저자: VijayKedia · 외국인
요약 보기
영상은 Vijay Kedia 포트폴리오를 소개하며 장기 투자와 복리의 힘을 강조한다. 과거 Sara Sanitaries(현 Sarla 계열 사례로 언급) 투자로 16,000%대 수익을 냈다는 사례를 들고, 최근 포트폴리오가 고점 대비 약 38% 하락(19,900→11,100)했으나 공포 시 매수 관점을 제시한다. 스마일(SMILE) 투자 철학(소형·중형 규모, 높은 성장 기대, 초대형 시장 잠재력)을 설명하고, 자동화·송배전·인프라·헬스케어 섹터의 장기 성장을 언급한다. 다만 교육 목적이며 추천이 아니라고 명시한다. 구체적 가격 목표나 단기 방향 예측은 없다.
다듬은 글
Hi friends, so after almost a long time, I'm back with another video . So in this video, we don't need to introduce the name Vijay Kedia, so India is one of the master investors in the Indian stock market, Vijay Kedia, this Vijay Kedia has invested more than 2000 crores in the almost Indian stock market .
So if you look at Vijay Kedia's history, Vijay Kedia invested in Sara Sanitaries Limited a few years back. At that time, the market almost ignored this stock, but Vijay Kedia saw the potential in this stock and invested in it and waited patiently for almost 17 years . No I bat initial I bat it ₹60 in ₹60 shares till 2023 till December or say 2023 March I got some ₹250 as dividend okay so you have got four times as a dividend our your MD call everything is covered so if I minus the dividend from ₹160 so my cost is zero so if if I call then my cost is one now stock price is ₹8000 it it it it it it it it it it is after two bonus so it is much 16,000 so the stock has given 16,000 times return in may 17 18 years so this is the magic of compounding and this is the reward of your When he sold the stock in Patients Sosara Sanitary Financial Limited after 17 years of almost success, his returns were more than 16,000% .
So what does Vijay Ked mean? After waiting for almost 17 years, this is the magic of compounding and reward of patience. If we look at Vijay Ked's next stock, we can see that he did the same with the stock of a company called Atul Auto. When almost everyone in the market ignored it, he saw the potential in that company and waited for almost two decades.
After buying Atul Auto, Vijay Ked multiplied his wealth by investing in such best stocks and multiplied it. This is how Vijay Ked created wealth from his tiny investment into a big portfolio . So this is the power of compounding and our patience of rewards. So if we buy good stocks and wait patiently, then in the long term, huge wealth will be created.
So the power of seeing others miss. So before anyone sees it, we should understand that company with just one word and invest at that time. Then, when everyone knows, we invest, that is, almost before anyone sees it, we define the worth of a company and invest in it. Only then, in the long term, multi-beggar wealth creation will be created.
Master investor Vijay Kedia recently looked at his portfolio in February, and it was down almost 38% . His portfolio has gone down from 19,900 to 11,100 . So, at times like these, most investors panic in the stock market and withdraw their money, fearing that they will suffer losses. But that's not the case with Vijay KD.
So, at times like these, Vijay Kedia studies the best stocks and companies and invests in them at times like these when they are going down. Even Warren Buffett has a saying, "Be greedy when others are fearful." So when the stock market falls, even good companies become undervalued because of the fear of failure.
Panic investors, so if we invest at such times, multi-veg wealth creation can happen in the long term . So from here, we can learn a good lesson from Vijay Keda . So, in this 2026, what Vijay Keda saw, what this company saw, what we didn't see, I'm going to tell you in this video. Don't skip anywhere, watch the full video, if you miss it, you'll miss it .
So Vijay Kedia has a philosophy that it's one of the best smiles. So S means Small in Size M means Medium in Experience L means Large in Aspiration E means Extra Large in Market Potential This is Vijayadik's own investment philosophy Ramesh Babu I am following one very simple philosophy and I call it smile okay I stands for Small in Size Medium in Experience Large in Aspiration and Extra Large Market Potential So this philosophy of smile if this formula is almost the best for Vijay KD if he works very well to pick the best stocks so once you look at Vijay KD's portfolio if he looks at Vijay KD a bit it is not on the item not on the consumption not on any hype but not on the actual.
If he observes his portfolio closely, he will see that Affordable Robotics and Automation is in this stock, if it is almost 12 crores above, he will invest almost more than 7%, more than that. If he looks at his portfolio, Affordable Robotics Automation is in this stock, if it is almost more than 12 crores, he will invest almost 10.7%, 7%, and is in holding.
So if you look at this affordable robotics and automation in recent times, it is down by almost 65% or more than 65%, but what Vijaya Kedda saw in it is that this company's robotics will do manufacturing in our future, in India, in the future, they are pushing towards manufacturing. Robotics and automation will definitely be used in manufacturing because work efficiency should be good plus accuracy is desired, and robotics is very much used in manufacturing.
So Vijay Kedia Investments is all small and mid-cap investments, which means these are safe bets, but they are very risky plus volatile plus high risk plus high reward companies. So recently, Vijay has picked another stock here . The name of that stock is Advat Energy Transmitter Limited, so if you look at the business sector of this company, it is the power transmissions sector, so if it is India, it will be heavy and move towards renewable energy .
When this renewable energy moves, if there is no transmission, electricity is not electricity. So if we look at this transmission sector in India's future, it is very huge and there is growth. So, if you look at Vijay Kedia's portfolio again, he has recently picked Home Infra and Patel Engineering Companies .
This company has boring businesses . The business of these companies includes dams, hydro projects, and core infrastructure companies. Even if you look at India's recent budget, there was a budget allocated for infrastructure . So if you look at another company, Yatharth Hospitals and Yatharth Hospitals and Trauma Care Service Limited, then this company too, Vijay has been picked here .
This stock is a healthcare stock. If you look at the beds of this company, there are more than 2300. Looking at future expenses, they are looking to add another 1200 . So this company will grow hugely in India in the future . Because diseases come and go . So this stock is a huge percentage. So if you look at the Indian hospital sector, it will grow at 11 to 12% annually.
Because it is said to grow due to insurance penetration and medical tourism . So what can we learn from Vijay Kedia? So Vijay Kedia is not a short-term thing. He's playing the long-term game, not for one year or two. Wealth is created in the long term. So he will invest for the next decade . So if you look at the sectors he has invested in, he has picked sectors like automation, energy infrastructure, and healthcare .
So even if you look at the portfolio of a master investor like Vijaya Kidde, you will see that it has drawn down almost 38% . So this is what happens in the stock market. This is the power of long-term investing . The Power of Compounding Rewards Our Patience When investing in the stock market, one should always look at the long term and not at the short term for speculation .
So finally, we've come to the ending of the video . So, whatever information is provided in this video is for educational purposes only. No recommendations and advice. So when you invest in a company, invest based on your risk- taking ability . So if you like the video, please like, share and subscribe, and for more videos, please subscribe to the channel .
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