Mohnish Pabrai Investment Strategy & How the PE of One made him Billions?

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The Price Earning Ratio (or PE Ratio) is by far, the most commonly used valuation metric. Mohnish Pabrai loves using a variation of that which he calls the PE of One which looks at finding companies which have the potential to deliver earnings in the future that matches with it's current share price (cost of acquisition). In this video, I shall discuss this unique yet powerful stock valuation model with the example of Alibaba which has the potential to be a PE of One stock.
👉 Video Chapters:
00:00 Why Mohnish Pabrai loves PE of One stocks?
02:14 Characteristics of PE=1 companies
06:02 Alibaba Group Holdings Limited
08:33 Shankar's Viewpoint
🙋‍♂‍ Follow Shankar Nath on bio.link/shankarnath
👉 Some useful resources:
‣ Mohnish Pabrai talking about PE of One : • Find Stocks With Hidde...
‣ Alibaba's potential as a future PE=1 stock : seekingalpha.com/article/4548...
#mohnishpabrai #peratio #shankarnath
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: 264

@babumonline Жыл бұрын

Thanks

@shankarnath Жыл бұрын

Dear Babu, thank you very much for the Super Thanks! Appreciate the gesture and hope to connect with you over a video call am planning with other Super Thanks patrons. On my part, I'd like to transfer this gratuity to my editor who's diligently making me look presentable and my content palatable. Thx again!

@abhishekmukhopadhyay5413 Жыл бұрын

Plz give some raise to the person who makes such interesting thumbnails.

@shankarnath Жыл бұрын

Ah, you have to pay me then. Pls tap on Super Thanks and be generous 🙂

@Shubham-lv4is Жыл бұрын

@@shankarnath Oh man you ARE creative.

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@Shubham-lv4is Жыл бұрын

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@maxjames00077 Жыл бұрын

The thumbnail got me 😂😂😂

@ranjitsamal6843 Жыл бұрын

I have been watching many guys to learn investing from past two years but the kind of content you are giving stands out. Your content is more deep, methodical and it's enjoyable in terms of the editing.

@shankarnath Жыл бұрын

Thank you very much, Ranjit. Appreciate your kind words

@hemangjauhari6802 Жыл бұрын

Content par excellence! It's difficult to find such compact videos packed with data-backed explanations of otherwise complex theories/concepts. Kudos to Shankar for doing this!

@shankarnath Жыл бұрын

Thank you Hemang for your kind words of appreciation. Appreciate if you can share my channel with your connects & convince them of its utility.

@imjituchauhan Жыл бұрын

This is exactly why we love to watch your video. 😊

@shankarnath Жыл бұрын

Thank you so much Jitu

@viveksingla4095 Жыл бұрын

Your content quality is way above others on KZfaq. I wish you all the success, and you keep bringing these for us👍

@shankarnath Жыл бұрын

Thank you so much 😀 .. sincerely appreciate your good wishes

@shubhammishraq Жыл бұрын

Generally I just scroll down finance videos these days because I've finalized/automated my equity portfolio management.... But your thumbnail fills me with an immense urge to click. Your content is equally of high quality, thanks 😊.

@shankarnath Жыл бұрын

Fantastic! Thanks Shubham. Pls do share my channel with your connects and help me grow it

@ageless1003 Жыл бұрын

That Thumbnail...Bravo, Bravo 👏

@jayadevtn1987 Жыл бұрын

Thank you for this detailed video . Completely enjoyed . Always a fan ! Thank you!

@shankarnath Жыл бұрын

Glad you enjoyed it! Much appreciated

@Varun2799 Жыл бұрын

This channel is destined to hit 1million subs very soon

@shankarnath Жыл бұрын

Thank you very much for your endorsement of my efforts and content. Appreciate if you can convince your friends, colleagues and family members to subscribe to my channel. I'm certain, they will find some or a lot of the content useful.

@suhaildafadar6525 Жыл бұрын

Very informative Sir! Way to go 💪 More power to you

@shankarnath Жыл бұрын

Thanks a ton Suhail

@MohitKhemanimohitkhemani Жыл бұрын

Very nice and crisp, great way explain complex concepts so clearly...

@shankarnath Жыл бұрын

Thanks a lot 😊

@nikhilpuranik4100 Жыл бұрын

Hi Shankar, amazing insights and it's been a series of fantastic content coming in for sometime now on your channel that makes me think, analyse and be a better investor. Thanks a lot for all the hardwork and creativity

@shankarnath Жыл бұрын

Thank you, Nikhil. Appreciate the kind wishes

@meghnasoni 11 ай бұрын

Had heard about you when I was working at ET Money. Your videos are amongst the best in KZfaq. Incredibly well researched and put together, keep up the good work and thank you for all your efforts.

@shankarnath 11 ай бұрын

Wow, thank you! I'm happy that my videos and contents are helping you in your financial journey.

@renoll Жыл бұрын

So we never imagined that investing lessons can be thought in such a calm manner... Great work!

@shreenivasrangarajan4378 Жыл бұрын

why? are you used to getting shouted at during investing lessons?

@renoll Жыл бұрын

@@shreenivasrangarajan4378 watch channels like finance with Sharan n all. It's Chao's

@shankarnath Жыл бұрын

Glad to hear that, Renoll. Thank you for your kind appreciation

@Shubham-lv4is Жыл бұрын

Your way of explaining is awesome 🙂

@shankarnath Жыл бұрын

Thanks a lot 😊

@tothepointperspectives Жыл бұрын

Amazed at the choice of your topics!

@shankarnath Жыл бұрын

Thank you very much

@dsaha7700 Жыл бұрын

An eye opener content, many thanks...

@shankarnath Жыл бұрын

Most welcome

@SS-yn3qu Жыл бұрын

Shankar ji, going solo on you tube has been great for viewers. Fantastic content , no promotions and Inspiring thumbnails

@shankarnath Жыл бұрын

Thank you SS. I'm still in an evolution phase to see what works best for my viewers and me.

@souravbhattacharjee4961 Жыл бұрын

Ohhh my godddd❤️❤️❤️the thumbnail is spectacular 👌👌👌👌👌you and your team are awesome 🌹❤️

@shankarnath Жыл бұрын

Thank you, Sourav 🙌

@focus15624 Жыл бұрын

Learned a new way to look at PE. 🎉❤

@shankarnath Жыл бұрын

Glad you found it useful

@sriharij4596 Жыл бұрын

Again a very good video Shankar. Thanks for explaining the PE of 1 concept. When you said PE of 1, I jumped to buy CPCL :-) but understood the concept after watching the full video. I would really appreciate it if you can explain cyclical business with a good example.

@shankarnath Жыл бұрын

Most welcome. Next week (Wednesday), I'm analysing one such cyclical business -- the Indian cement industry

@shrenik007 Жыл бұрын

Hi Shankar, Can you please share the screener you used while studying this concept? Thanks a lot for the informative video!!

@shankarnath Жыл бұрын

Hi Shrenik, for this segment I used screener.in. I generally use one or all of these three screeners when making my content - screener.in, stocx.in and tickertape.in

@mayakj2410 Жыл бұрын

Once again, a great informative video

@shankarnath Жыл бұрын

Glad you enjoyed it

@tristanprathap2852 Жыл бұрын

Excellent video! You earned a subscriber.

@shankarnath Жыл бұрын

Welcome aboard!

@Maybajpa Жыл бұрын

Awesome thank you

@shankarnath Жыл бұрын

My pleasure!

@viks710 Жыл бұрын

Amazing analysis, thanks

@shankarnath Жыл бұрын

Most welcome

@aniketshrotriya6283 Жыл бұрын

Hi Shankar, Your Thumbnail and editing of videos is top notch, for the content need not to say anything as its already very good

@shankarnath Жыл бұрын

Thanks a ton, Aniket

@badalgallery Жыл бұрын

Ur content is always helpful .

@shankarnath Жыл бұрын

Glad to hear that. Thanks!

@Samudragupta_ Жыл бұрын

Amazing videos brother. Keep it up. 🎉

@shankarnath Жыл бұрын

Thank you 🙌

@nilanjanbiswas7104 Жыл бұрын

Good video. Lucid style. Thank you

@shankarnath Жыл бұрын

Glad you liked it! My pleasure

@mktwatcher Жыл бұрын

Very good strategy and well presented. This seems to be another way of looking at Value Investing where you buy a company at an Intrinsic Value at the best Net Present Value but look for companies that have a higher probability of having higher earnings growth.

@shankarnath Жыл бұрын

Thank you

@nitinworldtravel 3 ай бұрын

Great video and thanks ! Instead of calculating this by hand, would this exercise be as simple as looking at the PEG ratio of the companies ?

@shankarnath 3 ай бұрын

Hello - it's an interesting point & something I had thought of earlier but I rejected it. Here's why: let's say we have three companies A, B, C .. and all of them are at a PEG ratio of 1. A is at a PE of 10 with 10% growth, B is at a 20 PE and 20% growth while C is at a 50 multiple with 50% growth. My point is -- all of them are not equal. That's because A will take 24.2 years to reach PE of 1, B will take 16.5 years while C will do it 9.7 years. It's this dissonance that didn't allow me to use the PEG ratio when doing a PE=1 exercise. If you have a counterpoint or a stronger argument in favour of PEG, please do share

@mnvsatyanarayana7215 Жыл бұрын

Really superb videos with good content

@shankarnath Жыл бұрын

Thank you so much

@helloworld20202 Жыл бұрын

I think we should adjust for quality premium (QP) to make it comparable. QP could be a weighted average function of the predictability of earnings, management quality, etc., and can vary from 0.1 to 5. For Ex. If the premium score of Company 'A' is 4, then we need to find years till P/E of 4 instead of P/E of 1. Suppose the current P/E is 80 and EPS growth (E) is 25%, it would take roughly 14 years to get to P/E of 4 instead of 20 years to get to P/E of 1. Similarly a company 'B' with QP score of 0.5, 10 P/E and 15% growth would take 22 years to get to P/E of 0.5 instead of 17 years to 1 P/E. The former approach would make you believe Company 'B' is more attractive as it takes 17 years instead of 20 to get to P/E of 1. The quality/risk adjusted approach shows why Company 'A' is much more superior as it takes 14 years instead of 22 to get to its quality/risk-adjusted P/E.

@MandeepSingh-rc3op Жыл бұрын

A very interesting and new investing thesis for me .

@shankarnath Жыл бұрын

Glad to hear. Hope you found it interesting and will apply it in your investing approach

@juliam1395 Жыл бұрын

Better to watch PEG ratio, if it is near to 1 is better to invest. In India taking 10 years view is very difficult because apart from competition , corporate governance is a big issue in India.

@rajeevroy4383 Жыл бұрын

Any mutual fund having collection of such stocks? By the way thanks for this insight.

@shankarnath Жыл бұрын

Most welcome. I am not aware of any such mutual fund

@aadildarvesh9982 Жыл бұрын

❤️ your thumbnails.

@shankarnath Жыл бұрын

Thanks, Aadil! I'm glad you like them.

@sriraksha Жыл бұрын

Thanks!

@shankarnath Жыл бұрын

Hi Srinivas, thank you very much for your kind gesture and here's wishing you a memorable 2023 This gratuity will go towards my editor who has been doing a great job.

@golokmondal9061 Жыл бұрын

Thank you sir

@shankarnath Жыл бұрын

Most welcome

@beluga9596 Жыл бұрын

Superb video sir 🙌

@shankarnath Жыл бұрын

Thanks, Beluga! I'm glad you enjoyed it.

@MridulSharma21 Жыл бұрын

Hi Sir, which stock screener are you using in this video?

@shankarnath Жыл бұрын

Hi, I used screener.in

@MridulSharma21 Жыл бұрын

@@shankarnath Thanks

@mrgyani Жыл бұрын

Incredible video.

@shankarnath Жыл бұрын

Thanks

@think-tank6658 Жыл бұрын

Once again amazing video sir .which screener app you are using

@shankarnath Жыл бұрын

Thank you very much. I use screener.in, stocx.in and tickertape.in

@shyamkrishnan6545 Ай бұрын

In the d-mart example in which you showed how it takes 21 years to reach a pe of 1,we could only get the pe ratio in decreasing order reaching till 1 only if we assume the market price of the share remains same throughout 21 years.. (112/1,112/1.25,112/1.56...) but how is that possible ? normally share price goes up right? or am i making some mistake in my calculation?

@shankarnath Ай бұрын

PE of 1 projections are made taking today's current price which remains fixed in the calculation. It's like assuming you have bought the share today at today's price.

@shyamkrishnan6545 Ай бұрын

@@shankarnath got it ,thanks!

@saladirakesh3541 4 ай бұрын

Hi Shankarnath ji, great insights on the hidden pe of 1. But i was little confused if it was more or less similar to peg ratio. Are these two metrics different? If yes what is the difference between them??

@shankarnath 4 ай бұрын

Thanks 🙌 Please watch my video on Peter Lynch for a better understanding of PEG: kzfaq.info/get/bejne/gJ-ilbR1qNWRnGw.html

@Sundarperunarkilli Жыл бұрын

Felt like watching Christopher Nolan movie , will watch again and again but the idea and visionary you create is great 👍😃 .

@shankarnath Жыл бұрын

Thank you so much. So there was the pledge, then the turn and finally the prestige :)

@MayankSharma333 Жыл бұрын

That thumbnail is gold!

@shankarnath Жыл бұрын

Thx

@sanketjain4059 Жыл бұрын

Hi Shankar, Am invested in a stock called as Dilip Buildcon (DBL) , The companies net assets has gone up significantly but the prices are still the same. Would you be able to explain that

@shankarnath Жыл бұрын

Sorry Sanket, no idea. This is not a stock I have tracked but I should mention: CARE Rating had reduced some of the company's papers from A to A minus a few months back. The increase in gross current asset days (stacking of inventory) was one of key points mentioned there. You might want to read up on that

@thecrazymonks01 Жыл бұрын

Good work

@shankarnath Жыл бұрын

Thanks

@abhishekkaushal792 Жыл бұрын

Superb video sir

@shankarnath Жыл бұрын

So nice of you. Thx Abhishek

@prk3136 Жыл бұрын

Good information 👍

@shankarnath Жыл бұрын

Thanks

@kabilkumar5977 4 ай бұрын

Excellent presentation, well explained. How to identify yhe hidden PE jas been Demystified. Great work and I am your fan for your crystal clear Voice and Vocabulary. 2) Can you please advise how do we invest in foreign stocks and opportunities available, suppose if I would like to invest in Alibaba, how do I invest in it.

@shankarnath 4 ай бұрын

Thank you for your appreciation. I understand there are investing platforms like IndMoney that allow investing in foreign stocks, kindly explore those

@naveenjaggi87 Жыл бұрын

Amazing Content 🎉

@shankarnath Жыл бұрын

Thanks

@aruldilip9430 Жыл бұрын

U got a subscriber !!!

@shankarnath Жыл бұрын

🙌

@amitindia-1947 Жыл бұрын

Unique Presentation

@shankarnath Жыл бұрын

Thanks a lot

@sourabhmayekar3354 Жыл бұрын

Great thumbnail!

@shankarnath Жыл бұрын

Thanks so much, Sourabh!

@ps-gh3hu Жыл бұрын

It's PE relevant metric for banks, Nbfc, insurance company's?

@shankarnath Жыл бұрын

Not in my opinion. Infact, I did a video on life insurance companies and started the video by saying "PE ratios are irrelevant" when valuing them. Have a look at it here: kzfaq.info/get/bejne/p89zds1qmJzSaXk.html

@ameyawagle Жыл бұрын

Power finances corporation is my pick in this category. Thanks for amazing content

@shankarnath Жыл бұрын

Thank you! You might want to go a little deeper into a PFC's catalysts for re-rating as we don't want to get stuck on a value trap. Earlier this week, CNBC had a small segment on this, watch at leisure. www.cnbctv18.com/business/companies/power-finance-corporation-pfc-rerating-valuation-power-ministry-sector-reforms-uday-npa-15468601.htm

@ameyawagle Жыл бұрын

@@shankarnath hmmm. I have a deep mistrust for these news channels and brokerage reports. These kind of news are only created to dissuade retail investors like me (us) to miss out on making money. PFC is posting highest ever qtr revenues and net profits. If you believe in India’s growth story then PFC will play a role. I am betting the stock 2/3 x in next couple of years.

@shankarnath Жыл бұрын

@@ameyawagle Thanks for sharing

@viswasiyer Жыл бұрын

Thanks

@shankarnath Жыл бұрын

Thank you Viswas for this pleasant gratuity. Much appreciated and glad to know that you liked this presentation.

@viswasiyer Жыл бұрын

You have an amazing skill. I would like to learn more from you.

@shankarnath Жыл бұрын

@@viswasiyer Thank you very much, Viswas

@leninbabu8310 Жыл бұрын

Wonderful

@shankarnath Жыл бұрын

Thx

@akshaypotdar1840 Жыл бұрын

Could you do a video on Benjamin Graham's estimation of stock's intrinsic value?

@shankarnath Жыл бұрын

I'll try. Thanks for the suggestion

@shubhamprabhakar6610 Жыл бұрын

Is quant fund house safe to invest, they have performed exceptionally well. So are there any red flags?

@ajaychaudhary8598 Жыл бұрын

Is there any formula of PE, PAT growth- giving us , number of years to reach PE 1 ?

@shankarnath Жыл бұрын

I use: Current PE = (1+EarningsGrowth%)^(No. of Years)

@yashagar4443 Жыл бұрын

Awesome

@shankarnath Жыл бұрын

🙌

@feel_the_hit Жыл бұрын

isn't this a slightly modified version of peg ratio?

@shankarnath Жыл бұрын

Yes Snehashis. I would put it that way.

@MuraliKrishna-vm1po Жыл бұрын

Pls do a video on free cash flow and stock price cagr correlation

@shankarnath Жыл бұрын

Thank for your suggestion. I'll add it to my content queue

@ajman52 4 ай бұрын

Super thumbnail

@shankarnath 4 ай бұрын

Thx! 🙌

@abhaygupta7347 Жыл бұрын

The amount of Data crunching you do in each video, I would highly recommend you to write a book explaining the nitty gritty of investing. I would be your first buyer. Following you for last you 2yrs.

@shankarnath Жыл бұрын

Thank you Abhay

@pradeeptaburagohain4728 Жыл бұрын

Wow man wow

@shankarnath Жыл бұрын

Thx

@Abhimanyu0008 Жыл бұрын

Sir please make a video on PE & PB comparison of different stocks but the same sector. I mean in some stock PE is low but PB is high and in another stock of the same sector PE is high but PB is low, Sir how to understand & analyse this scenario??

@shankarnath Жыл бұрын

Hello Abhimanyu, thanks for your suggestion. Can I have some background towards this? Is there some literature you came across that draws a causal relationship between book value and earnings growth? A little background will help, thanks

@Abhimanyu0008 Жыл бұрын

@@shankarnath Sir only reason behind my question is some analysts quote low PB as undervalued. There are many public sector stocks PB is less than 1. Sir there is one example. In UltraTech PE(28) is low but PB (4)is high but in IndiaCement PE(85) is high and PB(1.1) is low

@shankarnath Жыл бұрын

@@Abhimanyu0008 OK, got it. Thx for sharing. I'll add this topic to my content queue, appreciate the suggestion

@shaikakber4717 Жыл бұрын

❤

@PaulMaddela Жыл бұрын

Hello Shankar just my opinion. All the text pointers in the video and the socials logos seems to be too large. Please have a look and change if you feel so too. Thanks!

@shankarnath Жыл бұрын

Thanks for the suggestion. Do you watch my videos predominantly on your laptop or iPad or TV or mobile device?

@PaulMaddela Жыл бұрын

@@shankarnath I watch it on mobile.

@surfingthetsunami Жыл бұрын

How are you calculating the cash adjusted P/E ratio at 6:59 . Are you removing the interest income from earnings before arriving at the EPS to negate the income generated by the cash holdings

@shankarnath Жыл бұрын

Please refer to the seekingalpha article in the video's description for more details.

@Serendipity_Solace Жыл бұрын

Just intrigued to ask, Shankar sir do you play football? I can see one in the background :D

@shankarnath Жыл бұрын

Yes, I do. Center back, last line of defence for my team

@Piyush_jain_9 Жыл бұрын

Hinduja global fits perfectly (it has a high high dividend yield though🔴)

@shankarnath Жыл бұрын

Hope you have excluded the one-time gain of almost 6,000 crores from your calculations. That's a one-time transaction which means the PE will not go down but actually go up from PE of 1 that your screener might be showing to a lot higher number. My back-of-the-envelop calculations shows it to be a PE of 22 in this financial year i.e. 7,000 crores of mcap divided by [4,500 crores of sales at a 7% PAT] Kindly have a recheck. Thanks!

@sumitalwar Жыл бұрын

In the dmart example..dmart will have pe of 1 in 21 years..please check the video there is a discrepancy in the image and what u have said..

@shankarnath Жыл бұрын

Hello Sumit, at that moment a miniature of me shows up which clarifies that while I said 11, I meant 21. This is coming in my version of the video at 3:16 .. kindly check and confirm pls

@sumitalwar Жыл бұрын

@@shankarnath sorry sir i forgot to notice this.. Many thanks for enlightening us

@shankarnath Жыл бұрын

@@sumitalwar Oh, no worries. I got a little nervous because the 1st version I uploaded was different and this mistake edit was done in the 2nd version. Glad the right version was released. Thx!

@shriprakash9556 Жыл бұрын

Who is your thumbnail creator such a creative person

@shankarnath Жыл бұрын

Shankar Nath

@unnikrishnanramachandran7165 Жыл бұрын

Sir what about cpcl. It is doing a one pe level for so long….

@shankarnath Жыл бұрын

Hello Unnikrishnan - CPCL is a cyclical business & one has to be careful here when tagging it as a PE of 1 company. Let's remember, future earnings can go both ways - it can increase or decrease which is how it swings in case of companies like CPCL.

@unnikrishnanramachandran7165 Жыл бұрын

Understood, Sir. What I was trying to convey was that the market itself more often are unwilling to give these companies a pe more than one or a max of 2

@3ree238 Жыл бұрын

Indiabulls housing finance also fit in criteria

@ialpha6431 4 ай бұрын

Interesting videos. I came across your channel very recently. I have observed that the older videos are very practical and of greater quality.

@shankarnath 4 ай бұрын

I'm sorry to disappoint you on the deteriorating quality of my videos

@ialpha6431 4 ай бұрын

still better than a lot of other content out there :)

@shankarnath 4 ай бұрын

@@ialpha6431 Thank you!

@DrNikkhil Жыл бұрын

Beautiful

@shankarnath Жыл бұрын

Thank you

@PrapullSharma Жыл бұрын

Gollum Thumbnail :D

@shankarnath Жыл бұрын

My precious

@sushantbhargav4652 Жыл бұрын

Whoever thought of Thumbnail is OG

@harikrishnanjavahar6718 Жыл бұрын

👍👍.

@shankarnath Жыл бұрын

🙌

@rajkumarr4209 Жыл бұрын

Thanks for posting. Please make video on FII buying and how they are buying. How retail investors see their orders while markets are live

@rajneeshplp 9 ай бұрын

Hi Shankar, I tried hard to find how to buy Baba (even though I am couple of months down the line and valuation is yet the same), however it was very very complicated to buy even US stocks. FoF don't invest in Baba (or such low value stocks) meaningfully. I don't think EFTs are available (or they are?), and all the stories of Vested, IND money seems expensive and highly convoluted by highly biased Finfluencers giving partial information. How does a retail investor take advantage of this Valuation paradise!!

@shankarnath 9 ай бұрын

Apologies, I'm not sure .. I myself don't invest in direct stocks outside of India. If I come across something, will certainly circle back

@avishekdas7238 Жыл бұрын

I'll find you... And hug you... And say... Tum mast kam karta hai Shankar bhai.... Loads of love guruji...

@shankarnath Жыл бұрын

Thank you Avishek. Glad to know you are liking the content

@shivumath2557 3 ай бұрын

👍🙏

@gourchandranath9283 Жыл бұрын

Dada, start a bangla channel with investment.

@shankarnath Жыл бұрын

Hey Gour! I'm trying out some language tools. Let me circle back when I am ready

@anujoybardhan Жыл бұрын

Ahhhh !! Really wish if all the big names were available at a PE of 1 😃, But just one doubt, while using screeners aren't we trying to filter companies based on past performance, I mean , I have often heard this argument that we shouldn't drive a car looking at the rear view mirror and although filtering through the mentioned parameters is a good starting point, it is still a backward looking technique and especially when one is generally paying in higher PE multiples (much greater than 2.7 !!).. Can you maybe do one video on any forward looking techniques that are available to value a company?

@shankarnath Жыл бұрын

I'll try. Thanks for the suggestion!

@randeepyadav6084 Жыл бұрын

Sir plz... Ye video fir se banaye hindi me full details ke sath

@shankarnath Жыл бұрын

Ok. I'll try

@VarunPratapSingh22 Жыл бұрын

Trading vs investing Momentum strategy Video pls

@shankarnath Жыл бұрын

Thanks for your suggestion. There are dozens of videos on trading versus investing on KZfaq. Appreciate if you can share the 5-6 points that are not well explained in the other videos .. that'll give me a starting context.

@sujith25in Жыл бұрын

Very easy to say about opportunities in low pe stock. If a stock trades at low PE ratio, there is definitely reason for that, it can be company specific, sector specific, country specific etc. Buy it only if you have additional information which market doesn't know which is the most difficult thing unless you are an inside trader.

@shankarnath Жыл бұрын

Thanks for sharing your views

@sunil.shegaonkar1 2 ай бұрын

Not many analysts talk about P/E which is very fundamental in understanding economics of the business. Your focusing on P/E has been welcome by most commentators & subscribers alike. thanks for this upload. I have some concern, when I look at PE value (sometimes seemingly attractive and lower), :: when was that last updated? What are the regulations that compels listed companies to update their PE values and How Often? And the compliance rating of their updates? Suppose a shares market price rose my 60% in a year, it will mean PE has also risen by multiple of 1.6 times. Your analysis is certainly very stimulating for investors who want to learn more. On the other side, I've seen companies especially in the energy sector, those have very low earning (high PE) or sometimes even loss making but their market price jumps from one high to another high. I strongly believe this sector is probably subsidized for green energy initiatives by government.

@MaheshKumar-Bawliya Жыл бұрын

Dear sir, Please make the video on ETFs ,How retailer investor can generate by wealth ETFs

@shankarnath Жыл бұрын

I'll try. Thx for the suggestion

@shreeshagarwal6813 Жыл бұрын

So why can't we use PEG ratio in this case? Because PEG Ratio = PE/GROWTH and Theoretically speaking PEG Ratio < 1 means that the stock is underpriced.

@shankarnath Жыл бұрын

Yes, one can. I even spoke about it in my video on Peter Lynch. PE ratio, PEG ratio, Earnings yield, PEGY ratio etc. are variations around a similar set of factors

@shreeshagarwal6813 Жыл бұрын

@@shankarnath okay thank you❤

@viswanathharalahallidevajj9185 11 ай бұрын

👍👍👍🙏🙏🙏🤝🤝

@shankarnath 11 ай бұрын

Thanks!

@somnathdutta1980 Жыл бұрын

Sir....Alibaba is not trading at $65 but it is now at $87....it was trading at $65 around 24th October'22... I myself bought Alibaba at $60 Anyway this concept is very good...

@shankarnath Жыл бұрын

Yes, you are right. Since Alibaba is a publicly traded company, its stock price changes frequently. Infact just 15 minutes back, it was available at $84 & something. As it is currently the case, my videos are not recorded live .. the researching, scripting, recording, editing and release takes quite some time and I plan & prepare in advance.