HDFC Bank- Why I shall not touch the stock?
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- čas přidán 25. 06. 2024
- 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
I understand that price action or contra investing does not matter to you, but it can generate massive alpha compared to just passively holding stocks based on fundamentals alone, just from my experience. I fully agree with your analysis though.
Very good logical discussions
Thanks
Harekrishna good analysis about HDFC Bank
Thank you Sir. please do a video on sg finserve
Can you do a video on SBI Card ?? It would be very helpful
Have you made any video on how to calculate forward pe? If so , please share the link.
Sir 25% to 30% return achievable in long term? Please make a video on what, when, how much buy and when to exit framework for portfolio construction. This will very helpful to us.
It is easy, buy business which are growing at this pace, keep tracking them and sell when their management tells that they can't grow at such high pace, then again find new companies which are growing at this pace and keep tracking them.
Would u touch idfc first bank ?
Great! I have it just to be safe from market volatility. 20% of my portfolio is HDFC and Kotak combine.
Can you please analyse holding companies? While doing that kindly include EID perry and Bajaj Holding.
Both are from big conglomerate and can give some stability with steady growth and less volatility.
Volatilty se bachna hai to market se nikal jao. Market me safety kya dhund rahe ho? Market me aao paise banane and uske liye khelo accordingly.
@@RAJARSHISHOME ok and what is on opinion on holding companies like EID perry or Bajaj Holding? Are these companies fits your investment thesis?
Thanks in advance 🙂
Sir kindly provide the clarification that your workshop recordings mobile me bhi chalegi kya...
Not sure. Google Drive me milega. Tum register kar lo then ek laptop leke dekh lena.
if you have recorderd versions of your workshop. will pay and buy it
@@rahulmanikkoth3195
The Link to the Recorded Session:
forms.gle/RKcpDYrDdRNeve5MA
Promoter decreasing stake in last two quarters in osia hyper. Sir why this is happening have you any Idea?
That's because they are investing in China
And no need to worry as FII stake was absorbed by DIIs
First commenter 🎉
fund manager ya meme maker....🤣
short and crisp.
Pls dont say THEEK HAI after every sentence
@@deveshmaheshwari6598 THEEK HAI
@@deveshmaheshwari6598 and problem ho raha to kahi aur jao. Bakwaas karna nei hai yaha.
@@RAJARSHISHOME feedback hai bhai . Garam KYON he Raha hai
Hi I have made payment but unable to upload payment proof. Please share your email so i can share the details.