RAJARSHI SHOME
RAJARSHI SHOME
  • 420
  • 379 695
Q1: HDFC Bank, Equitas SFB, Ujjivan SFB, Utkarsh SFB, Poonawalla Fincorp, Bajaj Finance
Q1: HDFC Bank, Equitas SFB, Ujjivan SFB, Utkarsh SFB, Poonawalla Fincorp, Bajaj Finance
Link to Register for the Recordings for the Workshop:
forms.gle/RKcpDYrDdRNeve5MA
zhlédnutí: 2 752

Video

Raise your EGO!
zhlédnutí 606Před 9 hodinami
A late-night message! Set aggressive daily goals. Tell the world about it in advance. Raise your EGO.
Important Message for the Participants before the Workshop
zhlédnutí 469Před 9 hodinami
Link to access the Recording: forms.gle/RKcpDYrDdRNeve5MA
What to do when businesses are hit by Regulatory Risk?
zhlédnutí 1,1KPřed 12 hodinami
What to do when a business is hit by regulatory affairs or IT raids? I take the recent case of Angel One in the brokerage space to make the point. Portfolio diversification and flexibility is key to buying stocks in India. LINK to access the Recoriding of the Workshop on Financials (July 6-7): forms.gle/RKcpDYrDdRNeve5MA
Financial Terminologies-3
zhlédnutí 659Před 16 hodinami
Provisions GNPA NNPA Credit Cost PCR LINK TO ACCESS THE RECORDING OF THE WORKSHOP ON THE FINANCIAL SPACE: forms.gle/RKcpDYrDdRNeve5MA
Financial Terminologies-2
zhlédnutí 944Před 16 hodinami
Advances Disbursal Cost to Income Link to access the Recording for the Workshop on the entire Financial Space (July 6-7): forms.gle/RKcpDYrDdRNeve5MA
Financial Terminologies
zhlédnutí 1,6KPřed 19 hodinami
I start the Basic Terminologies Sessions that will help you build the base before our LIVE Workshop on July 6-7. I talk about the first set of banking terminologies in this video: Cost of Borrowing CASA Spread Yield Types of Advances Link to get Registered for the Recording of the Financial Workshop: forms.gle/RKcpDYrDdRNeve5MA
Building a Personal Brand
zhlédnutí 448Před dnem
Have a lot of fun in the process!
Paytm: A business model filled with problems.
zhlédnutí 809Před dnem
Paytm: A business model filled with problems. Link to the Recording of the Workshop on the Financial Statement to be held on July 6-7 forms.gle/RKcpDYrDdRNeve5MA Register Fast!
HDFC Bank- Why I shall not touch the stock?
zhlédnutí 1,8KPřed dnem
HDFC Bank Why shall I not touch the stock? NIM contraction after the merger. Slowing pace of loan book growth. Not meeting my return expectations. Link to access the Recording of my Workshop on the Financials (July 6-7): forms.gle/RKcpDYrDdRNeve5MA
Buying low becomes an obsession!
zhlédnutí 1,5KPřed dnem
Buying low becomes an obsession! Link to access the Recording of the Workshop on the Financial Space to be held on July 6-7 forms.gle/RKcpDYrDdRNeve5MA
Sunday Special
zhlédnutí 1,3KPřed dnem
A message on self-care and the connection with doing well in Equity Research. Link to access the Recording of the Financial Workshop (July 6-7): forms.gle/RKcpDYrDdRNeve5MA
Investment Checklist in Financials
zhlédnutí 1,3KPřed 14 dny
Topics:- The big picture checklist pointers in the Lending space. No seats left for Live Recordings. Language.
How to detect frauds in Financials?
zhlédnutí 1,7KPřed 14 dny
A common question among a lot of participants: How do we detect fraud in a financial? How do we know that a financial is going bad? I gave a glimpse of the answer in this video by explaining the concept of credit cost.
Jio Financial Services Ltd
zhlédnutí 2,7KPřed 14 dny
Jio Financial Services Ltd
Regarding Confirmation Email on the LIVE Workshop (July 6-7).
zhlédnutí 567Před 14 dny
Regarding Confirmation Email on the LIVE Workshop (July 6-7).
The mindset behind the Workshop on the Financial Space.
zhlédnutí 615Před 14 dny
The mindset behind the Workshop on the Financial Space.
Queries on LIVE Workshop (Financial Sector)
zhlédnutí 702Před 14 dny
Queries on LIVE Workshop (Financial Sector)
DETAILS ON MY FIRST LIVE WORKSHOP ON THE FINANCIAL SPACE
zhlédnutí 1,6KPřed 14 dny
DETAILS ON MY FIRST LIVE WORKSHOP ON THE FINANCIAL SPACE
NBFC Series (Part-5): Capri Global, CSL Finance
zhlédnutí 783Před 21 dnem
NBFC Series (Part-5): Capri Global, CSL Finance
NBFC Series (Part 4): Chola Finance, TruCap Finance, Fedbank Financial Services, Indostar Capital
zhlédnutí 941Před 21 dnem
NBFC Series (Part 4): Chola Finance, TruCap Finance, Fedbank Financial Services, Indostar Capital
NBFC Series (Part 3): Five Star Business Fin, Credit Access Grameen, UGRO Capital
zhlédnutí 1,5KPřed 21 dnem
NBFC Series (Part 3): Five Star Business Fin, Credit Access Grameen, UGRO Capital
NBFC (Part 2): Fusion MFI, Satin Creditcare, Muthoot MFI
zhlédnutí 1,2KPřed 21 dnem
NBFC (Part 2): Fusion MFI, Satin Creditcare, Muthoot MFI
NBFC (Part 1): SBFC Finance, Poonawalla Fincorp and Moneyboxx Finance
zhlédnutí 2KPřed 21 dnem
NBFC (Part 1): SBFC Finance, Poonawalla Fincorp and Moneyboxx Finance
Housing Finance (Part-2): India Shelter, Bajaj Housing, Can Fin, Repco Home, Indiabulls, PNB LIC HF
zhlédnutí 1,8KPřed 21 dnem
Housing Finance (Part-2): India Shelter, Bajaj Housing, Can Fin, Repco Home, Indiabulls, PNB LIC HF
Housing Finance (Part-1): Home First, Aptus, Aadhar, Star and Aavas Financiers.
zhlédnutí 3KPřed 21 dnem
Housing Finance (Part-1): Home First, Aptus, Aadhar, Star and Aavas Financiers.
Con Calls: IndusInd Bank, Arman Fin and MAS Financials
zhlédnutí 1,4KPřed měsícem
Con Calls: IndusInd Bank, Arman Fin and MAS Financials
Con Calls: IDFC First Bank, Utkarsh SFB
zhlédnutí 2,3KPřed měsícem
Con Calls: IDFC First Bank, Utkarsh SFB
Improve your behaviour- The Banyan Tree Analogy
zhlédnutí 1,6KPřed měsícem
Improve your behaviour- The Banyan Tree Analogy
Con Call: ICICI, Axis and Kotak Bank
zhlédnutí 967Před měsícem
Con Call: ICICI, Axis and Kotak Bank

Komentáře

  • @jitendrasingare9618
    @jitendrasingare9618 Před 2 hodinami

    Thnx sir sharing your experience

  • @alexabraham3011
    @alexabraham3011 Před 13 hodinami

    Thanks for your explanation about JTl

  • @rakeshkumar-qc1sk
    @rakeshkumar-qc1sk Před 17 hodinami

    Holding Jeena Sikho with same story which you just described. Keep it up

  • @kshitizsingh8639
    @kshitizsingh8639 Před dnem

    sir my family didnt allow me to consume protein powder as many people die during workout nowadays please tell ,also i feel while doing all this hard work even then i fail this feeling also stop me , saari energy khatm ho jati hai please share your view

  • @jitendrasingare9618

    Superb learning session ! Thnx sir sharing your valuable knowledge with us

  • @iamnotaca8520
    @iamnotaca8520 Před dnem

    Suryoday SFB is the best bank at current levels, others have made EPS base but this bank will report Rs 30 EPS in current year and unlike other banks it has 49% secured loan and rest unsecured is also covered under CGFMU scheme insurance, it can easily achieve 15% ROE even at 1.5 times book value the stock must trade at minimum 250 levels

  • @adityasahu7746
    @adityasahu7746 Před dnem

    And speaking about financials ....if somebody is lowering their guidance, it means they are being conservative and sounding caution. Warna loan book badhana kaun si badi baat hai...road ki kinare khade ho jao , mangne walon ki line lg jaegi

    • @DrAkashraj
      @DrAkashraj Před dnem

      Exactly, to lend to the creditworthy borrower and grow without defaults is the real game and that's what made HDFC what it is today.

  • @adityasahu7746
    @adityasahu7746 Před dnem

    Worst thing to say when talking of financials that "ye management management ka halla gulla nhi krna hai" ..... Financials being a leverage entity, always bet on the jockey not the horse.Because at the peak even yes Bank was a fast grower which ended up being a junk when the internals came to limelight

  • @manishimishra5428
    @manishimishra5428 Před dnem

    Gasofast

  • @viswanathanr1867
    @viswanathanr1867 Před dnem

    Sabse bada mistake aise video banaana

  • @jitendrasingare9618

    Superb learning session ! Thnx sir sharing your valuable knowledge with us

  • @jitendrasingare9618

    Superb analysis Thnx sir sharing your valuable knowledge with us

  • @anuragshukla9214
    @anuragshukla9214 Před 2 dny

    Ujjivan small finance YOY: net income +36%, loan book +24%, deposit +23%, PB 1.5, PE 6.7, stay away from this one!

    • @vikramforester
      @vikramforester Před dnem

      Why!

    • @anuragshukla9214
      @anuragshukla9214 Před dnem

      @@vikramforester that is what he said, not my words

    • @pnthrillz
      @pnthrillz Před dnem

      I am invested in Ujjivan sfb. 3 years doubler.

    • @anuragshukla9214
      @anuragshukla9214 Před dnem

      @@pnthrillz his analysis is bit superficial, and he skips valuation altogether

    • @pnthrillz
      @pnthrillz Před dnem

      @@anuragshukla9214 yes, need to accumulate ujjivan-sfb at 42-43 levels.

  • @subashr1630
    @subashr1630 Před 2 dny

    Hai sir iam subash

  • @theguardian5060
    @theguardian5060 Před 2 dny

    One word superb

  • @a.rpawar2082
    @a.rpawar2082 Před 2 dny

    Hi bro why nuvama is falling daily despite having lower valuations

  • @TheHunkshiv
    @TheHunkshiv Před 2 dny

    Good one! Can you please do a similar analysis of hospital stocks? Especially the new ones like Yatharth

  • @sachinpopli88
    @sachinpopli88 Před 2 dny

    BAD NPA cycle me pta chalega .....kon sa bank tikega.....abhi to sab behti ganga me chal rhe hai.

    • @rohitasharora007
      @rohitasharora007 Před dnem

      Or bad npa cycle kse pata lagegi?

    • @sachinpopli88
      @sachinpopli88 Před dnem

      @@rohitasharora007 jab desh ka sabse bda bank loan growth na kar rha ho to samjh lo ane wali hai.

  • @somorendrooinam6526

    Pliz analyse on Ixigo stock with reference to recent result

  • @rajshetty7204
    @rajshetty7204 Před 2 dny

    good one..stopped buying hdfc bank long back...I was least bothered abt financial stocks but after watching your videos the puzzle is getting solved slowly..looking for the session tomorrow...

  • @harmeet8007
    @harmeet8007 Před 2 dny

    can u plz tell how much should we allocate banking and financial sector as a percentage of our whole portfolio ?? btw great content ,,, will be joining the workshop tommorow .

  • @surajramu4792
    @surajramu4792 Před 2 dny

    Update on kalyan jewellers

  • @rajshetty7204
    @rajshetty7204 Před 2 dny

    I suggest you to share google doc to submit the questions before end of each session or after Sunday session..there may be some repeatable questions or some of the questions might miss to address in chat section..better disable chat until you finish with each topic.. if ppl submit their queries in the doc which is shared by you then it can be tracked easily..Audio questionnaire may not work due to network issue with some ppl or it could be time consuming when you unmute someone to ask questions and when they are ready with question it will take time.. Also if there are background noise then its difficult..

  • @mehulgandhi5803
    @mehulgandhi5803 Před 2 dny

    POONAWALA GROWING AT 50 + % BUT STILL STOCK NOT PERFORMING FOR LAST 6 MONTS....WHAT IS THE REASON ACCORDING TO YOU.......

  • @mrsaurabhkumar3771
    @mrsaurabhkumar3771 Před 2 dny

    Bajaj finance etna dara hua keu hai Unsecured to secured me jaa raha hai pakka kuch gadbad hai

  • @shahidparwej9462
    @shahidparwej9462 Před 2 dny

    I have not received link to join live on my email id Kindly share

    • @RAJARSHISHOME
      @RAJARSHISHOME Před 2 dny

      DM me on Twitter or Linkedin with your email ID

  • @Noname-oq9mk
    @Noname-oq9mk Před 2 dny

    Kotak ka kya karu sir.....😅

  • @vinay32099
    @vinay32099 Před 2 dny

    Thank you

  • @satishpatil281182
    @satishpatil281182 Před 2 dny

    Sir how to see your recorded financial workshop. Please guide.

    • @RAJARSHISHOME
      @RAJARSHISHOME Před 2 dny

      Register at this link to access the Recordings: forms.gle/RKcpDYrDdRNeve5MA

    • @karankokane8630
      @karankokane8630 Před dnem

      Hi Rajarshi, good one. Can you please make one video on valuations and portfolio allocation. I have always seen you talk about growth but not valuations in tandem with growth..

  • @satishpatil281182
    @satishpatil281182 Před 2 dny

    Sir how to see your recorded financial workshop. Please guide.

  • @GauravSinghMansar
    @GauravSinghMansar Před 2 dny

    I am going to watch this playlist... Starting today thanku so much for making thiss❤

  • @zillionconstruction6901

    Very nice