sahil bhadviya
@sahilbhadviya
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YouTube Educator | Founder @Sahil ’s Academy | Ex-Data Analytics Consultant
Udaipur, India
Joined October 2009
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I spend almost 8-10 hrs studying a company and use all the knowledge that I acquired in the last many years to make a summarized video of 10-15 min on Youtube. Yet it gets 3-5 min of avg viewership. This is after hours of editing to make the video very interactive. Sometimes I…
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I have a strong feeling that if BJP comes to power with high majority in 2024, we will see the mother of bull rally in India for the next 5 years. 🚀🚀
This is not a political statement. I'm politically neutral. My logic is that 1st of all a stable govt is very important for the…
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Jio set to enter into UPI Payment! Pls note that co is already into payment banks.
Try to connect the dots and you will know why Paytm payment bank was banned 😅
If you recall, something similar happened with entire telecom sector during Jio launch. So compared to that, Paytm…
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BIG BREAKING 🔥
Polycab - Income tax confirms Polycab has made unaccounted cash sales of around Rs. 1,000 crore which are not recorded in the books of accounts. Evidences of unaccounted cash payments of more than Rs. 400 crore made by a distributor, on behalf of the flagship…
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I remember nearly 18 yrs ago when I was preparing for JEE and frustrated with competition, my father advised me - “Life me tum kuch bhi bano par sabse pehle ek accha insaan bano. Kyoki waha competition sabse kam hai”.
One of my biggest lessons in life :)
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4 back to back lower circuits in IREDA. Who is dumping it now?
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Recently Dam Capital has published a report on 11 stocks that can potentially double in the next 3 years.🏦📈
I have made a detailed thread. Scroll to read and don't forget to Retweet 🧵🧵🧵.
DISC- Not a Buy/Sell call.
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IRFC - 436% return in 1 yr! Just crazy. Market cap moved from Rs 40,000 Cr. to Rs 2,30,000 Cr. in last 1 yr. Many people ask me - Can we buy the stock now?
Just want to highlight 2 points -
i) At current level, co commands a P/B of 4.8. For reference, it now expensive then…
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Its been ~3 years since some of the most sought after companies of Indian stock market with huge multibagger returns in the past have not generated any returns for their investors
Asian Paints - No returns since ~3 yrs
HUL - No returns since 3 yrs
HDFC Bank - No returns since 3…
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KPIT - my 1st stock from next multibagger series. 3x from the day I discussed and 4x in my portfolio 🔥🔥
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Senior care space in India is already a $10-12 Billion market and growing exponentially. Today there are ~13 Cr. senior citizens in India that comprise ~8% of India’s population. And its expected to be 20% of the population by 2050. Today 17% of elderly people are living alone…
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Barbeque Nation - Very interesting insights 👇
-Company went public in April'21 at Rs 500. Stock quickly zoomed to touch highs of Rs 1600.
-However, its been 2 yrs since the stock is falling and now down 60%.
-The interesting part is that FII stake in the co has consistently…
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The pain of 3%-5% correction is much higher than happiness of 10%-15% return! 😅
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After a long time one person has inspired me to the core. My instagram feed is full of his videos. Whenever I get time, i watch his videos. Its almost like God is speaking from his body. It also keeps me grounded and sane. Person is Swami Premanand ji 😇 In this world of Kalyug,…
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Tata technologies IPO - looks like there is a lot of interest in the co. It means the allotment chances are low. Even if you get an allotment, it would be 1-2 lots. So its important to strategies what to do post IPO?
Stock is expected to list at Rs 850. At those levels, it would…
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Happiest mind - Down 45%-50% since Sep'21 (2 yrs and 7 months). A lot of people invested in the co during bull rally feel trapped. But is it really a trap or an opportunity?
Well, it's a classic case of fundamentally strong co but valuations went crazy during COVID rally. Co…
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I really wish Polycab comes out clean. Otherwise this would be a huge dent on Indian corporate governance. We have seen multiple cases of corporate governance issues in the past that have shaken investors confidence. But this time the allegations are on a large cap indian co…
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After visiting many parts of our country and abroad, I can safely say that my hometown Udaipur is the best.
One of the reason why I decided to come back 😀
By the way, this is just another day in my city. I get to enjoy this view every other day within few minutes 😇
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7 mutual funds have applied in Mama Earth IPO via 19 schemes.
Retail investors put their hard earned money trusting these fund managers.
Are these funds managers answerable to retail investors? I’ve already lost interest in active mutual funds.
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Its been 3 years since I’ve become an active investor after quitting my job. While it has been a crazy learning experience, the best part I’ve realised is you don’t need an IIM degree or Masters degree in finance to create wealth in stock market. You just need common sense! There…
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Some of the best series I’ve recently watched on Netflix India-
1) Kaala Paani
2) The Railway Men
3) The Spy
Any other suggestions?
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If there is one website I can’t live without then its (hands down) The simplicity with which this website has been created by Mittal brothers is unparalleled.
Its a great example of when you build a great product, you dont need to market it. Work of mouth…
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Its time like these when you feel like it was a mistake investing in stock market. Another 10% correction in index and I’m sure many retail investors will say tata bye bye to market.
But those who will survive this phase will emerge as winner. Its certainly not easy to do. And…
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Narayan Murthy Sir has recently mentioned: I used to be in office at 6:20 am & leave office at 8:30 & worked 6 days a week.
With all due respect, I would like to know sir - How was your relation with Wife and Kids? Did you spend enough time with them? I remember in one of the…
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Asian Paints - Now trading at PE of 49.7. Last time Asian paint was at these valuations in 2016. Yes, not even during COVID crash.
Its 10 Yr median PE is 60. That's 15%-16% discount to median.
The biggest concern is Grasim's aggressive strategy could eat Asian Paint market. Or…
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In last 2 days Paytm has lost market cap worth nearly 18000 cr. It takes ages for a company to create this market cap. Got destroyed in just 2 days.
Something similar happened with Delta corp recently.
Its crazy how govt policies and regulations can make or break a company.…
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Tata technologies - Slowly getting into 3 digit figures 🤞
Watching it closely from the IPO days!
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I’ve been tracking stock market for 12 years now.
In 2011, Sensex was at 16,000. Still remember people saying - It’s expensive now!
In 2013, Sensex crossed 20,000. Same reaction - Its expensive now!
In 2017, Sensex crossed 30,000. Reaction? Its expensive now!
In 2019, Sensex…
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Diwali Picks 2023:
#1
ICICI bank. One of of the best phase of growth in last many years under the leadership of Mr Sandeep Bakshi who become ICICI bank CEO and MD in 2018.
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ED freezes ₹1,100cr shares in demat a/cs linked to Mahadev app partner
They manipulated the share price of below listed companies.
GENSOL
TFCI
CUPID
BCL IND
SIGACHI
PARACABLES
APOLLO MICRO
MUFIN
SALASAR
SERVOTECH POWER
Whatsapp Fwd.
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The funny part is if Nifty falls from current levels to say 19000-20,000, majority of people won’t have the courage to buy.
But if it crosses 22,000 majority would buy with utmost confidence 😀
The role of emotion is so powerful in stock market. While many would not accept it,…
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Motisons Jeweller IPO Opened today. Co is commanding a grey market premium of 200%+ Wow! It takes ages to get such returns and this co will potentially give it on the 1st day itself.
Interestingly, it's prmoters were involved in IPL betting in the past. CO says that "Though…
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Out of 4 top IT companies, HCL has outperformed in Q3 results.
Expecting some fireworks tomorrow 🚀
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HCL tech - Holding 300 shares since last 3 yrs at an avg of 1032. Already shared the details long back on my youtube channel.
One of my top holding. Took a lot of test of my patience level last year but now rewarding. Cherry on the top - Great dividend player!
#conviction
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Sula Vineyard - A smallcap co with leadership in Indian wine industry with >50% market share.
Both DIIs and FIIs are adding this co big time and public holding is falling - A thread 👇
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Sandeep Maheshwari Latest Community Post exposing Vivek Bindra. Now its Public vs Vivek Bindra. I always say that its very important to chose your influencers rightly.
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SW Solar : India's largest Solar EPC co.
A potential turnaround Story 🧵
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Corrections like today are extremely important to remind everyone that you can’t expect market to go only north.
Moreover a few more corrections like this will again make the market attractive to deploy money 👍🏼
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2 BIG multi-decade growth themes in India include Semiconductor & Green Hydrogen.
Now semiconductor would need ultra-pure water for chip making. And green hydrogen would need clean water as raw material.
There is one company that can potentially benefit from these mega trend -…
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Its been 3 yrs since I quit my job during COVID and started spreading knowledge on personal finance and investment on Youtube. So far, I've received 2.8 million hours of viewership. Initially, I thought of starting a small physical academy in my hometown so that I could teach one…
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Azad Engineering IPO opened today on 20th Dec.
Some very interesting data points about the co:
- Some of its investors include well known sports personality including Sachin Tendulkar, VVS Laxman, PV Sindhu, Saina Nehwal.
- Co mfg complex and highly engineered precision forged…
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Nifty 50 latest PE is 20.6 (26th Oct'23) 😮
Last time Nifty was at this valuation in Mar'23 when it was levels of 17000.
Before that Nifty touched these valuations last year in June'22 when it fell down to 15500-16000 levels. That time PE touched lows of 19.5.
Before that Nifty…
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Before investment in stock market, a person is only worried about his personal life.
After investment in stock market - Worried about personal life + economic growth, inflation, interest rate, geopolitical tension and the list goes on! 😅
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One SIP grade stock in auto EV segment to ride the EV growth story - Sona BLW
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There is an interesting observation - On one side top brokerage houses have downgraded Laurus lab.
Goldman - Sell - Target 350
Citi - Sell - Target 315
Jefferies - Sell - Target - 290
But on another side, Both FIIs & DIIs are adding it consistently. FIIs adding since last 7…
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I've failed to understand one thing - Laurus Lab 9MFY24 earnings have fallen to Rs 87 Cr. vs FY23 earnings of Rs 793 Cr. That's a carzy decline.
Yet the stock price is up 30% in FY24 so far.
Not able to correlate the earnings vs share price movement. I understand that share…
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Today, I didn't check my portfolio at all. This is the only way I keep myself calm 😅 Sab moh maaya h 😇
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Warren Buffett message on his 92nd bday! Sometimes we miss the core of why we exist. His wisdom at age of 92 is worth sharing with you all!
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Tata Technologies IPO Key Update
Upper price band - Rs 475 -500
Market Cap: ~ Rs 20,300
FY24 PE (annualised) : 29x
Wow! These are mouth watering valuations vs Tata Elxsi at current PE of 65, KPIT PE of 79 and LTTS PE of 36.
Can't get anything better for this kind of quality…
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Todays red is path for greener tomorrow. Remember that :)
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In last 20 years, Nifty has generated 13.5% CAGR return. While this return might not look very high, its astonishing to see that during this period, Nifty has zoomed from 1600 to 20,000!
That’s 12.5x return in 20 years. For eg, Rs 10 lakh invested 20 yrs ago would become Rs…
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FYI - I hold all 3 companies in ER&D space - KPIT (buying ~400) , Tata Elsxi (Buying ~2500) , LTTS (buying ~3000)
And will also hold Tata technologies.
Planning to hold these gems for next 10-20 yrs (unless these is a major change in fundamentals).
Have also done indepth…
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If you think about that, you'll do things differently.
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Now nobody can stop Tata Technologies to get into 3 digits 😀 It can nosedive on monday. Hopefully FY25 will create a good buying opportunity. A PE of 40-45 should be a good valuation. But for that, Tata Technologies has to fall 30%. Lets see!
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With years of learning in stock market, I’ve made a clear rule to not have more than 10% investment in a single stock. No matter how great the co is. When even institutional investors can’t know everything abt the co, how can a retail investor know. Mentioned this rule multiple…
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Tata Technologies IPO got subscribed 69x ! An IPO of Rs 3000 cr. has received an application worth ~1.5 lakh cr.🤪 What a craze!
Interestingly, retail quota has received much lower subscription as compared to NII. It means probability of allocation in retail quota is higher than…
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An amount of Rs ***** is unblocked on 29/11/2023 on account of No Allotment of shares for TATATECH as per the RTA.
Another sad news of the day 🥲 i hope I’m not alone.
<Tata Technologies IPO>
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This is BIG! Govt approval of reducing custom duty from 100% to 15% would play a huge role in building EV ecosystem in India.
- Min investment is Rs 4150 Cr. with no max cap.
- 3 yrs of timeline for setting up mfg facilities in India and start commercial production of EVs.
-…
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Both FIIs and DIIs are net buyers in March month. But smallcap index is down 10% in the month. Sharpest correction post COVID. So in my opinion, the credit goes to SEBI. I'm sure SEBI chief would have not realised that her statement can create such myhem. I hope this selling…
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Tata Technologies IPO is a strong message to all promoters planning to list their IPO - Don’t be greedy! Leave something on the table for the investors.
No wonder Tata’s command so much of trust and respect. They are truly the well wishers for their stakeholders including small…
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Fantastic news! Newgen has declared 1:1 bonus for all shareholders. Congratulations to all the shareholders. Patience and conviction has been paid off 🥳🥳
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I still remember, during early 2000's there was a huge craze for working in the US. Parents were proud to say that their son/daughter is working in the US.
So even I wanted to settle in a developed country. Eventually I got a chance to work in London. But soon I realized that…
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When i see such brutal corrections, it always remind me of one quote from Vikay Kedia sir - Rome was not built in a day but Hiroshima and Nagasaki were destroyed in seconds 😄
@VijayKedia1
Market really makes you humble. It destroys the arrogance in no time.
Stay strong 💪
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One of my biggest learning in stock market - Invest in market leaders! 🎯
While its easy to identify leaders in large cap, there are many leaders that are still in mid/small cap space. Lower market cap + Market leadership - That’s the sweetest spot. So when the sector would…
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After Tata Technologies, another fundamentally strong company has launched its IPO on 14th Dec'23. It's Inox India. A unique business with attractive valuation. Inox India also had a role in the success of Chandrayan-3 project where it worked with ISRO as a key supplier. Will try…
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5 Reasons Inox India IPO is a potential multibagger 🚀
i. Unique business model with strong moat
ii. Top promoter pedigree led by young blood of next gen
iii. Top financial profile
iv. Very very bright future
v. Attractive Valuations
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Among all the negative sentiments in the market, i just want to remind you that Indian growth story is 200% intact. Don’t get distracted with short term noise. Look at the bigger picture of Indian economy which is very bright.
- Banking sector NPAs are decade low
- US interest…
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Top 10 stocks from Parag Parikh Flexi Cap Fund.
HDFC Bank
Bajaj Holding
ITC
Axis Bank
HCL Tech
Coal India
ICICI Bank
Power Grid
Maruti Suzuki
Microsoft
These are probably the most ignored stocks by retail investors.
Interestingly, in last 10 yrs, Parag Parekh Flexi Cap Fund has…
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CDSL Q4 result - Just wow! 🔥
Revenue - Up 86% YoY
Profit - Up 105% YoY
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Its very easy to say negative things when the stock is falling. And praise a co when the stock is rising. Because thats how sentiments work. But difficult to do the opposite.
People laughed at ITC back then. Today they are laughing at HDFC, Kotak, Asian Paint. Time will tell…
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How to take advantage of market correction?
Peter lynch said - Its good when market corrects. If you like a stock at $14 and it goes to $6, that's great! If you understand the co and its financials and hoping for the share to reach $22. Now $14 to $22 is terrific. But $6 to $22…
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Happy New Year Everyone! Just one multi bagger advice for 2024.
If you’re in your 20s - Pls develop reading habit and communication skill.
If you’re in your 30s or 40s and have kids - Pls develop these 2 habits in your kids. It will serve as the strongest bedrock for a very…
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Very interesting!
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Chemical Stocks Q3FY24 (Under)Performance
SRF -> Sales : Down 12% YoY, Profits : Down 50% YoY
Clean Science -> Sales : Down 18% YoY, Profits : Down 25% YoY
Alkyl Amine -> Sales : Down 17% YoY, Profits : Down 27% YoY
Fine Organics -> Sales : Down 36% YoY, Profits : Down 11% YoY…
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HDFC Bank valuation in last 18 years. Currently trading at P/B of 2.9
Before this, it touched the same valuation on 3rd April 2020 (COVID).
Before that, it touched the lowest P/B of 2.5 during 2008-09 housing bubble bust. Very interesting!
Good news and good price doesn't go…
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Just a gentle reminder - Corrections are part of equity investment journey. I strongly believe that we are in a structural bull rally. And these corrections are part of the rally. In my opinion, we should not panic from such corrections. Infact, they can utilised to invest in…
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In stock market, your patience will be tested but conviction will be rewarded. 🙏
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Quarter after quarter after quarter. 14 quarters of consistent growth in both revenue and profit. KPIT is just extraordinary.
#Q3Fy23results
#KPIT
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RIP Legend! This world is immensely grateful for your contribution. You have inspired millions of people and would continue to inspire millions.
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Indian Power sector is transforming big time! And within power sector, one sub-sector is Smart meter. Its a game changer for power sector addressing issues related to revenue collection, electricity theft, and operational efficiency. Indian govt has a target to replace 25 cr.…
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Maymyindia
Cash in hand - 450-500 cr.
Ttm revenue : 279 cr.
Target revenue: 1000 cr.
OPM: >40%
This stock might be looking expensive today but I’m bullish from day 1. Its difficult to get such promoter quality in smallcap companies with a very bright prospects. This co will…
#OnCNBCTV18
| Automotive OEM biz will be key driver for ₹1,000 cr revenue target, says Rakesh Verma of MapmyIndia
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@IamShajanSamuel
In my opinion, life is better in India only if you earn a good income. Its not good for poor people.
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Your experience and perception about a company depends upon what price you entered in. While a stock might bring a lot of fortune to some people, the same stock can destroy wealth. And vice a versa.
There are plenty of examples.
i) Tata Motors
Destroyed wealth by 90% during…
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Received an interesting WhatsApp fwd:
43 Years of SENSEX :
- Over the past 43 years, there have been approximately 11,000 trading days.
- Positive and negative returns were observed as follows:
- Daily: 53% positive, 47% negative
- Weekly: 56% positive, 44% negative
-…
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Parampara, Pratishtha aur Anushasan. Ye Gurukul ke 3 stambh hai - Dialogue from Mohabattein movie
My version of investment -
Honest, integrity and transparency - 3 pillar of a leadership that decide the future of the company.
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My reaction on Tata Technologies listing - So beautiful so elegant, just looking like a wow! 😀
But not so wow for those who were waiting to buy on listing (including me 😄)
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Kotak Bank: In last 5 yrs, while Kotak Bank share price has grown only 25%, its valuation has actually fallen by 45% from Peak P/B of 5.8 to current P/B of 3.2.
Take a moment to digest this! 45% correction in valuation in last 5 yrs. Now trading at lowest valuation in last 10…
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2 more companies of Tata group has cross the 1 lakh Cr market cap milestone
Tata Power - Latest Market cap: 1.04 lakh Cr. (part of my Diwali 2023 pick)
Tata Trent - Latest Market cap: 1.01 lakh Cr. - Already doubled within 9 months since I covered it on my YT
Next in line - Tata…
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Today when we live in this world of influencers, I want to highlight one person who had a deep influence in my life. Its Late Mr Rajiv Dixit ji (30th Nov 1967- 30th Nov 2010). He single handedly exposed the global MNCs selling unhealthy food products in India and promoted…
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IDFC First Q2FY24 Results:
Advances : 🔼26%
Deposits : 🔼 44% (Brilliant)
CASA ratio : Still very high
Net NPA: 0.68% vs 1.09% (Excellent improvement in asset quality)
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10 biggest themes in India that will create next multi-baggers
i) Digitization - Rise of AI/ML, Cloud computing, IOT
Sectors to benefit - IT + New age tech players across domains (1/n)
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Inspite of lot of ifs and buts, I have a strong feeling that one day Jio financials will generate multibagger returns.
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