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Friends, as of today, Warren Buffett's age is 95. Now at the age of 95 there are two things. First of all, he is alive and secondly, he is trying to teach you at the age of 95. What are you trying to teach me that brother, I am sitting on cash. You also sit down. I am selling my stocks. Well, I am not saying that you should sell it.
But they are definitely telling you when to buy it. Now I will explain a small loop to you and you will start understanding the point. First of all, Warren Buffett is currently sitting on $400 billion in cash. 400 billion is approximately ₹9500 crores in today's date. Think about this much money these 400 people are not investing at this time.
When your salary comes, your SIP gets deducted. You are doing SIP. The market goes down, you think of buying on the dip. But why is the world's biggest investor sitting on cash right now ? And why are they not deploying this money ? I will also explain a little bit of mathematics to you and then I will expose a small scam to you which will blow your mind.
Look, let's assume you have ₹1 lakh. Now you say, friend, there is a dip in the market. Let's talk about today only. Today if I show you Nifty, today again Nifty is down by more than 1%. So this is the dip. Now if you invest, how much will you invest ? You will say friend, let's invest 10% of ₹1 lakh.
Isn't it ? So let's invest ₹10,000. The market is down. Now imagine if Warren Buffett had to do the same thing. So Warren Buffett has 400 billion. Now you say that if he also invests 10% then he will invest Rs 40 billion if the market falls a little. Now first of all you should just take 10,000 to roughly get 1 billion.
If I multiply it into 40, not four, not 400 crores, it becomes 4 lakh crores. If the market falls a little, Warren Buffett will invest approximately Rs 4 lakh crore according to you. If we go for buying ₹4 lakh crore in India. Somewhere we will buy stocks worth ₹4 lakh crore. So what will we buy? We will buy entire companies, brother.
They will buy entire companies. Let me show you. Now just look at this list once. Let us remove these top 10 companies from India. After that let's start with Infosys. You can buy Infosys for approximately Rs 4 lakh crore. You can buy Maruti Suzuki. You can buy Sun Pharma. You can buy Adani Pow. You will get Mahindra & Mahindra for Rs 4 lakh crore.
Ok? Adani Ports Axis Bank, NTPC, ITC means you will get one company. So this is what I am telling you. This is the company that Warren Buffett once thought, let me invest 10% of the cash I have. So these entire companies will be sold. He has so much money. But he is saying that he will not buy it today.
Now I told you that I am going to expose a problem to you. Let me explain that problem. You have been watching for so long, brother, NASDC has increased by 40% this year. This NSDCC is running up because AI boom is coming. Now inside nSDC you see that there are shares like SandDisk and SandStis through which you buy memory cards.
Its share increases by 3600% in 1 year. Meaning, after getting listed, it has given a return of 4100% since February. Meaning, if someone had invested ₹1 lakh, it would have become ₹42 lakh in 1 year. There has been such tremendous growth in stocks like Scientist, what to say about Nvidia shares, 1400% return in 5 years, so the point here is that on one hand we are seeing that AI boom is coming.
Ok? Now you are being told that this is nothing like a dot bubble. Now when did the dot bubble come? It came in the year 2000. Now what is the similarity between the year 2000 and now ? I will share everything. Don't worry. So, it is not like that at all because this time there is real demand. People are using AI.
My brother is definitely using it. These companies are going up. Why? Because the AI companies like your chat GPT are telling these companies that brother, I want to open a new AI data center. They are currently receiving funding. AI data center is to be opened. For this I need SSDs for storage. So the scientist's share is running up.
Nvidia stock was running up. For one, Bitcoin was rallying earlier. So Nvidia, you all know, makes graphics cards. Now graphics cards are needed for AI data centers. Graphic cards are also required inside the AI. So shares like Nvidia Sand became very popular. Had fun. But there is a question. Where are these Chat GPT companies getting money for storage ?
Are these companies making profits? This should be a real question, brother, if you are earning profit today then you will buy a phone, you will buy a car, you will buy jewellery, you can buy anything if you are earning profit but if I say you have taken a loan, you have taken a loan or you have taken funding from an investor, if you do not have money then that is not your money, keep in mind you can use this money for expansion, now they are getting money from this usage, so you should ask Google once, I also asked a simple question, is Shade GPT profitable?
So it said Clear, the parent company of Open AI, is not profitable and continues to burn billions of dollars annually. Now every time you search on Chat GPT, you are wasting money. You are not earning money and how are you wasting money? Because funding has been received. Let me ask you another question here.
If it is said today that you will have to pay money to use Chat GPT. You know that they have a subscription model, so will you pay? I have a simple question. You will say there are so many AIAs. I will use someone else. Why will I give money? Only 5% of people are paying for subscription. 95% of people have become accustomed to using it for free.
Yes, the money can be charged tomorrow. So future profitability is being talked about. But is it profitable now ? The answer is no, it is not profitable. So what's going on? If I may say so, the share prices are manipulated. Why is it manipulated? Brother Sands is being told that brother, you have received orders.
You become one, you have billions of orders. So what happens? The share price suddenly goes up. Hey, the company will earn billions in future. Who will give it? That chat GBT means Open AI. Suppose he will give money to the centrist. But if the funding stops tomorrow, at least the money has come into the account but it has not become profitable.
They keep burning money. So will they face problems in getting contracts tomorrow? It can definitely come. So this is a massive problem. Today there is an AI boom going on. Now let me show you the reality. Now on one hand, we will first understand a ratio which people do not want to understand. People do n't want to talk about it.
And that is cape ratio. Now what I call Cape Ratio is also called Sheller Ratio. So this is the cyclically adjusted PE ratio. Now what is happening with the price to earnings ratio ? Just look at it once. This chart is not from today. We have this chart from 1871. The dot com bubble came in the year 2000.
In 1999, the valuations of companies , the shares of the company which had less dot in the middle , started running away. This is happening even today. The share price of the company A is operating in is rising. So the Shiller PE ratio went above 42 at that time. Butt around 43 what's happening today?
Even today the same story is being repeated. Went above 40. So when it went above 43, a massive correction came from there. Similarly, in 2008, the seller PE ratio was only around 26. But after that the market falls again. So the ratio of 26 itself becomes too high. Right now it's 40, brother. And do you see any similarities with what happened in the year 2000?
Could that still be happening? So Warren Buffett is very cautious right now. He is absolutely clear that brother, do not invest money right now. Why? Because the valuations are very high. So Warren Buffett has been fine conservatively for the last 3 years? Stocks are being sold. This is approximately 12 quarters and 36 months.
Net seller for 36 months. Warren Buffett and Warren Buffett's company are in the palm of his hand. So this is a net seller. How much goods have they sold? Let me tell you. How many stocks did he own worth 24 billion ? Stocks worth 24 billion have been sold. Now in today's date, if you look at Apple which was Warren Buffett's favorite company, Warren Buffett made a huge investment in Apple.
People know that he invested. But if you look at this time, from 2023 till now, he has sold almost 70% of Apple's stocks. Today, if I talk to you about Apple, friend, they made a mistake. Apple's stock is still running up. Ok? So let's move on to Apple's share price. Let us show you that it has increased by 38% in the last 1 year.
And we're talking about them selling from 2023 onwards. Almost 129% means if he had held it, the money would probably have doubled from here. But Warren Buffett did not do this. I don't know why he did not do it but he sold the shares instead. They sold because the PE ratio has now crossed 35. And when the PE ratio went around 30 they started selling.
When was it purchased? When Apple's PE was between 10 to 15. So what I'm trying to say is that they sold Apple. You are saying that friend, he missed a big rally. But maybe Warren Buffett is thinking something else. Warren Buffett is thinking that it doesn't matter, let it go. Where has he kept the money now?
That means cash is not like the one we keep in the bank. So they have bought US Dept. US securities have been purchased. So from that they are getting money annually at the rate of 5%. Now where is this stock rally of another 5%? I am also understanding this. But they want a big crash in the market.
how big? About 50%. And when the PE ratios fall, he will invest again. Now they are waiting for that. He is in no hurry. Now when I read in it and was listening to one of his interviews, Warren Buffett said that it has been more than 60 years since I started doing business. It has been more than 60 years since I started doing business.
In these 60 years, there were only 5 years which were very juicy. I really enjoyed investing in it. So Warren Buffett is not afraid of crashes. He is not afraid of crashes like you and I are afraid. They see crashes as opportunities. Once in a lifetime opportunity. So he is saying that if the market crashes, will I have money or not?
How will that money be made ? Today that money is invested in debt. So they vacated Apple. Yes, whatever their expectations were, whatever their targets would have been, they would have been met. The stock moved higher after the target. We do not know. In the same manner, he also cleared out Bank of America, which was his favourite stock.
Ok? He also vacated Bank of America. How much did you empty? From the Peak. Ok? 60% they have offloaded their portfolio. He offloaded 60% of his portfolio. So today Warren Buffett is looking at the US stock market like a casino and people have gone crazy. People are coming here and batting every day.
Just like there were daily options in India, there are daily options in stocks in the US too. So people are doing daily options there. Predictions are betting on the market. This is the current market situation. And you know when everyone else is greedy, Warren Buffett gets fearful. And they also tell you people when everybody is greedy becomes fearful.
So he is currently worried about the market valuation, the Warren Buffett indicator is currently at 230 and Warren Buffett says that above 200 means you are playing with fire. So Warren Buffett's indicator explains a very simple thing [sound of clearing throat] that whatever is the valuation of the stock market, you divide it by the GDP of the country.
So if we look at the current US stock market and divide their GDP, the ratio is 230 and whenever this ratio goes so high, Warren Buffett gives a warning that the market may correct. So right now, as I said, they're saying it's like playing with fire. Above 200% means you are playing with your eyes. So similarly, Warren Buffett is currently looking for a genuine fear.
When people really get scared. People are not in fear right now. Really, in fear, like it happened during the time of Covid, like it happened after the financial crisis of 2008, there they get stocks at 50-50% discount and Warren Buffett wants to buy then, so the 400 billion dollars that he has today is lying like a loaded gun, for future opportunity, as soon as the opportunity comes, he will deploy the money, if not today, it is waiting and that is why if you see the share price of Bsher Hathway, firstly, it does not correct when the stock market falls much because firstly everyone knows that this company is sitting in cash.
Ok? Now if you see here, they did not make any returns for 1 year. Whereas I said that NSDC has made a return of 40%. But if you look at the year on year returns, this is a stock which has been performing consistently. Why are you doing this ? Because Warren Buffett has some of his own ideologies which he follows.
So finally a question will come to your mind that what should we do now? Look, Warren Buffett explains two or three things here. Firstly, they say keep long term ownership in companies whose business is boring. If it is predictable, it will make money. Like Coca Cola that people will keep drinking Coca Cola.
The market may go up or down. So this company will continue to make profits. Like there are hospital businesses in India. Now, hospitals are there, no matter what happens in the market, people have to fall sick and go to the hospital. So this is a boring business, a predictable business. But in this you should hold the stock.
And when the market crashes, it will not be a disaster. This will be the greatest sale you will ever see. Second thing, remember his famous dialogues. Such as Be Fearful When Others Are Greedy and Become Greedy When Others Are Fearful. This means that when you see in the market that the grid is moving.
So you should not make lump sum investment. Let your SIP run. Because even if the market goes down, your SIP will continue. Yes, if you see in the market that people are scared now, then you can make lump sum investment there. And along with this, his rule is rule number one, never lose money. Rule number two is never forget rule number one.
So the advice that Warren Buffett gives is that the stock market is a device that transfers money from inpatient people to patient people. So you have to remain a patient in the stock market. You have to be patient in the stock market. Secondly, there is tremendous volatility in the market right now.
Warren Buffett is sitting on cash reserves because of the war. When people hear this news, they become panicky. Now in this panic, sometimes the market suddenly goes up. Sometimes it comes down suddenly. Donald Trump posts a good tweet and the market goes up again. He put down, "Yes, I am going to attack Iran" again.
So, traders are taking full advantage of this volatility at this time. How? There is a platform called Lemon whose link I am giving you inside the description and pin government. Now, if you go specifically to the FAO segment of the Lemon app, you can invest in the stock market, you can invest in mutual funds, you can buy ETFs, you can invest in IPOs, you can do all that, but when you go to FAO, click on strategies here, see here, there is a strategy which has given 60% return today, so here you get strategies, like here there is Bulb Lemon, it has a return of 31%.
Now as soon as you click on any strategy , see, it is written here in a way that what is your SL? What is your target? So the target SL is visible to you on the screen. Now as soon as the target is hit, like here this strategy has hit the target twice. So it is written that the target has been hit. And where can I find any active signal?
Here you have to click on the active button. So, in whichever strategy you see that their signal is live, you will see it. So here whatever signals are coming in different strategies, that is, you have to take them in the trade quiz, you can see them here. The win rate is also visible and you can see the complete analysis in front of you.
This is where you can take your trade using the buy button and also book your trade in a single click. So this is a very powerful platform. You can go and explore it. I am giving you its link in the description and pin comment. So if you want to trade and make money from market volatility, then you must visit Lemon and explore this bold feature.
This is the feature of Bold Trades that I have told you about. Finally, I have a question for you, you have to answer it in the comments below and the answer which I like the most, our team will reach out to you. You will be asked for your email ID and this book of ours on candlestick patterns will be delivered to your home.
Please do review this as well. So the question is, you have to tell me in the comments what is BH PB ratio? What is PB ratio ? You have to tell about this in the comments below. Finally share this video. Subscribe. Click on the bell icon of this channel so that you do not miss this type of video. See you in the next video.
Till then, I am giving you a link to a video on the end screen in which you can make money by selling daily options in crypto. I have made a video on that. You must go and watch that video.
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