என்னுடைய தெளிவான Smallcap நிலைப்பாடுதான் என்ன? | Shyam Sekhar | Muthaleetukalam

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  • čas přidán 21. 08. 2024
  • என்னுடைய தெளிவான Smallcap நிலைப்பாடுதான் என்ன? By ‪@ShyamSekhar-ithought‬ விவரம் அறிய வீடியோவை பாருங்கள்.
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    பங்கு சந்தையில் முதலீடு செய்வது எப்படி, உலக பொருளாதாரம், சொத்து தேர்வுகள் மற்றும் முதலீடுகள் பற்றி நேர்மையான, வெளிப்படையான கருத்துக்களை இந்த சேனல் மூலம் ஷியாம் சேகர் அவர்கள் பகிர்கின்றார்.
    முதலீடு, பொருளாதாரம் மற்றும் பங்கு சந்தை பற்றி ஷியாம் சேகர் அவர்களின் கருத்துக்களை தெரிந்துகொள்ள எங்கள் சேனலை Subscribe செய்யுங்கள்.
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Komentáře • 98

  • @a3biriyanicoimbatore11
    @a3biriyanicoimbatore11 Před měsícem

    சரியான புரிதலுக்காக நல்ல படி எடுத்து கூறினீர்கள் நன்றி

  • @Christopherjazzz
    @Christopherjazzz Před 2 měsíci +7

    People are fooled by the recent returns in small cap funds.

  • @vivekgunasekaran5743
    @vivekgunasekaran5743 Před 2 měsíci +1

    Very deep interesting experience and lessons from you 🎉🎉🎉🎉please share this kind of information in future also

  • @kannankumba5024
    @kannankumba5024 Před 2 měsíci +1

    Fantastic and Amazing analysis. This analysis makes me see it again and again.

  • @suksh92
    @suksh92 Před 2 měsíci +1

    Thanks for the guidance sir..changed my SIP pattern.focussed it towards large cap.

  • @SivaKumar-um6si
    @SivaKumar-um6si Před 2 měsíci +1

    Huge difference between my average nav and actual nav. So, I am not worried about market's volatility. Having enough money to invest if the market slides down quickly. Anyhow , thanks for cautioning.

  • @dkkalai223
    @dkkalai223 Před 2 měsíci

    Thank you sir 👍👍👍
    என்றும் உங்கள் வழியில்😊

  • @D226CENTURY
    @D226CENTURY Před 2 měsíci +1

    Following value investing, entered Vascon Engineering, Skipper, Trident around 10 pe, waited for turnaround/tailwind, waited for 4-6 years & exited at 25-30 pe with 3-5X profit. Example Skipper flying with 50pe not comfortable as eps growth impacted by high interest cost. Still holding Time Technoplast as it’s pe 22 & sales growth supporting pe & promising TAM. Only exception Intellect Design Arena is trading 42 pe,still it’s GEM as it’s IP backed products may create TATA Elxsi kind of returns. Huge loss occurred in Yes Bank, Kesar Petro & CHD developers. End of the day, following your teaching from Covid time is really helping us to transform us as true value investor. Thanks a ton 💐🙏

  • @WFHin
    @WFHin Před 2 měsíci +2

    I hold 3 small cap stocks Aditya birla capital, tmb bank, Hatsun agro🎉

  • @sasikumarFI
    @sasikumarFI Před 2 měsíci +1

    Thanks Sir. You are trying to educate the people in investing. huge respect for that. Im your biggest fan. I have one request.
    You always say you study the company and set the buying price then wait for the price to come to your buying zone. Also, you mentioned it took 5 years to complete the buying. Could you please make one detailed video on the topic. This will help us to improve our investing skills. How do you study, how do you define the buying price, how do you decide we bought enough, how do we decide to cut the position. Please share some examples. please consider this. Thanks.

    • @arivarasanila864
      @arivarasanila864 Před měsícem

      He has already given his investing experience. Look for his older videos

    • @sasikumarFI
      @sasikumarFI Před měsícem

      @@arivarasanila864 I am not able to find the video. can you please share the link?

  • @Ahshiq303
    @Ahshiq303 Před 2 měsíci +1

    I have HDFC small cap and HSBC small cap. I have been doing the SIP since 2019. Now I have paused the SIP because of your advice. I will stop those SIP.

  • @loveyouself5389
    @loveyouself5389 Před 2 měsíci +1

    Thank you so much for sharing your wisdom!!!

  • @subathiramurali
    @subathiramurali Před 2 měsíci

    Sir, your comments are always welcome to improve our standards

  • @Vinothkumar28-
    @Vinothkumar28- Před 2 měsíci +1

    My small caps are iex, thyrocare, bank of Maharashtra, rcf, cdsl... Also i know above all stocks are 40 PE.
    Those(USP stocks) are not trading below 20 PE even before corona, so its difficult to buy cheap valuation...
    Sir pls give your insight on this scenario. Thank you 🙏

  • @sankarmunian9669
    @sankarmunian9669 Před 2 měsíci +3

    I have caplin point labs around 22 PE .

  • @RamKumar-kf3xu
    @RamKumar-kf3xu Před 2 měsíci +1

    Hi sham sir, could make a video on de-dollarization impact. Impact of oil-dollar deal not getting renewed

  • @SivaKumar-rt7pw
    @SivaKumar-rt7pw Před 2 měsíci

    I am buying TMB. It is P/E is 8. As of now, i dont see anything wrong with the bank. It trades around book value due to ownership issue. I am one of the customer of TMB bank. It has low minimum balance in my hometown compared to other banks in my area. I believe nadar community needs this bank for their future growth and it is wealth management.

  • @vinothkannak2290
    @vinothkannak2290 Před 2 měsíci +1

    Idfc first bank.i am correct sir.u told.

  • @anandhasrivi
    @anandhasrivi Před 2 měsíci

    I have only one small cap stock caplin point it gave decent return still it is fairly valued.

  • @seethalakshmi3283
    @seethalakshmi3283 Před 2 měsíci +3

    IDFC FIRST BANK, Anand Srinivasan

  • @woodfire686
    @woodfire686 Před 2 měsíci

    Great insights on small cap investing & people's behaviour

  • @mallikayogacentre8183
    @mallikayogacentre8183 Před 2 měsíci

    First bank vaidhyanathan is well experienced he may grow the bank to a certain limit

  • @mallikayogacentre8183
    @mallikayogacentre8183 Před 2 měsíci

    Sir I think there are more sellers than buyers but price not falling so bears are rulling the bull market is my view

  • @thamizhanbantg2443
    @thamizhanbantg2443 Před 2 měsíci

    Thanks for sharing practical insights on the small cap investment

  • @sharninfo
    @sharninfo Před měsícem

    I am not having any small cap portfolio or mutual funds at all at this stage

  • @vijayabv
    @vijayabv Před 2 měsíci

    I invest long term in Indian datacenter related stocks. I believe this sector has continuous growth potential in India.

    • @osho817
      @osho817 Před 2 měsíci

      What kind of stocks ? Can you name a few ?? Thanks

    • @vijayabv
      @vijayabv Před 2 měsíci +2

      dlink India
      Blackbox
      Anantraj
      Bluestar
      Railtel

    • @osho817
      @osho817 Před 2 měsíci

      Thanks

  • @arulprakasan7758
    @arulprakasan7758 Před 2 měsíci

    Very nice vedio for retail investers

  • @Srinivasan2705-KOTH
    @Srinivasan2705-KOTH Před 2 měsíci

    Good information for each and everyone.thank you sir.

  • @TheKavinloka
    @TheKavinloka Před 2 měsíci +2

    I do own
    SKM EGG
    Zuari AGRO
    INDIAN TONER
    Goa Carbon
    Manaksia ltd
    Muthoot capital
    Sakthi sugar
    Nath bio
    Ind swift

  • @duraisamya3068
    @duraisamya3068 Před 2 měsíci +1

    SIP in small cap mf is very good and can have 25% in once portfolio

  • @renganathan.k7443
    @renganathan.k7443 Před 2 měsíci

    Sir
    Excellent experience guide video
    Thank you

  • @kannankumba5024
    @kannankumba5024 Před 2 měsíci

    Seems there is too much heat built in stock market and it is still get heated more by buying of both FIIs and DIIs. There will be a day/s when firing happens from all around. The only difficulty is to guess WHEN. I have a question. Would you like to tag the current market as Euphoria stage?

  • @natarajnataraj8151
    @natarajnataraj8151 Před 2 měsíci

    Super advice sir very good

  • @RANGANATHANK-tq9hj
    @RANGANATHANK-tq9hj Před 2 měsíci +2

    ஐ பி ஓ மற்றும் ஸ்மால் கேப் இரண்டிலும் எச்சரிக்கை தேவை😅

  • @suvichitrabanuponnusamy7096
    @suvichitrabanuponnusamy7096 Před 2 měsíci

    Thank you so much for your insights sir❤

  • @renganathan.k7443
    @renganathan.k7443 Před 2 měsíci

    Sir
    Super identification video
    Thank you

  • @user-cw6bv9xm4k
    @user-cw6bv9xm4k Před 2 měsíci

    Sekar, thank you, thank you, very much, very much.

  • @thiruvarasip4140
    @thiruvarasip4140 Před 2 měsíci +1

    Sir, which company you buy at Tuesday tell me share name

  • @mewithsharepoint8543
    @mewithsharepoint8543 Před 2 měsíci +2

    Sir mention that stock sir then only your thesis convey directly to us

  • @user-vl7hl3tr3p
    @user-vl7hl3tr3p Před 2 měsíci +1

    I was confused why the bombay based bank discussed here gave away 3.25 crore worth of shares to his driver, househelp when the news surfaced in the media...shyam sir if could clarify on this it will great so that we can stay away and also learn..i have less than 5% of small stocks...i am happy with the returns i make in large cap...also i am not a big fan of arbitrage trading if the business prospects are not good if you buy for arbitrage and if share falls below the arbitrage benefits we loose all the benefits and potentially incur losses

  • @boopathiprasanth875
    @boopathiprasanth875 Před 2 měsíci

    Excellent sir 🎉😊

  • @osho817
    @osho817 Před 2 měsíci

    Sir, I have huge respect for you...just enlighten us, as you warning us about smallcap from Dec 23 end, from there index itself gained 30%..As you said june 4 th you bought some stocks, it maybe just 20% fall so you just waited for this ?? Rest of the time you sitting with cash ?? I read somewhere your large & mid cap performance almost ranked 4th around 70+% last year ?? How you beat the index without fully invest ?

    • @jayaramans7398
      @jayaramans7398 Před 2 měsíci +1

      I had same doubt.. assume he is focusing specific stocks.

  • @lsanjay345
    @lsanjay345 Před měsícem

    Informative 😢.

  • @Vinothkumar28-
    @Vinothkumar28- Před 2 měsíci

    Sir, DSP Micro cap & very few other MF are stopped lump sum & sip inflow for few years, before mf categorisation...

  • @subathiramurali
    @subathiramurali Před 2 měsíci

    I don't have any small cap stocks now

  • @muthurajarsm2q01t9
    @muthurajarsm2q01t9 Před 2 měsíci +1

    Sir ungalukku entha zone nu therium but retail investors ku athu theriyathu so continuous ah last 6 years ah invest panrom

    • @TheKavinloka
      @TheKavinloka Před 2 měsíci

      Study well more than college university & school to make some money

  • @robairtrader
    @robairtrader Před 2 měsíci

    Vanakkam ayya

  • @davidabraham5114
    @davidabraham5114 Před 2 měsíci

    10 இல்லை 20 ஷேர்ஸ் வாங்குவேன். இதுல எங்க லிக்விடிட்டி? அவசியம் இல்லை எனக்கு.

  • @palanivelu1420
    @palanivelu1420 Před 2 měsíci

    Thank you sir,...

  • @saideepak1395
    @saideepak1395 Před 2 měsíci

    Thank you sir

  • @TheKavinloka
    @TheKavinloka Před 2 měsíci

    Brother
    I guess you again pulling electro steel casting

  • @mlgurusarathy
    @mlgurusarathy Před 2 měsíci

    Thank yousir

  • @user-ru1ut5tt6m
    @user-ru1ut5tt6m Před 2 měsíci +1

    🎉❤

  • @TheKavinloka
    @TheKavinloka Před 2 měsíci

    Indian toners & skm egg

  • @padmanabhanr4242
    @padmanabhanr4242 Před 2 měsíci

    what is you stance on 'smallcases'?. pl put a separate video. thanks in advance

    • @Vinothkumar28-
      @Vinothkumar28- Před 2 měsíci +1

      already year back sir told about smallcase, please check old video from same channel.

    • @padmanabhanr4242
      @padmanabhanr4242 Před 2 měsíci

      @@Vinothkumar28- yes it was a brief mention. Exclusive video on smallcase topic will have more details

  • @zeonsenthil5248
    @zeonsenthil5248 Před 2 měsíci

    Sir why do you educate us how to determine the value of one company. Pls take one company and teach us how you will arrive or determine the price for it.. by doing so only it will actual educate us… instead if u keep saying means we are not able to understand. Example iam thinking Caplin point we can give up to 18PE but in your view or way of investing what should be the right PE or price for it

    • @balamarimuthu2593
      @balamarimuthu2593 Před 2 měsíci

      Do research of the company forst
      1.important ( what is promotor doing , )
      2.analyze ( balance sheet , cash flow, income statement)
      3. See company past activities
      4. Must see how much debt company have
      Its just tip of the iceberg
      So must watch how market doing daily

    • @zeonsenthil5248
      @zeonsenthil5248 Před 2 měsíci

      Sir understand !! Iam asking him on how to derive or arrive the right buying price for a company… by seeing those criteria you will know about the company but how do u arrive the right purchase for that company.
      Mr.Shyam is saying he will arrive the price for the company n will wait and will buy only when he gets at that’s price ..
      hear from 3:30 in the above video !!!

  • @manicoins8879
    @manicoins8879 Před 2 měsíci +2

    Aanath srinivasan ah solraru pola..

    • @ShyamSekhar-ithought
      @ShyamSekhar-ithought Před 2 měsíci +4

      ஆளை விடுங்க சார். ஒரு தனி நபரை கடந்து கொஞ்சம் யோசிக்க பழகுங்க. அவ்வளவு தான் உங்களுக்கு சொல்ல முடியும்.

    • @manicoins8879
      @manicoins8879 Před 2 měsíci

      @@ShyamSekhar-ithought i following both of you.. so many times he says Karnataka Bank stock... maybe I shouldn't mention his name .. sorry 🙏

    • @SHAREMARKETMEMES
      @SHAREMARKETMEMES Před 2 měsíci +1

      Both of them are good friends like our political leaders,
      but their ideology differs
      Luv u both❤❤

  • @ramd9581
    @ramd9581 Před 2 měsíci

  • @ramamalini7421
    @ramamalini7421 Před 2 měsíci

    🙏

  • @pravinac3750
    @pravinac3750 Před 2 měsíci

    😊😊😊😊😊

  • @kumarmani6385
    @kumarmani6385 Před 2 měsíci

    ❤❤❤❤

  • @YouTubeChannel-kx3uf
    @YouTubeChannel-kx3uf Před měsícem

    Ivuga yellam Large capla pottu irukga ..Anga invest pana kasu ila..yellarum small cap fund la invest pandraga..Athala large cap cmpy ku kasu varala athan Inga vanthu olaran😂😂😂

  • @aravinthsamy
    @aravinthsamy Před 2 měsíci

    Hello Sir, You are saying only smallcaps are overvalued but currently all segments(largecap, midcap, smallcap) are overvalued only due to retail investors lumpsum/sip inflow of more than 30k crore every month in mutual funds. I dont understand sir, in all videos you are speaking so negative only😢. If u say diverisify the portfolio with multicap funds or flexicaps funds, atleast that make sense. You are completely asking to avoid the smallcaps. I can see in comments people blindly saying stopped/paused sip without doing their own research. How many of you checked the annualized nifty smallcap index returns for past 10 to 20yrs comparing the nifty largecap or sensex returns. Smallcap Index beaten sensex most of the time in past 20yrs. If our goal is long way to go for example 10 to 15yrs, even some 20% negative returns if happening next year also will not have much impact over 15yr returns if sip continued in disciplined way. For example hdfc bank in 1999 was trading at 5Rs may be smallcap only at that time. He is speaking about fund manager will not stay long over 20yrs, that may be correct and in this case we can go with pasive funds nifty index smallcap 250 fund as stocks will be auto rebalanced 2 times every year. smallcap mutual funds preferred over smallcap stocks due to very high risk. Am also posted my observations only and not recommending anything. Sorry for my annoying comments as well 😂.

  • @TheKavinloka
    @TheKavinloka Před 2 měsíci

    I own more than 3% in each
    In different names

  • @rajsreevalsam7939
    @rajsreevalsam7939 Před 2 měsíci

    Promoter know what coming up so he sold!

  • @srirams7297
    @srirams7297 Před 2 měsíci

    Which bank ceo sold shares

  • @selvamani7936
    @selvamani7936 Před 2 měsíci

    Mind your own business.....then y r u posting daily videos....u need commission from your clients even u r making profit or not??? Have u ever been teached step by step how to buy stocks, how to manage portfolio???

    • @ShyamSekhar-ithought
      @ShyamSekhar-ithought Před 2 měsíci +2

      Nobody spoon fed me when i learnt the ropes. It is always hard work that leads to learning. If you expect easy solutions, you aren’t even fit to be an equity investor. Sorry!

    • @saideepak1395
      @saideepak1395 Před 2 měsíci +1

      @@ShyamSekhar-ithought 💯 💭 🔥

  • @jaiassociates590
    @jaiassociates590 Před 2 měsíci

    இப்ப என்ன சொல்ல வருகிறீர்கள்?? Mutual Fund SIP is hyped in small cap. Does

  • @manoharank1050
    @manoharank1050 Před 2 měsíci

    He is bluffing HDFC small cap fund giving 25% return😂😂

  • @rathnavelnatarajan
    @rathnavelnatarajan Před 2 měsíci

    Thanks Sir

  • @villagelife-hf2ct
    @villagelife-hf2ct Před 2 měsíci

  • @rajnarayananv
    @rajnarayananv Před 2 měsíci