The Secret of Holding Companies & Opportunities

Рет қаралды 77,278

2 жыл бұрын

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Пікірлер: 368

@jkj1459 2 жыл бұрын

I am a paid member . But I found this videos which are open to all are more interesting to me . I become a paid member , because when I saw your videos first time you deserve to be rewarded for such hard work . 👌👌

@SOICfinance 2 жыл бұрын

Thank you for your feedback and we are grateful for your support. 😃👍

@sakoonsinghbhatia8111 2 жыл бұрын

Finally a video on holding company…. No one talks about them …. Respect you a lot

@SOICfinance 2 жыл бұрын

Thanks Sakoon :) If you have any doubts, kindly mail on info@soic.in

@manujha665 2 жыл бұрын

Up On the shelf are - (Only which I could see ) 1) The man who solved the markets 2) investing for growth terry smith 3) beyond order by peterson 4) master class with super investors 5) Richer wiser happier 6) capital Returns 7) University of Berkshire Hathway 8) Seeking wisdom 9) Outsiders

@SOICfinance 2 жыл бұрын

Great books, must read :)

@yuvarajpatel 2 жыл бұрын

You spoil us, awesome education!!! 🙏🏼🙏🏼🙏🏼 Glad to be a subscriber and a student of SOIC... ❤️ You!

@SOICfinance 2 жыл бұрын

Thanks Yuvaraj :)

@rammahesh3349 2 жыл бұрын

Thank you Mohit sir and SOIC team for explaining value of holding company

@SOICfinance 2 жыл бұрын

Thanks Ram :)

@mdsarfaraz9153 2 жыл бұрын

Doing MBA in Banking & Finance .. Learning A lot from SOIC... Thank You

@vinayakkale6347 2 жыл бұрын

Every week has a new topic which i have unheard of. Thanks Ishmohit for teaching new concepts free of cost on KZfaq. Thank you SOIC team as well. Keep going.

@SOICfinance 2 жыл бұрын

Glad you liked it Vinayak :)

@hinasavla2391 2 жыл бұрын

Your vedio is very very informative Thanks for enhancing our knowledge. Your speech is clear & to the point

@huntrz 2 жыл бұрын

Very lucidly explained. May you be blessed with great success for sharing your wisdom.

@SOICfinance 2 жыл бұрын

Thanks Naveen :) If you have any doubts, kindly mail on info@soic.in

@arvindjain7295 2 жыл бұрын

thanks , a topic which is hardly touched upon is explained beautifully here.

@vipinyad 2 жыл бұрын

Extremely deep analysis which shows the efforts going behind. Keep up the good work.

@SOICfinance 2 жыл бұрын

Thanks Vipin :) Hope to keep adding value

@pradeepchettry6226 2 жыл бұрын

Appreciate your work. Really glad to have you and share academy in KZfaq. You guys are really a very good teacher

@SOICfinance 2 жыл бұрын

Thanks Pradeep :) Hope to keep adding value

@shekharkumarchoudhary5585 2 жыл бұрын

Your presentation is very knowledgeable and very relevant for investment purpose. Never miss it

@SOICfinance 2 жыл бұрын

Hi Mr. Shekhar. 😃 Thank you for watching our video. We appreciate your kind feedback. 🙏 We hope to continue to add value to your knowledge and investing journey. 🙏 Please keep yourself updated about SOIC's upcoming content by checking our KZfaq Community Page. 👍

@professoranuragdwivedi93 2 жыл бұрын

Mr ishmohit I chanced upon to watch 3 videos of yours. You analysis.interpretation and presentation is subtle yet content rich. Keep it up. My best wishes for your bright future asmohit

@SOICfinance 2 жыл бұрын

Thanks for your kind words :)

@UdaySingh-qg1pj 2 жыл бұрын

@SOIC @IshMohit.... Ocean of Knowledge🌊🌊🌊 As usual lots to learn and ponder upon. Appreciate all the hard work gone behind the research 🙏🙏🙏

@SOICfinance 2 жыл бұрын

Thanks Uday :)

@sohamlakhote9822 2 жыл бұрын

Thanks a lot ishmohit for bringing such quality content. Hats off to your hard-work and dedication :-)

@SOICfinance 2 жыл бұрын

Thanks Soham :)

@tejaslotlikar3573 2 жыл бұрын

idea of adding animations to explain the concepts was very good. Thanks for a great video

@SOICfinance 2 жыл бұрын

Thanks for watching our video, Tejas. 😃 Glad you liked the graphics and editing. 👍💯

@Ashkita 2 жыл бұрын

Great Video.. Ur Knowledge Is Compounding In Staggering Way.. I Just Finished "The Thoughtful Investor" By Basant Maheshwari And He Also Told About Holding Companies In Same Way..👍

@SOICfinance 2 жыл бұрын

Thanks Ashish :) If you have any doubts, kindly mail on info@soic.in

@sakirsaiyed49 2 жыл бұрын

Great insights 👍🏻 I also like Bajaj Holding n Equitas Holding 👌🏻

@clapton1987 2 жыл бұрын

Mohit..Sir..Superb..Hats off to you..💓🙏

@SOICfinance 2 жыл бұрын

Thanks Aditya :)

@becurious8680 2 жыл бұрын

You are phenomenal SOIC 👏🏼

@SOICfinance 2 жыл бұрын

Thanks :)

@rajatbanerjee6323 2 жыл бұрын

As always so profound, yet so simple. I have had no idea about holding companies. Now I have a fair idea about them. Thanks 👍 Ismohit and SOIC team.

@saherashah6235 2 жыл бұрын

Bahut achha video tha , thank you sir .👌👌🙏🙏🙏

@SOICfinance 2 жыл бұрын

Thank you for learning with us. 🙏

@tomriddle9553 2 жыл бұрын

SOIC: uploads video My mind be like: " jiska mujhe tha intezar wo ghadi aa gai"🤣🤣

@SOICfinance 2 жыл бұрын

:P :P

@anindyasundarkhanrah7592 2 жыл бұрын

Kyunki tu abhi baccha

@tomriddle9553 2 жыл бұрын

@@SOICfinance paji❤️

@jainnitish7 2 жыл бұрын

Happy Diwali to your team Gd to see ur video to update knowledge and they are so motivational for us to learn more .... best regards from my side

@jaisharma777 2 жыл бұрын

Amazing excellent video as usual... Thank you so much sir ...your efforts are valuable and appricated...thanks for enhancing knowledge

@SOICfinance 2 жыл бұрын

Thanks for your kind words Jaiprakash :)

@kaushalsomaiya8039 2 жыл бұрын

Thank you Ishomohit sir, nicely explained. Makhann ki tarah ghus gaya dimag mai 😍 Can you studid Xelpmork company. This business is similer to info edge. Kindly give yous short view on company profile.

@manojgupta-fl2pv 2 жыл бұрын

ishmohit bhai, just wanted to tell you that its BURMAH not BUMRAH like you pronounced. You are a gem for all of us. Thank you and keep up the good work!!

@SOICfinance 2 жыл бұрын

Sorry for that :) Used to calling it BBTC!

@prakashchandragouda3713 2 жыл бұрын

Sunday with SOIC... As usual brilliant knowledge session.. One doubt if I hv to choose between info edge and policy bazaar then according to your thesis which will be better in growth perspective? How you will evaluate tencent like company, I mean as holding like info edge or Murugappa group? Thank you for your great lectures.. 🙏

@sarveshwellness 2 жыл бұрын

Actually, that question remains after watching the video. No doubt video is informative. But should an investor look at holding companies or should we directly invest in the underlying?

@desaichinmay22 2 жыл бұрын

Excellent video. Thank you.

@SOICfinance 2 жыл бұрын

Thanks Chinmay :)

@sureshlaxman8629 2 жыл бұрын

Always something to learn.. 🙏

@SOICfinance 2 жыл бұрын

Thanks Suresh :)

@KashishKaushal 2 жыл бұрын

Awesome.. love your channel

@karantalasila8128 2 жыл бұрын

Brilliant as always. Small mistake in slide picture. Instead of bbtc,kama holdings was mentioned in the slide with britannia.

@SOICfinance 2 жыл бұрын

Sorry, mistake from our side. Will soon correct it :)

@utskant 8 ай бұрын

Very candid and digestible information Ishmohit. Wondering how to calculate the discount %. Guessing the ratio between Price to Book of holding and underlying companies would give this metric.🤨

@sr518 2 жыл бұрын

Thanks bro as always very informative video and keep teaching us 🙏

@SOICfinance 2 жыл бұрын

Thanks :)

@VenkataSreedharNalam 2 жыл бұрын

Great new learning for us..thanks a ton for your videos

@SOICfinance 2 жыл бұрын

Thanks Venkata :)

@rajanchauhan8140 2 жыл бұрын

Again Thanks a lot Big Brother 😇🙏 And 1Ques. Is blockchain/crypto can effect our stock market.? I mean! If thing become decentralised, than inflation rate goes down. (I think) And if inflation cuts, then our purpose of investing in equity, can be void. In simple word, is blockchain impact (in bad manner) the way of earning profits of our companies? Please answer it 🙏 If you get my query 😇

@abinkumar7226 2 жыл бұрын

Here since 15k subcribers.. you guys have never disappointed!! 🔥🔥

@SOICfinance 2 жыл бұрын

Thank you so much :) Stay tuned :)

@VipinKumar-mb6qc 2 жыл бұрын

Great teacher great knowledge 👍

@SOICfinance 2 жыл бұрын

Thanks Vipin :)

@ujjagerkooner9065 2 жыл бұрын

Valuable Analysis! Keep it up!

@SOICfinance 2 жыл бұрын

Thanks Ujjager for your kind words :)

@VivekSir90 11 ай бұрын

Great video,nicely explained ❤

@VivekKumar-qf4xq 2 жыл бұрын

Thanks for great information 🙏❤️💐

@SOICfinance 2 жыл бұрын

Most Welcome Vivek :)

@sanjaykayathwal4700 2 жыл бұрын

Thanks Professor once again for wonderful video. Awaiting very eagerly video on Sona Comstar as unable to understand the valuation on which it is trading.

@SOICfinance 2 жыл бұрын

Thanks Sanjay :) Sure, coming up with a video on Sona Comstar. Stay tuned

@bansalshubham1234 2 жыл бұрын

I remember you mentioning in one of the videos recently that you would come out with a video on ION Exchange. Really looking forward to it. :)

@SOICfinance 2 жыл бұрын

Will surely cover it soon. Stay tuned Shubham :)

@mrmanojjoshi1 2 жыл бұрын

Dear sir, Your videos are awesome!!! Please make video on ACE, Gabriel and IDFC First Bank🙏

@Psethi1 2 жыл бұрын

Idfc already made

@nachiketdaithankar4405 2 жыл бұрын

Easy to trust a person who's got Jordan Peterson on his bookshelf. 😎 And as an investor in HDFC Ltd., this went a long way in reaffirming my faith in the stock. Good stuff, SOIC.

@SOICfinance 2 жыл бұрын

Thanks Nachiket :) If any doubts, kindly mail us on info@soic.in

@anupsahamathematicsteacher3102 2 жыл бұрын

Lots if respect for you and your channel.

@SOICfinance 2 жыл бұрын

Thanks Anup :)

@vivekshivdasani9521 2 жыл бұрын

Another reason why Bombay Burmah trades at such a massive discount to Britannia is that the promoter family maintains very high corporate governance standards for Britannia. The Wadias do not meddle with Britannia. Such is not the case with BBTC where corporate governance is much more lax. Infact there is very little corporate governance in BBTC.

@prakashpadalia6253 2 жыл бұрын

IDFC Ltd holds IDFC AMC and IDFC FB.... Good value unlocking prospect..

@jkj1459 2 жыл бұрын

But may take years .. because idfc first eps only 24 paisa 🙄 how long

@prakashpadalia6253 2 жыл бұрын

@@jkj1459 I am talking about unlocking value in IDFC through selling AMC and reverse merging with IDFC First Bank...

@SharwanKumar-mn4cd 2 жыл бұрын

आपने अच्छी तरह समझाया

@SOICfinance 2 жыл бұрын

Thanks Sharwan :)

@kalpeshpathare1108 2 жыл бұрын

Thanks 😊 Soic Team And waiting for A Sona Comstar

@SOICfinance 2 жыл бұрын

Most welcome :) Yes, video on SONA Comstar coming soon

@jaswantvirk4423 2 жыл бұрын

Excellent analysis 👏

@SOICfinance 2 жыл бұрын

Thanks Jaswant :) If any doubts, kindly mail us on info@soic.in

@growliketurtle 2 жыл бұрын

Very good informative video. Thanks for such a video

@SOICfinance 2 жыл бұрын

Thanks for your kind words :)

@aksharmasilwar 2 жыл бұрын

excellent research and analysis.

@SOICfinance 2 жыл бұрын

Thanks Ashok :)

@phanidhulipalla9745 2 жыл бұрын

Again very good knowledge video thanks brother.😊😊

@SOICfinance 2 жыл бұрын

Thanks Phani :)

@okenjoysamarthguru6201 2 жыл бұрын

Thanks Bro Great Knowledge

@SOICfinance 2 жыл бұрын

Thanks :)

@vijaybhandare5020 2 жыл бұрын

Ishmphit we generally pronounciate it as Bombay Barmah.

@SOICfinance 2 жыл бұрын

Yes, mistake from my end. Will get it corrected :)

@alnicononmet 2 жыл бұрын

Looking for such video in indian context from long time. Should have covered when holding companies becomes Market favorite like change of management, starting dividend like vls finance. Value trap examples like stel holdings, summit holdings,they never pay minority share holders and share price go up only when they enhance stake upto 75% , check their share holding pattern. Range of discount in bear to bull markets etc.

@RajuRoy-ro9gj 2 жыл бұрын

Thank you sir 🙏

@sibisen6891 2 жыл бұрын

Sir , your analysis is great but for the non-hindi folks , if you can provide subtitles that would be great !!! Cant miss out on this info..

@SOICfinance 2 жыл бұрын

Hello, sorry for the delay. It will be added by tomorrow for sure :)

@giteshkharat9236 2 жыл бұрын

Very Nice Video , Profound Knowledge 😘😘😘😘

@SOICfinance 2 жыл бұрын

Thanks Gitesh :)

@janarmp 2 жыл бұрын

Nice explanation!!! Which holding company you think would decrease discount gap to 20% in 2-3 yrs?

@ravindrabajpeyi4841 2 жыл бұрын

Excellent, Hdfc, murugappa, phrasal are the best holding company to invest

@pinkitikader385 2 жыл бұрын

Thank you sir

@SOICfinance 2 жыл бұрын

Glad you liked it :)

@sanjayjain-qc3xx 2 жыл бұрын

Excellent

@SOICfinance 2 жыл бұрын

Thanks Sanjay :)

@priyankaharitash 2 жыл бұрын

Long Term इन्वेस्टमेंट के लिए मुझे 3 चीजे सीखनी है Video बनाये 1. Fundamental data को read कैसे करे & उसमे जो term use होती है उसका क्या मतलब होता है & ये कैसे effect करती है Like- EBITDA, PE, PB, EPS, CAGR etc. मुझे सभी term deeply सीखनी है fundamental की 2. Quarterly Results किसी भी कंपनी का PDF मे कहा मिलेगा 3. किसी भी कंपनी का valuation कैसे निकाले?? Share price कंपनी के valuation से अभी महंगा है या सस्ता ??

@SOICfinance 2 жыл бұрын

Sure Priyanka, we cover all this in detail in SOIC Membership

@aswinganesan4985 2 жыл бұрын

Mr sing I don't even know your name till this date but I know this you are the best mentor for my investment journey

@SOICfinance 2 жыл бұрын

Hi Aswin. 😃 Thank you for watching our video. It's Ishmohit Arora, he's one of the founders of SOIC. He's also our instructor and lead research analyst. 😃 We appreciate your feedback. 🙏 We are glad our content added value to your knowledge and investing journey. 💯 Please keep yourself updated about SOIC's upcoming content by checking our KZfaq Community Page. 👍

@investinshares5071 2 жыл бұрын

आभार🙏🙏🙏

@SOICfinance 2 жыл бұрын

Thanks :)

@mahantheshdn940 2 жыл бұрын

Thank u for valuable info

@SOICfinance 2 жыл бұрын

Glad you liked it Mahanthesh :)

@sanju77792 2 жыл бұрын

With love power house idea 💗

@SOICfinance 2 жыл бұрын

Thanks Sanjay :) If any doubts, kindly mail us on info@soic.in

@availablehage 2 жыл бұрын

Some really deep analysis

@SOICfinance 2 жыл бұрын

Thanks :) If any doubts, kindly mail us on info@soic.in

@KaustubhTendulkarpro 2 жыл бұрын

Nice. Waiting for the renewable energy related video...

@SOICfinance 2 жыл бұрын

kzfaq.info/get/bejne/o9iYl6t7mNC4npc.html

@Nirmal_Hegde 2 жыл бұрын

thanks for the wonderful informative content. waiting the micro cap and sona comstar video. Jaihind

@SOICfinance 2 жыл бұрын

Thanks Nirmal :) Sure, stay tuned

@prudhviraj8459 2 жыл бұрын

14th Like Thank you Ishmohit Sir for your efforts in educating us 🙏 Excited to see you on November 21, 2021 on "Deep Dive on Quarterly Analysis"

@SOICfinance 2 жыл бұрын

Thanks Prudhvi :) Hope to add value in the webinar :)

@anindyasundarkhanrah7592 2 жыл бұрын

Kahin deep dive mein doob na jana bhai apne papa ke paise mat dubona mere pyare bhai

@debasissamantray8233 2 жыл бұрын

excellent content as always…i am also growing as an investor with You. 😇

@SOICfinance 2 жыл бұрын

Thanks :)

@shobhitg7232 2 жыл бұрын

Larsen and toubro is operational holding company for LTTS AND LT INFOTECH

@yatinawaal6682 2 жыл бұрын

Dear Ishmohit, please make a video analyzing Moldtek Packaging. Thanks 😊

@SOICfinance 2 жыл бұрын

Sure Yatin, coming soon. Stay tuned :)

@digvijaychoudhari4128 2 жыл бұрын

Sir plzz make a series on how to do detail fundamental anaylsis Big fan of you sir. 😀😀

@SOICfinance 2 жыл бұрын

Hello, its part of the SOIC Membership Digvijay :)

@abhishekkhard6181 2 жыл бұрын

Keep it up Ishmit bhai .. inspiring research as always If u can do a short video on Grasmere and godrej industries if they are worth buying ?

@nunnaprem 2 жыл бұрын

Thank you for the wonderful explanation abt holding companies, just on the slide of the Britannia holding company, KAMA appeared instead of BBTC (just for correction) ....really learned a lot. Thanks to the team.

@SOICfinance 2 жыл бұрын

Thanks Prem for your kind words :) Yes, sorry for that

@manicoins8879 2 жыл бұрын

tube investment is my always fav frm tamilnadu

@drsunilmishra 2 жыл бұрын

Nice Presentation as usual 👍. Is Biocon not a holding company too ? It holds 70% shares of Syngene , Biocon Biologics (due for demerger/ipo) and it has its own business. You have spoken multiple times about Syngene wrt CDMO/CRAMS , what's your take on Biocon ?

@jssping123 2 жыл бұрын

one more awesome analysis

@SOICfinance 2 жыл бұрын

Thanks Sohi :)

@shaadikvirani7665 2 жыл бұрын

VLS finance also is a good holding company having stocks of many good companies.

@nimingarg4313 2 жыл бұрын

Good knowledge

@SOICfinance 2 жыл бұрын

Thanks Nimin :)

@chandrashekharpatil2738 2 жыл бұрын

The channel is highly underrated. The value Ishmohit adds through this channel is way more than so many so called market guru. Thank you so much for all the videos you make for your viewers.!! 🙏

@SOICfinance 2 жыл бұрын

Hi Chandrashekhar. 😃 Thank you for watching our video. We appreciate your kind words of encouragement. 💯🔥 We're grateful to have your support. 🙏

@harshshah6691 2 жыл бұрын

Can Larsen and Toubro group also be an example of side car investing? They are carrying out their core business well and have done well in developing their IT business. So it’s a good operational holding company right?

@amangulati 2 жыл бұрын

Thanks sir...pls also review kalyani holdings...

@SOICfinance 2 жыл бұрын

Glad you liked it Aman :) Sure, will cover it. Stay tuned

@kuldeepsinghchauhan4483 2 жыл бұрын

With love from powerhouse ideas

@SOICfinance 2 жыл бұрын

Thanks Kuldeep :)

@t063-shubhambhatt3 2 жыл бұрын

Great content 😎😎😎

@SOICfinance 2 жыл бұрын

Thanks Shubham :)

@t063-shubhambhatt3 2 жыл бұрын

@@SOICfinance one suggestion bro can you make portfolio services or advisory for retail investors like us , example like as yadnya portfolio.

@bipulkumardeka2239 2 жыл бұрын

Great👍. knowing new concepts

@SOICfinance 2 жыл бұрын

Thanks Bipul :)

@sanjaynandlaltibdewal7962 2 жыл бұрын

नाइस सर 👍😊

@SOICfinance 2 жыл бұрын

Thanks Sanjay :)

@surajkannaujia9318 5 ай бұрын

Great job 👏👏 I want to know what's is ROE , Eps difference between two parameters Both parameters how to calculate by formula kindly explain

@priyankaharitash 2 жыл бұрын

@SOICfinance 2 жыл бұрын

Sure Priyanka, we cover all this in detail in SOIC Membership

@pratyushshukla9362 2 жыл бұрын

Pls make a video on crypto, You are the the best teacher.

@SOICfinance 2 жыл бұрын

Sure Pratyush :) Thanks

@mahendratonape27 2 жыл бұрын

Motherson sumi is also very good in acquiring other companies

@SOICfinance 2 жыл бұрын

Will cover Motherson Sumi soon, stay tuned :)

@rengagovind727 2 жыл бұрын

Super sir

@SOICfinance 2 жыл бұрын

Thanks Renga :)

@chintanrathod3478 2 жыл бұрын

Equitas holdings..this is another great stock to look at

@SOICfinance 2 жыл бұрын

Hello, we have covered the same in our detailed video. Kindly check our YT Channel

@chintanrathod3478 2 жыл бұрын

@@SOICfinance guys your videos are great..but if possible please try to restrict the video length to 15 mins to max 20 mins

@Tylersdurdenm 2 жыл бұрын

Sir please made a video on electronic manufacture companies and growth opportunities in this sector 🙏🏽🙏🏽🙏🏽🙏🏽

@SOICfinance 2 жыл бұрын

Sure Deependra. Stay tuned :)

@RamChand54 2 жыл бұрын

Very good👍. What about RIL and L&T?

@SOICfinance 2 жыл бұрын

Thanks Ram :)