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Is there any sector, any theme which you like, ah, on which you feel that attention should be paid or where there are good valuations, you should look for those stocks, different themes of the capital market, stocks moved a lot, there was growth, new stocks came, there was good momentum in Samman Capital, BSE moved, CDSL moved, in this way, which sector do you feel that the next rally can be seen there, so sir, in this, I have just come up with a formula, an acronym, which is called formula, not an acronym, which I named RISE RISE, so I like these stocks, one is R stands for Renewable Energy, so I have investment in them also, within Renewable Energy there is an unlisted company as well and among two-three listed companies, so I like Renewable Energy stocks very much.
I think his future is bright. But they should keep in mind that there may be competition within them because many people are increasing their capacity very rapidly. So the market is never in a state of 100% uncertainty all the time. Uncertainty always exists in the market. Investors should understand this.
That's why I say if you can't drive yourself then hire a driver. This means invest in mutual funds and don't get influenced by what people say. Nothing can be made out of it. Less money is made. It is not made percentage wise. Do n't get carried away by all this nonsense. If you do n't know how to drive and you want to drive, then sir you will have to hire a driver.
Even the driver can cause you an accident. But you will cause a serious accident because you don't know how to drive. He'll at least have a somewhat safer, less gravity accident. You must understand this before moving forward. So, you have no other option. So RISE stands for renewable energy and I stand for infrastructure, that development of any company or country cannot happen without infrastructure.
We are also far behind in infrastructure. There was a huge infrastructure boom from 2003 to 2008 and infrastructure shares increased 20, 30, 50, 100 times, sir. After that [nasal sound] the bicycle broke down and there was a lot of competition from companies. Many small companies also came up. Now everything has been destroyed.
Everything is over. It has stopped. The default has happened. All the remaining 80, 70, 80% companies went to NCLT, the smaller ones went to NCLT. Everything just came out of him. 101 companies are left. I think they have a good future in India. Right now they are working at good valuations. There is less competition and less people to work.
So one should find such a company among them. All kinds of companies come under infrastructure, sir, those that build dams and bridges, understand, I like one like this, RI and S stand for security, sir, defense shares are also good in it, and within that there is physical security, there is digital security, like cyber security companies, I like that too, sir, but it is not cheap, so you will have to wait or you will have to understand that it will probably remain expensive, so I will buy it at a higher price, you will have to compromise with your mind, and the last E means emerging theme, sir, understand that data center companies come under it, cable companies come, power companies come, and power actually comes under infrastructure, when I said infrastructure, power also comes under it, sir, and yes, and under R, I wrote renewable, solar and hydrogen, and understand that wind comes under R, power also comes under infrastructure, there is going to be a huge demand for power, there is going to be a shortage of power, so that also comes under infrastructure, those who build power plants and maintain them.
If we do it then the last one which I told about Emerging Team is Data Center, AI but in this not many companies are listed yet, even if they are there then they are very expensive, these should be kept in mind, sometimes there is a fall in the market, there is a lot of panic in these sectors, at that time one should take action, Sir, we can get good opportunities here during the fall, which Sir is liking, in that sector there is Renewable Energy sector, a lot, we keep discussing a lot on all the shares.
The infrastructure looks good. Apart from this, defense stocks are looking good in security. It is advisable to buy in the fall. Ah, cybersecurity companies are good. But they are expensive. Once it reduces a bit, you can look at the opportunities. There are good opportunities here in the power [nasal sound] sector.
And of course the way the temperature is increasing every year. There is still demand here. Okay sir tell me one thing like now you mentioned power or anywhere ah if you can answer then ah a lot every year the temperature is increasing, the demand is increasing. But especially the PSU stocks of the power sector are not doing well, so what does it mean that you feel that more focus should be on private stocks.
There is pressure from the government on PSUs, hence they are not able to perform well. Sir, will you solve some puzzle regarding this? Look, this is a matter of great surprise, the topic you have raised is a matter of great surprise, sir. I also think about this many times and take names of similar shares to tell you that I do not have any investment in them.
Let me tell you this first. Like NTPC, sir, such a company cannot be formed in India. Today it is not moving, it is not moving but is fallen. 30-40% drop from the top. Just a few days ago the price was Rs 220.25. Right now, maybe something or 200 or 325, I don't remember. That 20-30% has just fallen.
Such a company cannot be formed, sir. And this is not my recommendation. I haven't even taken it. I am telling you but it is on my radar. This is Power Grid Corporation, sir. It cannot be like this. There is going to be a grid shortage. As per the number of solar plants that are coming up, other plants will actually feed the electricity into the grid and this company expands by Rs 25-26 crore every year.
But some people do not have faith in them, sir. Because what we mean by government is that where there are government companies, we all know that there is a lot of bureaucracy there, sir, decisions are not taken in government companies, such decisions which they have to take within 15 days, even those get delayed sir, many times when I read any of my conversations, any interviews, someone says that I wonder how the country is run, then it does not matter, it is not in his hands, so I also feel like when will it happen.
But now understand the second point like this, Sir, I contradict my statement on this. All the shares of FH are in private sector, majority of the shares are in private and public sector. If you understand, then within three to four years, Jogi Hindustan Aeronautics and BHEL and BL and many other shares, sir, they have already gone up.
But there is no answer to this question. The point of this is that if you understand them then brother, you should hold them. Maybe their time will come someday. If the shares are cheap then their time will come someday, definitely the time will come, Sir, when we are talking about time then I would also like to know about the Railways, when will their time come, the discussion about the Bullet Train has happened, now talks are on to finalise the date, the trial is going to start, I mean we are getting so many orders also but the same sluggishness is there with the Railways also, the trains which were supposed to run started 2 years ago, have they become so expensive that despite all this, they seem expensive to the people, will you comment anything Sir, regarding the Railways, don't I focus much on them.
I have n't even taken any shares in the Railways, but the formula seems to be the same there too. But as far as the bullet train is concerned, sir, the bullet train is being built by the Japanese, sir, their work is time-bound. They have to complete it by August 31, 2027, for example, and they will complete it, otherwise they will not come to your country.
So, all the companies related to them, sir, will benefit. There is a huge expansion going on in the Railways, sir. All the lines are being spread all over India, more tracks are being laid every day, so their future is bright. And the shares had become expensive, sir. Ultimately, this is the thing. Right now, there is a share which is available for Rs 40, that too is a PSU.
Some share is available for Rs 8, that too is a PSU. So, right now, but I feel that their future is bright, sir. It seems to me that this too is related to infrastructure, sir. The Railways and so on have also come up. Airports have come under all the infrastructure, their future is bright sir, we are one sir, when you do so much analysis, you also mean it is right.
I do n't take that much tension but still I think about Rupee and Crude, Sir, where did I go, I mean I had never seen so much volatility, sometimes something is happening, sometimes something else, I mean how will you do the analysis because you do some analysis today and in the night a tweet comes about the opposite situation, now it seems that things are improving, then it is found that yesterday the situation has changed, these things keep changing, so what is your view about Rupee and Crude?
What would you like to comment on this, sir? Sir, the view is that let RBI think about Rupee and Crude Sir. If you take on all the worries, all the concerns, then tell me how will you live your life? This is the character of a man, Sir, generally the majority of people. We keep searching for sorrow.
We do not seek happiness within life. We keep searching for sorrow. They keep looking for points. What all will you uproot, sir? If I say in slang language that the rupee will become 100, you do n't have anything in your hands, brother, what will you do in this? And as a citizen, I am a normal citizen, you understand that even if the rupee becomes 100, tell me what difference will it make to me.
Untill, unless I am going on a foreign trip, it is fine, it does not make any difference to me. Yes, inflation will come, the things that are being imported will become expensive. If it happens, it will happen, sir, that is not in our hands. Why are we in the stock market with so many worries? Tell me one thing, a shopkeeper who is sitting and running his shop, he might be selling shoes only.
Will he sit inside his shop and watch the price of crude every day? Sir, what has happened to this crude? What has happened to this rupee? There could be some chemical in it too. If you go to the bank, it will also have some impact on crude somewhere or the other. All things have an impact on crude.
So, there are no answers to these things. Whatever happens, let it happen. With this I told that look at the past of the company, if its health is good, it will grow in the future, so the company's past is good in growing in the future, these small problems of crude or rupee will come, if its past balance sheet is good, it will bear it and come out, sir, 10 years, 12 years ago, crude was $135, if you see, then understand that the country keeps moving, sir, all these things happen in between, right now it was still $15, a month and a half ago, it has come back to 80 and this will continue because of this, the whole world is engaged in speculation, sir, you should understand this, the whole world is engaged in speculation, sometimes speculation is going on in aluminium, sometimes in zinc, sometimes in this, sometimes in copper, sometimes in rupee and sometimes there is a lot of speculation in gold and silver, think about it, gold and silver have increased three times in a year, gold and silver have increased three times to five times, brother, it is increasing in solar, it has been increasing in solar for 20 years, brother, it is not new, it has started today, you are selling the narrative today, so when the narrative starts coming It is known, sir, one should understand that it is going to be ruined once its long term future is good, yes you just said one thing that everyone is speculating, sir, you mean perhaps in our conversation or somewhere in the conversation you had mentioned that you too had incurred a huge loss in speculation.
So, when you started your career, you had made some bets, so what did you learn from that, now when I was told that it is time for you to leave, then please share some of your experiences, Sir, those who are still trading, some people might have had very good experiences, some people had bad, what did you learn from your bad experience?
No, whatever I am saying right now, whatever you may understand, whatever you may say to new investors, small investors, whatever you may say as a lesson or a friendly advice, whatever he says, he is a victim, as it is called in Hindi, that victim is saying these things in front of you. I have never seen all these things anywhere.
These are all the things I have felt. So I did not speculate anything else. I spent the entire 10 years of my life in gambling and even after 10 years I did not have even ₹100 left. Then I realized what happens in my entire life, sir, we say that your competition is not with others. It is not from the third one.
It is by itself. I want to say one more thing, sir. Your competition is not with yourself, that is, you, but with your knowledge. It is also of your age. It is also related to your age. The competition you have to face today will change its situation in 20 years. I mean to speak. What happens is that after practicing this for 10 years, I could not even reach ₹100.
I came and went, I came and went. Every day Ram comes and Ram goes, this is what is going on. So he said, what business am I engaged in brother? My whole life will pass by doing this. So you can understand its gravity that ₹100 was not saved in 10 years. Then I reviewed my life a little bit, what I did and what I didn't do, and realized that maybe I should invest.
So sir, people learn only after facing difficulties. No one learns like this in life and this is a good thing. So I faced so many setbacks that I gained some knowledge about investing in myself. When things went wrong in investment, I did not understand that investment has to be done but it has to be a long term investment.
Then while making long term investments, I also understood that no brother, a company with history, which is very big, can fall sick tomorrow. Something will suddenly change. There will be a problem with crude tomorrow. There will be problem in Rupee. Understand that 80% of it is being imported. That company will face problems.
So it is also understood that one should not invest in a company just by looking at its history. To see its further growth. But a strong balance sheet suggests that minor illnesses will occur. If there is any minor cold, cough, fever, flu etc. then if the body has good resistance power and immunity, then it can bear it and remain standing.
Sir, whatever I am saying to you, I have shown you this by peeping into my life from my entire life. So whatever I have understood, I will share it with you. Of course sir, it's great to be with you. It means you feel like you should keep talking and keep being heard. Ah but now there is time constraint sir, I am being asked to end the program.
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