How to Find Cash Rich Companies at Best Valuations? | Cash Rich Stocks on Screener and Ticker Tape

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Күн бұрын

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Cash on books is the most underrated of valuation indicators. In this video, we shall learn how to find & filter cash-rich companies whose stocks are available at cheap valuations. While the concept itself is easy to explain, it's important to know when & how these opportunities present themselves and how investors can take advantage of them. For this, I shall take you through 4 different examples -- Mazgaon Dock Shipbuilders, Robinhood, HT Media and Alibaba -- as we look to uncover what I personally call the "loaded wallet theory"
Video Chapters:
00:00 Loaded Wallet Theory
00:47 Example - Mazagaon Dock Shipbuilders
02:30 Cash as a Valuation Tool
05:14 Example - Robinhood Inc
06:25 Value Traps
06:42 Example - HT Media Limited
07:36 Cash Rich Low Valuation Investing Strategies
09:20 Example - Alibaba
10:45 Does Investing in Cash-Rich Companies really work?
👉 Some useful resources to expand your knowledge:
‣ Watch this excellent video by Professor Sanjay Bakshi titled "The Value of Cash" at vimeo.com/466034557
‣ You can access a quick screener I've created on discovering cash rich companies at www.screener.in/screens/84772...
‣ The blog post I mentioned in the video can be accessed at www.tickertape.in/blog/the-co...
❤️ Show your love by:
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#shankarnath #cashrichcompanies #investinginstocks
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Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented

Пікірлер: 156

@shankarnath Жыл бұрын

One of the first stocks I ever bought subscribed to the loaded wallet theory. I bought HFCL at ₹64 per share when the cash (net of debt) within the company was ₹67. Similar to what I wrote in my diary, if I had enough money .. I would have bought the entire company, delisted it, walked down to the bank and written a cheque in my name. Essentially, I would have made a risk-less profit of ₹3 per share. In all, I have invested in 11 such opportunities at different points in time. 6 have given good returns, 3 turned out to be value traps and 2 remained flat for many years. So, use your knowledge from other videos (ROCE, free cash flow, EV/EBITDA, sales growth etc.) to improve your selection filter. Happy investing to you!

@mukeshrohilla5945 Жыл бұрын

🛑🛑🛑 dear sir, you should also discuss how to filter out these companies so as to avoid valuetrap....🙏🙏🙏

@manjunathdm4242 Жыл бұрын

Person who created the Thumbnail certainly deserves a raise...!!!

@shankarnath Жыл бұрын

Since I can't give myself a raise, you'll have to do the honours :)

@HonestReviewers Жыл бұрын

Last Thumbnail was also Lit 🔥

@manjunathdm4242 Жыл бұрын

@@shankarnath I see someone is misleading your viewers in the name of providing tips via WhatsApp. any chance you could report the user or take down the comments. I tried to report, it didn't work.

@shankarnath Жыл бұрын

@@manjunathdm4242 Dear Manjunath, yes .. this happens all the time. Plucking weeds is an everyday job. Thanks for the headsup, much appreciated

@sourabhpatel2391 Жыл бұрын

@@shankarnath can you tell your secret to how you are always so calm??

@sagaratri4897 Жыл бұрын

Content, delivery, thumbnails and video editing are the defining elements of a good channel.... A 🌟 in the making Hard to believe that this channel is just 4 months / 4 videos old

@shankarnath Жыл бұрын

Thank you Sagar. The results have surprised me aswell .. the channel hit 10k subscribers within 12 days of posting the 1st video. The 4 months is when I created the channel .. the 1st video went live on 5th November.

@siddharthjain49 Жыл бұрын

I agree This will be sure pne of the star channels Will save this comment for screenshot

@gurjota Жыл бұрын

Another fantastic video and wonderfully presented Shankar! Great subject, case studies and lovely balance of pros/cons all packaged together superbly 👏🏻 I’m going to create a screener for such bargain opportunities straightaway 😊 Looking forward to more such great content, best wishes 👍🏻

@shankarnath Жыл бұрын

Thank you Gurjot. Yes, please add it to your screener .. will be good to know how much it reduces your universe of companies. I think you'll need to have 2 sets .. one for cash & equivalent on books .. and the other for cash flows.

@mailbox5ravi 4 ай бұрын

Bhai, Screener banaya aap ne?

@AlanAlexanderkulangara Жыл бұрын

Loving this channel. True knowledge ❤️

@shankarnath Жыл бұрын

I appreciate that! Thank you very much

@neonel2991 Жыл бұрын

Congrats on your new channel. All the best. Subscribed!

@shankarnath Жыл бұрын

Thanks for the sub and your good wishes!

@sayedalamreja... Жыл бұрын

Wow! What a great content, great presentation & great production quality!

@shankarnath Жыл бұрын

Thanks so much, Sayed! Glad you liked it, much appreciated

@bineeskumar2406 Жыл бұрын

One of the top learning channel.. To the point with data driven facts. Hats off 🎩

@shankarnath Жыл бұрын

Thanks a ton, Binees. Glad you liked it. Do share my videos with your friends & family .. and ask them to subscribe. It'll be of great help to me. PS: Also try the video on RePeter Lynch & Coffee Can Investing on my channel. I think you'll like it.

@akhilgupta6673 Жыл бұрын

Another good video and I loved the content of this video the most out of all 4 videos

@shankarnath Жыл бұрын

Thank you Akhil. It's a strategy that has generally done well in good or bad times.

@sachin_2601 Жыл бұрын

Loved the content and presentation. Thank you Shankar 🤩

@shankarnath Жыл бұрын

My pleasure, Sachin 😊 .. happy to see this content helping you.

@dudeakshay1 Жыл бұрын

Very engaging content and so insightful! Great job Shankar. Sharing this with my friends

@shankarnath Жыл бұрын

Awesome, thank you Vaibhav. And thx for sharing it further .. much appreciated. This weekend's video is on valuing life insurance companies .. the topic's a bit more advanced but I've tried to really simplify it. Hope you like it

@nagavenkateshg362 Жыл бұрын

Great presentation.. Loving your content. Thanks for the knowledge.

@shankarnath Жыл бұрын

Thanks for watching! And thx for the kind words

@shivamgarg1 Жыл бұрын

Great content as always from Shankar!! Happy to see that you are also a Chelsea fan :)

@shankarnath Жыл бұрын

Thank you Shivam

@virtualking101 Жыл бұрын

Just love your content and calm voice. To the point analysis and no crap and bullshit.

@shankarnath Жыл бұрын

Thank you very much, Moin

@rajendranpj7778 5 ай бұрын

Read this in One up on wall street. Thank u for visualisation. 😊

@siddharthjain49 Жыл бұрын

This was the type of channel .. I was always looking for on you tube Brilliant 😊😊

@shankarnath Жыл бұрын

Welcome aboard!

@harsh-simplelife Жыл бұрын

Great content channel 👍👍👍... awesome knowledge

@shankarnath Жыл бұрын

Many thanks Harsh. Do spread the word amongst your friends and relatives .. and help me grow this channel. Every little help can compound to a lot.

@joethim Жыл бұрын

Great content and presentation as usual 👍

@shankarnath Жыл бұрын

Much appreciated! Thank you very much

@ka3728 Жыл бұрын

Always learning something new with you Shankar!

@shankarnath Жыл бұрын

Glad to hear that! Thanks

@ramkrishan_sahu Жыл бұрын

Love your thumbnail images. Previous one was also awesome 👍🏻

@shankarnath Жыл бұрын

Thank you so much 😀 .. I love making thumbnails. Actually, this entire concept of fitting a message inside a "1.5 inch x 1 inch" box which is a) relevant to the topic, b) shouldn't use more than 5 words, c) ideally needs a face image and d) attractive enough to cut through the clutter. I hope you liked the content aswell. 100x effort went into the presentation when compared to the thumbnail

@ramkrishan_sahu Жыл бұрын

@@shankarnath 1st priority is always content sir and as always is very good and extremely knowledgeable. 👍🏻

@shankarnath Жыл бұрын

Always. Thank you Ramkrishan

@anupdsouza Жыл бұрын

Quality content as always Shankar 👌

@shankarnath Жыл бұрын

Thank you 🙌

@Abhaykk1994 Жыл бұрын

Been following you since your ET Money days shankar, this is really top notch work. Now, we get to see a slightly informal side of you. 😀

@shankarnath Жыл бұрын

Much appreciated! Thanks

@think-tank6658 Жыл бұрын

sir with 3 videos now has 12k subscribers ..awesome ..all the best .love from karnataka

@shankarnath Жыл бұрын

Thank you so much for the support

@paragvaishampayan9501 Жыл бұрын

Really appreciable introspective content by all means

@shankarnath Жыл бұрын

Thank you very much.

@anilshenoy5859 Жыл бұрын

Congratulations and Best wishes on your new endeavor.

@shankarnath Жыл бұрын

Thank you so much, Anil

@smitruparel Жыл бұрын

Superb Video!!

@shankarnath Жыл бұрын

Thanks a lot!

@relentless3727 Жыл бұрын

Damn! You are good.... And what a presentation!

@shankarnath Жыл бұрын

Thank you

@rajkumarr4209 Жыл бұрын

You are the King sir, thanks for sharing

@shankarnath Жыл бұрын

I'm looking more like Kong in this thumbnail :)

@akhilbunny4020 Жыл бұрын

How can we calculate liquid assets in screener? I was to bring up the numbers you had shown in cash & equivalent column at 4:12

@arvindgandhi1007 Жыл бұрын

Thank you very much 🙏

@shankarnath Жыл бұрын

You're most welcome

@blue7organ Жыл бұрын

Great shankar..keep it up....

@shankarnath Жыл бұрын

Thank you so much

@DK.487 Жыл бұрын

🔥🔥🔥🔥 wanted more videos on valuation like this bro.....

@shankarnath Жыл бұрын

It'll come in due time, Dhanush. But a number of my videos already has that mix of theory and practical in it .. hope you are watching all of them because ideas can come from anywhere. Even the last video on Life Insurance Industry explained valuation from the eyes of a subscription business although we were focussing on life insurance.

@rahulkrishna848 Жыл бұрын

Thank you for the video sir

@shankarnath Жыл бұрын

Most welcome

@SouvyaBusiness Жыл бұрын

VERY INFORMATIVE VIDEO . THANX A LOT SIRJI 🙏

@shankarnath Жыл бұрын

Most welcome

@jayadevtn1987 Жыл бұрын

Thank you sir.

@shankarnath Жыл бұрын

Most welcome 😊

@ramyasri6093 Жыл бұрын

Great video sir... people should be careful with value trap.. corporate governance, consistent & high profit growth, negligible debt& good freecashflows ...i feel these criteria to be satisfied for good stocks

@shankarnath Жыл бұрын

Thank you!

@anilgohil6750 Жыл бұрын

Hats off to thumbnail👌 Heir to the Iron throne

@shankarnath Жыл бұрын

GOT it 😊

@aadildarvesh9982 Жыл бұрын

Glad to know you are a Chelsea FC fan!!!

@shankarnath Жыл бұрын

Yes! Since late 1990s when we had Italian managers & before the Roman empire conquered it all (that's weird .. Italians before Romans!)

@tarunagarwal6882 Жыл бұрын

Sir very nice and informative video

@shankarnath Жыл бұрын

So nice of you. Thanks Tarun

@anujoybardhan Жыл бұрын

Another interesting video Shankar👍...thanks for this insight, just one doubt, when should one see P/E and P/BV as a metric for valuation and when should one one see the cash reserve equivalents (NACV)..somehow I feel buffets free cash flow valuation metric is a good tool for valuation, since ultimately we normally pay for a stock based on what it earns and what it can earn..

@shankarnath Жыл бұрын

Hi Anujoy. In my view, different valuation models fit different situations .. and in this channel, I'll be covering many of them in due time (maybe even design a course around it). But since you mentioned it, let's see a distinction plank in using cash versus earnings as the prime valuation indicator So, P/E works on an assumption i.e. the future earnings of the company. E.g. Maithan Alloys is at a PE of 2.3 (one of the lowest in the sector). But that earnings is trailing 12 months. Now, the EBIT of this company was 36-37% in the past 1 year while the management itself puts the long-term sustainable EBIT at 14%. So investors have to have a view on what's next with the earnings. This is not the case with cash which is right there on the books as of now .. and everyone can count cash. In my opinion, cash is the purest form of valuation and this is the reason why cash is deducted from market cap & debt when calculating a firm's enterprise value. It is also the reason why companies & CFOs like to report it as "net debt" rather than "debt". Hope this helps.

@anujoybardhan Жыл бұрын

@@shankarnath I really liked the idea of maintaining a journal of ideas btw, even if one doesn't trade on them, it's a good idea to maintain a journal, I think , i will maintain one..from now onwards

@vishwambharborde3611 Жыл бұрын

Thank you Shankar for sharing your knowledge. I would not be surprised, if channel grow to 1Million mark before 2023 q1 ends

@shankarnath Жыл бұрын

So nice of you. Thank you for your kind wishes and appreciation! I hope you are not finding this topic too complicated. The strategy has worked well and that's why I wanted to share it. But as a full-time content creator, I have match awareness with utility.

@mukeshrohilla5945 Жыл бұрын

🛑🛑🛑 you are just awesome. One more thing you can do is to start one more channel in Hindi language so as to reach a large audience ... Thanks for sharing knowledge 🙏🙏🙏

@shankarnath Жыл бұрын

Thank you very much. I am looking at tools to convert my English videos into Hindi. Creating videos is very taxing so multi-language execution will need a technology solution. I should have something over the next 3 months

@masktrader_07 Жыл бұрын

Hello sir, Love to watch ur video , it gives me so much knowledge Thanks 4 that 😀😀. I want to know about Saksoft Ltd as it's financial are damn good in my opinion... Plz throw some light on this type of company...

@shankarnath Жыл бұрын

Thank you very much. I have not done any analysis on this company .. let me circle back with you if I pick this up for analysis in the future.

@masktrader_07 Жыл бұрын

@@shankarnath ohk .... Thanks sir 🙂🙂

@nayaksandeep2001 Жыл бұрын

Hi Shankar..Needed your feedback .. I have an SIP of 50000 20K is Parag Parikh Flexicap 10K in Axis Midcap 10k in PGIM Midcap 10K in UTI Nifty 50 Index I started these SIPs last year and will continue to hold this for 15-20 years for long term. Is it a good mix ( The mid cap funds have a portion of small cap in them already , so am looking at a moderately aggressive all equity portfolio )

@shankarnath Жыл бұрын

Hello Sandeep - I haven't analysed these schemes so won't be in a position to help you presently. I'll circle back once if I come to these schemes But here's how you might want to go about this: 1. Write down why you selected these funds last year. Seek an answer for not just individual schemes but look at them as a portfolio i.e. what % in large, mid, small & international were you targeting? 2. Has anything changed in 1 year? (i.e. the investing style or fund manager or proportion of assets etc.) 3. Given that you are OK to hold these for 20 years, how many years of allowance or % of allowance can you give those funds? (this can be like "I am OK with 2 years of bad performance" or "I am OK as long as the portfolio is not more than 2% off the benchmark" etc.) Once you do this exercise, you exactly concern will show up. And then just clean out that concern. I have tried this with dozens of people in my previous organizations .. it works everytime. Most times, the only thing that is needed is patience .. but yes, there were some guys who had glaring mistakes but nothing that couldn't be cleaned out.

@nayaksandeep2001 Жыл бұрын

Thanks a lot Shankar for such a detailed response. You are exactly right on this point and as you said it boils down to patience and belief in the fund managers who I had done my due diligence on pre investing. I had a similar scenario as you where I held 20 funds thanks to my father who in his naivity thought more diversification , safer it is and invested on my behalf in initial part of my career ie 10 years. I have rebalanced my portfolio (All this corpus was with a regular funds) and have started thus additional sip via direct funds, thanks to my increased knowledge over the years with knowledge that experts like you have bestowed . I hope to be financially free by 50 (watched your video on ET money on FIRE and 10cr corpus etc and gained belief on the value of compunding On this note ,I see most financial planners providing plans with retirement at 60 and saving at least 20% of income (This percentage is barely enough in reality esp for early compounding benefits).While for millenials I Believe 50 is where most of us will peak out esp in IT. In you planned series if you could add a video for millenials like us on Behavioral finance with realitsic retirement age it would really help. I believe asset allocation and long term investing with delayed gratification, compounding, beating inlfation (many still think 1 cr corpus at 60 is a good enough or 5 cr without realisng the dent via inflation in its value) is quite underrated in this FOMO world.

@RudG10 Жыл бұрын

hello mr.shankar, what is your take on the possible incoming deflation/recession, its severity and possible paths individual investors can take based on their risk-need. even if you're going to make a video on it later, would love to hear your views in the comment replies.

@shankarnath Жыл бұрын

Hello RdG - I don't bother with it. Over the last 18 years I've been investing, the talk of recession has happened too many times and there have been pause periods (even sharp falls) along the way. And while these pains were happening .. it is also true that collectively, the avg. Indian company have been improving their per-share earnings. I say this because earnings is my gauge for where a stock or stock market is likely to be eventually. It also helps that I have another 30 years of equity runway in front of me. I expect a lot more sharp falls like what I saw in 2007, 2008, 2015, 2016 & 2020 .. but I also expect the EPS of Indian companies to jump up in the range of 7 to 15% during this period. An apt line: Safar mein nikle ho .. thodi dhoop aur baarish to hogi hi

@RudG10 Жыл бұрын

@@shankarnath Thank you for your reply mr. shankar, I am also big on investing and staying invested for long term, though learning about the recent 'shiller P/E ratio' has made me considerably shrink my portfolio in fear of a global recession. What are your thoughts on that metric? would love to hear your view on it.

@shankarnath Жыл бұрын

@@RudG10 I haven't come across Shiller's PE ratio in Indian talks, articles or newsletters I read. Apologies

@SouvyaBusiness Жыл бұрын

CASTROL MARKETCAP 10500 CR, NET PROFIT 900 CR FY22, NET CASH 1500 CRORE . PAR CHALTA NAHI HAI HOLDING FROM LAST 2 YEARS ?? . ALSO HOLDING MCX & BSE LTD .??

@SinghAnkit-zb4km 11 ай бұрын

Vere nice elobrate

@shankarnath 11 ай бұрын

Thanks a lot

@nitinrao1948 Жыл бұрын

Can you please make a video on early retirement and corpus required to achieve the same

@shankarnath Жыл бұрын

Will try. Thx for the suggestion

@siddhantmd Жыл бұрын

Congratulations on your new channel Shankar! I always look forward to to see your detailed analysis. I had a few questions: 1) With this channel, do you plan to cover more advanced topics as compared to your ET Money videos? I feel 3 of your 4 uploads cover more advanced topics... at least for a casual investor like me :) But well explained, so no complaints. 2) Should a casual investor go for the techniques you have talked about-- coffee-can investing, timing investments in small and large cap funds, investing in cash rich companies? Some good foreign finance youtubers say that casual investors are better off sticking to index funds. What do you think? 3) Also, I had started investing with ET Money Genius in both stocks and MFs, do you think that it continues to be a good place to invest?

@shankarnath Жыл бұрын

Thank you Siddhant 1. Yes. I don't have a schedule but if you give it a couple of months, you'll know have a fair idea of the pattern 2. Yes. Learn and adapt. It's a good point you raise .. imagine, dietician A tells you .. "have a salad everyday as it's healthy for you". But what a dietician B says "I'll put you on a diet program that keeps you as healthy as dietician A but you can have chole bhature, gol gappe, pav bhaji and kachori sabzi once a week". Now, everyone will have a preference but I bet you & I will choose the dietician that gives us the most happiness. That's the power of choice and I'll advocate everyone to learn, choose what's appropriate & customize per requirements 3. The good thing is that my opinion doesn't matter because the portfolio you are invested in is different from mine. I mean your allocations are different, your tenure is different and even your stocks are different. Therefore your and mine performance is also different. Since you have about 4-5 months of Genius data and the app also gives you benchmark returns, you are in a position to compare it yourself. If you are having trouble with that part then the Genius team can be connected via email to help with specifics.

@siddhantmd Жыл бұрын

@@shankarnath Thanks a lot for your detailed response!

@amitojha9 Жыл бұрын

Sir! Do you have any openings for internships.🙂

@shankarnath Жыл бұрын

Maybe from February of coming year. If you are keen, please write a detailed email about yourself, your prime skills on which you should be evaluated and evidence of how you are using that skill to best use. Pls write to me at hello@beginnersbuck.com .. wishing you the best!

@samvitsaroj4757 Жыл бұрын

Omg the thumbnail! 🤣

@shankarnath Жыл бұрын

🙌

@nageshvakil1001 Жыл бұрын

ONE QUERY- MAZAGON DOCKYARD shareholding is listed as 84.83% with promoter(Govt of India) rest DII, FII and public. So, for INR 5720/- Crore you could not have got the company delisted as the majority promoter still had 84.83% shares with him, and has only listed 15.17% of company. Am i wrong in this assesment.

@nageshvakil1001 Жыл бұрын

Awaiting reply Sir

@think-tank6658 8 ай бұрын

even after this video if I had bought mazdog ..I have would have 10 bagger !!

@shankarnath 8 ай бұрын

Not 10x, definitely 3x

@akhilbunny4020 Жыл бұрын

What is difference between cash to market cap and net cash to market cap??

@shankarnath Жыл бұрын

Net cash is cash minus debt. www.investopedia.com/terms/n/net-cash.asp

@akhilbunny4020 Жыл бұрын

@@shankarnathThankyou for prompt response and for sharing this article! 🙂

@Nilkamalsha75 Жыл бұрын

Which one to choose between low volatility and momentum index fund? I have invested in active flexi cap and small cap fund already.

@shankarnath Жыл бұрын

I've not done a recent analysis on these scheme. Let me circle back if I were to get to these

@dn9416 Жыл бұрын

Bookmarked

@shankarnath Жыл бұрын

🙌

@ggopi767 Жыл бұрын

Hi Shankar, Please do a video or shorts on ETF investments in portfolio diversification. Is it good to do it or not...?

@shankarnath Жыл бұрын

Hello Gopi. Can you throw some more light on this? i.e. any specifics you would like to know on this topic.

@ggopi767 Жыл бұрын

@@shankarnath In situations like bear market/recession how gold/etf/some stocks can stabilize portfolio for long term investors and how to identify such things.....

@shankarnath Жыл бұрын

@@ggopi767 Yes, gold helps. I can give you a crude example and it might work but please do some homework of your own on this. There is a class of funds called multi-asset funds i.e. equity, debt and gold. You can pick the one you are comfortable with .. I think SBI, Nippon, ICICI, Axis etc. have a scheme there. You can copy the proportion of equity, debt and gold there in their monthly fundfactsheet and do it yourself. Or you can invest in these funds to avoid having to do these transactions. But effectively, you are cloning the fund manager's strategy and view on markets, gold and bond yields. Hope this helps.

@vaibhavtomar4732 Жыл бұрын

Hi Shankar Would like to see a video on REITs. Comparing all three of them.

@ggopi767 Жыл бұрын

@@shankarnath okay thank you will check those

@msharma8682 Жыл бұрын

খুব ভালো লাগলো।

@shankarnath Жыл бұрын

🙌

@hemalishah8248 Жыл бұрын

If we want to screen then cmp

@tubai_bhattacharjee Жыл бұрын

❤️❤️🔥

@shankarnath Жыл бұрын

🙌

@zaid_khan Жыл бұрын

Good explanation about cash valuation, please create you content in Hindi as well.

@shankarnath Жыл бұрын

Thank you. Because of paucity of time & resources, I am unable to do two languages. Will consider, once situation improves.

@zaid_khan Жыл бұрын

@@shankarnath Dear Sankar please look at the comment below it might a spam message to dupe you viewers with your name be vigilant.

@shankarnath Жыл бұрын

@@zaid_khan Hi Zaid, yes! It happens all the time. Plucking weeds is an everyday job .. thanks for the headup. Much appreciated

@6xeros9 Жыл бұрын

Lord Commander Shankar Nath

@shankarnath Жыл бұрын

Remember Xeros, fear cuts deeper than swords

@aaronkohlhoff Жыл бұрын

What about companies like Tata Investment, Bajaj Holding, JSW Holdings, etc

@shankarnath Жыл бұрын

Hi, sorry didn't get the question. Do these companies have a high cash-to-marketcap ratio?

@aaronkohlhoff Жыл бұрын

@@shankarnath These are holding companies and their cash is more than Market Capitalization

@aaronkohlhoff Жыл бұрын

@@shankarnath for example have a look at Tata Investment Company

@shankarnath Жыл бұрын

Hi, per screener.in: 1. Tata Invt Corporation: cash-to-mcap is 0.3% 2. Bajaj Holdings: 2.1% 3. JSW Holdings: 0.2% To be double sure, I checked the balancesheet of Tata Invt Corp. and see the % to be less than 1%. In the video, I am taking companies which have atleast 33% of cash as % of mcap.

@aaronkohlhoff Жыл бұрын

@@shankarnath oh okay sir thanks alot

@9092295555 Жыл бұрын

Long time request sir , need complete ETF portfolio based investment guide ....

@shankarnath Жыл бұрын

I'll surely add it to the content queue. Appreciate if you can share what are the 7-8 areas you are trying to understand via the video which you are having difficulty to find

@9092295555 Жыл бұрын

@@shankarnath Sir, if one wants to do passive investing by only betting on etf's . 1.) What etf's one need to have in portfolio example nifty value 20 etf , nifty it index etf , nifty 50 etf etc etc 2.) What oversees etf's one can consider in portfolio example nasdaq 100 etf or fang + etf etc etc 3. What is the ideal compostion of etf one should have in folio to beat nifty 50 index returns 4. Is it possible to achieve 20% cagr with etfs alone. 5. What are the advantages and disadvantages going etf route 6.some light on leveraged etf's which are getting immensely popular in USA. 7. Ideal etf portfolio one should carry for retirement savings.

@shankarnath Жыл бұрын

@Karthik Meher Thank you very much. On the face of it, it seems tough for me but this where we should leverage other's knowledge. I don't know anyone but if you come across someone who can : a) select the perfect ETF for the future, b) define the ideal allocation for the future and c) can identify a 20%+ returns ETF .. .. then please let me know. Would love to interview that person on camera and release on KZfaq for everyone's benefit Having said this, I think educational videos can be created around factor investing, asset allocation etc.

@9092295555 Жыл бұрын

@@shankarnath thanks for reverting back .