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In today's video, we will learn how to do staff selection for long term investment. Friends, the name of this guide is Suji LP. This is not a hunger. This is a report which was released by Motilal Oswal Company. So, this is a step by step guide which will help you a lot in staff selection. It was written by Ramdev Agarwal.
He gave us this issue suggestion and solution of this report on YouTube. Thank you to him for that. Ramdev Agarwal is the founder of this company and he has tried to tell us in this report the knowledge he has gained from his 25 years of experience. Friends, the most important thing in this is that time is a friend for a good company and an enemy for a bad company.
This means that out of the 95519 companies, the fund company did not perform well and if it passed, it became useless or it could not survive. There are 25 questions in Suji Help which an investor should understand and look at. The first step is that by which he can select the stock, a proper framework has also been given through it, so friends, this Chakli is important so that you can also be an organized MS, so according to this report, the top wealth creators among 9520 are Infosys, the biggest wealth creator is Reliance, consistent but formal, Kotak Mahindra Bank and the all-rounder cricketer is also Kotak Mahindra Bank, friends, to determine the fastest, biggest concern, performance and all wealth creator, there are four factors in quality, opposition longevity and this noble price, friends, in this report, you will be taken in a logical approach, so that you will be able to select conditional stocks for 25 years, in this the first topic is that you have to study which stocks were there in the previous current affairs and you did that Montu Mitta, there was consumer feeling from this, they were profitable and their management was very good, the next step is that you have to create this portfolio, first of all you will create the size i.e.
151 Medicaps, the Kumar quality we calculated is between 101 and 250. Next, we looked at the business model, the consumers should be in, for which we included the encyclicals and to enter into a lift capital goods, metal and oil gas, because all these go through cycles, if they are profitable at some point, then they will not be in the next cycle.
Next, we saw that they should be very profitable, whose profit should be more than 15%, so for us, which has increased from 114 to 100 percent, next, we saw that the business potential and management should be very good, we will compare it from here, after judging in this, our list has become 28, as per the report, next, we have seen market leadership, see, from this, someone has been selected for the market, our list has reached from 28 to 13, so the top third, these are of any sector, next, if there is valley migration calibration, then all the companies benefit, it should be good.
Good or bad for you, it has gone from 28 to 18. Next is the finance sector, it is very important, so we will select six leaders in it. So, the list has gone from 18 to 24. Friends, to start with, I may have made a slight mistake, that is where we consider it to be 25. Bhushan should be ignored for the long term because it is not beneficial in the long term.
Chakli is important because Chakli after this they go to organize. So you have to always look at the chart of chocolate. First of all, the earliest is business chocolate, second is growth, management and fourth is price. For this, we will look at 25 questions. First of all, let's look at business Chakli.
This business Chakli, as the name tells you, will tell about the business. So let's see the new moon questions. The first question is about the history of the company and what is the history of the management. Where did the management work? It is okay, what does it do? What is the business model of the company?
What is their infection? I mean, how many number of plants and phones? What is the number of branches? What is the age of the company, i.e., how many years has it been in existence? Apart from this, we also look at some other things like who owns the company, its composition, and whether the directors are only family members or are there outsiders as well.
Basically, what we look at is its final outcome. We will look at the basics and also look at stock performance. You can get this information from the company's annual report, media coverage, broker reports. From here, you can also download reports from the MS Word website. The next question you need to know is whether the company's business model is understandable.
Is the company's model understandable? If someone asks you, will you be able to divide the business model of that company? Will they be able to type it out? It is a circular company, a domestic company, a global company, a B2B company, a B2C company, or a Bittuji company? You will find out all this by meeting people from the company's industry or by meeting the investigation team.
The next question is whether the company is profitable. If profit behavior is the company's business target, then it is always necessary to keep in mind the return on equity. It's at least 13 %. It should be higher than the previous one. You can also find this out on the NFC side of the company's website.
The next question we have to ask is whether the completed preferred Castillo is healthy. To find out, you'll need to review the auditor's returns. Furthermore, you'll need to see whether the company has a preferred Castillo. You'll need to ensure that none of the assets should contain cheap negatives.
To find this out, you'll need to review the company's balance sheet and cash flow statement. The next question we have to ask is what the company's margin is. To find this out, we use common sense. We take the value of the sales under 10 and calculate its percentage, which makes the calculation much easier.
The next question we have to ask ourselves is how this point NSS is for the company. In two open contracts, 36% is the profit margin, asset turnover, and average. These are just the numbers, which you can see in your skin, what we do. If we take out a network, we will take out a TV network, we will take out a pension for it.
The next question we have to ask is what is the company's quantitative landscape. In this question, you will get the answer that how much competition the company is going to have. It will be perfect competition, it will be monopoly, it will be the next. Friends, apart from this, you also know what is computer, for example, there is very little competition in the pen sector, but if we talk about the telecom sector, then there is a lot of competition.
Secondly, you should read about Michael Porter's office. I have made a summary of it, friends. Apart from this, you have to know whether the company's product is double or non-tribal. Apart from this, you also have to know whether the company's product will not be muted by the upcoming technology. For example, there is a newspaper, earlier people used it for a lot of purposes, but you read everything on your phone, so you can say that whatever is on the phone has been submitted to the newspaper.
The next question is to ask whether the company has any Whether there is an economic mode or not, it is very important for it to have economic mode for long-term profitability. So that mode is the thing that makes this company different from 22 computer companies or not, that it always stays ahead of the rest of the competition.
So, if we understand that mode in simple language, then in these old times, the king used to keep his princess in the fort and around her he used to release crocodiles in the pond in the sea. So friends, this crocodile means Jio Security, it kept the princess protected from the outside world, this is called mode.
So, there can be near that mode, like there can be the brand of the company, there can be a patent, there can be a white distribution network, it can be an indicator of its advantage. So, if we talk about subscription, then we can look at Apple, that is a good brand. If we talk about Britain, then there are pharma companies.
Those who are not visible have a stomach. They can look at Hindustan Unilever in the description and carefully look at Walmart in the don't edge. Friends, for all this, I understand, make sure you see that if something is not there then you have to ask that What is the addressable market opportunity and driver?
That is, what is the product market size of the company that makes the product, whether it is in its own company, in the brain, or internationally? Friends, for a good investment, the next question you have to ask is whether the company has plans to expand its capacity to see this market. Let's say one thing from its branches, how many more banks does it want to open?
The next thing we have to look at is whether any new products are being launched or whether there is any new technology launch in its plan. If you have to look at mergers, what is the plan for the question? Which company is setting off an alarm in this and is it going into new international markets or not?
The next thing you have to look at is whether the management has high integrative transparency or not. Or you can see some other practices. The management should not do anything immediately; it should not open a new factory, but there should be discussion. Apart from that, there should be some difference or it should be that there is some interest in the profit and that share should be given to the shareholders.
The next thing is whether the management is computer-oriented, it is not just about the end, it should have a long-term vision for the minute and forever, like Alibaba's next year's tax plan is ready, similarly the management and exhibition should be good right now, people are talking about many things but are not able to execute them, so it is very important for you to also see whether education has happened or not and the next thing you should see is whether the management has passion and growth points and whether the management has passion, that is, what the elder is saying is his opposing point, is it not, the next thing you should see is whether the company has a regional allocation policy, that is, whether the juice capital has been divided equally among them, has it not been done properly, has it not been done properly, has it given more money at some places, the next point you have to see is whether the company has a suitable organizational structure or not, that is, does the top level management take decisions or are they able to pass it on to the ground level or not, if this is not the case then the line That execution will not be able to happen or those companies will have to make profits because the management will say that they want to set up the company, but at the ground level, they have reduced and there will be delays.
Therefore, property management is very important. The next thing you have to look at is what is the racing culture. There are two other things: one where everyone is friendly, that is, the off-pimp is very small, it talks about their mission, their values. The next is where they keep making the youth work excessively, just by pressuring them, that is, not giving them leave at all, forcibly taking advantage of Kumbhakaran and helplessness, then that is not a good thing.
The next thing you should look at is whether the company has a good correction plan or not. Suppose, if the trust you have invested in your company changes and the passengers go bad, then your investment can be affected. The next point you have to look at is whether the promoters have a significant holding in the company or not.
This means that if they have a significant holding, that means they have confidence in their company. The next point is that if the tomato plate is too much, as soon as a little play starts, it has to be blended to raise money, but the more plane it is, it goes into danger, it means they did not have confidence in their own.
The next point is to see whether the pension model is ready or not. For this, you will have to see what is the revenue model, what is the cost model, what is the balance sheet, what has been started, is there a prominent place statement, 21 points is it, stop friends, this is the most important thing, in a way, the last thing to see is what is the quality of business, whether it is good or bad, you can select it, like look at quality management, look at integrated management, look at confidence and excitement, the next thing is to know whether the growth of the company is earning or not, is it earning profit or not and I mean, what is the long term sustainability, that is, is it like this that whether the companies will do it for 12 years or not, then you will become useless, next point is whether the calibration is reasonable or not, that is, you can see the valuation of this company.
And you can look at the track record of valuations, the period, and also the payback, which you have already seen. The next point is whether there is a margin or safety from these stocks. The difference between the intrinsic value and the current market price is Warren Buffett says that the higher the price, the better.
The next point is whether there is liquidity in the stock. Because of its liquidity, you can easily reset large volumes. You can also buy it and accept it without any problem. Our last point is that if you may have to abandon the company, the first thing is business. Second is management, business. So, if the economy is going down or the reception goes down a little, then if all of you businessmen go into it, then your investment can also be destroyed.
Next is Amendment Rus, that is, if the President places it in this chapter, then he will have a problem with it. Friends, after following all these 25 points, you will find stocks to invest in. Which can be used for long term and this is the list which is according to the report 125 stocks and twenty-five years friends in this report you will get a lot of information which is very important thing for value investing okay so friends you can watch the video on this and definitely read this report it is very informative that I
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