Small Caps Now or Later? Shocking Valuations Data, AI Winners & Data Center Plays Revealed! скачать в хорошем качестве

Small Caps Now or Later? Shocking Valuations Data, AI Winners & Data Center Plays Revealed!

SOIC Membership: https://learn.soic.in/learn/SOIC-Course Coupon Code: SOICBONUSAI Finding Strong Entry Barrier Stocks- https://learn.soic.in/learn/fast-chec... Make Your Own Custom Scan: https://www.stockscans.in/custom-index TVGP Framework & Checklist Course (ongoing live classes): https://learn.soic.in/learn/TVGP-Stoc... Masterclass on Investing Using AI: https://learn.soic.in/learn/fast-chec... 🏔️ Persistence Capital (AIF Fund): https://www.persistencecap.in/india/home 🔎 StockScans Platform: https://www.stockscans.in/home 📡 SOIC Research Services (India + Global): https://www.soicresearch.in/home 7 classes For Financial Freedom (Free): https://learn.soic.in/learn/7-Classes... 📖 SOIC Book Store: https://www.soic.in/books 📰 Link to the SOIC Newsletter: https://soic.in/blogs Insights with SOIC Substack: https://substack.com/@soic ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ 00:00 — Intro 00:00:45 — Market Temperature Check & Small Cap Overview 00:01:49 — Earnings Analysis & Sector Performance Using Stock Scans 00:12:03 — Key Learnings from 2018–19 Small Cap Bear Market 00:13:11 — Why India Underperformed Global Markets Recently 00:14:04 — Real Drawdown vs Index Illusion Explained 00:16:11 — Valuations, Drawdowns & Institutional Ownership Insights 00:18:34 — Buying at Peak: Thought Experiment & Portfolio Example 00:23:26 — Small Cap Opportunity & Market Breadth Signals 00:27:21 — Internet, Platform & Quick Commerce Business Models 00:34:03 — Traditional vs New-Age Manufacturing Framework 00:41:04 — Waste-to-Wealth, CDMO & Emerging Manufacturing Trends 00:42:25 — Stainless Steel Value Chain & Base Metal Opportunities 00:43:20 — Auto & Commercial Vehicle (CV) Cycle Analysis 00:46:36 — Microfinance vs Gold Loan Cycle 00:50:22 — High Growth Subsectors & Product Mix Shift 00:51:00 — China Overcapacity Trend & Chemical Sector Revival 00:53:03 — M&A-Led Growth Theme in Mid & Small Caps 00:56:24 — Global & Indian Data Center Opportunity Introduction 01:16:36 — Conclusion ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 📱iOS Mobile Application: https://apps.apple.com/us/app/soic/id... 🐦 Twitter:   / soicfinance   📸 Instagram:   / intrinsiccompounding   📧 Email: info@soic.in 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. #soic