Balu Gorade Profile picture
May 23 11 tweets 5 min read Twitter logo Read on Twitter
10 Investing Youtube Channels - I love watching their content.

//Thread//⌛ Image
1. SOIC

SOIC is the most popular youtube channel in investing community.

I love their in-depth business analysis and teaching style. More than 300 business and investing videos are there. @soicfinance

You must check it out here!👇
youtube.co/@SOICfinance
2. Scientific Investing

One of the great youtube channel, where you can learn a lot about equities.

I like their Contrarion and Technofunda style backed by 10-12 years of numbers & data. @suru27

Simple yet very useful content.👇
youtube.com/@ScientificInv…
3. The Logical Investor

It is one of the underrated youtube channel. I like his undiscovered and special situation stock picking style. Valuation part is indeed Worth practicing. @Shubham_TLI

Check it out here!👇

youtube.com/@TheLogicalInv…
4. Smart Sync Services

Underrated youtube channel. Ankit sir bringing some great investors on his platform. Some business webinars are really in-depth and you must not miss them.
@SmartSyncServ

youtube.com/@smartsyncserv…
5. CFA Society India

More than 400 videos are there. They bring some amazing Fund managers and investors on their platform. You can learn about equities, micros and finance here.
@CFAinstitute

youtube.com/@cfasocietyind…
6. PPFAS mutual fund

This is pure gold-mine. Video's on various sectors, behavioral finance, value investing and much more. Late Parag Parikh sirs videos are worth watching. @PPFAS

You must check it out here!👇
youtube.com/@ppfasmf
7. Accidental Investor Prince

Prince brings some amazing investor friends & fund managers on Twitter space & share the recording on his channel.

The beauty of these vidoes is you learn about different sectors & different investing styles. @AI_Feb21

youtube.com/@accidentalinv…
8. Trendlyne
9. Alphastreet

These channels uploads the recording of all the concalls which happens out there. You can search and listen even the old concall recordings. Good channels.
10. Value Educator

Shashank covers businesses in detail. His business explanation style is really great. He covers small and mid cap space. His pharma and chemical videos are worth watching. @ValueEducator

You cab check it out here!👇
youtube.com/@ValueEducator
Apart from above 10 channels I like other channels like,

- Aswath Dsmodaran
- ET NOW, BQ PRIME
- The Swedish Investor
- Mohnish Pabrai

Sharing just for information purpose.

Do let me know your fav YouTube channels in comment section below.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Balu Gorade

Balu Gorade Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @BaluGorade

May 13
Simplifying personal finance:-

Before starting any kind of investment, you must be cleared about these things.

Lets go!!👇

1/n
First thing first!
What is personal finance?

Personal finance is all about managing your money, savings, investments along with risk.

You are in good condition when you are financially well prepared.

2/n
What we are going to cover in this thread?

- Emergency fund
- Term insurance
- Health Insurance
- Investments

And much more....

3/n
Read 22 tweets
May 9
Rakesh Jhunjhunwala made 35000Cr from just 5000 by trading and investing in stock market.

Key takeaways from the book, The Big Bull Of Dalal Street.

– Thread – Image
RJ was born in Hyderabad, on 5 July 1960 in marwadi family.

His father was in Civil service posted in Hyderabad.

At the age of 2 his family shifted to Mumbai and RJ spent rest of his Life in Mumbai.
He got inheritance of stock market from his father, coz his father was used to invest in equities.

He got interest in stock market so early, so to peruse the passion he became CA.

He did CA, in case if he failed in stock market, he could have made a career there.
Read 34 tweets
May 1
Parag Parikh Flexi-cap fund:-

The fund has delivered 18.96% CAGR since inception year of 2013.

Funds philosophy, facts, stats and much more in thread below...⌛👇

1/n
The fund belongs to the Parag Parikh AMC. Late Parag Parikh sir was the founder of this AMC, who was the deep value investor. This fund follows the same philosophy.

2/n
They have total 4 funds to offer.

- Flexi cap
- Tax saver
- Liquid fund
- Hybrid fund

Parag Parikh flexi-cap is their flagship fund. Their entire focus is on this fund.

Tax saver is the same fund like flexi-cap, it invest only in Indian equities.

3/n
Read 24 tweets
Apr 30
Super-duper results from IDFC First Bank!!!

Bank shows growth across all the parameters.

V. Vaidyanathan continues to deliver....
- Advances up 29% yoy and 7% qoq
- NII up 35% yoy and 9% qoq
- PPOP up 89% yoy and 24% qoq
- Net interest margjn above 6%
- Cost to income ratio is now <73% and expected to drop further. Image
- Bank have built strong liability franchise. Deposits have compounded at 36% in last 4 year.

- CASA ratio stood around 50% and its constant in last 3 year.

- Retail deposits are now 76% from 27% in 2018.

- Bank continue to run down high cost legacy borrowing.
Read 11 tweets
Apr 27
Lets understand ROCE, ROE, D/E and few other metrics by a very simple example.

Ramu sells Vadapav.
He started a biz with 2Lac. Thats equity.

To grow the business he took loan of 1 Lac. For buying equipment and Land.

So the total capital in the business is 3 Lac rupees.

1/15
Lets calculate Debt to equity (d/e) of Ramu's business first!

Debt/equity = Debt/equity.
Debt/equity = 1L/2L = 0.5

So in this case, Ramu has 0.5X of debt to his equity.

2/15
Consider, in financial year of 2023 Ramu generated revenue of 5Lac.

After subtracting raw material cost, employee benefits, marketing cost he made 1.5 Lac.

So, I.5 Lac is Ebitda (earning before interest, tax, depreciation and amortisation)

3/15
Read 15 tweets
Apr 22
Rajratan Global Wire Q4 Call highlights:

This one is the most interesting call. Max discussion on Thailand market as they have taken a hit at Thailand market.

1/n
Poor performance in Thailand market due to weak demand, huge competition and one of their key customer Sumitomo operating at lower level.

5 Chinese companies entered in the Thailand market and selling bead wire at much lower price.

2/n
Rajratan used to sell at 1300$ where Chinese player sold at just 900-950$.

Due to this they have lost the volume and market share.

3/n
Read 16 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(