Truly selfless analysis presented in this video !! Appreciate your vision and approach of Value investment!! Looking forward for more such investment ideas !! Cheers 👍🏻

@ValueEducator

4 жыл бұрын

Thank you

@d.v.mansukh4069

4 жыл бұрын

Very good analysis , Thx.

@guptnptube

4 жыл бұрын

Yes IDFC First is best multibagar stock for future.

what do you think they will provide provision for idea loans?

I have one doubt. Spice jet pledged their share to idfc bank. Is it bit risky - what your thinking??

Shashank sir, you are great and I agree with you. Banks need time to establish and when established with good strategy and management brings wealth for decades

@ValueEducator

4 жыл бұрын

Thank you for the support

I will trust you. This stock could be a 100x in the next 20 years. Possibilities are there but one can never predict the future quite accurately. Kindly give an update every 3 months.

Shashank Sir, you have very long term vision. Please keep it up, i m ready to wait for 20 years in idfc bank with you.. Great Sir, i like you for long term view.

@ValueEducator

4 жыл бұрын

Thank you for your support

Excellent honest and in-depth Analysis as always.. one of the best fundamental Analyst..

@ValueEducator

4 жыл бұрын

Thank you

Sir 10 years ke liye buy kersakte hain kya abhi ke rate se aur target kya hoga.pls suggest

Sir IDFC first bank me longterm investment karna chahta hu... Kis price me lena chahiye? Please tell sir

Sir idfc bank ka CASA kyu band h aur kab tak chalu hoga

Yes your analysis and outlook on this stock is correct. Several advisers and brokers have also recommended this stock. Mr Vaidyanathan has a proven track record. Banks which are conservative about growing their book will perform excellently when economic conditions improve. With every good quarterly result some re-rating will happen. At present market is adopting wait and watch on results before re-rating it.

@ValueEducator

4 жыл бұрын

Thank you

I agree with you sir...your videos are very informative i watch each and every video because of your detailed research on businesses.....just ignore the negative comments...each person has different opinion keep up your work don't worry about other people

@ValueEducator

4 жыл бұрын

Thank you for your support

Kya yeh stock future muktibaggers ban sakta Hain?

Issme kese invest Karu

I agree ji..

Agree! Thanks for the update

@ValueEducator

4 жыл бұрын

Welcome

I have Jaicorp of 215 qtys.shouldI hold buy or sell it?

Sir merepas 10.000 thousand Rupe he to vo me sermrkt me lagana he to vo muje dostne bola k kotek HDFC axis kisime Deemet A/C kholke lgado to vo Sahi rahega kya ? Or vo kabhi bndh ho gya to me ser bechpaunga k nhi To ser me kab kahase kese lu pls bataye aapmuje 🙏

Thankyou Shashank for this very informative video on IDFC FIRST BANK, I am an investor in this stock since 2015. I have a request, kindly make a video on HEXAWARE TECHNOLOGIES at the earliest. Thank you

@ValueEducator

4 жыл бұрын

Sure thank you

S stock investors make money only if you could invested for a period 5 yrs and above so your views in this regard is absolutely right as worlds most successful investor Warren Buffett follow this strategy good analysis .

@ValueEducator

4 жыл бұрын

Thank you

Gud job done sir i agree with u for long term👍👍

@ValueEducator

4 жыл бұрын

Thank you

Thanks Shashank, very good inputs.

@ValueEducator

4 жыл бұрын

Thank you

And s one more point the c.m.p of the stocks should be around Rs.100/

Very nice information and micro analysis। Keep it up

@ValueEducator

4 жыл бұрын

Thank you

Very nicely analysed . Thanks

Ha sir,I am agree.

@ValueEducator

4 жыл бұрын

Thank you

Thanks good advice sir

very good analysis !! Can you please make a video on Astral Polytechnik?

@ValueEducator

4 жыл бұрын

Sure

Hi Sir, I fully agree with you on IDFC Bank stock update.

@ValueEducator

4 жыл бұрын

Thank you

Ignore trollers bhai..... Your are doing good job.... You analysis motivated me start learning value investing...... No dought this is a good stock..... People who are trolling defiantly traders who don't belive value investing..... So ignore them.... Keep posting informative videos... See there is no comparison between likes and dislikes you got.... :- )

@ValueEducator

4 жыл бұрын

Thank you

yes sir.

The only reason to bank on this bank is Mr. Vaidyanathan, I became the shareholder of this bank post Q1 results and I don't see you promoting this at all, I think coming quarter is going to be crucial for this.

@ValueEducator

4 жыл бұрын

Thank you.

Good analysis.. I invested in this stock for long term vision. Trust on management and also will see business grow.

@ValueEducator

4 жыл бұрын

Great 👍

@bipulkumardeka2239

4 жыл бұрын

Me also invested for atleast 10 years view

Sir keep posting updates of IDFC First bank.. Thanks for your information

@ValueEducator

4 жыл бұрын

Sure thank you

Very very nice information given. Please update this type good stock buy suggestions. Like this.

@ValueEducator

4 жыл бұрын

Thank you

A very balanced and pragmatic view ! Do agree with your opinion . Once observation is that CASA is 18k and not 12K . I believe it can be a multi bagger and a consistent compounder . I have access to few senior management and interactions with them as well as channel checks vindicate a strong story . It’s downside is Rs 10 from these levels ( won’t go below 35 ) and upside is more than 350 . Very safe stock but will require patience !

@ValueEducator

4 жыл бұрын

Thank you for your update. We can connect on value.educator@gmail.com

@DENNY4DAVID

Жыл бұрын

Can you please share What you think at this point about the company

Sir,I agree with you....

@ValueEducator

4 жыл бұрын

Thank you

Superb analysis. Thank u

@ValueEducator

4 жыл бұрын

Welcome

Simple answer is after 90 ...till 85 lots of investors are thr ...so w8 for 5 to 6 years atleast

Thanks for the very informative video. I am also a long term invester in this company. I believe it will be a multi bagger in next 5 to 10 years. Let's wait and watch.

@ValueEducator

4 жыл бұрын

Welcome. Yeah let's wait

Sir , what percentage of my portfolio should be alloted to this stock ?

@ValueEducator

4 жыл бұрын

I can't advise that

i concor with your view, people who r critisizing now will hopefully regret after few years!!!

@ValueEducator

4 жыл бұрын

Thank you

Thank you for the video, can you give some sort of price guidance over the next 3-5 years.

@ValueEducator

4 жыл бұрын

I can't give advise here sorry

One of my favorite Stock 👍👍 do as much videos on this 😊😊💐🎂

@ValueEducator

4 жыл бұрын

Sure

10 years में इसका क्या वैल्यू होगा?

Is IDFC or IDFC FIRST Bank a better long term investment?

Good report. I have subscribed your channel

@ValueEducator

4 жыл бұрын

Thank you

I agree with you. Good analysis.

@ValueEducator

4 жыл бұрын

Thank you

Sir the casa has increased very fast and also the loan boom dependence on wholesale has decrease drastically which is a positive factor and also the logical investor will see that the biggest positive is writing off telecom rcap dhfl before the herding effect of crowd of banks doing and most of the legacy wholesale books assets have been totally written off so now mostly the base effect will start where they fixed cost has been incurred only they need to increase customers for retail segment From my prospective this stock in atleast 5 yrs play than only we can get clear cut picture

Please Suggest business for next 20 years.. Great.

@ValueEducator

4 жыл бұрын

Sure. Stay tuned

Yes

Very good analysis.. I agree with you sir...

@ValueEducator

4 жыл бұрын

Thank you

Sir quick heal ke bare me bta dijie

Hello sir , sir aapka view , knowledge mein koi kami nahi hai sir , but sirf ek question hai ki , ye baat aapki sahi hai ki wealth long term mein hi banti hai but itna time rukne ke alawa ispar bhi to dhyan dena chahiye ki jo shares fundamentally strong hai aur volume ke saath breakout dene ki kagaar par hai unmein pehle invest karna chahiye aur returns multiply karna chahiye ???

@ValueEducator

4 жыл бұрын

Breakout trading is not easy, you won't get the results for long time so it's better to stay invested and avoid trading

बहुत अच्छा एनालिसिस पहली बार आपकी वीडियो देखी तुरन्त सब्सक्राइब कर लिया,,, ऐंसे ही हमे एजुकेट करते रहें, Idfc first अभी 100 शेयर हैं लेकिन धीरे धीरे इसे बड़ा रहा हूं क्योंकि इस दशक के hdfc साबित होगा यह,,,

@ValueEducator

4 жыл бұрын

Thank you very much

Thanks Hindi me itne acche se Samjhane ke liye

@ValueEducator

4 жыл бұрын

Welcome

Very good analysis with facts and data

@ValueEducator

4 жыл бұрын

Thank you

I like your Analysis.

@ValueEducator

4 жыл бұрын

Thank you

I'm agree with u. What u said is right

@ValueEducator

4 жыл бұрын

Thank you

Good video, very informative

@ValueEducator

4 жыл бұрын

Thank you

Pls do analyse about POLYCAB.

Very honest and useful Video sir. Thank you very much...!

@ValueEducator

4 жыл бұрын

Thank you

I agree sir

@ValueEducator

4 жыл бұрын

Thank you

As long as vaidyanathanji is there this bank is goin to grow ....he has proved himself in icici bank nd capital first

@ValueEducator

4 жыл бұрын

👍

Agree as your analysis

@ValueEducator

4 жыл бұрын

Thank you

Agre with you .This is going to be stock of decade .. Its a HDFC bank in becoming

Very good....nice video thank you

@ValueEducator

4 жыл бұрын

Welcome

Good, informative video

@ValueEducator

4 жыл бұрын

Thank you

By 2028 this bank will cross 2 lakh market cap and it is going to be next kotak bank

@Threesmatties

4 жыл бұрын

Kisne bola

@arvindyadav6767

4 жыл бұрын

@@Threesmatties bhai piche 3 mahine me 25% return diya hai check karle abhi bhi kharid sakta hai

@Threesmatties

4 жыл бұрын

Vodafone 2 se 12 gaya hai dat doesnt mean its value stock. Its only speculation and with ur luck

@arvindyadav6767

4 жыл бұрын

@@Threesmatties but I did not said about vodafone just look at the balance sheet of Idfc first then debate with me @arvindavy my insta handle q2 bahut kharab hone wala hai but the bank is already prepared for it after 3 -5 years you will regret it

Sir your analysis is clear and unbiased, keep it up in future also.

@ValueEducator

4 жыл бұрын

Thank you

I have a question. Does banks do buyback

@ValueEducator

4 жыл бұрын

No they don't

@prashmohansoni

4 жыл бұрын

@@ValueEducator Then do they reduce equity, if yes then how

All you said are actual facts.... And I agree with you.

@ValueEducator

4 жыл бұрын

Thank you

Sir Do a video on idfc ltd for long term investment!! Is it really under valued

@ValueEducator

4 жыл бұрын

Sure I will do

Sir yeh stock bahut o ke portfolio me hai... So please sir aap iski update regular basis par karenge to acha hoga

@ValueEducator

4 жыл бұрын

Sure I will keep updating

Idfc bank target next 10 years kitana

Agri very much Stick to your investment philosophy and keep making good videos interest of the common public

@ValueEducator

4 жыл бұрын

Thank you

Agree

@ValueEducator

4 жыл бұрын

Thank you

very perfect informed thanks Really it will zoom 10x in 5year

@ValueEducator

4 жыл бұрын

Thank you

No bro, u r doing very well, ur vision is so clear...

@ValueEducator

4 жыл бұрын

Thank you

Very Informative Video.

@ValueEducator

4 жыл бұрын

Thank you

Are you reviewing IDFC first Bank?..

@ValueEducator

4 жыл бұрын

Yes

I totally agree with you. MD of the bank holds a reputation of building banks. This stock is wealth creator but needs horizon of 15 years

@ValueEducator

4 жыл бұрын

Thank you

@bhavesh8668

4 жыл бұрын

Really welcome for reply

Very very nice.

@ValueEducator

4 жыл бұрын

Thank you

Sir, Don't take me wrong but you have already made several videos as you have mentioned in video... So it will be great if you just provide us another company business modep. THANK YOU ☺️

@ValueEducator

4 жыл бұрын

I should update here when I invest in that stock. I will update about other stocks as well, already done 40 videos on different stocks. Thanks

Hello Sir, Great Insights for a long term investment in IDFC First Bank, Thank you!!! Usually it is recommended to invest in companies with debt to equity ratio of less than 0.5 or zero debt company. But are there any companies especially in mid and large cap which have failed in the past decade despite near zero debt and no pledging?. Can you please make a video of such companies, so that we can avoid them for future as an value investor.

@ValueEducator

4 жыл бұрын

Thank you. I will update

can you do a follow up on this video please

sir ADANI GREEN k liye ek video bnaye sir plz

Nice 👍

sir...koi mutual fund bataiye..with minimum sip of rupees 100...

I fully agree on its potential in long term, it is going to be a GEM

@bipulkumardeka2239

4 жыл бұрын

Yes..this bank will shine in long-term..

100% Agreed Bhai

@ValueEducator

4 жыл бұрын

Thank you

This is a diamond stock but for long-term investor...

@ValueEducator

4 жыл бұрын

Yeah

I like your Analysis

@ramchandraphadte3221

4 жыл бұрын

Kindly Post your analysis on the following stocks 1)coal India 2) Oricon Ent 3) South Ind Bank 4) sintex Ind 5)sintex Plastic 6)Snowman logistics7)Bank of Baroda 8)suzlon.

Very good analysis. I am also a long term holder. But s 10 to 15 years is very very long. I am now 65+. If you could please post information on some stocks which can yield good returns in about 5 years that will be great.

@kanhaiya_Jaiswal

4 жыл бұрын

You may get your money more than double in IDFC first in 2 to 3 years.. IDFC first having good database of capital first.. if the market cap will reach 250cr. Stock price will be more than 500rs. Mr. Vv can do within 6yrs. As you seen 94crores loan books to 29000crores without bank certificate now he has bank certificate too. ITC , Ashok Leyland, Ncc.. May also give Good return in 5yrs. Or better you can go good track record mutual fund... Pls suggest me too if you have any stocks in your watchlist...

@gadharihollywoodmovies7484

4 жыл бұрын

@@kanhaiya_Jaiswal but bro total share of IDFC first bank s also high so wht s u r view on tht...??

@kanhaiya_Jaiswal

4 жыл бұрын

@@gadharihollywoodmovies7484 Itc, ICICI bank, axis bank their no of share are also more.. Bajaj finance 2002 Share price was 10rs, in 2012 Share price reached around 80rs. within 7years reched 80to 4000, now financial sector is moving fast. I don't think equity capital matters if fundamental is strong. IDFC first and IDFC ltd is undervalued stock I have invested in both the stock i expect within 10 to 15yrs will get multibeggar return.

@rupanjansaha4788

4 жыл бұрын

@@kanhaiya_Jaiswal I have one doubt. Spicejet pledged their share to idfc bank. Don't you think that this could be risky if spice jet become jet airways. What u think?

@kanhaiya_Jaiswal

4 жыл бұрын

@@rupanjansaha4788 This is risky for spicejet. Bank got guarantees for their loan. Example- spicejet pledged 1.6cr share to IDFC first in Oct that share price was 105, now price is 95. In case price will fall down to 50rs then IDFC will ask another 1.5cr share to spicejet Example you can see unitech 500 to 5rs bank didn't get any problem. Without guarantee corporate loans are risky that's why we have chosen IDFC first within five year they will shift more than 70% retail sector, because their landing cost is more than 7%.

Sir i am agree with yuo sir muje idfc frist bank k 1000 shear by karne h to m kab by kar sakta hu m 5saal hold karna chahta hu aor stop loss kaha rakhu ye bhi batana sir ple.good job keep it up sir

@ValueEducator

4 жыл бұрын

Thank you. I can't advise here sorry

@prakashkhimlani4005

4 жыл бұрын

@@ValueEducator thenkyuo for riplay sir bat aap koi peid sarvice dete h me long time k liye invest karna chahta hu

@ValueEducator

4 жыл бұрын

@@prakashkhimlani4005 You can call me at 8 7 7 9 0 6 4 8 9 9

Very nice video

@ValueEducator

4 жыл бұрын

Thank you

Good analisis

@ValueEducator

4 жыл бұрын

Thank you

Nice video sir👍👍

@ValueEducator

4 жыл бұрын

Thank you

Good evening sir. Abhi kis level pr buy kare?

@ValueEducator

4 жыл бұрын

Good evening. I don't advise here sorry

Great analysis , VV CEO is very good

@ValueEducator

4 жыл бұрын

Thank you