What to do when businesses are hit by Regulatory Risk?

Рет қаралды 1,200

Ай бұрын

What to do when a business is hit by regulatory affairs or IT raids?
I take the recent case of Angel One in the brokerage space to make the point.
Portfolio diversification and flexibility is key to buying stocks in India.
LINK to access the Recoriding of the Workshop on Financials (July 6-7):
forms.gle/RKcpDYrDdRNeve5MA

Пікірлер: 21

@RAJARSHISHOME Ай бұрын

Hi guys, I made a mistake in this video. It is the exchange and not the depository that gives a kick-back in revenues to the brokerages. I said CDSL when it should be BSE and NSE.

@sayanchatterjee7748 Ай бұрын

Fir vi Angel one ko nahi bechne wala! Tumhara baat sunke IIFL, Polycab ko bech deta toh bada loss ho jata. Becha nahi, abhi 2X ho chuka hai.

@TradeWithRavi123 Ай бұрын

Polycab 🎉🙏 . IIFL to bech dia tha 33% loss pr 😢😢😢

@indrajith1422 Ай бұрын

Thank you! Can you please do an analysis on Ujjivan small finance bank?

@keerthiraj3498 Ай бұрын

Tqsm vry much spl video as always u do for us❤

@rohanrahal Ай бұрын

Sir make a playlist on good smallcaps and micro caps

@baboasmid4577 Ай бұрын

Namaskar sir 🙏

@abhishekroy8754 Ай бұрын

Now nobody is talking about HDFC Bank 😅

@AbhishekKumar-vd2su Ай бұрын

Its directly dent on the company earning.so your decision to cut the position is absolutely right a.c to me

@sayanchatterjee7748 Ай бұрын

A lot of things may happen, you never know. 1. This is common for all the discount brokers, they may easily pass on this to the customers. 2. Angel One's Revenue is increasing at the rate of 50%+. Even if this affects pat by 30%, Angel One will still grow in 20-30% range, excellent for a stock trading at a PE of 15-20

@ParminderSingh-yp3us Ай бұрын

Bilkul sahi kaha .. kuch logo k liye kuch institutions biased hote hai … aur agr log itna fno kr rhe hai toh yeh jimedaari logo ki hai .. business toh waha hee business krega jaha growth hai .. agr naa kre toh vo kaise business … iss trah toh phir railways waalo ko bhi rail mein kuch praband krna chahiye ..phir waha kyu announce krte hai ki swari apne samaan ki khudd zimedaar hai .. 🙁..

@pardeeplather8918 Ай бұрын

It's about angle one regualry risk aaj hi sell kr diya

@jatinjain4270 Ай бұрын

But the thing is sir!! It's the regulatory risk it's not the company internal issue. If this is their external issue then only you will get fundamentally strong companies at good level.

@RAJARSHISHOME Ай бұрын

Fir se video dekho you did not understand the point.

@happyguy650 Ай бұрын

yes but the value has now been affected which can affect growth....

@pardeeplather8918 Ай бұрын

Yes brokrage company ka marjin km hoga so sell @@RAJARSHISHOME

@pankaj201111 Ай бұрын

Sir i want to attend live workshop , link showed expired ?

@RAJARSHISHOME Ай бұрын

@@pankaj201111 Live seats are filled. You can access the Recordings from the below link: forms.gle/RKcpDYrDdRNeve5MA

@pradhuman6998 Ай бұрын

You are not tracking your portfolio companies enough. There was an article in zee news about this exact regulatory change on 13th June. I personally think 17-18 names are a lot and anyone chasing growth should concentrate and keep max 5-6 stocks. Any opinions ?