저자: VijayKedia · 외국인
요약 보기
결론: 영상은 특정 종목·자산에 대한 구체적 가격 예측보다는 투자 철학과 일반론(운, 원칙, 사이클 경계, 초보자는 인덱스/대형주 중심 간접투자 권장)을 중심으로 하며, 대상 자산 가격 방향에 대한 명확한 예측은 확인되지 않음. [투자 철학 및 개인 경험] Vijay Kedia는 자신의 성공을 운 150%라고 표현하며, 주식시장 입문 계기와 학력 배경(어려운 가정 환경, 학업 중단 후 재기)을 설명함. [지식·원칙 강조] 투자는 지식과 인내의 사업이며, 루머·단기 베팅·선물옵션 같은 빠른 수익 추구를 경계해야 한다는 메시지를 반복함. 재무제표(대차대조표) 분석 등 내부 요인과 환율·관세·전쟁·수출입 정책 같은 외부 요인을 함께 이해해야 한다고 강조. [공인회계사 투자자 관련] 회계사가 재무제표 해석에 유리하지만, 학위가 시장 성공을 보장하지는 않는다고 언급. 시장 열기 속 베팅성 거래가 많다고 지적. [시장 사이클 및 리스크] 현재 시장이 강세 흐름이라 대부분이 낙관적이지만 큰 하락 사이클(2008 등)은 주기적으로 온다고 언급. 소형주 중 다수가 고점 대비 30~40% 하락한 상태라고 설명. 금·은 신고가, 인도 부동산 호황도 언급하며 과거 역사상 상품·주식 동반 상승은 드물다고 경계. 영국·일본 사례를 들어 경기침체 전망과 주가 신고가가 공존할 수 있다고 설명. [포트폴리오 구성] 약 30개 종목 보유(대형주 중심 약 15개, 소형 아이디어 종목 약 15개). 초보자는 바로 직접투자보다 뮤추얼펀드 등을 통해 먼저 경험을 쌓고, 대형주에서 시작해 점차 중형·소형주로 이동하라고 조언. 정신적 감내력이 자산 규모보다 중요하다고 강조. [개별 종목 질의] 한 청중이 특정 통신 관련 기업(프로핏 부재·지속 투자 중)에 대해 질문. 응답에서 프로모터 신뢰성, 컨퍼런스콜 내용, 장기 보유 기간 등을 언급했으나 매수·매도 판단은 제시하지 않음. [에너지 섹터 견해] 전기차·재생에너지 분야에서 중국이 앞서 있다고 평가. 수소 분야는 신성장 섹터로 보며, 정유사(OMC: IOC·BPCL·HPCL 등)가 그린수소 생산·자가 소비로 수혜를 받을 수 있다고 언급. 다만 확정적 목표가나 기간은 없음. [기타] 영상 후반 추첨·잡담 등 투자와 무관한 내용 다수. 대상 자산 중 명시적 1~3개월 방향 예측은 확인되지 않음.
다듬은 글
Thank you sir. I have been interested. Hello yes. I have been interested with this task of Moderating this Moderating this session with Vijay Kedia ji. And What I Am Proposing Is That We Will Make This Session Quiet Interactive. where in there are Plethora of Questions for Him. and he Will be answering those replies.
And I think With This the Entire Queries of the Audience and What the Audience Wants to Know From Him Will automatically come through and after that if Anything Remains the Audience Will Be Free to Put up their questions before him. Sir, yours I liked the song very much. you sing great Are. I heard you write it yourself.
Yes, he sings it himself. You have the complete setup I have made it at my home. very good thing Is. Sir we know you are from and with a very Hummel background. Sir, we are going to tell you a little about your life. Would like to know about the journey. You Started from this Umesh Chandra College and Then you reached up to London School of Business.
So how this journey has been with the flow of This Stock Market and Everything. How Did you do all this? Sir, it is very simple. Which Bihari is he? Deepak ji and Bajaj ji reached Delhi from the village. You can and get there. So my The picture is still left. So this is what it is, Sir, please understand this.
This is a gift of nature and a blessing from God. And as Deepak ji told that belief luck If we talk about this then I too am in many places where someone is mine If someone asks me then I say this, brother, no one He asks how much luck is involved in you. So I say that it is 150% luck. Look sir, you people are educated, I am I am not even educated, it is a simple matter.
So you still have a lamp like Saraswati. Ji said that someone stole the knowledge from you. Can't. No one can take knowledge from you. Can. So I didn't even study. I found it all through trial and aid. So Whatever we got, it means nature again God gave it. So I say 150%. It's luck. 50% of the stupidity I did Despite this, if my life moves two steps forward If I move even one step ahead of stupidity Despite this, you can deduct 50% of his marks.
It was 100% luck. So it means it is not like that Sir, as you were studying in the previous time then you were aspiring for higher Couldn't get education then you reach Bombay Then Sir, your interest in the market How to make it and how you reach the market You will create such interest in the market that You can speak out of compulsion, understand It was like when I was 14 years old, I was in 10th grade.
I was in my father's class. passes away So I had three or four exams to take. A month later, I failed my exam. In 10th class, for myself All the studies have stopped. The roads were closed, so none of my relatives So he went and told the headmaster Told that brother, his father died. So by saying this, perhaps this was the truth of mine.
I had no interest in studies, the truth is The thing is this. So he went and told He had a bit of a problem saying this. If it happens then please give it a chance again. So Out of sympathy, he Gave a chance again and what chance did you give back? The poor guy set that paper in a similar manner. that I may somehow pass out of With sympathy.
So from there I passed that There and then I understood, slowly and gradually Then I graduated. But that day I understood one thing and because We used to live in a joint family. So If we lived in a joint family, then that environment A little bit would be great for many families. Is. It's not very good in many families.
Is. So that proved to be a blessing for me too. You understand this. So the atmosphere of our home It wasn't a bit good. And the circumstances were such that Understand that you go to the same toilet with one person. Were. Used to use one toilet with one too. So that was also a fun. That was an adventure too.
Of that time. So that day he told me I understood this within 12 days. I came in and didn't understand anything. Father has gone. I understood that my to get back on your feet quickly It has to happen. Otherwise, we were four siblings. We will understand this, otherwise our There is going to be trouble ahead.
Because of this house, these The Sense. This was understood. So at that time There was only one thing in my mind that Sher Bazaar This is the only job you can do without education. And without financial considerations, without capital You can do it. The betting that we Let's say. So I understood that I Because in the business of trading Payment transactions took place within 15 days.
Inside. Nowadays, it's like T plus one. And in T+2 investment, 15 days at that time Clearing of Rs. was available. So I understand this Gave yourself leverage within 15 days I have given myself the opportunity to do it. So that day I realized that I was working in the stock market. I will do it. So I'm with my grandfather.
Sitting right there, I was doing that betting. Used to do mock trading. So that day it I decided that I would invest in the stock market. I will work. So from there I got this Consider the stock market my inspiration. Happened. Sir, you talked about luck, so for us There is also a lucky draw. So we would want to Ask My Hum Log Lucky Draw Request Everyone to participate.
You all have coupons will be. So that will be collected from you Everyone. You stay where you are. That coupon will be collected from you. So today Sir is with us, so we can also try our luck. Let's try it and see what comes out It is today. Thank you sir. Please carry on. Very well said sir. Now We Are Coming Back to this our topic Investment.
So in investment, first of all we do this They will think that wherever you go, sir. People must be asking you to give them tips, sir. Please tell me how it is? So these tips What is the story sir? You probably have on this I have also sung a song. Can we have that? What is the meaning of this, sir?
No sir, the story of Tip is that I Look, if I understand the importance of money, then I I don't tip even in restaurants. Well yes, the tip Invest wisely and on tip on rumors. Do not invest Invest wisely and with a tip on the door. Don't waste time. Knowledge and patience This is business. A business of knowledge and patience This is it.
Learn from experience and do your best. Experience Learn from it and do your best. thoughtfully Invest it. Roamer Pay Tax. Never try shortcuts He will also make money by digesting it, but that's it. You will make money but just think long term This is a business of speaker knowledge and patience. This is a business of knowledge and patience.
Experience Learn from and waste. learning from experience and Waste tax. Invest wisely. Rumor cricket is wasting time. Keep greed at bay also your You come and mislead people by doing this Come and seduce yourself too, Jai Manifest This business is based on knowledge and patience. And this is a business of patience.
Learn from experience And do your best. Learn from experience and do your best. Invest wisely. Come to Ramar Invest it. Invest wisely. Come to the rumor. Entertaining but actually very ineffective We Have to Stick to Ko Investments To the ideas. Sir, tell me one thing here. All are chartered accountants.
End Basically, investments are being done only These companies shares are of companies. Ah Chartered Accountants are the best readers of The Financial Statements. They Can Decipher The Incomes, The Values Embedded in It. The Ah Balance Sheet Items, The Assets, Liabilities, Everything. So can a chartered can be Considered the best investors Obviously we have examples like Rakesh Jhunjhunwala Nilesh Extra so what do you I think Chartered Accountants can be Considered as the Best Kind of Investors Sir, this is my own experience that I I look back and meet people You have a great name as you have given it.
Illuminated names like these will be found inside the market I am a Chartered Accountant who Great job, but I I also know chartered accountants whose The future is ruined here inside the stock market In. So from that experience I made a Quote taken out that no academic degree can Guaranteed You Success in Stock Market.
If If you are thinking that you are a CA then what What is the problem, like many times we Like they read that they are in the sea Those who know how to swim drown. So Anyone who doesn't know how to swim will go. No. That man like me on the shore I do a little bit of swimming. I am on the edge But I will come back after wetting my feet.
to me inside I don't want to go. So my speaking I mean, off course it's empty, what's the reason for this? Is? Because the market is such a strong subject. Of the stock market. We are here to speak Just invest. But in 100 Out of these, 90 people do betting here. Does trading. doing futures options Is.
He entered her today to earn quick money. And he has to earn money tomorrow itself. So this The thing is that this is completely as a hole. You will have to see. Empty balance sheet here. You cannot invest without understanding. Balance sheet is done, internal factor. Two things are at work here. one then Internal factor and an external factor.
Internal factors are what you can understand. Understand the balance sheet as he is telling you sir were that they had 4000 balance sheets Kedia ji is there. He was telling that He studied 4000 balance sheets in a year. Inside, that is the name of Guinness Bookman. This should happen. This will give you an internal idea.
Let us understand the balance sheet of the company. You found out it was a fraud. Like Bajaj Sir You came to know what I was telling you. Company You will get to know the market size of. What is the economy of the company? This to you External factors that are forex tomorrow It is going to happen? What impact did the war have on him yesterday?
What is the impact of the war on the company's product? It is going to happen? Tomorrow there will be no import policy. Change happens. Export policy change It happens. So what difference does that company make? Is it going to fall? Yesterday China imported Duty increased. export duty increased Reduced it.
Export duty increased. Yours Raw material is coming from China. China has Banned that we don't want you to have this API I will send it. For example, pharmaceutical 90% of the company's API is coming from China. So There are so many external factors that To understand them you need broader knowledge.
You need it. Broad broad knowledge to you There is need. and the largest stock market Inside, this is the temptation that's here The temptation of betting is that at that time Chartered Accountant is also ultimately He is a human being. So that temptation This is like a class. So he should stop and do that thing Learning comes from experience.
Studying you It helps a lot. You need your mind Broadens the vision. You understand quickly Can. If you are a Chartered Accountant If yes, then understand what I have to say by reading it. It will take four days. You might have to give him 40 You will understand in a minute. So this will help you Does.
But this is not a guarantee. Sir, how to resist this temptation? Sir? If you look at the daily chart, there will be someone or the other. Maybe 101% goes up then Temptation I feel regretful. FOMO Fear Of Missing out sir to resist this temptation How to do it sir? Otherwise, for this you can use this simple one.
The solution is to register it with you Those people who are there are your colleagues, your friends, your cousins, your They are relative. You should ask him in real brother. What is your balance? Tell me this. your What is the balance sheet here? Understood this. So Whenever I meet any man, As I just said, I was on CNBC.
I had an interview. I said that to me I met a boy at Cochin airport. He used to work in TCS so he came to the lounge I said, Sir, I do trading these days. and I used to work in TCS and I When I left him, he said, it's very good. Congratulations, you did a good thing and left it. Gave. He said I have been doing this for one and a half years.
Speak What is your bottom line in one and a half year that I Should I tell him what is your result? So he said, Sir, as much as I used to earn in my job. I earn roughly the same amount. So far So one round is not even completed. right now Everyone in Sawan is blind. Everyone sees green It is still happening.
So right now the market is only going on in a bullish trend. Is. So the picture is still left. And right now The climax is still left. So I This came to my mind. I am nothing to him spoke. It occurred to me that this momentum is now I speak of my old I have not broken his record. to say Meaning, that's why he must have left his job, right?
I can do better than that. in his mind Must have come. Today when the market is here if it falls Then he will have a problem. But what is it? Sir, I always say that without You cannot attain heaven without dying. if you If you want to go to heaven, you will have to die. Every person wants to go to heaven only after death.
Man does not learn from other's mistakes. If If we learn everything from our mistakes, then our One lifetime will not be enough for this. So this is what was told from history that from history No one understands it. So what about you The answer is to survey people. And people lie. Because what is No one will say that I made money in betting.
It was imposed because the poor man had to spend money. On top of that, now you will also call him an ass. So that See, after investing the money I became an ass. Why should I say this? So that poor man is Having said this, perhaps the poor man also did the same He said that it is the same as the salary.
That's all. Maybe 90 out of 100 Man 99 Man 1 I would say this 101 Men will lie to you. So sir you said the climax is still left. Sir I have seen a climax in 2008. In life. Now when did you see the next climax? When can I see it? I did not see two climaxes. Sir, if you can tell me in one lifetime Give it.
No, no, you do it every 10-20 years. You will see the climax, right? You saw it in 2008. In 2018 you had 1920 I saw it, understand. At once Now look back at anything but the climax Wasn't that one of the climaxes that you What I saw in 2008 was Lemon Crisis. That was one of the crises, that was in 2030, 40 years.
It didn't come like that, people compared it to 1930 When the US recession came in 1995, He had depression and people compared him to That was one of the Covid ones that came. It was also a one off, that too in a century in 50 years. If it doesn't come then we will not talk about that climax. I'm doing these little climaxes I am talking about the market which is 30-40 The coin falls while walking, the one who While walking, I lose 30-40 rupees.
If I am talking about that climax then that too It becomes difficult for people to see that and The interesting thing is that right now you have thousands You will get shares that are already past their peak 30-40% down In small cap, in micro cap you Thousands of such shares will be found but that index Seeing this, people think that either they I don't want to tell you that today I Where am I standing?
So this is the cycle. this life There is a cycle. There is no need to panic about this. to me I mean, this is what I want to say to him. It is about feeling empty. that heat or that heat Make him feel empty, you know it You will see how much your nature changes. When you find money, you go home and With whom do they fight over water?
Why did you give the glass like this? Why not give it like this Gave? Why did you hang the towel like this? By the way Why did you hang it? Why is the bed like this? Have put? Why did you put the pillow there? wife From, from mother, from father? You are hearing the same thing. Now I am your family I am telling you this only on this.
Bhabhi ji, forgive me No, I am joking. So this is not this, this is human psychology. So I want that as long as that thing You are not prepared until you do that thing. for if you have not experienced it then you How will you prepare? So that experience It is necessary to do it. It's just that simple.
So sir now next we move on to so you this They are saying that you should invest yourself. Needed There will be cycles in investment. For maximum protection, surround yourself with Should I adopt the policy? how much kiss Should I invest in the sector? Small Cap, Mid Cap, Large Cap in this way Who should do it or investment module What should happen in the long term?
If I have such a calamity Where the market falls by 20-30%, I I should have minimum loss and when there is upside If I go, I should get maximum benefit. Can this happen and for how long? Along with this, Sir Also a mixture of instruments that dept, Balance of equity etc. Whatever I explain, I think new Investor who is entering the stock market for the first time I want to enter them directly Investing should not be done.
Joe First Time for those who are first timers and new comers Let us understand them as mutual funds. One should invest through. because it One must understand that the investment market is one of my There is also a quote Sir that stock market is a place To Make the Easiest Money in the Hardest Way. You will have to pay a huge toll tax for this.
You have to be successful here. And this happens only through experience. Its second There is no shortcut to this. So my new me I tell the newcomers that you Invest through mutual funds. Don't do direct investing and then you Keep reading about the stock market. understand him Stay. Keep watching its ups and downs.
You should learn from him how to deal with ups and downs. It happens. Then you can take your direct Talk about investing. At least he It should be done after two, three or four years. Immediately Should not be done. The first thing is this and Secondly, if you start then still If someone is still starting after that then my The suggestion would be to buy it from large cap One should start because large cap which It has a higher margin of safety lives inside it and these are mid cap and small The caps that are inside it are very It is volatile.
Like I just said The market fell from 30-40%. those those There was a decline in the shares. if you Somewhere you entered the wrong cycle and reached the top. If you buy it then 40% of your capital will be cleared. Went. Then your morale will be so broken. my one The quote is Sir that financial your mental Capacity is more important than your financials Capacity.
So mental which is your capacity Not the mental morale that we call it. That would have been more important than your muscle power. It is there in life as well as in the stock market. So it should be protected. So his For new investors, mutual funds are Later large cap then you little 10 years You should get the experience.
A little risk taking When you have the capacity, then you will get small cap. And should go into mid cap. Very good sir, you are watching it today. that there are lots of investments Opportunities The way the stock market is all Time is running high in the same way The real estate sector is also booming now in India Gold Prices Are At All Time High So is equity the investment right now?
If the market is at its peak, then keep yourself away from equity. Should the money be withdrawn and diverted or how? Should asset allocations be made here? Because the overall ultimate objective is to Earn Money on a Long Term That Is Passive Income is what we call it. So passive What kind of asset allocations are needed to ensure income security?
Through this we can secure and maximize that income. Can you? So the first thing you should understand is what you have already He said that right now gold is also at a new high. Just yesterday, gold reached a new high. Silver is near new highs. real estate is also booming in India. You are one thing Please note that this is not within India.
Is. Understand gold, then go international It is a commodity. Gold and Silver Sub International It is a commodity. You are a new thing in the whole world It is being established. and a history of its own tells one thing that the old scale There is a new era in every new trend. Those old standards are broken.
The old matrix was the same as the matrix The same metrics were negative, sometimes positive. They also happen. like the stock market This has never happened in history. That gold also increases, silver also increases and real The state also grew and the stock market also grew. As such Does not happen.
The upside of real estate I used to cycle. when the stock market rises When it was there, people used to withdraw money from real estate. And real estate was not that popular and gold Silver was called by the Contradians That was considered hazing. But Right now, all the way across the world Say all commodities, say precious metals Or whatever you call stock market, it is all new.
Going on high pay. So all these old The scales are breaking. Another example I would like to give it to you. You are from the last two years Look at the history. Whether the Chief of the World Bank Be it the head of the IMF or the head of the Fed yes. Everyone has said the same thing that recession is coming.
Going to do. Recession is coming. recession coming Going to do. It is an equal thing. First Recession It was officially announced in the UK. Mild recession occurred 7-8 months ago. The UK stock market reached an all-time high This has never happened in history as far as I have knowledge of history, recession comes Meaning the stock market used to sink here.
Recession hit an all-time high in the UK after that Japan's stock came in inside Japan Market all-time high 40 years ago, 1980 later 2000 now in 24 understand you 40 44 Japan broke a new high in the year that followed. And this is the situation in USA, the biggest recession Mother of all bull markets or mother of all the The US economy is about to go into recession.
Recession is coming. US Market All Time I. No one said anything in India. Recession will come. India market then went to all The time has come. So it means that this is a group It seems to me that as much as He is an economist and he actually understands I made a very big mistake somewhere. has done.
The correlation of the economy with the stock market I always say that the stock market is A Reflection of the Economy. But right now what Connery's take on the world It is exactly the opposite. So maybe that tells you something It seems that some change is taking place. There is nothing in the world's world wide economy Some major changes are happening.
upswing Some positive changes are taking place. this this which This has just happened and it is giving such an indication. Is. I think from my limited knowledge I feel like this. So sir, whatever you give Now This Our Government's Ambition Is There Or what we're seeing today is 4 trillion. The economy is and we are expecting another five six yes it is going to be around If we have a 10 trillion economy then our growth is certain.
We are the highest, fastest going economy among the big economics of the What is the world about us in this situation? Is there any risk in investing or to yourself? that's okay if I for 10 years If I keep it, my money is bound to grow. Whether I invest in any stock or not Is the perception correct or how should one think about it?
Look at India after 60 years. adding trillions to our economy It took 60 years, it took 60 years from 1947 It took 60 years to reach one trillion in 2007. Economy in reaching and after It took 10 years to add the second trillion. So it takes 60 years to add the first trillion to the second. 10 years to add a trillion dollars, now six Now it can happen after six within a year.
Every trillion is added in four years If it remains as expected now, Understand that we are roughly around four trillion. We have reached. Now Modi ji also said as That we will do 5 trillion in our term, we will do this Are about to arrive. We are now in Amritkaal That those people are talking. of the Amritkaal Inside there are talks that by 2047, 30 There could be a trillion dollar economy.
10 There is talk of trillions being achieved by 2030. of. So, I understand this. And this thing We are not just saying this. Now you see The World Bank also started saying this. India is the fastest. I just read it today As people used to say, 6% GDP growth There will be a rate. Our growth came to 8.5% 8.34% today I read somewhere that right now tourism is also There has been no addition to it.
This 8.3% Whatever growth has come in this, if tourism A new era is just beginning Domestic tourism within India This is what I said, if this tourism is okay If it happens, it can be done for 10 taka. May it reach. So I don't know if it goes for 10 taka Don't go. 8 taka is also not too less. Would. The largest mean growing economy in The world is ours.
So this is understandable It was said that the future of India, economic wise This is the bright future of India. You see I feel as if I Saniyal ji who is our Chief Economic Advisor Who is he, he is the Finance Secretary, Sumit? Saniyal told that inside the world The most common thing in it is used It is happening inside Bombay.
Maharashtra Or consider Mumbai as the world's most beautiful city. More cranes I read somewhere that right now he The Jewar airport which is being built is a world-class airport. It is going to become the largest airport of India. His Later it came to light that the Bombay airport which The new airport that will come up in New Bombay It is also becoming the world's largest Will come.
We have to build the first 100 airports. Understand that it took 100 years. Now these 100 airports We will make it within the next 10 years. 50 So there are already 140 142 airports. 40 more Opening ones. You know the world wide India is having the second largest road Network in the World. India's After US road network is India's largest Is.
Above China China's third largest There is a road network. You go and see me It seems like the animal spirit we are talking about Let's do it in English. an animal spirit Like some work is going on inside India Is. It feels like this. You can reach anywhere. It seems like there's a sense of excitement among the people.
It has happened that this is an opportunity to do something. The man probably thinks this is some kind of opportunity. Now India's time has come, so if that If we keep this thing in mind then off course One more thing about India's next 10-15 years I will tell you about one of India's biggest The problem could be our demography which The demographic dividend we talk about that our population is for us It may be a drop but in one place I I read about the demographic dividend.
Its impact is after 2035. will start decreasing. so we have I have been with us for 10 years, 12 years. Is it clear or maybe it is 15 years clear that perhaps if we get the right leadership, We can do some major damage that We say on the economy front, so let's Hope for the best. So, along with the economy, the same shares again What does it mean for investment in the market?
Will there be an impact? How can we go? for blind investment and still we One should choose and pick a lot. Sector Wise You should do it after seeing it. No no choose pick then You should do it all the time. He is in addition to this So there are about 63 million SMs in India. In. There are 63 million SMEs in India In.
Now look at the SME market The way it's coming every month is 2030 Companies are coming. A company invested ₹16 crore He asked for ₹16,000 to raise the empty space. Got crores. 16 crore worth company raced I came to SME. Its IPO was raised for ₹16,000 Got crores. So a cult is happening. I am a The place said that like in earlier times we It was taught in India that food, clothing And the house has been in the forest for the last 10 years.
Gone and done with food, clothing, shelter and data Because you see, you will do dieting. Instead of four suits, you will wear three suits. I will wear less clothes and eat less and diet less. Akshay Kumar was seen by everyone If you want to give, then you should eat and drink less. I will eat but will use the same amount of data in the morning.
From good morning to good night If your data remains yours then a cult will come It is said that food, clothing, shelter and data are still in it. Another new thing that is being added is roti kapda. Makaan data and SIP which stock market then you Call it SIP or stock market Say investment. It is becoming a fashion It's becoming a trend, it's becoming a cult.
And this is the beginning. This is the beginning of it It is inside it. So to me personally The future of the stock market seems to be no Doubt that this is just a reflection of the economy Is. But here's where the exuberance happens Inside the market. sometimes something People discount it first. which happen It is going to be inside you today in 2026 There is excitement.
You discount it Will you give? As in many railway stocks, many This is how it happens in defense and sometimes morale goes down. If it happens then you can also trail which will also happen in 2023. You can also keep whatever you have earned in 24. You will discount that nothing will happen next One.
So what should I say about animal spirits? I feel there is a lot of one in India There is an undercurrent of excitement going on, people. Inside of. So, I think this market It must be very good. Who Be much better than what they are seeing today. Needed But you need to be very knowledgeable. It is here because When thorns grow along with flowers No, it is not like that, there are flowers even among thorns.
or if flowers have thorns That fund must be kept, it must be kept Which shares should you invest in? Don't miss that opportunity What if you invested in the wrong company? if you have done it Sir, not a company but if some sectors Can you tell me specifically that the sectors are Looking Bright in the Near Future Look what I feel right now The development that India is going to have Exponential growth is on the way Like I told you about something You see, today whether we are four We have become a trillion dollar economy worldwide.
We are nothing anywhere, we are our own people There is no dominance anywhere world wide Inside anything, whether you are pharma Talk about it, even talk about IT We don't have a product in it We are providing IT services only. Are. We had a problem with China. We have installed 56 apps from China. Banned it.
Someone told me yesterday And after that 32 more apps were banned. Those from China will no longer work in India. How many of our apps did China ban? even one No, because we don't have it. So What will you ban? So today we are very We are lagging behind and people compare us with China. Are. China has an economy five times bigger than ours.
Is. 18-19 trillion dollar economy China. Today we are over 3.4 trillion. I am stuck in. So once I Went to China. I was in China for 9 months. I go I stayed in China for 9 months, bringing home with me. I understood that China's I had read about the development somewhere before. that this infrastructure is there, isn't it?
It is an economy enabler, it would have been a GDP enabler. which is the infrastructure which is shared The infrastructure sector is I saw that road inside China If we make it, then it is 150 kilometers from here. These people will build a long straight road till So many houses have come, temples have come, churches have come Went to the mosque, did you need to ask anyone?
No, and in a flash, he blew everyone and them away. I gave you a notice that brother, you will be given six months' You have another one here for you Your house has been allotted and this is the 23rd you should go here if you go It's okay, no, you have Ganga Maiya, then no one else. If there is no solution then I want to say this I am thinking that this exponential which we It is said that there will be all-round development.
This is India without infrastructure. No country can grow if Infrastructure I think I should take care The shares of infrastructure that you have You know, right now the government says that the The demand for power is increasing in India in this way There is a power shortage during peak hours. It can be inside India because the day More power is used inside the house It also works in me and understand that factories also It moves at night, it may be a deficit No, either way, and whatever way EVs are coming In which you will need charging Right now the child is in the beginning nascent stage Even now, inside a very small stage If we do not have sufficient power then I want to tell you that everything The demand is going to come out here.
Empty No power, empty. No airport, empty. No port, no tunnel. You work so much I will be employed in some companies There is investment. Something of mine with them If we ever spoke, he told us There are no companies working. suppose if Just imagine if someone gives away Rs 10,000 crore to someone If I ask the company in India for Rs 10,000 Single order of crores given to a company Who is capable of running a company?
So everyone Larsen Trow comes to mind for example. And who is doing such a big work in infrastructure? If a single company does this, there will be such a big problem. Here is the real company and its Balance sheet is also considered solvent, that is fundamental It should also be sound because bank guarantee should be given.
You will have to pay Rs 10 crore for the order you placed. So you will get a bank guarantee of Rs 1000-1500 crore. So you should at least have balance sheet pe dum dum should be so I mean it's all kinds of Development is going to happen here everywhere. Let's assume infrastructure and it is in every way will be developed Sir there will be growth Sir of course hopefully God If you want, it will definitely happen, Sir Corporate Governance is becoming a little bit of an We are looking into the issue right now, so sir what Separates a small cap in terms of Governance is what separates a small cap from a large cap because sir balance sheet So okay, on paper everything is fine, but if If we look at the company, how do we judge that Yes, this company has its Athos or The values of the management.
This is like a his at least thinking is like a big Company. How do we understand this? How to this Differentiate sir? So I made a formula I work on my formula Yes, I want to share that with you. I named that formula Smile. S.M.I.L.E. So S stands for like Small in size. Because I usually invest In small and mid caps.
and it does not Meaning that S stands for small cap only. In the sense like suppose there are five companies In the sector. And the Fifth One Could Be the The Smallest and the Fourth One Could Be the Very Smaller Compared to the First One and Usually They are in small and mid cap category only But the categories also I don't know how far This category is the thing which SEBI has Prescribed Is I Don't Know Relevant I don't know if it is not there Small in size and medium in experience Usually I don't invest in any company Where the Promoter Doesn't Have an Experience of less than 15 20 years so I I call it Medium in experience of 15-20 years If a man has run a company for 20 years By then he had a medium experience.
This means two or three people in your company You must have seen big shocks and five or seven You must have seen small shocks. Sometimes There must have been a Forex crisis. Sometimes labor There must have been a crisis in the union. The bank's sometimes There must have been calls. Sometimes the price of raw materials Must have crashed.
Sometimes a finished product Prices would have crashed. China once There will be some ban or the other. So he He learned from all those things. by your mistake Only man learns. I have a coat Sir When You're Right You Earn When You're Wrong A man learns only through mistakes. He never learns from his goodness He must have medium and experience If a new company comes up, I will join it.
Generally I do not invest which has 5 The history of the year is as I am telling you now. I am thinking that the cycle is not complete yet. Picture abhi baaki hai to medium in Experience and Large in Aspiration Aspiration is very important for promoters that if his aspiration is not such that I'm a regional company from regional I will Will Become a National Company and From National I have an aspiration to become a global Company.
It May Take 10 Years 20 Its Journey. We have to enjoy the journey. Our There is no destination at all. where to go Brother? That Deepak ji said don't live here Is there anything else to do except die here? All I don't want to leave you, what do I want to do here? Is? So we have to enjoy the journey.
So that Large in aspiration is variant. Because It is simple that if the promoter is a millionaire If he doesn't become a billionaire, we the shareholders You will not become a millionaire from a thousandaire or a millionaire from a millionaire. You will not become a millionaire. So his cake was bigger.
It must happen. So medium in experience And the large last is what it stands for Extra Large Market Potential. So If the market inside his product If the size is not as big as the ocean, understand There is a company with a turnover of Rs 2000 crore. And the market size itself is Rs 4000 crore. For Example: Market size does not grow.
It is happening. He became the company Plato. They The possibility of advancement in the company is lost Went. So I usually say that I like to Invest in a fish in the ocean, not in a crocodile in the pond because if the pond's If he becomes a crocodile, no one will kill him. If he gives it then it is dangerous.
There's no one in it for me There is nothing to do. If there is fish He has the whole ocean to measure. near. So I apply this formula generally and the track record of the promoter Like he said he has 15-20 years of experience. Should be. In 15-20 years, that company's What did the company do? When the economy first Uptick in economic cycle, good whether he also tested positive or not He is outperforming the economy India is not growing as it should Is he outperforming him or not?
If India's growth is being He is under performing in your company. If you cannot make big money then that company India's India to beat its sector You should do this in your performance something to see That is correct sir, but sir sir, there is one more thing in this It is very much a trend right now, we too Startup to capital market was done What startup cut out from this fund of yours then?
It so happens that today we have a startup Alok among us. Patia ji, very good startup Hopefully he will also be the founder Become a superstar from where he is on track For that so sir what startup ko hum hum Keep out of consideration that No, no, no, I didn't say that This is not for me Brother, you eat the egg, I will eat the chick later.
When the chick grows up to become a chicken, I will become a chicken. I will eat eggs, I will get them for less than ₹20 I will get that chick within ₹40 and You will get good chicken within ₹400. Pure vegetarian is what it is You eat eggplant [Appreciation] Sir No, no, what I mean to say is this category is okay, whatever every company starts I was a startup, if you look at it, it You people have said this name today.
Startup has come, otherwise every company will start. May have startup experience. Founder Can Be 15 Years or 20 Years Experience. Correct? That could be possible, right? And that means saying that That company also has someone or the other at every stage. We should find an investor, right? many companies There is one who says that no, unless its I don't invest before Series A.
Am. You will go to many companies, brother. Those whose names were mentioned would understand this. These terms. I go to Series A. Tell him you need seeding capital. Bole Seed I don't give capital. many companies This is how I speak of angel investing. I don't work. You do this turnover. You are so much Get your benchmark then come to me 2 After 2 years it becomes 20 times He will buy your share but on that day If he is not buying then all kinds of categories If you are a stock investor then this What I mean is that the small shareholders Isn't it brother, they don't understand that.
Which startup should I invest in? Do it because every company that comes does this She says that in 2000, I was an Amazon That's what I am, I'm going to be Amazon. Everyone is going to tell you the same story. It is very important to have this awareness. That awareness is important. So by saying this small men to new men to startups You should not invest in it.
He then he BC funding people who are through them If they do, they should not do it. Because we were told only good stories. Gives. The company that has failed is I don't know. Thousands of companies are Thousands of companies failed after seeing Amazon It must have happened. We will not know To the people.
So this thing ok sir we regard you again coming back to Investors From an Investor's Perspective If I want to invest in the company Okay, large companies whose public domain I am very good, he is a know-it-all but Otherwise, on which parameters should we I should pay maximum attention so that I I can make the right investment and for a period of long term so that you can see me that it is understood that its long term future It's very good.
See what I see I'll show you this Let me tell you. I'll tell you by the way. I made no investment in my life I have not read a single book, brother. Correct Is? So whatever I said, yes or no, then these claps. You are making fun of me. No sir, you said it earlier, right? Investment is an art of experience.
So Whatever you have learnt, you have learnt from experience. yes then And we have to share that experience. Sir. You have to share your experience We are lacking. We have the knowledge, sir. You your experience Please share it sir. We will acquire the knowledge. Please share your experience. Or I experienced I have come to share it with you sir and me I am happy in that which the Lord has given me.
what I have been given or what I have been able to learn I should share it with him, the lamp burns with some lamp Sir, which one is that you are going to take me with you? The ocean is like the stock market, you are a fool carrying water from there to the house from the sea You come here, how much is lost in your house This nature song has to give If you are okay with it, I would love to share it with you.
There is no problem in this, I What I look for in a company like you As you mentioned earlier, the Chartered If you are an accountant, then understand that balance I keep looking at the sheet and talking about his fundamentals. What is the health of the company? I see growth at one place, for example I was told what kind of company I should invest in.
I do what I do sir, I am an athlete Someone set a record like Guess Hussein Bolt ran the 100 meters. 8.32 seconds or whatever it is, I know. No, understand, in 8.32 seconds or whatever He must have run 100 meters in it, now this is like any other A man set a record athlete And then the ups and downs are the cycle of life Are.
These keep coming. Then he was out of The performance is done. He was out of firm. Now his performance is no longer the same. Understand that I have my eyes on such a company. I keep companies like this on my radar. That once you understand it, it is a great achievement Established. He's sick now, he's an athlete.
Or is he out of form right now or is he a member of the company Understand that it is not working right now because something is happening right now If there is any problem in that then I will leave that company. I just keep him on my radar and Sometimes for 5 years, 7 years, 10 years he has to stay with his I keep it on the radar and I wait When will its time change back, its economy When will the cycle of this and the economy come back?
his financial to get the cycle back It is important to have health contact, right? If financial health, what would have come first? Is? His financial health would have been destroyed first. Or would the economic cycle have started first? Is? There should be coordination between the two. If If the cycle of economy starts again and that If his financial health remains the same till the time So the man returns to the 100 meter race.
Will it cover the distance in 8.32 seconds or 10 seconds? will cover it or maybe even in 8 seconds Cover it. So I'm talking about the weight of that economy bicycle. I wonder what is happening in India right now. Used to be. The data you have today The data we are talking about today is You are talking about financial ratios, right?
That is the past. Today you can see the balance of any company. If you look at the sheet and tell me there is so much EPS, This much is ROC, this much is ROE, this much is this, That's it. You are talking about the past Are. You don't know the future of that. His future is not written. To you The future is for judging.
It sees you na that picture hai main hoj so tomorrow to main who's so day after tomorrow what will happen the day after tomorrow It is going to happen in your country and this will give you You will be able to see it from your home Everyone will leave for some other city You will see the place empty, you will get observation You have to keep your eyes and ears open You have to keep your senses open, you can see It will show that this is some trend change.
This may change something within the country. You have to dot the same thing Have to connect to your share. the same sector Let me give you an example, Sir. I realized two years ago that Airports became bus stops. You are at the airport Go there and you will see what once upon a time was just There used to be airports like railway stations.
It seemed as if the airport started getting crowded. One Another thing you might have noticed is that when you go to the airport I used to go there earlier, 10 years ago, 15 years ago. So people are in suits, boots, safari suits and this and that. People used to go to Style Vstyle. women so After going to the beauty parlor, I went to the airport.
I used to say that brother, we have to go by air. I have to board the plane. There was a celebration There was a festival and it was luxury. Right? Today's Look at the day, you will find sleepers. You will find people wearing shorts. carrying a bag from the village What we call a bag in Calcutta It's a good thing.
This is India. This is the real India That's it. You'll find such people at the airport. Pay. How big are you by the way You are a man. The same man sitting next to you After eating that gutkha, I saw spit in the plane. Gave. I swear friend, he was sitting after eating gutkha. If you spit, what did an elderly man say?
Brother, you are doing gutkha, he doesn't have any sense. If it is not there then that is the real India, then I What I want to say is, look at this change. What changes are taking place in the economy of the country What is the change happening in this, what is the new trend? New things are coming, what are these changes happening?
Like those air hostesses beside you She says, Sir, that you have two doors. There are two gates at the back and four gates in the front. In Your exit gate is also near you It is possible So this is an opportunity sir. it You may think that it is near you. Well, such a change is taking place. these things There should be a change within India.
See nka Just imagine, such a big company. It has become a matter of one and one. Not there. I am not asking you to take nka Brother. So, you should see these changes in the world. What changes are taking place? In Hindustan What changes are taking place? What are those changes? Which company should you come to and give you the can benefit.
This is just empty thinking Is. This stock market is just for thinking. Yes sir. What other work do you have? Your? Sitting in the air-conditioned cabin, you press the button You suppress me. You can find a shop floor on any floor. You are not working. Someone to give you a mind Not there. You have to keep the vision clear.
this change It is possible So I kept looking for that change. Am. Sir with this now my other question is that What is the difference between momentum Investing and Value Investing? You As I just said, we are watching everyone. Are taking. Suppose railway stocks Started walking. Difference stocks start moving Happened.
So momentum came and all the stocks started moving. Started. So what should we do at that time? How To choose a value stack out of two Momentum Stock? What is its formula or How should it be done? No, sir, its formula is like this, isn't it mine? There is a quote: KEY S is more important than KYC. So KYC means Know Your Client.
When we fill out the form at a broker's office But they fill KYC. But before that KY S is necessary. Know yourself. you yourself It is important for me to know that my What is character? what is my temperament Is? My Yes sir. It is a millet type. It's a jowar type, right? So you give them momentum Please make them sit in it.
He is the fact man for BTST. BTST Buy Today Sell Tomorrow. Now I will give you an example on your own. Yes sir. What is that? going on the train You are there. So let's go on the train, understand 6:35 There is a train of. Now you have to take the window seat. So what time will you reach the train? 5:30.
This is a horse for the long race. So You will arrive at 5:30. Understand that at 6:00 You will reach there and take a train seat. Some men who are interested in sitting If they don't have it then they have to stand He will reach at 6:30 and he will board the train. Will stand. Ok? A little more hero If so, will he arrive at 6:35 or 6:34?
When they reach there, where will they stand? Will you stay? On the footboard. Footboards speak Maybe him. He will stand there. Some? If more heroes come, the roof of the train will be on But he will go and sit down. So those who sit on the roof of the train Sir Momentum is from BTST. Sir, you are the one in suit and boots.
not for you I am speaking. Maximum risk taking 6:35 and 6:30 in a moving train Climbing up straight away. Hey brother, there's a lot of wind here. Yes. He will sit there and enjoy the fresh air. Hey brother, there will be a train accident. Who will fall first? Now you guys think about that. So the one who is sitting on the train seat at 5:30 He is a long term investor.
that train He arrives before departure and the train stops. After that it comes out easily. They long term investors and those who stand Those who come and stand there are Medium term investors go. And the one who Those footboard guys are standing on the footboard What do you do? get off at every station Are.
And will climb back up. That is short, it is equal brother. bad Don't agree. So he will be a short term investor. For them I have to get off every train. Took this today, I sold it yesterday, bought it the day before yesterday, and the day after tomorrow I took this. I have a song. your uncle I took knowledge from the driver, I did not study, Neither did college.
No sir, listen sir, not like this, but after singing the whole song Tell me sir. The song is live live live. Got knowledge from my uncle's driver. My Got knowledge from uncle's driver. no study I did not do any college, I did not study anything. Neither did I do college, I listened to people, Penny I chose the stock and lost so much money, it was fun.
Went [Appreciation] That's right Sir, this is done, now tell me that particular Do we have any formula for stock picking? what to look for so there's a term like Pitioski score Pitioski score one element by which we identify how are all its parameters Are there some of these types of parameters that you We mark and keep RSI etc.
which Let's see what you think all this is. It is very important to look at a stock To identify before Investing. No, it is like that in him. See If your parameters are as I mentioned, You see, this is your past. The record is telling. You are one thing Understand practically that if you do it today You went to the laboratory and examined a body.
The report of the checkup that has come There is a past record. That is past data, right? Because you donated blood at 9:00 in the morning. Understand that the report will come tomorrow at 4:00 pm. Went. That data from 4:00 am to 9:00 am Is. There is no data in between. Technically speaking, it is from your past.
The data is not the data of the future. So say this I say that it is a must-see. It should be because it will reveal that this When your cycle comes back, it will run in it. It is about whether it is ready or not. less In the short report it will be known that yes Is his cholesterol level okay? Correct Is?
So if we find out about this, we will say it. You can say, yes brother, it's okay for you to drink alcohol. Maybe at night. Is equal. So that Important information about the financial health of the company Is. But I'll tell you one more thing Am. I complete what I am saying Dito, don't follow me like that, K Y, yes no.
You have to follow yourself because every Every person has his own mindset. My vision is 10 years out. If I share any I take it for 10 years and if I take Even if I am wrong after that, I I will not sell those shares because my Vision is 10 years old. I am doing this thinking I am sure that today this data is not equal.
But If it is under controlled medication Or if it is within a controlled diet then this thing We may test again after 2 months. Will you get it done or test again after 6 months? If you get it done, this thing can be cured. I that I am thinking of investing for 10 years. And to take that risk of saying this, I I remain ready.
But you don't necessarily have to If you do not have complete knowledge of that company and Knowledge is the most important thing The belief is that your perception should be equal. Your conviction should be equal to yours. Yes, I am convinced about this. that this story should play out in India Is.
If I feel like the story It has to be played out. At that time, if the financial If it is there then it is a problem. But the promoter's If the intention is right then I will buy those shares. I do business inside. So this is mine Things to be taken care of. off course but the There are laymen who are new investors and who are just A first for those just starting out The point should be that the company's Financial health should be equal.
it An absolute must for beginners. After that you can hit sixes again. What I mean to say is, Sir, when it comes to health Very pertinent questions that normally He is also involved in the stock market. Palpitations become a little faster. a little You have been here for so many years as the market goes up and down.
Get involved in the market. still you are Maintaining such good health? What is its secret Is? No. How to Reduce Stress Dispite Being Remaining in Market? Look sir, it is like this I have been doing this my whole life. While doing. Same thing throughout life Did the same thing in place. So I understand this game Went.
So there's only one thing on my mind. that when I invest in a company Yes sir, after that I think about it. That this money is not mine. I invested in this company The money is not mine. I have two coats. Your Investment Belongs to the Market, Your Profit belongs to you. . What does it mean This is that the company in which you invested Like he's a plant in a plant It's like sowing a seed in which you have invested but for every plant Different inputs can lead to different outcomes Same but output may be different It can be different, so it is in your hands.
This is not in the hands of the market Geeta teaches us that whatever is in your hands I'm not even there worrying about it what will you do? So by saying this I am religiously accepting this matter. I follow that it is not in my hands Is. Some more dynamics will change tomorrow. Some more metrics will change tomorrow.
Today I think that might happen tomorrow. It becomes irrelevant. His tomorrow someone his It doesn't make any sense. Like now you say inflation Sometimes you may not have heard that Gold and Prist Metals All Time High and Stock Market is also all the time. All metrics change They exist within the world.
So I my I make my mind think that this money which I have invested till I sell those shares I am not there until that money is deposited in the demat statement. from statement to my bank statement I will not spend that money until he comes. I don't. People may be thinking that Here I have this and that.
I my The pass which is stuck in the bank, brother I have brought as much as I can right now. I am the owner. How much money is left in my demat? I don't care about that. So I had a place He also said that it is a simple matter. That The only thing is that you should not consider him yours. He gets money and this is your daily business.
It is a daily task. inside this if you If you face ups and downs every day then that will happen If you win in the market, you will die of blood pressure. You will go. So the purpose of life is to be happy. It is not that you should sleep at night with tension. So that will come with practice. That from practice It will come and you will practice it.
It will come gradually with practice. So how much patience can you get from the same practice? Does it play a big role in the investing market? No patience Patience on both sides when I invest So how much patience do I have? When the stock starts rising, to what extent You should have patience and when you start falling If it happens, how much patience should you have to leave?
How much should you pay before buying shares? Does patience play a role? Look, sir, one thing Understand that he had read it in his childhood, slowly O mind, everything happens slowly, the gardener waters the field. The season has come, this simple life will bear fruit The principle is that your thinking doesn't work.
It's going to be your job to do it How and what returns will come is in your hands. No, and this is another thing in the stock market. Listen sir, I have a quote that y Will Make you wealthy di. So in both things There is a difference, sir. Making Money and Building Wealth There is a difference between the two things.
If If you want to earn wealth, then patience Will have to keep it here. Like you have a Example given that one of my shares is worth Rs 16,000 If it is multiplied by 16,000 then it It took me 16-17 years. Under 16-17 years old Inside me, 16-17 times in big things. Fall came that from its 2 third peak to 2 third fall he went Okay, so that's one I took in 2004.
So understand I took it for 30 40 305 and that Understand it became ₹15 in 2007, later I Nothing was sold, the Lim Brothers' crisis came. So, if ₹1 share worth ₹15 comes back to ₹30 You can think about my 5 years of hard work. The year I was waiting for or five years Whatever my aspiration was, whatever my dream was It was in the water, some shares came back to ₹00 I went but still did not sell any shares.
Now after that those shares again 2014 13 I then came back from there at 5:15 and then he In 2013, recession hit again and by then it had reached 400-500. It had come, then the recession came and then it came down to ₹15. I didn't do anything there either. Then it became ₹4200, ₹4200 became ₹1200 The one which was Rs 1200 has become Rs 6200 in Covid.
Before Covid, After Covid I got ₹1800 in between, bonus came in it Then it became ₹8200 and now last year After that one to one bonus it became Rs 16400 Actually, because my shares have doubled. So if you increase the value then it becomes ₹16400 So if you did not have this patience, What would you have done if it was 30 and a quarter?
The one with 5.25 is 100 which you asked When you sell it, it comes to your mind that brother, sell it. Sell it, the one and a quarter rupee has become ₹100 for me. I am going to leave, if you sell it then sell it You would be happy that one and a quarter 100 100 is 30 It went but the one of 30 became ₹16000 again so I changed it.
Story Behind the Stock Not Money on the Table So you missed that big story, so this You get into [ __ ]. You must first understand Before buying any shares, The underlying product in this is for you How many years does the story take? You have 5 years Does she look like she is 20 years old or 10? Looks like a year old.
First you have to fix that It is to be done. then after that he Salman Khan says, once I If I make a commitment, I am not even mine. Listens. Then you don't even listen to yourself. Sir, all the new investors who are coming here So everything is already there which has been in the market for a long time.
But there are still some people who still If you have not invested money in the stock market Those who want to make new direct investments What are your thoughts on those in the stock market? The tip will remain those who do not have knowledge Those who do not have knowledge but they still want to very good I want to be a partner for this So I'll be your partner I can be a broker for you you are my son-in-law Because what's in it for empty brokers To be good.
Suppose you are a new investor Tell me one thing. You are chartered Is an accountant. If I tell you tomorrow that Sir, you have to fly this plane. Is. You are a chartered accountant. You Will you fly the plane, sir? No. Will not fly. For that you need engineering Will have to do it. She is also a flying one You will have to do engineering.
If B.Ed., M.Ed. something if you did or software If you are an engineer, you can fly a plane. What? We Can't fly. How do you direct Can you invest? You tell. You can't drive a car. If you have an MBA I did it, I came back after studying from Harvard. MIT You have done engineering from and I will tell you Tell me to drive the car.
Will you drive the car, sir? You can't drive it, right? You have to learn to drive a car No. You will have to experience it. So simple this is it The thing is. There is a lot of confusion in the minds of people. That this is such a work. When the stock market When people come, they think that this is work.
I will do it lightly. So this is the biggest The problem is my quote sir that the market Your Perception on Rewards US. If You Will treat it as a gambling den it will Prove a gamble for you. Gambling and high risk What is the difference in business? You stock Market like I said, the fastest way To create money.
It is the platform to make Easiest Money in the Hardest Way. tighter than Ways to earn money in the world. so easy I have money but the path is so difficult You have to go through that process journey. Will have to go. Your degree is of no use to you Will come. Your temperament will help him Inside.
So when new people come, my mind I think this is a good option for the broker. The goat has come. You have five partners here. when you You enter the stock market, press a button So four or five are your partners. To all The big partner is a broker. Then the transaction You pay the cost, then you pay the service tax.
Then you give STT and then you give BP, You give me diabetes, you give me tension, You give me hypertension. That is different. this is Your direct costs are less than your indirect costs. People teach direct cost indirect Cost and indirect cost are different. So How can I do it? He is a criminal, sir.
It is a crime to do that. I feel like this That is a crime. They cannot earn. It's simply the same thing. Sir, like SEBI Ah, it has also been reported that there is 95% off The Derivatives Traders Are Losing Money. Still People Are Inclined to Do Derivatives Trading. Here also whoever sits maximum There are many of them that are actively derivatives Do trading.
So to what extent Is derivatives trading right? Sir, I I have composed a song for these people. Ok No? No one should understand you. Anyone I have not forgotten yet. don't understand anyone You came here. Come on, why do you keep going? Should I fall? Why should these 90% people lose money? When I thought about it thoroughly, I understood that 90% If people could not sit then those who could not sit here Paaye means those who do not invest long term By saying this they got money here.
90% earn, I think 99% people Earn money. Not 90, but 99% of people here. Earn money through derivatives. With the advent of this algo trading Do you think you can make money at it? Because right now it is not available for retail investors There is also this opportunity that he can Algo trading through specific segments could do So as far as algo trading is concerned Look at the big names doing algo trading.
They are cunning people, how can you deal with them? You can do it as an individual if you Investor should be into trading Individual Trader Ho Inside Trading Are you sitting with any other company with Algo? How do you fight with the machine? You tell me. He has knowledge of He also got power and near him Financial is also power.
You are 100 lots Will you work? He was going to work on 10,000 lots. The one who is sitting with the algo. you their How can you be together? This will be the thing like I'm fighting hand to hand and You are sitting with AK-47. So, I'm with you How will I fight you? So, is that the major reason derivatives Losses incurred by individuals in trading Of?
That may or may not be a major region. It is possible You will get the answer to this It is difficult. But maybe one of the The major reason is that yes, the one in front of the algo You won't be able to do it with the machine. Or even if you try it once or twice, understand Consistency may be your victory in his will you go Sir, right now we are hearing some buzz words.
Sustainability Green Energy A Global Warming Sir, how will all this happen in the long term? What impact should be measured and is it relevant? For should investors think about this? Buzzwords and Let the Industry Leaders Worry What about it? No, these things are going to be alright. This which If you know the buzzwords that come up E-commerce came to India 2000 years ago.
Inside. E-commerce will come in 2023 Had gone. But after coming I failed for 10 years. That's done. So first the buzz words come. It is like this in the beginning. this then that Discards happen. You know today's The day is the biggest buzz word in the whole world. Inside the EV, what you talk about is electric.
Electric vehicles came into existence in 1920. Was. I also tweeted in 1920. I also posted a photo that was taken in 1920. The world's first EV came in 1995 and But after that there was some problem in it. She said, yes brother, it is okay, where should I charge it? The roads were also not equal. Then that Ford Word came and they started petrol pumps and so on.
100-100 meters, 500 meters, whoever one or two When petrol pumps opened, IC engines were installed saying this If he comes then none of these things that come It comes in the beginning and then it gets discarded. But ultimately their future will remain and according to which the whole world is The issue is whether you are a renewable Talk about energy or green energy?
talk about hydrogen or Talk about solar, ultimately the future. Yes, but like I said a while ago He said what the market does when it There is excitement, right? 2026 27 28 30 I also give you discount of this today. Understanding these things is a different matrix. But how do we use those things commercially?
Take advantage, this is another science, this is real There is science which you CAs do not know. I mean you are a CA or not. I am not joking that you are a CA You will understand by speaking, it is not necessary that I I want to say that this is the concept When will it happen, when will its timing be?
When its Will commercialization come inside? when in Will there be economies of scale? when in Will profitability come? And when inside it There will be a big boom, there will be a boom in profits. These Updates you all the time to understand the timing Will have to stay. You can do this 24*7 business all the time Is.
So this is what I say. This is what I I understand that what you say is new. The men will come. what if seen You told me 45,000 brother, you are also a CA. Have been. Whatever you clap for. Then CA is fine here. If it is there then it means off course without you then you The base is the chartered accountant who is Aadhaar is there, now nothing can be done without accounting.
I can't just go inside it and the rest I don't need to say a thing You must be careful what you all do. You all must be doing some ethical work. So that's because in any country you Look at the progress that has been made in any country. Underline inside the country is the most Do you know why there is a slowdown in China right now?
Which we are calling China's slowdown. Her biggest single most empty only The reason for China is that Xi Jinping thought I have accepted that I have to remove corruption. To me. That is the reason China is sleeping Down. There is no fundamental weakness in China and China will come back faster than What is done in the past.
You also see this He will take it. So he just had a He decided to take up corruption so that he could Even if that real estate company is billion How many dollars' worth of companies were they failing? Let them fail. to me to him There is no need to save and it is already within the day. There are many days at the state level in China too.
It is a big day in and at the central level. So he is with his less and he is with his already waste The problem is inside because they So many notes have been printed. They have so much He has given a landing. Even the US has European countries learned from China that I further do not want to give them any stimulus.
I have it. If Reality Less Than Stimulus Is more than artificial stimulus. So By saying this, corruption is ultimately It is rampant in India. They know their And it is not known when it will subside. So this is you People, maintain your ethics. This is your contribution I think you can do this to the society or To the nation.
Sir, whatever you have said so far is very good. spoke. I think these are the words of Widow. Sir, I will continue to speak well in the future as well. Sir Sir, but for that I had to say it once You will have to go to the audience. I would like that If there are any questions from the audience, please ask now.
You can ask Vijay ji. Ok? So now Till you answered on dice. Now the audience Also answer through Words of Wisdom. Kedia ji, I have been in the stock market since 1983. I am connected. Since my student life. There were many ups and downs in between. Joe Market I also received the Guru Mantra from him.
when everyone is Buyer you become seller. and this is my Experience also shows that when this penny stock If you start walking and everyone starts giving you tips It should be understood that the market has now reached its peak. Went. This is going to burst. So its What would you like to say about it?
No, look sir, it's like I just I told you twice a while ago that the old Sir, whatever metrics there are, the world is growing. Is going. Everything is changing. old The metrics are also changing. whatever you say What you are saying is exactly the same. They In the 1930s, there was something that happened in the US.
The depression that came Who was it to me, I forgot the name, it was Rockeller. Whoever it was, he was getting his shoes polished. The shoe polisher from whom he was getting it done was polished The seller must have asked him whether the market was open today. It must have been said that the market was going to boom.
He went and sold all his shares. A very big example in our market This is then given to the market here. Understand that I have come inside, whatever it is It happened in the 90s that when inside the IPO If there is a flood then understand that the market is over today. It is going to happen. You have what you give you more have experience.
As you said, yes, you are right. Brother, when you get penny stocks, you can invest more See, this market is defying everything. Used to be. This has been happening for six months to a year now. Used to be. So, as I said, 16 Crore that was asked for, ₹16000 crore to the people Gave it. There is also froth in such a Inside the market.
Even in IPO Manipulation is going on. There's froth inside it There is froth in me and penny stocks too. One The company is such, sir, I will not take its name. Because recording is going on here. They The price of the company was ₹6, it became ₹14. Eight months ago. He sent a notice stating that I'm with Tesla USA.
Battery I will make it. So I joined a company. I have become inside whom we are electric We make three wheelers. So the battery Works as a battery. So for me that It was interesting. So I found out that How can a small company like this be in line with Tesla? She will tie it up. So when I bragged a little bit Sir, I came to know that the same man in the US Tesla is the name of the subsidiary of the Indian company I have kept it.
This is also a unique thing in itself. See Tesla patented it in the US Must have got it done. Registered the trademark will be. He might not have known. And He has opened his own company called Tesla and He tied up with his company Took it and put a notice in the stock market. ch The share price reached ₹15.
So I tweeted blankly. I told him that brother, this is Tesla of Elon Musk. Tesla is not. This is his own The company is Tesla. So while sharing that, Sir ₹9 came down to ₹1. And the share which was ₹9 to ₹10 also became ₹35 brother. Sir. Because people did not read my tweet. Even today Elon Musk is understanding the same.
His He is studying. So this is the bull market. Madness. So avoid all these things here. Needed This is what he asked first that the new ones Investors come to them so much It's simple sir. All knowledge is free. Sarah Knowledge of the universe No, you all sit on Google. all to you Available for free.
But no answer is as I don't even want to read that much. dig as much Don't want to do it. A little bit of your mobile If I buy it, I will ask 10 people if I want it. What? Should I take that? What are the features? What is? How much battery life is there? Is it charging? To buy these and those shares You don't ask anyone, sir.
You are simple You could have just gone and got it. So now coming to your Point. I think all the metrics Changes are happening. I also felt like that That there is a boom in SMEs, there is a boom in IPOs too. Here it is, the penny stock is here too, or the one with ₹6. The stock fell back to ₹35. Now the 35 one is back ₹2-23 came.
So I also thought that this The market is about to end. But sir, he It is not happening. You signal that Understand the market. You are a world wide Understand the signal, understand the indication that Countries are going into recession and their The stock market is at an all-time high. This to us Let me tell you a story, sir.
This is for us in the future It is possible that I may become wrong tomorrow. it I don't know. today's day The formula is telling that the country is in recession. and its stock market all Time is high. It is not completely manipulated. You can manipulate that for some time. You can. But this trend is continuing.
Is. Yours has been running for a year. So my I mean, I explained it to myself. I wouldn't think that the IPO would be so By coming, 16 crores will get 16000 crores. Then I will sell my shares. or pennies I will sell if the stock increases. I those I will avoid things. I'm into those things I will not invest.
I am a fan of such companies But I will not pay attention. If in my company I don't think it's manipulation. My If there is no such froth in the company. If there isn't so much euphoria in it, I I will sit with him. Because I long I am a term investor. That's how I see myself Explained. I think this is what you should do To you.
So you should look after yourself, sir. Brother, the place where I am sitting, the colony I am in I live there, what is the price going on there? You Looking at the price of Malabar Hill, the price of Arelipur Seeing this, you can sell your head and come here. You cannot go to Balipur, wherever you There is a flood, let it happen inside Mumbai.
There is also a price of ₹2 lakh per square foot. If you go to Kalyan then ₹6000 square feet There is a price for both of them, now how can you sell them? If you justify it, then that is the only house to live in, sir. You passengers, look after your own. Protect your own belongings Yes we have Bajrang Lal Agarwal he has some Questions.
Sir I am a big fan of yours. Sir, I am your air conditioner, sir. Sir coming to the election point election coming It is going to happen and everyone also knows that Modi ji Will come. So does it seem like the market It has already been discounted. And What do you think about the stock market after the elections?
Is? Where will the stock market go? Thank you. So sir I will go to Ganesh Talkies tomorrow. over there He sits down with the parrot. No sir, your language is from experience. I want to understand this. This is not from the parrot I want to understand sir. No no, I am joking. i you Let me tell you. Sir, no one in the world can tell this.
Can. There is no female power in the stock market Can she understand, can man, male power understand. No one can understand this. first thing is Let's assume that no one I can understand what is going to happen here. He said that if no one understands then whoever My song was this chalta chalta kyun girgir Go.
So these are all the songs I've written. No sir, people find it entertaining. But I have my life experiences in it. Have put it. So I don't have the answer to that either That's what will happen later. so but still We apply a formula. stock market Invest in. a formula a² + b² + c = 0 We do this by applying a formula Are.
So I also found some formula I will keep doing it. I do this thinking that I I may be wrong in this. This is understandable I am mine. So the formula I am applying is like this I am in that, now you have also understood that thing. The market always has a market There is a saying, brother, you must know that bye on Rumor Sale on News.
When the rumor is like this It will happen like that, this will happen, that will happen, in that you So when that thing arrives, you sell it. This also happens but all this is short term. Long term is for investors with No formula works for those who I think this way when I come, it seems to me It is possible that Modi ji may come.
I think I should also speak in public. If you need to, NSG, ED, VD, everything will be here. You will be sitting here No, it's okay, I think so too. Yes we are going to go to Modi but this is a It is a different matter. This price may be I am in. This can also happen. and right now There is time, understand that elections will be held in April.
The results will come by May, whatever their time may be. It will happen. So after saying this, now I am not doing anything because of him. I have not even invested in stocks that What will happen if Modi ji comes? 400 will come Have not come. 350 will come. I am all that I don't pay attention to things.
will not come Still I don't want to sell the shares. If you come, I will not double my share. Is. I accept my situation as it is I am sitting with it because my vision is for 10 years. Is of. So 2000 to me empty 24 for me There is no destination. I still have 2028 Have to see. Then every year there are state elections.
There are. Equation changes every three years There are. So I think long term Investors should not think like this. Its You are not going to get the answer. the same thing You should understand that you have a stake in your shares. Manipulation is happening. in your shares It seems that according to you his The valuation is unjustified.
if you It feels like you can get out of there and Get out and regret it. I have one more coat Sir, stock market is a place to Regret. You take the shares and The shares later fell. You regret That must be why I took it. You took shares Took. After taking it, the shares increased. To you I will regret why I took less.
So There is no regret in your life. Is of. Having said this, I always say this, Sir. That whatever I got, I considered it my destiny. I kept forgetting what was lost. I I continued to support life. Sir Sir we are bang shares because there is The underlying business is there. That's Why We Are buying the shares.
For shares there is The underlying business is there. For shares, there is underlying business Giving it a little clout Hey Mike Sir for shares there is underlying business is There For cryptos there is no underlying Business Still Bitcoin Is Trading at $55 Lay dollars around so what's your we on Cryptos Can we consider it is asat class I don't know about it people are considering.
I will give you one example. Action speaks louder than words. For the first time in the history of crypto Currency I don't know how many billions it has Been invested by BlackRock. you know that 2 months back go and search the Google. 2 Months Back Government SCC Stock Exchange Commission and Whatever Which Regulates this entire stock market Crypto and All They Have Allowed ETFs in Cryptocurrency Which Was Never Allowed to End After the Sensation something how many billion dollars 100 billion something Has been Black Rock and two's company is one BlackRock and another company He collected the money from Fidelity.
And launched an ETF of crypto. This moves this whatever they did this tales I think it's probably not a hoax Maybe what you're saying is useless. It's not like that. It doesn't seem so. I don't know There what element is blockchain in it or How much is there in all this language? I don't understand.
So I don't know about all These things. But if ETF is allowed He has this inside him Tell me that this is probably not useless. Now one bitcoin is equal to 1 kg of Gold. Brother Buddy Hello sir. I am fond of writing like you, sir. I have also written something for you. Yes Shambhu Sir. Some call him crazy, some think he's mad Is.
Some call him crazy, some think he's mad Is. But even the sick company is moving fast Only Vijay Sir understands. We used to listen with great interest, we listen with great interest to those whose The one who used to tell stories of songs and Sher Bazaar In reality, he will meet you face to face, that too on the ground We too will be on earth but my dreams I would be on cloud nine if I could meet you It was a dream, I got it, now it is no longer a dream.
I believe my destiny will come true All my dreams come true Thank you sir, thank you, thank you, just like you He said, Sir, keep your eyes and ears open around you. Needed So sir, this red colored T-shirt of today What does this indicate? This shows that Lali is my son's stubbornness. Look, I went there to see the redness, I too am there Gone red.
[Appreciation] Sir this is your view in sugar industry for the Future. Sir, eat less gum, eat less sugar and less ghee. Eat. Sir for equity No, otherwise sugar is a joke. A sea change is taking place in the sugar industry You should understand the sugar inside the Whatever has happened in terms of ethanol, whatever Sugar companies are into ethanol is going in and landing of ethanol also What was 10 or 15% is now expected to be 20%.
I've been doing my 100% in Brazil The car is running on ethanol, some of them Something similar has been done in Soon Later India too. This is what is going to happen to any country. It happened inside and the foreign Exchange will save because our 5.25 Our foreign exchange rate is estimated at billions of dollars.
This is the reason behind importing crude oil. The government is after hydrogen make it electric, do this and do that That ethanol could also be an answer to that. It is possible that after going back and forth for a long time, this too Balrampur Chini should do something better now. You can Google any chemical made from sugar.
10 days ago he announced it, so he also Some imports are substitutes or So this is beyond the scope of sugar. will go Then there will definitely be progress within them. It should be inside them But he should understand that it is a cycle. Hello Sir, I have two questions right now. As you said, this is a game of experience.
This will take time. You have to have patience in this Also needed. So sir, I have two questions. First, this is a game of patience and time. This is our long term game with him. His Along with this, we can ensure our short term viability. which are our family responsibilities or Like we have daily expenses What steps should we take together for that?
We should keep taking it so that our Investment is wealth that is also created It kept happening and at the same time our present We have day responsibilities and we all have them too. Keep doing it easily. Sir, what I experienced Yes, sorry, I'll answer that first, then I'll I will forget. So what I understood The history of the stock market that I understood I am here, whatever matrix I understood here I have understood that as I have I told you earlier that earning money is different.
The thing is. Creating wealth is a different thing Is. If you want to create wealth then One thing I noticed here is that you have a You will have to come to the no gravity zone. Ok? You might understand the no gravity zone. what is No Gravity Zone? where the Earth's If gravity ends, you go somewhere.
You can also go within minutes. So this What you mentioned are your daily expenses. or whatever your obligations are Whether it is family obligations or personal Obligations or whatever, you will always have them. Let's pull it down. For this You have to sell the shares. Suppose someone's There will be a wedding at home.
someone in someone's house There will be a function or some study, children It will be for studies of. Something will happen at home Will have to take it. So you have to do it. that affair In this you sell your long term shares You give it and then you find out later. Yes brother, those are long term shares.
Was. Shares were also good. So as much as you In that, consider that you have taken the house and whatever is there in the house Home appreciation is limited here. Pay. So you have to change that matrix completely. Your. So the most important thing for him is no Getting into the gravity zone. So no gravity zone That is where you invest your money in the stock market.
But in your real life on investment It doesn't depend on you whether I will sell it. So I will do this if not if If it is possible then you are not dependent on it. Then you can create wealth here. Otherwise, gravity will continue to pull you down. How can this be a no gravity zone? You can create through other sources of income You should have a parallel source of income.
If you think you are doing a job, do a job. If you are living here then is there any advantage for you or any If you have a business then is there any advantage for you or any If there is consultancy then there is some advantage. nothing There is some kind of parallel income due to which You don't have to sell the shares.
or you Then you will have to do it. May your expenses be so low. Look, there is a coat for each one, sir. either you can have a Lavish Young Age and You Can Have a Lavish Old Age Edge. It is up to you to decide whether you want to Live lavishly, which is the trend today. Today's youth is yours to decide.
And money is more needed in old age. It affects more people than young age, so if If it is on your mind then you will reduce your expenses. Whatever is your gravity, you are inside it. You will meet whatever your things are. So that I can make a long cell in it, so parallel Source of income is the Answer to this and sir my my second The question is that whenever we buy some shares If you are doing research about Two questions always come to my mind.
conflict happens whether I How deep should I go into something? in research or should I increase my horrorgen Sector wise, Stock wise, Area wise How Should I Actually Do Progress With My Research where do I stop and say okay Now I must take a decision I'll tell you what I do I read about every sector.
I read extensively about every good company. about or about the sector but all I don't work I work the same I work in the company and in each sector I work for example once but I study all sectors so that If there's ever a dot inside my brain Connecting If Happened and My Mind Agile You should also invest in a company that is free to invest in I did it and like I said, I was 10 years old.
If you invest for me then the rest is for me. What is there to do, my mind is also It will be over. So I am on every sector I keep an eye on it. About each sector I keep you updated. It is not necessary that the one whose I updated about it, I'm working on it. I will do it. that's not necessary. Working is a different thing Is.
Having knowledge about it is a different thing. That's food for thought for the brain and that's my That is my commercial transaction. Sir, you were talking about the market. The way the economic parameters were like and The way the market is moving right now, that is someone The story is telling. So what do you think So one of the things that we observed is that Market in a Constant Not Direction Chal Raha Hai Since Covid Because A Lot Of Retail Participation Has Happened and Even If The Economic Situation Is Not a Good Market It is going positive only.
so is it also Because a lot of people are only travelling on The footboard in your example or do you see a Lots of Long-Term Investors Are Still There in the market? that's first Question. There's another little but if you can share No, it must be a long term investment. There They Are in the Market?
in that There is no question. long term The investor is already in the market is in. I feel like right now this All the new people who come here, He becomes a long term investor so quickly These people are not. That's what I think Because they don't need to earn money. There is a lot of hurry. So in the market Both types of investors now give you Will meet.
You will also get long term and this You will also find people from the food board. Both There is always a combination of types and markets Is. That ratio keeps increasing in between. Sometimes this is more, sometimes that is less. They Those people keep adjusting again and again. And sir for a lot of us may be we would like To understand your total portfolio How many companies are there in it?
How Many Companies Do What do you normally hold in your portfolio? I have roughly 30 in my portfolio. There will be company. There will be 30 companies. those among them These are 15 major companies. and 15 that There are small companies that I sometimes When I have a great idea I then sell them to them and I do something big.
I will put it into the idea. So this goes on. Hello Sir. Just last question. I hear you. I always listen. Whenever your interview comes, I I look at the interview. Thank you But Sir, as far as I understood after listening to you If you have come in, you first look at the sector Are. Where will the sector last longer and where will it turn?
I've been around. Then you see the company. Are. After seeing the company, you will understand It goes that yes, it is about to start. And this trend is about to end. So that The company does not remain profitable at that time. As There is a story of some sector telecom. profits I am not there. Even today it is not in profit.
That company is getting support from all sides and We are also invested in that company. But he Not making profits. We are looking for that Why is it not making profits? His What is the reason? Something wrong with the management doing. These people should show more expenses Have been. I don't understand going back and forth Should I get off that train or should I pay attention?
Fast for 10 years. Because this sector Investment is ongoing. All the two or three The company is investing Continuum. But still the government's support Is. Still this company is not profitable. Used to be. So we don't understand that What should we do? Where the data comes from Should it be removed and what action should be taken?
Because we have been sitting for 10 years. So I understand the company name you mentioned. Went. So Thank you sir. I understand you're pulling my leg. I came to me. No sir, I just want to understand. I am joking. No no, I have due respect to you. Now that The promoter of the company has What number is the ranking?
Number one sir. So first thing is your answer. that which The promoter is For that promoter, his group company The market cap of this company for What percentage will it be? 0 Some percent is yours, the question is yours The answer is exactly the same. So you think that 99.599 for any 0.2% or 0.5%. 555 Whoever it is will commit fraud for 1.05 For?
You feel like this. No sir, I don't think so. Will not do. So First of all, your answer came that he is a fraud. It is not there in it. Now we understand that we What is there to do about it? Perhaps you have his Did not hear the con call. Heard the con call? I heard it sir. So, when did you hear that?
Did you hear the last one? Yes. He said that we who are now They are supplying orders a little Expensive is expensive. The one after this If it comes, it will be cheaper then we will We will make profits. Even then Sir, this thing has been going on for the last five-six quarters. It is running regularly.
If that management If there was no company, perhaps we would have been small Investors lose confidence, trust is broken go. Or if you are interested in that If even a little of your holdings do not remain It is coming up and down a bit, so we are in it. Our conviction in that is 10 years. is faster for.
So we don't understand I wonder what is happening. Would have gone wrong. So this is the thing I want to ask you. Friend, getting married is in your hands. Child It is in God's hands to happen. Yes sir. So I don't have time to answer your question. Am. This is equal to the fact that Yes sir. I too am sitting in the hope that the hunter He will come, spread the net, put the grain, get trapped No.
And I'm still stuck in this mess I have been. So what is it? The world exists on hope. It is an equal thing. So I also feel that if Tata There is a company and for this there is a cost of Rs 16000 crore. Market cap is nothing, brother, so that There can't be anything wrong with that. This only It's a matter of patience, isn't it?
goodness when it is good It is going well, you need patience in that. Are you going through a trial by fire? When is your ordeal? Your acid test is when you think You're thinking this would be great and that wouldn't be. It's been great. Then a test of patience it occurs. Sir, everything is going well.
said my I had patience. What was your patience? Brother? He was doing well. such when Patience is valued when the situation arises. So it seems to me that the front and back Should be great. Quarter on now Quarters should probably be that good. That's why the shares also reacted by 30%. From. So it is not that the market punished him.
Didn't do it. The market punished him. But the story is still left, sir. Picture now remains. Thank you. Thank you very much. So we had a very Wonderful session. Before Ending the Session My last request to Vijay ji is that some Say this and leave with some such tip in the form of stocks and sectors.
give something like this that at least the audience sitting here today Remember for the next 5 years that Vijay Sir He has created wealth for us. [Appreciation] This recording doesn't matter. No, no, let me tell you one simple thing. Am. No, I have due respect to you. I What did you say about your exit gate?
They may be near you. Ok No? Rita Singh explained that. Aerostes It was my name, I just saw the name and came when I came So I explained to you Aerospace from Kolkata. that two doors behind, two doors in front, two behind They are side by side. He jokes in between I do. You should not go there. So What is happening in India right now?
Look at this thing, as we talked about a while ago renewable energy solar power Electric vehicles are the new buzz word There is still hydrogen Right, it seems to me that solar Internally, we have fallen far behind China. China thinks 20 years, 30 years ahead. We are far ahead of China in electric vehicles.
You are behind, you people will know that BYD's valuation is higher than Tesla's. Is. Ok? Today, lithium ion and lithium iron The mining of K ion is done all over the world China has been occupying it for 101 years. Who is the biggest leader in solar sales? So It is China. Lithium Ion India Those making batteries import cells From where?
So is it China or Korea? It will be a little bit. It is China. So China 2030 Thinks back years ago. So we are into all these things It is far behind China. Hydrogen is a new budget that has been launched. Inside it seems like maybe India, but there are many things in it too which we It has to be imported from China.
me too, but it looks like maybe This government understood that we to work quickly with little hydrogen If so, hydrogen is a sector which It is a new sunrise sector and I personally It seems that all the OMCs which sell oil Marketing companies are IOC and BPCL. HPCL and many other companies will come.
OL has already started working on it. All the companies have already started work. All these companies have oil India also started it. Many have turned on Have done. Ambani Adani is there for this. Inside. So I think that the coming Within four years, this OMC Now they are keeping him captive. whatever Hydrogen will make green hydrogen whoever If they make it, they will use it captively.
The cost will also be less. Import bill also India It will reduce. So this is like a sunrise to me. It seems to be the sector of OMC. Because there is a dependency on them Because they also contain renewable energy. There is also solar power inside them for charging. Infrastructure is also being built are also going into the hydrogen and The stock is also cheap so I have to pay OMC like this It seems like it has a big sandwich inside it. Sector Okay, thank you sir.
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