Hindenburg has Killed Adani Group?: Decoding Adani’s response to Hindenburg (Business case study)
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- čas přidán 3. 02. 2023
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VIDEO INTRODUCTION: On 24th of January 2023, the Hindenburg report launched a direct torpedo against the Adani group and caused a havoc in the Indian capitial markets!!! and like we saw this had such an insane impact on the Adani stocks that 7 Adani companies lost 100 billion dollars in market cap! and ever since this report has come out, the entire Indian public has been segregated into 2 extreme catergories!! While one side people beleived the report blindly and started bashing the Adani group for pulling off a fraud on the other side people dimissed the hindenburg report itself and labelled it as a direct attack on the Indian economy!!
So we decided to read both the documents as carefully as possible to help you understand both, the hinderburg report as well as Adani group response to the report!! and after we put out these arguments, its completely upto you to decide who is right and who is wrong!!
and the best part is regardless of who wins or looses, the one thing thats good about this drama is that it helps us capture your attention to teach you the most remarkable concepts in Business!!
So in this episode,
Let’s do a deep dive and try to understand,
What are the most powerful arguments of Hindenburg against the Adani group?
What are Adani’s responses to these arguments?
and most importantly, what are the study materials to help you understand this Adani Hinderburg saga better?
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Hindenburg Adani episode may, in fact, be good for the economy as it will force others to be mere transparent and forthcoming in their dealings.
Doubt it.
Many has done what adani did. It's just that Adani took it too far.
It will go up again. Those who sold are at loss
@@ritikkamra870 lol
@@advaitha6053 Ideal time to Buy..every fall is an opportunity
Agreed
The pledging % has come down drastically because the number of shares pledged has come down, which is because the share price of those companies have increased
That's one of the most overlooked fact of the report.
No. If shares do not fluctuate because of the share price fluctuations
So pledged stocks are updated regularly??
OMG. It is all relatable now. Stock price manipulation is the reason why the pledged share percentage had come down. Thanks for mentioning this.
It now feels like this video is biased. I'm surprised Ganesh conveniently left out these observations considering one of the allegations is stock price manipulation.
Plus he showed the data from 2016 and 2022..and adani groups stock started growing 2020 afterwards...this is biased video.
It really makes me happy as think school didn't let me down.on one side where other youtubers simply blame adani for its so called "shell companies" and debt which we are already well aware of ,you have clearly explained everything and have made everything crystal clear.
@@dfamily6067 Who said that his entire portfolio is made upof adani stocks?And about GVK Sanjay Reddy vicechairman of conglometare GVK has already made it clear that the government didn't have any hand on this deal and has also claimed that the deal to sell Mumbai airport was of their own will. I will attach a link at the end where you can read the whole reply of Sanjay where he denied the sayings of Rahul Gandhi.
By the way what is wrong with a boy of 25 years auditing a large firm? He may be capable of doing so.Without seeing you and I cannot judge and comment on the capability of a person only based on his age. And how do you say that think school is supporting adanis answer? He has just explained everything. Answers for 62 questions which both you and the hindenberg group have asked have already been made public during various circumstances.As you have said market has responded to the irregularities which is what the hindenberg may have wanted.
Adani has a very good business in both India and outside India. We have already seen what the government has made with the once proud air india.Once there was a time when Singapore and Thai airlines which are considered to be one among the best airlines were started by keeping the tata airlines in their mind. But now?what is the case? We hear everyone cussing air india. If he will develop it what is wrong with it? Recently world's biggest ship which transports goods diddnt stop in india but stopped in Shri Lanka because india of India's in adequate port structures. Though there was adanis Mundra port it was a lot far away.
In such tough times we have to support our indian businessmen not pushing them to doom.
At the end of the day i am just a brat who is 18 years old. So if I am wrong please correct me.
www.businesstoday.in/latest/corporate/story/gvk-boss-refutes-rahul-gandhis-allegation-on-mumbai-airport-sale-to-adani-group-369412-2023-02-07
I hope you have bought some Adani stocks now as they are available at a discount. Will be happy to revisit your opinion about the matter in 6 months.
@@AnasMirza-ev3ih 😀 Thank you
So Hindenberg allegations were true??
@@yeahyeah9869 Maybe or may not be. Sebi has not given any answer. So I don't think we can come to any conclusion. But now adani enterprises is going up, jp Morgan has spoken in favour of adani, and many more developments are taking place
For the first time it felt video was biased towards adani side, Hindenberg is not fool enough to carry research for 2 years and people are not fool enough to not understand the turmoil adani is in. They are definitely overleveraged, else a mammoth of an entity like adani wouldnt have auditors who are not BIG4
“Facts are many, but the truth is one”
- Rabindranath Tagore
Man, you just got into the fundamentals and put everything thing someone needs to know.. Hats off and putting everything is such simple language. I have watched almost 5-6 videos on this topic from the largest YT channels in India. But you just got into the financials with every information. You would surely reach 10Million in a couple of years. ❤
How easily is he saying what is the problem -
The crux of the issue is
1. Allegatikns of Shell companies manipulating stock prices to squeeze the open float shares and increase price
2. This 7-8 times increased share value is pledged to obtain massive loans. If the debt is serviceable, you want find an issue, but the banks sits exposed with billions of virtually unsecured loans. For even a basic necessity like housing, you are forced to put 20% down and here if allegations are true, banks sits with lakhs of crores worthless paper.
Just for everybody to understand, the valuation of company is also calculated as this many times the multiples of current profit or potential profits in future .... Just to understand, Adani green stock went from Rs 25 in 2019 to Rs 2500 in 2022, an increase of 100 times for a company with no breakthrough in technology innovation invented so far... The PE ratio was higher than 1400....compare that to PE ratio of 10to 15 for NTPC, 52 for Tesla, 25 for Google etc... This is why stock is getting correction now as the price is not sustainable. Tesla which is a game changer in its entire history had a P/E ratio of 473 only.
@@anjuauroraprime2783 I can understand your point that it's a debt on virtual valuation of the companies.. But you took the worst that is adani green. So I would like to point out that Adani green shares have the lowest pledging and their Adani ports being the fundamentally strongest company has the most pledged share at this date. Everything is well managed, obviously this upmove had to stop somewhere and prices has to correct which is sort of how stock market works. So this hindenberg news is just used as a pivot cuz most points told in that report were already told by many Influential people like Sucheta Dalal as well when price corrected back in 2021 maybe, and also many people already know thay are over leveraged but the group is mostly in growing businesses and obviously will get many projects from Govt. side. This fall comes with a news so that weak hands who boarded gets offloaded, also new investors who wanted the dip, now won't dare to enter.
And as per the shell companies, those can never be proved in the court of law, as per my knowledge in the capital market.. As you can see there were many allegations like diamond trading scam on Samir Vora which were dismissed in the court of law, so it's impossible to prove about whether who is controlling the shell companies. Even if it's adani, it's not possible to prove that.
@@theimpeccablewanderer 100% agreed to all uou said.....
I pointed out Adani green for over inflated valuation which is the highest in human history for a company with no invention or miracle to boast about. Its a vicious cycle that no outsider can clearly understand how much is cross pledged, pledged as abundance of caution or as secondary shares which can be submitted as margin call etc... Also today if pledging is less, that doesnt guarantee that it will not be pledged tomorrow. This would have started long back even on other shares, but once debt servicing is proper and the finished assets starts providing returns, yesterdays fraud gets legitimised. The Adonigreen could have used the valuation to raise loan and take over really innovative global green energy companies.
My point is Thinkschool is doing nothing to point to a retail investor, if the stock value is worth it.
I too believe none of these allegations can be proved, but it will defenitely cause a correction in the share value which will force Adani on execution rather than monopolising India. I truly believe competition is good for all instead of monopolies, tat too these type, built allegedly only on cheap debt with only paper value as equity.
@@anjuauroraprime2783 Right. I think everybody knows that adani shares current price doesn't define it's actual valuation of the companies. So think school didn't mention it separately. Cuz he already showed the ratios like liabilities to asset etc. Adani green is worst at this time with no such growth, but I think with time many projects of railways like 90% Indian platforms if made green like solar panels to supply the electricity then Adani can get most of that business and there can be many such projects and Adani Green can come up with awesome results. obviously it's perception at this moment, that where Investors bets and share prices are always based on future projected fundamentals. And markets are very mature nowadays. Already the share prices corrected massively after this Hinderberg news, cuz market needs some news to correct.
What a poor analysis. You're just reading reports or claims. Don't you have any intelligence to read between the lines? Shell companies putting whole of their money in one group that's big NO!
It seems like you're biased towards the government or Adani.
Don't you have guts to say abnormal things happening in Adani?
You go out to claim or say things about Saudi Arabia based on public information. But you don't have guts to see obvious abnormal in Adani.
Grow up Ganesh!
A lot of homework done, with a lot of details; very well put together! Makes me proud that India has such emerging talents with a fresh outlook! Keep up the good work!
This video is so well done. Thanks to the team for putting this extensive research together and this video which didn't feel like 27-mins of learning. Great work!
You really did not understand that this video is biased and ignores many important points??? Please do some research
Didn't felt like it was a 27 min video. Very nicely explained both sides without giving any final verdict and leaving it to public to decide. This is what a good teacher does, always give their students a chance to self study/explore the situation. Thanks for such amazing content Think School.♥️
seriously ya i also did not notice but watched entire video
Seriously wasn't it biased towards Adani being correct.
Although I do agree innocent until proven guilty.
Time will tell
Mere ko to chakkar aa gaye bhai
This channel is a gem for someone who's not from finance background.
All my doubt cleared.😀
What's new about it.. It's a universal fact, people who are unaware of a certain subject can be fooled easily in the same..
@@doctordragoncomic well heres a conspiracy hypothesis, what I'd thick school is fooling all of you bcoz just like you say people know nothing and people listen to this channel.
Think about it.
Only knowledge you can trust is your own.
@@doctordragoncomic it's impossible for a single person to know about every subject that's why we rely on genuine sources to help up.
i read your comment as "all my debt cleared" lol.
@@vivekpandey6561 genuine huh?
You guys did a better job of explaining the situation than anyone in mainstream media
Great job think school. Such a wonderful explanation in less than half hour. I appreciate the efforts you are putting in.
Timestamps
00:00 Introduction
02:18 Communication Masterclass Course Read
02:57 Hindenburg's Motive
03:24 Short Selling - Explained
05:46 Adani Groups' Stock Growth
07:05 Adani Groups' Debt Strategy
12:00 Cashflow Cycle
13:30 Current Ratio Explained
16:18 Response from Adani Group
19:00 Stock Manipulations - Allegation 1
21:55 People in the Adani Group - Allegation 2
23:16 Red Flags in Management - Allegation 3
24:53 Auditing Firm - Allegation 4
26:58 Conclusion
Kindly pin 📌 this
Better watch from the start till the end.
Wow bro!!! What a detailed video 🎉❤ loved it
@@AbhayaChandra yes I watched complete video but to switch to any particular timeline it is helpful
This Guy name ' Nathan Anderson '
Gave name : Hindenburg let me tell you actual story behind back in Germany 1930 there was a man made disaster airship crash and 37 soldier were dead and they call it Hindenburg Disaster... It was a man made disaster and could have been avoided how because before that there were 12 airship were running on hydrogen were hand same consequences So this Guy Nathan Anderson took that story name and keep exposing people and do short selling and call himself activist what a joke he is an opportunist he wait for perfect time and then expose and make money on people downfall and particularly he only target on company who are listed and where he can hold short position
Targeting second richest man in the world and chasing cloud ☁️ that's what I see 👻
21:44 ,Quote “Adani’s don’t have any control over who pays” , I beg to differ they are ones routing their money to buy via these shell companies, that’s what Hindenburg report says 😊
True
exactly thats the problem. Everyone are saying that the profit rate is more and no loan default. But the problem here is, how that shell companies are inflating the stock and correspondingly the Adani shares are pledged for capital. Thats the problem. Anyone can do business with inflated amount of money in Hand. But thats not fair market.
The whole comment section is filled with all the positive comments, it was extremely hard to find such a critical comment in this video. This video seems more like pro adani than unbiased as claimed.
@@sanukhosla5655 Exactly , This is kind of propaganda as per my view 😊
"they are ones routing their money to buy via". . If "their money" refers to company funds, then its a problem.. If it is private money buying shares in public market, then there is nothing illegal about it.. All companies do this.
I love the way you explained it with such simplicity and ease!
Keep up the good work!
Great work by Think School team, please continue this work of educating common people on various topics unbiasedly.
This is so detailed 🤯
Also so easy to understand, no other video gave so much clarity. Brilliant man, keep growing 🔥
That's the difference between people who make hit pieces (ex.The Deshbhakt) and actual researched content.
@@sympathiser_of_Germans_in_40s His(The Deshbhakt) channel doesn't have any qualify content. Don't waste your time watching those if you value your time. Just my 2 cents. However, if you do it for entertainment purposes then ok.
Thinkschool is just reiterating Adanis reply to common man with his superior communication skills. How easily is he saying what is the problem without touching the real issue of super inflated prices unheard of in the entire world-
The issue is
1. Shell companies manipulating stock prices to squeeze the open float shares and increase price
2. This 7-8 times increased share value is pledged to obtain massive loans. If the debt is serviceable, you want find an issue, but the banks sits exposed with billions of virtually unsecured loans. For even a basic necessity like housing, you are forced to put 20% down and here if allegations are true, banks sits with lakhs of crores worthless paper.
Just for everybody to understand, the valuation of company is also calculated as this many times the multiples of current profit or potential profits in future .... Just to understand, Adani green stock went from Rs 25 in 2019 to Rs 2500 in 2022, an increase of 100 times for a company with no breakthrough in technology innovation invented so far... The PE ratio was higher than 1400....compare that to PE ratio of 10to 15 for NTPC, 52 for Tesla, 25 for Google etc... This is why stock is getting correction now as the price is not sustainable. Tesla which is a game changer in its entire history had a P/E ratio of 473 only.
People with good knowledge of PE ratios etc can answer here what fundamentalscan sustain this stock valuation.
Whether belonging to finance background or not your way of explaining the case study from scratch to detail helps as a citizens to adapt rational thinking. Please continue to provide such insights and protect everyone from biased content. Keep sharing knowledge and help us gain some.
You are such a kind person
Yes brother because here are some german shepherd youtubers for them if they have a fever then that's because of BJP
The way this guy is clearly explaining financial jargon is just outstanding. I had many grey areas on finance which I couldn't grasp up until now( things like short-selling ).
Thank you very much for this wonderful piece though you seems to be a little bit pro-Adani( which I am too ).
This was a good video. Seemed to me like an objective portrayal of some of the salient details as they are, without shaping them to fit a narrative. Very good, very informative for someone like me not connected to this domain directly. Thank you!
And my personal comment is: Hindenberg's incentive for misreporting may be clear given its occupation as a short-selling profiteer, but some of Adani's responses cited in the video (e.g. about the young accountants) reminded me of this concept from AI Safety called "specification gaming". Certainly, a thorough investigation is warranted.
Thanks a lot for clearing the clouds of Doubt, I find this study very useful and great.
On a side note, I would totally sign up for a course on how you go about researching and presenting facts, instead of the communication Masterclass. Fab work as usual! 😊
even i have mailed him to make such a course
Take me with you bro please 🥺
I am thinking that too.
Plus one
If he reveals that, why will he be in the business? It is his business secret.
The Indian learning community needs such neutral videos. Kudos to the think school team for such comprehensive and unbiased research and presentation
Agree
"Neutral" 😄😄😄😄😄😄 really very "Neutral"
Neutral to BJP and biased towards Indian.
Come on! It is not neutral at all. This guy just created an illusion that he is neutral :)
If you still did not understand, I will explain
Everything he said was very pro adani
you never disappoint us mate. great work thank you
You are the teacher we Deserved. Simplifying hard topics in such a easy way is an Art - & You are the Artist :)
Do u accept the investment of Adani brother in his stock via shell companies. This Ganesh does accept and he find nothing wrong
galat teacher ko follow kar rahe Ho tum
@@rascalpascal9514 sahi naam lagake baithe ho
As a summary, Adani group agrees with the facts mentioned in the report. But differs on the inference made by them based on the facts.
I got to know you didn't understood anything
😆 🤣
The same condition happened with tata during indira Gandhi's era . Foreigner do intentionally so that indian business should not grow but also indian poor people who are poor and don't want thier people to be rich 💩💩💩💩
There was nothing new in report.
Liked the fact that you left us with the discretion to personally validate, analyse and incline to the personal opinions on these conflicting parties without giving unnecessary biased and rather a neutral narrative. Thanks for helping us to strive to be financially literate and providing us with those animations and examples to crisply explain the concepts.
Quality of the content and homework done is exceptionally amazing🔥
Amazing work done. Thanks, Ganesh for this!
This video should be shown in TVs across the world to expose the both sides' stories ! This should be the level of Journalism 👍
Moreover they don’t ask for Chanda also like @newslaundry 😊
Yes agreed this is what is true journalism.
Unbiased content
[][][][][][] Wish you all the best in 2023 more happier and beneficial than 2022.
*Don't spoil everything.*
Q) Can we run our Counrty without *Honesty & Justice?*
A) Please Answer this Question...
We are next to China in Population numbers.
But Production of Military Arms Weapons, Machineries, Vehicles, Clothes, Accessories, Footwear, all Consumables goods, as well as in the Sports events like Olympics, the ground reality China is ahead from us. *Why?*
If we all the People working unitedly without Hindu Muslim vote bank, elected Honest government, that day is not far, our production in (Army, Air, Sea) Military War Defence Weapon could be self sufficient for us and then no need to purchase from other Foreign countries.
Note:- Producing the Military Arms & War Weapons for Commercial & Business purpose, instead of own Country demand, could be the causes of Wars, across the World.
Therefore >>>>> there is no shortcut towards our successful India.
While doing Honesty or Corruption, Justice or Injustice subject remain the old & same, but names and faces of the person could be changed in our lifetime.
After the result of Gujarat Assembly Election/2022.
Hindu/Muslim religious political card win over all the public welfare issues.
It seems that understanding of BJP party and its workers only believe to accelerate the religious card Hindu/Muslim, practicing the same formula of British rulers who invented the corrupted-dirty-politics *"Divide and rule”* among the People and win the election.
Once our People in India badly effected & involved by mentally and physical in the game of “divide & rule” on religious line Hindu/Muslims.
*Why not talk comprehensively inside our religion and its teaching from our Holy books in our mother language for better understanding instead of just taking the name Hindu Muslim and spoil everything.*
Highly biased views of the Presenter. He is not neutral but rather defending Adani & Co based on the rubbish replies from Adani to the allegations. I do not know if it is selective amnesia or is he holding Adani shares. I have only 2 questions:
1. How is it that these Adani Infra, Energy & power companies are having PE between 300 & 850? L&T is the icon of Infra sector is having PE of 30 with last 5 years Profit growth at 13% & ROE at 11%. Adani Enterprises was having a PE of 370 1 week back with last 5 years profit growth at 14% and ROE at 3%.
2. How is that shell companies in different countries are invested 99% and 100% in only Adani stocks? Any investor can see that the stocks are overvalued by a massive percentage and that is why even MFs kept away from them. A simple analysis of the buys and sells of these shell companies will tell the Truth.
@@jesuschristtheonlyhopeofth429 lmao, why not see both sides. You are biased to yourself.
Good work guys. Your channel explains business and geopolitical concept so simple that even a science students, like me, can understand. Keep it up. 😀😀😀
@Themmadi Correct. Only those who think wisely can understand how this video is biased
Most of the viewers as usual are praising the content and the channel, rather than actually discussing or sharing their thoughts about the topic of discussion here.
Hello..Fyi, most people also visit to just read the comments section. This is social media guys
Amazing work buddy !! Really understood the actual information behind the noise created in news channel in last few weeks
I was waiting for your research analysis because I trust this channel and the efforts you put on to create such informative content for us ...keep up the good work 💪
Best line!.... "Accusations are not convictions!"
This line is so hopeful and optimistic.🔥
The video maker is trying to give a clean chit to Adani thereby assuring the Andhbhakts and remaining share holders that everything is "changasi" and no need to do panic selling.
Seeing all the positive comments, I guess he has done a very good job.
Yeah, growing from 20 billions to 120 billions dollars is very transparent.
@@anshul5705 when you are the only global standard infrastructure company in country, which is also the fastest growing major economic in the world, you will also see fast growth too.
@@gutsthebeserker1078 No, coz government is selling country to you and you are helping government or the ruling party in money laundering. Despite this growth, Adani group is not even in top 20 highest tax paying corporate house since they are not making profits. The growth is based on lies, deception and a sense to the investors that government will never let Adani fail. The corruption involved here is unfathomable, where government sells everything to a con man, allows its biggest institutions like SBI and LIC to invest money in overinflated shares and losing money of their investors. No investigation till now, i thought ED and CBI acted pretty fast in raiding rival politicians, activists, journalists and people who didn't agree with the government. Where are those agencies now, why government not agreeing for JPC investigation, we all know what's happening and why it's happening. So don't give this bullshit here.
@@anshul5705 kar di na anpadh liberandu wali baat. How government is selling the country to adani. All the projects that adani has won, he won through open bidding, where he outbidded other companies?That's how he won projects in australia and Israel too. If your ass is on fire, than you can take part in bidding process and outbid adani.
And why he should be investigated? What wrong did he commit? He has never defaulted on any of his loans. He provides all the necessary information in public forums. Allegations against his family members are disproven in the court. So why he should be investigated? Just cause your maha mahim papu said so?
Love the pace and the crisp ,point wise explanation on various points.
What ever you bring as video, it always has its own standard from quality and content perspective…wonderful!
This kind of information, for which I was waiting for. The Explanation is too good that the investors and even a common, common people understand easily. Sir, I truly appreciate this video. Thanks 😊
this is what u call a video an analysis- a genuine video...no politics ...no irrelevant comments....this channel is best because it makes videos not only for views but for providing genuine knwoledge to people ...thank u so much
After listening Dhruv Rathee ' s propaganda video , Chad's must educate themselves here 👑😊
@@geopoliticspage967 tatti rathee to the go💩
@@epedso4417 he is an AAP stooge if you listen closely
@@geopoliticspage967 why even seeing dhruv he is worst than 5 years old in terms knowledge and analysis he is highly overrated shit dont encourage this useless idiots like Dhruv rathee
@@devilish2136 Dhruv has a skill - he is too manipulative , that's why chicks follow him & comment there . Chicks don't care much about facts but their vibe match with him like his vlogs then happy marriage all stuff . We should be careful about it , I'm a college boy , if your daughter is watching him & getting inspired it could be disastrous
I love the effort and explanation. Much needed to put it in a simpler way like this for many to understand before going to the conclusion by just reading headlines on the T.V or Newspapers!!
Some of Think School videos are really good,
Few like these tent to force us to think the motive behind the videos, either way a good explanation on the concepts within the video, thanks for that
This video should go viral for people to understand what things really are. The only channel I follow on YT and I never regret it. Thanks for the amazing work.
I wish I had a teacher like you for every subject I ever studied! Was waiting for your video on this matter!! Thank you very much!
At the point the report came out, I was perplexed why people are panicky over past practices, where in fact I saw the risks were going down steadily. Debt, pledged shares. Plus a large diverse group with so many entities can take better case of each other, for growth/to cushion loss blows. It's really surprising how quickly our people lost faith, we don't believe in our own.
Amazing explanation. How you described both perspectives. I knew about most of it but it becomes difficult to explain it to regular people. Especially Adani's responses.
Of-course, there is no clear right /wrong here until the courts give such a verdict. And if there is nothing illegal here, people need to be reminded this is what it takes to run business.
JULY 2:
CBI files FIR against GVK promoters
JULY 18:
ED raids GVK in Mumbai & Hyderabad
AUG 31:
GVK sells Adani their Mumbai Airport
Expect CBI & ED to go slow on cases. Another example of how Modi is using agencies to benefit cronies.
Adani Airports is now a MONOPOLY
@@abdurrahmanansari3887 Yes, and it should be a monopoly if he is that good a businessman (Not my favourite). Business is about everything, cultivating relationships is an important part of it. Without it, no one will give you business.You think they will give you or me the project if you go begging? Have Modi's ear is a BIG PLUS.
BUT this video is not about all these topics. PLEASE READ BEFORE Replying. It doesn't matter who's getting GVK's project.
It is about Hindenburg (vs Adani, but it could be anyone). Short-selling Mafia make money by sensational speculation. These capitalistic activists NEED TO BE PUT DOWN.
Hindenburg is making money while OUR PEOPLE BLEED.
Yep, seems like there is definitely nothing illegal. Its more about how the lawmakers have to be more stringent in the correct places for big businesses.
Like how auditing has to be from a comparably sized firm. That makes total sense. Its like saying ye kirana wale bhaiya lakho ka business smbhalte hai. But that does not make him experienced enough to handle +100B$ worth of businesses audit.
@@soumyakantigiri Nothing illegal? Circular buyback of their own shares through shell companies...having a 11-person auditor for a billion-dollar conglomerate....use of Vinod Adani and family for retaining most shares in a publicly traded company, use of arm twisting for coal plant in Australia, use of debt to gather more debt without any talk by SEBI (Adani's son's father in law is a director)...use of Myanmar resources with disdain, use of multiple villages and lands for coal manufacturing with encroachment - the offering of airports without a real tender being floated.
Everything here is corruption.
The earlier commenter gave an example of GVK - it was evident how it all panned out in 6 months since GVK was not ready to give it up to Adani.
Their Mundra port involved crores of rupees of drugs being confiscated - all hush hush right then...but SRK's son was arrested without evidence.
@@brendonbuthello Yes, sorry for my choice of words. I shouldn't have told definitely before a response by authorities.
Yes, I just meant wrongdoing done or not, just like the most popular comment in this chat, the rules have to be amended in a better way to take care of a lot of loopholes.
Explanation on point and extremely informative. Thank you for the video :)
I can understand everything, but the question is why would a company if not attached with Adanis invest 90%+ in just one company, the portfolio does not makes sense, its look seriously suspicious and also remember these companies are based in all the tax havens as well, the response from Adanis on this is too convenient 🤔
It's their choice!! Let's hold our guns till we have solid evidence that these are Shell companies!!! Everyone is just speculating
Immensely knowledgeable and well put video. Was very informative. Kudos to the creators for presenting such a great and crisp explanation for the incidents. Looking forward to the next videos!
Watched complete 27 minutes video, whole 27 minutes there was lot of things to learn, and the way you presented the video in simple easy way was the engaging factor to watch complete video silently, and hats off to your research well done, great job done really thanks for you Ganesh bhai and your editorial team behind for their immense contribution in making of video.
Excellent and an informative video once again by the THINK SCHOOL team.🥂
I would suggest to make a part-2 of this video as there are still many things which could have been spoken by the team!!!
This was the explanation that I was waiting for. man thanks a lot that was a legit big brainer. Loved it❤
😂.. now please go immediately and buy as many shares as possible of adani group as possible ...since the video nudged you towards all is well scenario... Sab Changa Si 👌
Brilliant video! Thanks so much for putting everything into perspective in just 30 minutes. Very sensible advice at the end.
Nice analysis. Makes everything very clear. Good job.
What an awesome summarization of the content covering both sides !
The content and narration / presentation is so amazing that the length of the video doesn't matter !
Awesome job think school team !!
"Wow, I came across this video after seeing the thumbnail for the Adani-Hinduenburg saga. I thought I had already followed the news and Twitter threads, so I thought I knew what to expect from this video. However, after watching it, I was pleasantly surprised that I couldn't skip a single second of it. I realized that I knew nothing about Adani, and I was completely engrossed in the video from start to finish. Amazing work ThinkSchool!
You guys are just amazing. What a commendable work your team has done. Simple storytelling and crisp info. Kudos 👏
Reality of Delhi's hospital
czcams.com/video/YnAng32RMI0/video.html
Yet totally biased
@@neel3665 How? Because he pointed out facts instead of slander?
@@pranjalshukla1682 he didn't stated that the shell companies, even came to invest in FPO of Adani, and tbh Adani has to do one thing to get back all he lost, just Sue hindenburg research in US, if Adani wins he can even buy hindenburg research
@@SQUID12 they already have sued them.. And is you actually see the FPO portfolio maximum investment was made by UAE's biggest infra company, if you call that a shell company, you need to study the definition of shell companies 👍
The content and way of presentation is simple and to the point. Kudos to the whole team❤.
wow such a great case study with very helpful insights
your presenting skills are great
i didnt even feel like it was a 27 min video
1. Regarding the audit firm, a peer review and quality review must be done asap to prove their competency and independence. This also benefits the said firm if it is proven practically competent (mere qualification isn't enough. It's like saying a newly qualified engineer can craft a rocket with very little experience)
2. About the shell company allegations, SEBI must look into this immediately.
100% Agree..
Adani must file case against the HINDENBURG as this episode have made loss of lots of investor's and mainly trust of adani company as well. Only one way to get back filing case against HINDENBURG in US.
@@dipakpatil5717 I wish they can do it. IF the company has some wrong doing. It would backfire.
@@dipakpatil5717 Case in US will be tossed. It has happened multiple times in the past where Hindenburg was able to get away by calling their accusations as opinions. India is a better bet to sue them.
@@dipakpatil5717 Adani wouldn't sue because they know in that case Adani would be asked to produce all financial documents for past years to court and which they would surely hesitate to do. When Adani threatened with lawsuit Hindenburg clearly stated that they would ask for all financial documents in the court and that is why Adani backed off because they know that is not going to be pretty.
Do you really think, Hindenburg will not keep their records clean? They are a research company exposing fraud companies. Their records will be more clear than Adani. So, sueing them is pointless.
Ganesh you carefully avoided how the original daughter companies raised their value to 75000 cr. The concept of pledging is no invention by adanis. The charge is financing through shell companies to inflate value.
Exactly!
That's what SEBI is supposed to authenticate.
tbh he cant say about the stuff which he is not clear about, thats why he said Wait for court or sebi to actually handle the matter because the data we have could be neither true nor updated So its just that we have limited data as being part of public And have to put our faith into court and regulatory bodies
You think you are so smart you are wrong bro
who can buy the pm can also buy think school.
I was waiting for your representation on this topic, thank-you for providing unbiased view
You Actually mastered the Art of Communication ! Am thoroughly engaged throughout this video and learnt something! Thankyou
Some channels may be better than yours in geopolitics but no one is better than you in business case studies, keep up the good work
Prashant Dhawan sir ke bare me bol rhe ho kya
What are some better channels in geopolitics issues ??
@@debabratapahari1263 strat news global..
@@divyac04 mae vi wahi socha 😁
Geopolitics mai Prashant sir se better koi ni. Kyun ki wo prediction bhi kar dete hain future ke situation ko leke aur ajjtak sab sahi hua hai
Saw many videos on adani
Nobody mentioned Net debt to RR Ebidta ratio
Remaining topics are mostly same.
But u explained it 10x times better bhaiya
Great video💯💯
In last 3 years LIC and SBI have huge role to play to pay afnai debt. That’s why it’s looking good.
I just wait for Think School's videos to drop, you guys explain intricately complex topics so well that it's looks so easy thereafter. Hat's off you people. 👍
The most shocking information was about the auditors. The fact that such a small firm with only 4 partners (out of them 3 are mere novices) gets to audit one of the biggest companies in India, itself sounds fishy. 🤔
That’s the only point I personally believe there’s something wrong. Why they can’t a reputed a best qualified company. I don’t underestimate the individual’s capabilities but feel something not right.
@@sisds Frankly post the Hindenburg report, they still don't want to bring in an reputed auditor explains what is the whole agenda of getting these 4 auditors? Also shell company allegation is as close as it gets as to why so many companies are formed to buy only one share? Why not only one company openly buys it and discloses it? There's no smoke without any fire. But one good thing that happened is the bubble burst before it could create any lasting impressions on the Indian market.
@@techinbanking6177 Hindenburg has only 5 Employees with No Address in it's Website
@@sunnymitra6372 the allegation is strong and the 88 questions is strong ! adani still keeps silence about that 88 questions ! hidenburge challenged adani to file a law suit in america why cant adani file a law suit ?
why indian bank and lic keeping silent while invested thousands of crores in adani group ?
so much fishy from a 3rd richest man of the world !
@@styleesurya4788 That Person is no Longer 3rd Richest Man and the Indian Stock Markets didn't Collapsed. Neither did thousands of People Committed Suicide in India which happened during the 1997 Asian Financial Crisis thanks to Uncle Soros. The Statements made by Soros on Adani Fiasco and Russian Oil purchase despite being a Quad Member clearly suggests that he Miscalculated the whole Scenario. The Amount of Money he Invested on Rahul Gandhi to bring back the UPA regime has Failed to Garner Public Support in India. All the So Called rich people listed in Stock Market don't really Hold that much Money in reality. That's the Primary Reason why the Rothschild family
is now de-listing itself from the Stock Market.
Great video. Was stopping myself from consuming any content about this from anywhere else until your video comes out. And as usual, you did a phenomenal job, giving unbiased facts about the issue.
That's true! I subscribed to Think School after I saw the indepth research and analysis he puts into his videos , stating facts and statistics instead of vague information and narratives.. 👍
Same here, was waiting for this video to get unbiased views
I’m not here to reply to the content that you have shared, but it’s very clever of you to have stressed at the points which makes it clear which side you are on. The stress on the points you wanted to speak about, and on the points you have conveniently ignored are laudable. I’m remembered of Julius Caesar where Mark Antony says “yet Brutus is an honourable man”. I have seen multiple videos of yours doing the same thing, most clearly while taking the Russian side during the Russia-Ukraine war. Good job!
Share your pov??
@@shafnibanu3619 my POV is simply that he knows what set of views sell best and he can maintain an aura of neutrality and yet take a view that is clearly biased if you read between the lines. He just made a video on the success story of Adani a few months back, and he cannot turn against himself in such a short span of time - which I understand.
Pappu ka tatta spotted💀🤣
Feeling satisfied with respect to your way of making understandable of most complicated issue.👍
Thank you for such a BRILLIANT explanation.
Was getting tired of polarized news about this
You are setting new standards of how a training and explaining video is made...
Learning a lot from you and will implement in my videos
No other channel gave me such a detailed but simplified video on the adani-hindenburg disaster..... Thnk u v much
I typically enjoy your videos, and I appreciate your efforts, my friend! However, regarding the topic at hand, I do have a question that has been on my mind: Could you kindly explain how, in the scenario of stock manipulation, the Cash Reserve Ratio (CRR) naturally adjusts to align with the acceptable norms and also the Net Debt to RR will automatically align with accepted norms isnt it?
This is an incredible breakdown of a very complex topic . Thank you for doing this .
This video gives the actual numbers instead of vague explanation against Adani group like most of the news channels. Thankx for the video.
not news channel...but youtube channels, who think that they know everything from economy to defence.
Are you a banking aspirant?? I think I've seen you somewhere...
Absolutely loved it. Good work keep it up.
Thank you for this fantastic analytical presentation. Loved it.
Thanks for sharing the detailed video @ThinkSchool. With so much heat around the topic, few hate comments are expected. However, i would like to take the learning more than anything else and also personally consider this as an unbiased piece. Much love and growth to you and your team ❤️❤️
The sheer amount of time and effort that must have gone into this is commendable! Kudos to the team for giving a lucid picture of what there is.
. but he didn't mention that Report also says that Chang Chung-Ling has served as the director of multiple Adani firms, and it can be a issue of National Security. Also the links of ex PM borris Johnson's brother Jo Johnson resigns because he had links to adani s firms... And many other important points... And also the fact that Adani's samdhi ji is in sebi
saw it late but very good critical analysis gives complete picture wts happening , u put out very good points that sums up for anyone to come to conclusion ... very impressive explaination as well...
The examples & explanation thinkschool displays even makes a layman to understand the casestudy well... 🙏
I have eobserved that think school has gotten way more easier and fun to watch. Keep growing and posting such amazing videos. ❤👍
First off, I'd like to say how greatly improved the Think School post have become. They started out really good, and now are really of the highest quality. Keep on keeping on! To the content of this video: On the one side, everyone hates short sellers. To say "I want to make money off someone's failures" does not sit right with most people, especially non-investors. The Hinenberg group went way overboard with too many bullet points. The only real issue, IMHumbleO is the offshore holding companies. If it turns out that they were a way for the family to get around SEBI rules, then they are in big trouble for sure. Most of the other allegations are pretty weak, but that one needs to be investigated.
As usual, deep cut throat research with 0 bias. Think School, long way to go !
This is one of the best episodes of think school whereby even a school kid can easily know the current affairs between Adani Group and Hindenburg . Thank you for this wonderful explanation Think school team . The examples given in most of their videos are the classy ones . To add on , a lot of research ,multiple takes , editing is required behind the scenes to present in this manner , they have a good team to manage these things . Kudos !
Finally someone did it. It's very clear and simple. Thank you.
Every since this controversy propped up, I was just waiting for a Think School video on it to drop, so I could find out what all this fuss is about. And here it is! As always brilliantly explained all aspects of it.
propped up? Popped up!
See the other side, just like adani think school is also hiding something
Search soch by mohak
@@jeyabalan2 kyu tujhe aur koi kaak dham nhi hai
Popped up*
much awaited video and as usual Think school never disappoints us. Thanks guys
Very well explained and made a clear cut about the issue
Informative video..best wishes
Its the beginning many disaster will happen to harm India's global image because of G20 summit many country try to target India. i don't know wether Adani is right or wrong .
Yeah before its proven ,
Our people are ready to burn thier homes just because of speculation 🤭👏👏
western billionaires will unite against adani, as having a person as powerful as adani will reduce theirs
adani is right bro
Government must investigate and send him to jail for 25 years.
@@WORLDCITIZEN2004 keep crying.
The most detailed an easy to understand explanation....was eagerly waiting for you to put this up as everywhere they present it terribly bad and focus more on promoting their agenda.....great work
Ek bar trending video dekh lo , best explanation mil jayegaa
. but he didn't mention that Report also says that Chang Chung-Ling has served as the director of multiple Adani firms, and it can be a issue of National Security. Also the links of ex PM borris Johnson's brother Jo Johnson resigns because he had links to adani s firms... And many other important points... And also the fact that Adani's samdhi ji is in sebi
Thanks for posting this Adani laundry video.
Having explained all these, I wonder if PSUs, SEBI, and other law n order entities would have allowed any other businesses in the country to function as smart as Adani. They have used the cash flow game so smartly, and I wish if this liberty was extended to all, not just limited to Adani.
Why cannt we make more Adanis to reach 5 trillion GDP rapidly.
Thankyou so much for giving such a detailed video about this Breaking News piece.. i was actually waiting for your video to come out for getting a Clear, Data driven POV..!
You guys are doing a great work
I'm glad I subscribed to your channel. I learn so much every time I watch your videos. Keep doing what you do man. 💪🏾
@@chandra_has are you out of your mind. It's a general term in every country like SI units.
😄❤
Good Job ẞro🙌🏼 Hats off to your Dedication & Enthusiasm in each Subject that you discuss 👌🏼 Keep Up The Good Work 🙏🏽
Believe me I have watched many CZcams finance influencer videos by far your research is par above anyone .All facets have been duly shared.. thanks for making such well researched videos..more power to you ..I am not from a finance background can you suggest a book to start with to learn basics of finance
mind blown . i can bet there is no such video in the internet. Ganesh good job .its a master piece..
Being a chartered accountant I can confirm that such a tiny firm with only 4 partners who are of such young age are not capacable of auditing such a big corporate.
The big 4 or at least the big 10 should be auditing the adani group
I'm surprised as to how they are able to pull the task of auditing such a mammoth company.
Besides I want you to think about these points
1. The auditing firm must have it's 90% of revenue from adani Enterprise so they (adani group ) can control the firms opinion
2. With such limited amount of resources how can they even cover all the aspects or even material aspects of financial information
No point talking to him. He is a Adani fanboy. Can't see his Daddy doing any wrong😅😅😅
I don't think small or big CA firm matters. As even companies audited by Big 4 go in huge losses we have seen in 2008 and later also. The Big 4 give these companies a clean chit but the truth comes out later. It is the intent of the promoters and management to pay and grow and be a part of the Indian story that is a success story.
@@neel3665 I agree he is a fanboy, the video of Adani port released after the Hindenburg report shows that.
But his research, content work is great. Definitely would like to learn.
Totally agree with this.
@@R.K.3010 true
It would be great if you can launch these on podcast platforms. Right now I just play your videos and only listen to them while driving. Making it available on audio only platforms is a boon for us. ❤
Drive safe, video can wait.
Use background play.. Invest in premium.
Bro nice vid.. but you didn't mention that Report also says that Chang Chung-Ling has served as the director of multiple Adani firms, and it can be a issue of National Security. Also the links of ex PM borris Johnson's brother Jo Johnson resigns because he had links to adani s firms... And many other important points... And also the fact that Adani's samdhi ji is in sebi
How would one understand without charts and presentation if they are not from finance background?
@@sankalpyadav8981 Yes. I don't watch it while driving. I just listen.
Thankyou so much Think School for this lucid and detailed explanation of the issue😇
Thanks for the information. It has cleared many doubts about the situation.
However, I was wondering if you could throw some light specifically on Hindenburg. I mean their background and past events and their credibility. Why were they banned to publish reports on NYSE and like this. Bcoz thru your video, we are able to know how's the situation right now with Adani. Still, I am curious to know about Hindenburg the short seller as well.
In a short time, Now I have a complete understanding of the Adani-Hindenburg episode, I do see the efforts you have put in, Lots of thank you. Awesome Job Guys
'complete' is a stretch. This video barely scratches the surface and I use the word very loosely.
It's half truth unfortunately. He is good in story telling without going in real details
Oh ok, thank you guys
Bro nice vid.. but you didn't mention that Report also says that Chang Chung-Ling has served as the director of multiple Adani firms, and it can be a issue of National Security. Also the links of ex PM borris Johnson's brother Jo Johnson resigns because he had links to adani s firms... And many other important points... And also the fact that Adani's samdhi ji is in sebi
@@CZcamsisDumb69 true