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Ishmohit (⁨ 2 дня назад

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Ishmohit (⁨

Explore smallcase here - https://shashankudupa.smallcase.com/ In this explosive episode, India's top researcher, Ishmohit Arora, sits down with Shashank Udupa to reveal the exact personal investment framework (TVGP) he uses to identify multibagger stocks. Ish breaks down his entire process—from how he finds stocks like MCX (which jumped from 20x PE to 70x) and Neuland Labs (which traded at 20x PE before hitting 158x)—to when he decides to hit the panic button and SELL. STOP LOSING MONEY: The Exit Problem Solved! Are you making premature exits? Ish shares how he handles temporary vs. permanent problems (citing case studies like Polycab and IEX) and explains why you must look beyond just the standalone PE Ratio, focusing instead on Growth (PEG Ratio). 3 MEGA THEMES That Will Define India's Next Decade: Discover the three massive long-term themes poised for explosive growth in India, complete with deep dives into their entire value chains: 1. Financialization of Savings: (ETFs, AMCs, Depositories) 2. Manufacturing: (Defence, Indigenous Content, Exports) 3. Premiumisation: (Liquor, Health, GLP-1 Drugs, Travel) The Future of Research: Using AI to Spot Fraud: Learn the precise CRP framework (Context, Role, Prompt) Ish uses to leverage ChatGPT for competitive analysis and, critically, to audit whether management is walking the talk using conference call transcripts. Plus, learn the two simple signs on a balance sheet that signal a company is about to crash. This is a masterclass in active investing! Hit LIKE, subscribe, and let us know your favorite mega-theme in the comments! Become a member by clicking below!!!    / @shashankudupa1   Open your free Demat account with Groww here: https://app.groww.in/v3cO/uw6dt3xe Timestamps: 0:00 – Introduction & The Investment Framework Goal 1:30 – The TVGP Investment Framework & MCX Case Study 8:20 – How to Study Stocks Deeply: Neuland Labs & CDMO Secrets 14:18 – Leveraging AI (ChatGPT) for Stock Analysis (CRP Framework) 20:55 – When to Exit: Debt, Cash Flow, and Avoiding Fatal Mistakes 29:55 – Investment Failure & Learning Case Studies 36:47 – Mega Theme 1: The Financialization of Savings Value Chain 45:00 – Mega Theme 2: India's Manufacturing & Defence Boom 49:20 – Mega Theme 3: The Premiumisation Wave (Liquor, Health, & GLP-1) 58:30 – The Energy Transition Ecosystem (Solar, Wind, BESS, Transmission) 1:03:57 – US Markets & The AI Boom (Proxies & HBM Chips) 1:11:56 – Recommended Books for Investors & Closing Thoughts Shashank Sunil Udupa is registered with SEBI as Individual Research Analyst vide Registration number INH000021207 dated June- 23-2025, pursuant to which it provides Research Analyst services to its clients. Any matter displayed in this content are purely for Knowledge purpose and shall not be treated as an advice or opinion of any kind. Neither Shashank Sunil Udupa nor the marketing agents related to the firm shall not be held liable/responsible in any manner whatsoever for any losses the viewers may incur due to acting upon this content. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Any opinion on a specific position, such suggestion/view under any circumstances shall not be considered as an advice. We are not liable for any losses whatsoever the client may incur in accepting this opinion. Shashank Sunil Udupa does not make any representation, warranty or guarantee as to the accuracy, completeness or timeliness of the information (including news, prices, statistics, analysis and the like) provided through this platform. In no event shall we be liable to any person for any decision made or action taken in reliance upon the information provided by us. The securities quoted are for illustration only and are not recommendatory. Subscribe to the channel now: https://bit.ly/YoutubeSHA ________________________________________________________ Links: Instagram: https://bit.ly/instaSHA Twitter: https://bit.ly/TwitterSHA Linkedin: https://bit.ly/LinkedinSHA _______________________________________________________ #Stockmarket #Finance #ShashankUdupa

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