome video. This is explained in very simple terms. Really a fan of your storytelling skill. Just wanted to know what would be the entry point. Is it anything less than a PEG of 2.

[@shankarnath]

Thank you so much. I am glad you liked it. I've discussed your query in the video itself towards the last .. framework 5 i.e. my framework .. which is a compilation of the other 4.

[@ARZT223]

Thanks a lot Sir 🙏 This is what sets you apart, your responsiveness. You responded to my message in just 45 minutes. Even the people who run paid communities/courses don't do that. Very much appreciated

[@gpoovarasan1911]

Most underrated channel❤

[@shankarnath]

Thank you!