Відео

Now since the trading price has changed from ~700 to~200, does booking a loss on it now will count towards the annual P&L calculation for tax for a retail investor?

Nice video Dhruv. Would have loved to hear your views on BCL Industries, they were also present in the GIA forum. They most likely will generate around 240 cr EBITDA in FY 24-25, their market cap is around 1500 cr currently. Next year they will have a 75KLPD bio-diesel plant in addition to the 700KLPD ENA+Ethanol plant.

Reminded me that meme from PK movie -- "Kehna kya chahte ho?"

Studied ddev at 80rs price that time it looks interesting...now run up is so much

Great Informative Video and your efforts are visible in the quality analysis. In GHCL company seems to have good future with improving business conditions and their forward integration plans. But GHCL to me it seems to be trading at a high valuation, PE - 34 , while Ambika Cotton at PE of 14. Any thoughts on this? Even if I look at forward PE metrics for next 1-2 years, it is still higher than what a yarn textiles business would normally trade at

Should I hold for 2024 💹Orient Electric🚀TexmacoRail🚀 🚀 ❤Sigachi Ind.🚀 ❤IEX❤ BJAJ Sugar❤ Maha Bank🚀 ASHOKA Buidcon 🔥🔥Jamna Auto💹

dhruv bhai kya mai apko twitter me dm krke trouble de skta ho todha sa??

When I check GHCL Textiles on the Screener, it throws up Modern Threads. Looks interesting.

Has SUM20 expired?

You are very smart! Great job

Wonderful presentation with many key insights.Thank you for providing such high quality content.🙏

❤ great

Their ROCE is only 5%. What makes you say that management is very good capital allocators ???

Why promoters holding is only 19% if management is so confident and have such great plans for future

Really helpful . All ur stocks r with gud future growth . Have a REQUEST can u plz name some gud clinical Research stock or make a video bcz i think thiz sector will c a boom . Thank you

Mr Dhruv, Truly impeccable in way you encircle around information from management and team at your end is nuanced and a flavor worth class to be one of the best within the country in time advance God bless!!

Why promoter holding in GHCL Textile is so low, please comment

Dhruv bhai is a gem at so young age. Imagine how wise he would become at his 40's. Kudos to you brother🙏. Great job as always.

Nice work, thanks :) Oh and If i had a dollar for every time Dhruv said "naturally"..... Lol

Tumhare wajah se hmne 80 me sell kar diya😮

👍

Superb 👌

Ek no. 🎉

Aaavas seems to be a very good business, but valuation wise its book value per share growth has fallen significantly in last 4-5 years to to mid-teens. At price to book of 4, it is not likely to give much return from there.

Thank you sir, no one can explain better than this 🙏

not invested

Overall analysis wrt HFC financials was good. But there was some bias I must say wrt Aavas. To me, I don't think they will grow more than 20%+. One illogical point was comparing their past valuation to current thereby saying that it's cheap. In past they were growing at 40-50%. One can relate the same with HDFC bank when it used to trade at 4 times book and now everyone says that its at historic low valuations. Bhai growth bhi to historic low hai. Overall a decent presentation.

Also in these type of companies it's important to understand pedigree of management ...how much experience they have and how many cycles they have them selves seen what kind of institutions they have built in their past avatar....that will give u diff perspective....also look at the pedigree of shareholders owning these stocks

You haven't looked at Opex Costs across all these affordable HFCs also very important is to look at their branch expansion strategy and number of collection staff....One more point to look at is what all type of houses each one of these players finance as far as I know aptus does not finance any appartments and only finances self constructed houses

Example video kab aaega??

Terminology 45:48

Buying is great if you find a great deal in great location. It's not really a "profit" until you sell, though. So your networth will climb, which feels pretty good, but you would still have to pay rent or buy a new house if you were to sell. You would have collateral, though, which means you could borrow money for other things. Or you become a landlord like Graham and you get other people to pay your mortgages for your downpayment/investment. But owning a house will soak up a lot of your income compared to finding cheaper rent. Mortgages kind of suck, because they make you pay more towards the interest than the towards the actual ownership of the house.

One of the best content available on affordable housing finance industry

Wish to invest and be associated with your esteemed organization pl oblge awaiting for your response thanking you sir

Can you pls share email id of Raval Sir

Sir can you pls give book names and its authors recommended by vikas sir for better clarity

Good stuff...have the same thesis as yours...Akshat Goenka is a solid chap... straight shooter

Thanks bringing these new ideas/analysis for use to gain knowledge and understanding

Very good analysis 👍

All the research is from IESA/ DAM capital research. Least you can do is give credit to the source of the so called “research work”!

Sir amazing video, very informative and analytical, just one feedback, aapko thoda sa link mai bolna chahiye, aap ek chiz bolte bolte dusri chiz pe chale jate ho and thoda sa flow mai bolo, bhale Hindi mai bol lo

7:20 When its not growth story or have such hurdles, why you wish to spend time in it? Its good to research a girl who can be life partner, so this is kind of looks attractive with demerger story- mislead and motivate others, but not of buying material! Just to prove knowledge that we can read company? Better choose kind of PCBL which is near to auto story.... I recall people got crazy about Rajratan also.. its all good but we always confused in terminologies of growth and demand vs sustainability.

HDFC small cap fund holds 9.27% since long time. In the past Con Calls their analyst had raised the issue of very different risk reward profile of the Chemicals business & the balance business of Investments, Engg products,etc and thereby making it very dicey & uncertain for any fund manager to invest in OCCL. Indirectly he referred to lack of any tangible return on the other than chemicals business amounting to misallocation of capital. Incidentally other than HDFCMF no other fund is invested in the Co currently. May be after the demerged Co is listed it will attract a number of funds, hopefully. It is very apt and heartening to know that the promoters have finally decided on the demerger and brought it to its logical conclusion.Thanks, Dhruv.You have done a marvelous job covering all risks & rewards in a very comprehensive manner. Thank you for reading my comments.

Keeping aside the demerger value unlocking if any or not we are not sure, NOCIL is a far better co.Not in same products but all in rubber chemicals used in Tyre manuf. industry worldwide.

without holding , how are you able to ask question in con call....

Nice video......

Hi Please use at least 50% English....

Valuations

Really good 🔥

Who will decide the selling price ?? What if there is no interested buyer for Dystar till Dec 2025??