저자: 미상 · 외국인
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유명 투자자 포트폴리오를 그대로 따라 사면 안 된다는 주장. HDFC Bank 전 CEO Aditya Puri가 2020년 코로나 폭락 때 약 850억 루피(약 850 crore)어치를 매도해 이후 약 650 crore 기회손실이 났다는 예시, IDFC First Bank 창업자 V. Vaidyanathan이 주당 약 20.93루피에 매도해 약 242 crore 손실이 났다는 예시, 라케시 준준왈라의 DHFL 투자(약 150~180 crore 손실) 예시를 듦. 대가 입장에서 금액은 작아 영향이 적고, 최고경영진도 자사 주가 방향을 예측하기 어렵다는 논지. 결론은 투자 전 사업을 직접 공부하라는 것.
다듬은 글
Hello friends, Namaskar, I heartily welcome all of you to this channel Let's Learn Stock Market and Finance. If you have visited this channel for the first time, then definitely subscribe to it. Along with subscribing, hit the bell icon and keep it selected so that whenever I upload a video, you all keep getting its notification on time.
So friends, let's start today's important video. So friends, what is today's topic? So the topic is quite interesting. Many people also said this in the comment section and a beginner also has such thoughts. Ok? I used to have it too. It is not that brother, I did not think like this. Everyone thinks that so many big investors are seen in the share market.
Let's do one thing, let's copy their portfolio. Why do you talk so much about brainwashing? He is such a big investor that he has a portfolio worth crores, billions and trillions. Whatever they buy, we will also buy the same. We will keep it in our portfolio. The matter ends, you will earn good returns.
So friends, I would like to present some practical things related to this to you here, whether you should copy their portfolio here and what can happen to you if you do so ? We are going to discuss things related to this in this video with three examples. Friends, I am going to present three examples before you.
Ok? The first two examples will be of slightly different types. And the third example will be a little different. But ultimately you will get the answer to your question after this video ends. So friends, let's start with example number one. Ok? Now who is this? So all of you must be knowing them. And if you don't know then you know HDFC Bank, right?
Yes. So friends, if we talk about HDFC Bank here, then this is Aditya Puri ji. Ok? And what did we get to see here from HDFC Bank? Ex CEO & MD. Ok? I mean, CEOs keep changing. There are changes in the management like Managing Director, CEO etc. So who is this? We used to meet the CEO and MD of HDFC Bank here.
okay brother? So he had shares of HDFC Bank. There were too many shares. And friends, let's talk about 2020. What happened in 2020? Yes, I had Covid. The market had collapsed. Then what did Aditya Puri ji do? Aditya Puri sells HDFC Bank shares worth almost Rs 850 crore. He sold shares worth Rs 850 crore here.
Who sold them? So you can see at what price Aditya Puri ji himself, who is the CEO and MD of HDFC Bank, sold it? Average price 1130. Ok? If you want, you can Google it, brother. Cross examine him if you want to see. He sold these shares here at Rs 1130. Right now there is complete chaos in the stock market, brother.
HDFC Bank and its CEO MD are selling their shares here. Ok? He had withdrawn approximately Rs 800-850 crore from here by selling shares. And that's why it was the time of Covid. All of you know it. So here we were seeing more doubts among the people. So now if you see the share of HDFC Bank, if I open it.
Look, this was the time. The box that is visible here, he had sold the shares here. What is the current situation friends? Did HDFC Bank's share go down like this after that? No. HDFC Bank's share went up here. It has almost touched 2000 brother, if we talk about last week then it is fine, it has touched 2000 here, means if you guys will do the calculations here friends, I am saying a very important point that how much did Aditya Puri ji earn, here you can say 850 crores, I am again saying a rounded figure for easy reading, it was sold for around ₹850 crores, at what price was it sold at 1130, what is the price of HDFC Bank shares today, ₹2000 means friends, what would have been the value of those shares today?
₹1492 crore which is approximately around 1500 crore. Meaning, friends, can you tell me how much their loss has been? A loss of approximately Rs 650 crore was seen. What does it mean friends? That if he had not sold his shares, he would have sold them at ₹130. Ok? In return he received ₹850 crores. If he had not sold and held on, these shares had gone up to ₹2000, then how much extra would he have got today?
650 crores could have been earned here. 650 crores. Ok? What does it mean friends? That at that time, the people who copied his decision. What does copied mean? Hey brother, the CEO of HDFC Bank is selling his goods. Come on, get out, get out, let's sell it. Ok? So what is his condition today? You can understand.
He is also regretting it. Ok? He must be regretting why he sold it and other people are also regretting why they sold their goods here after seeing his decision. Ok? This was an example. Then friends let's move on to the second example. But before that I would definitely like to say that if you like this video then you can like it if you want.
My motivation also increases because of your likes. So friends, let's take a second example. So the second example is some such great person. Ok? Now who is this person friends? So friends, you can see his name here, Vaidyanathan ji. Ok? Now let us talk about Vaidyanathan ji also. He also sold his shares.
When? You can see 21 March 2020. That means, during the same time of Covid, he also sold his goods here. Again I am saying his full name is V Vaidyanathan. Ok ? And who is this? He is the founder and chairman of Capital First, which we are now seeing becoming IDFC First Bank, right? Yes, we can say here that the founder chairman met us here.
So what did they do, friends? Sold my shares here during Covid. Ok ? Sold them. How much did you sell it for? So friends, he had sold the shares of IDFC First Bank at around ₹20 to ₹21 at that time. If you want the exact amount, the average price was ₹20.93, which was sold here. And how many shares did he sell because of this ?
44.8 million shares were sold. So how much did he get for this? Almost around ₹94 crore. 94 crores. ₹20. Sold shares at ₹21. What is the share price of IDFC First Bank today? So friends, that is the share at ₹75. Meaning, if he had not sold the shares, what would have been the value of his portfolio or shares today ?
336 crores. And how much did they get? You can see when they sold it for around Rs 94 crore. I mean friends, how much loss did you incur ? Almost 242.2 crores. Meaning loss, can you say that if he had not sold the goods and had held it, then today he would have got Rs 336 in exchange of the Rs 94 that he got here.
We are seeing them incurring a loss of Rs 242.2 crore. Because he sold his goods here during Covid. Again the conclusion is that whoever copied this decision of his. Ok? Today we can see him crying too. Hey brother, why did we sell it? Because what happens is that the founder chairman of the company sold his shares, brother.
Ok? So the whole world was here to see us taking out our goods. Ok? This is also an example that we have got to see here. So friends, what did you understand after seeing these two examples ? What you are saying is that these big investors, whatever they buy in their portfolio, right ? Should we copy them?
They sell it. Should we copy them? So friends, the matter of investors is far away. We can say this directly, friends. We were able to see even the top head person and founder of the company here. They themselves do not know brother, which share can go to what extent. Of his own company. Yes friends, I am not joking here.
What did they do? I even sold the shares of my own company here. So people felt the same way. For example, take the example of HDFC or IDFC First, when they sold their assets, everyone thought that they would be finished and the situation would go down. So from there the company went double triple. Ok?
So what does that mean friends? The owner of the company, the management of the company , the person of the top level management of the company, above whom there is no one else, even he cannot guess friends, where the company can exactly go in the market. So brother, investors come after that. These big investors that you are talking about, they come later.
You should look after the owner. They also do n't have any idea, friends. Ok? As they say, the condition of Jeff Bezos' Amazon had once become such that it seemed as if it would go bankrupt or shut down. Where can you see Amazon today? Ok? What you mean to say is that you say that if investors copy things from anywhere, then we should also do it.
So friends, forget about investors, even if you copy the owner here, you will still go wrong. If you copy the investor then you can get ruined anyway. Let us give another third example. We take the investor's share only. Like Rakesh Jhunjhunwala ji. Ok? He is not here among us today. But one of his examples has also become quite famous.
Which one? DHFL. You all must be aware of the scam that happened in DHFL, the mess that happened, look at the chart pattern brother, the company which was trading above 600 had fallen so much, okay, it had crashed by 90%, 95%, this stock was available around 10-15, okay, it was completely ruined here and then what happened later, whose entry was made here, Rakesh Jhunjhunwala ji 's, yes he invested more than 100 crores, 100 150, around 180 crores, how much, around 150 180 crores, okay, right now the condition of the company had become completely bad here, but still what did the people do?
Hey, he bought it, I will also buy it. We will also copy it. Ok? And then what happened later, friends? So you all can see here that DHFL company has been delisted. Yes company is ruined. He doesn't even have a share right now. And you can also see Rakesh Jhunjhunwala ji. Rakesh Jhunjhunwala has lost Rs 178 crore vs DHFL shares in 2019.
So RJ also suffered a loss of approximately Rs 180 crore here. Ok? So what is the purpose of telling this, friends? Here even big investors suffer losses. And what is the problem friends, that many people say, hey Rakesh Jhunwala ji, why did you go to this company ? Hey brother, if you see his portfolio, I would just like to say it broadly.
Suppose there is a portfolio of Rs 40,500 crore. So according to that, 178 crores is no amount for them brother. Ok? You can say that he might have experimented. Must have done some things. Ok? In reality, there are some other things but still you are understanding this, let's assume that your salary is ₹00, tell me, if your salary is ₹00 then ₹200 is a big deal for you, no, it is the same for them too, brother, the one who has a portfolio of ₹00 crores, brother, for him 178 crores or 200 crores is nothing, but what happens to us, brother, this is a huge amount, so we think that brother, you are playing a big bet, so this is nothing, if you calculate the percentage, how much does 178 amount to on 40, 50,000 crores, it is not even 0.5%, I am not saying 5%, it is not even 5%, it is below 5%, so it does not make any difference to them.
You are understanding that if you lose ₹10, ₹20, ₹50, ₹100, it will make a difference to you, not financially, it was just not making any difference to them. What does it mean friends? Again here I am saying what is the conclusion, the final conclusion? You are talking here blindly about trying to copy big players.
Brother, his risk taking ability. Ok? Their financial position is completely different, everyone 's position will be different here, from you to me. Like I said, if someone has Rs 500 crore, then even Rs 500 crore will not make much difference to him. Ok? Otherwise, let me actually tell you how big an amount 500 crores is.
Is it or not? It is a huge amount. But as I said, what a huge amount it is for Mukesh Ambani. 500 nothing brother. Ok? So that is why I would like to tell anyone that if you copy this blindly here, then your bad luck will definitely happen. And that's why I have always given you a formula which I say brother get a tattoo done on your body b = b what does it mean brother buying has to be done only after looking at the business, other thousand things if you go here and there this recipe that recipe copy this, copy that, someone is saying on TV, someone is saying on social media, someone is saying on news channel, if you press the buy button after doing any thing from all over the world, you are at risk brother, you can be played with at any time, but if you buy after looking at the business, okay, you may also go wrong here, it is not like that brother, it is the share market, but you know what you are doing, in all other things it is a matter of guesswork brother, if it goes, it goes, okay, so friends, you might have got the answer to the question whether big investors should be copied, and I have given you the example of the investor also that even the owner does not know where his share will go from here to there, V Vaidyanathan ji, see, I sold it at 202, today it is trading at ₹75, okay, so Exactly how far these things go, friends, no one knows here, okay?
And that is why copying anyone, running after anyone, asking anyone, so many people ask in the comment section, hey sir, please share. Hey, nothing will happen from that brother. You have to study yourself here. Such big owners do not know how far their company will go. So you have to study here and move ahead, then you can earn money here in the right direction.
So friends, I hope that I have given all the examples that should have been given from my side here. You might find the video helpful. You can like and share if you want. And we have two channels. You know there is a channel called SMkc which is worth 2 million rupees, brother, follow the original channel only and there is another channel called Stock Market Classes, this is also a channel worth 1 million rupees where you are taught all the things related to share market finance free of cost.
It just needs to be your wish. Time has to be given. Once you give time and study with consistency, then you will easily understand the market after some time. So if you want, you can follow both these channels also. You can keep it by subscribing. So, I think friends, you have got the final conclusion whether big investors should copy blindly or not.
So you must have found the video helpful too. I would like to say again that you can definitely like it. You can share it with your friends and if you have not subscribed, you can subscribe to the channel, hit the bell icon and select all. So that's it. Thank you very much friends. We will be meeting our next video. Bye-bye till then. Hmm.
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