Markets Veteran Samir Arora Identifies Possible Multi-Baggers
Vložit
- čas přidán 23. 01. 2023
- #MarketToday #MarketTodaySummit2023 #BusinessTodayTV #Markets #BSE #NSE #Investors #Investing
With just eight days to go for Budget 2023, Samir Arora of Helios Capital joins Udayan Mukherjee at the BT Market Today Summit 2023 in Mumbai. The two discuss everything from stock markets to the investment climate to expectations from the union budget. Samir Arora, one of the tallest investment gurus, goes bullish on banks, consumption, and tech. He also feels that Paytm and Zomato will turn around and are good investment bets.
-----------------------
Thank You for watching! Do not forget to Like | Comment | Share
-----------------------
About the channel
Watch us for the best news and views on business, stock markets, cryptocurrencies, consumer technology, the world of real estate, bullion, automobiles, start-ups and unicorns and personal finance. Business Today TV will also bring you all you need to know about mutual funds, insurance, loans and pension plans among others.
Follow us at:
Website: www.businesstoday.in
Facebook: / businesstoday
twitter: / business_today
Instagram: / business_today
Udyan is one of the finest interviewers, loss for CNBC but gain for times group.
Keep shining udyan
Its always nice to hear Samor Arora and Udayan
One of the best sessions .. good learning on emotional detachment from stocks
Wonderful and candid interview by sameer arora
Interesting points about the IT companies
Udayan is still effortless. Timeless
Good solid interaction.
Really appreciable content 🙏
Awesome interview
Informative.
Does Samir has that zeal & Vigour he had in 1995 ?? He talks about the same think in a monologue.
What about Sameer sir mutual fund. Not even a single question on that.
"hdfc bank not in index " what does he mean ?
he is a complete stupid fool only idiots buy Zomato and Paytm , and the way he was talking about varun beverages, like all poor fools and idiots are going foolishly to spend their money there and this guy is profiting from it.
10:10 coal india and NTPC
Now he will get time to invest in other Adani stocks
He is a market veteran? He said Satya Nadella fired 12,000 employees. He must properly track IT companies.
And I thought that Udayan had retired to a peaceful life amidst nature.
Wrong info. on job cuts and economy of US
When they want to dump and retail investors to provide an exit, they come up with all these 'interviews'
disbelief disbelief Indian IT COS. performing extra ordinary then why lay offs???
Udyan you are done for this century
there are many oraters
Saurabh Mukhrejea
Pranjal
Rachana Ranade
Warikoo
Akshat Shrivastav
except Saurabh, all are crap
Reality majority pms have failed to give returns deleverd are lesser than FD Last 5 Years returns are 5 to 6 Percent. Don't get carried away from what ever they says Mutual fund lumpsum are better than pms check factsheet .
Market veteran ...Hahahaha..Yeah Right !!!!
Lyning so blatantly. He said hdfc bank's valuation is not even 1/3 of bajaj finance. But bujaj finance is trading at 32 PE and hdfc bank is trading at 20 PE. That's not even half for 40% YOY growth for bajaj finance.
When they discuss about banks they usually mean P/B in that way makes sense
@@balajibarike632 then the argument becomes more absurd as bajaj finance is not a bank.
@@shubhamnarayan2077 I mentioned bank but ideally i meant lenders….During high interest regime its the bank that will have strong liability franchise that tends to outperform. Neverthless both Hdfc Bank and Bajaj Finance are excellent companies that will compound wealth over time.
@@balajibarike632 But you just can't ignore profits. He singlehandedly ignored the fact that bajaj finance grew by 40% yoy in q3. That's absurd to me considering bajaj finance's current PE of 32 which is at a 35% discount from it's 10 year median.
@@shubhamnarayan2077 Yes true i agree….They always find one reason to showcase that it didnt meet expectations. Probably its good to accumulate now Bajaj Finance
Sameer Arora is a big arrogant person