D Street Talks: Recent Episodes
Kaushal Patil
We are a Finance Podcast started by Gen Z Investors/Traders(Invaders), who are intrigued by Markets. We talk about our Investment Philosophy and discuss on length over Investment strategies of some of the Greatest of the Investment World. - Inspired by we study billionaires (TIP)
After a long break DST is back in action
Important Announcement
Nifty50 View
Stock to Watch
Detailed Report for April Series
YouTube
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Nifty 50 - Very strong Momentum
IT and FMCG has given good support, Banks are still lagging.
STW
- Hindalco
- LT Fin/ Affle Ltd.
- HDFC Bank
Blog
Nifty 50
Finally 16000 Plus
STW
- Philip Carbon
- Escorts Ltd.
- Page Indus
Blog
Twitter : https://twitter.com/Dstreetalks
YouTube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
Nifty 50
Blog : www.toounce.com
Twitter : https://twitter.com/Dstreetalks
YouTube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
Nifty 50
Blog : www.toounce.com
Twitter : https://twitter.com/Dstreetalks
YouTube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
On today's show we have very young co-founder as a guest
Mikhail Gonsalves from Finomenal
We had very interesting and wide discussion on topics like
- Mikhail's startup Journey.
- Recent surge of retail participation and liquidity push in markets.
- More upcoming retail participation in this decade.
- Investing at All Time Highs & Absurd Valuations.
- Diversification and Personal Finance
Thank You for tuning In
Links
Company Website : https://finomenal.in/
LinkedIn : Mikhail Gonsalves
Blog : www.toounce.com
Twitter : https://twitter.com/Dstreetalks
YouTube : D Street Talks Channnel
Nifty 50 Levels for May Expiry
Nifty 50 PE Change
Corona Rise Effect
Blog : www.toounce.com
Twitter : https://twitter.com/Dstreetalks
YouTube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
Companies Discussed
Caplin Point Laboratories Ltd SJVN Ltd Bandhan Bank
Mail Us : dstreetalks@gmail.com Blog : www.toounce.com Twitter : https://twitter.com/Dstreetalks YouTube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Key Points
MTAR IPO Packing Sector Majesco Jubilant Life science (Pharmova and Ingrevia)
Blog : www.toounce.com Twitter : https://twitter.com/Dstreetalks YouTube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Nifty 50 Levels for March expiry
Price to Earning Ratio
Technical Picks for the Month
- BHEL
- NMDC
- Dr. Reddy Labs
Consult with your financial advisor before entering into this stocks.
Nifty 50 Chart
Market Outlook
Our First Guest Podcast with Prof. Rugved Shivgan
Sharing his knowledge of his Job life in many top notch finance companies and
now being an Independent trader for more than a decade
Trade Swaraj Initiative
Contact us at : dstreetalks@gmail.com
Happy Investing
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Key Notes :
Tanla Platforms Ltd. : 10x plus move in 1 month.
Jubilant FoodWorks. : Debt to Equity from 0 to 1.5.
HFCL Ltd. : Promoter rising stake from last 2 months.
Snowman Logistics Ltd. : Betting on Vaccine storage and distribution.
Lakshmi Vilas Bank exclusively on our forum.
IPO Funding blog
HAPPY INVESTING.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode we have discussed about
Saurabh Mukherhjea Founder and CIO of marcellus Pms
Investment Philosophy
Stocks From Consistent Compounders & Little Champs
- Asian Paints - Not a paint company, it's a tech giant.
- Pidilite ltd. - Founders of Adhesive segment.
- Nestle India ltd. - Holding 97% of Baby milk market share.
- Amrutanjan ltd. - 2 Biggest pain balm company making deep routes in sanitary pads segment.
- Alkyl amines ltd. - Having huge moat around business with great growth potential.
- GMM Pfaudler - Major player in glass lined equipment.
Sources
The Unusual Billionaires
Coffee Can Investing: The Low Risk Road to Stupendous Wealth
Marcellus Investment Managers Youtube channel
Visit our Blog : https://www.toounce.com/post/mcx-bulldex
Stay tuned and Happy Investing.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
we are back with Intellectual Investments as Q2 Earnings Season has started.
Market Outlook
Now it has become a drill for us that every market outlook
we talk about the divergence between Fundamentals(Economy) & the Technicals(Markets).
Things are still the same and they look like to stay in same zone.
Intellectual investments
- NESCO ltd. - Business with highest MOS.
- Dixon Technologies Ltd. - Growth Potential after Anti-China.
- MCX Ltd. - Market Dominant player (Monopoly).
Don't miss our next episode we have a guest for the first time on our podcast.
Nifty 50 Chart : https://twitter.com/kaushalpatil_/status/1318067777123483648?s=20
Be a Member of our Website to have a chat with us : https://www.toounce.com/
Mail Us : dstreetalks@gamil.com
Youtube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Key Points
Financial Services : Insurance : Retail
Mail Us : dstreetalks@gamil.com
Youtube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Key-Points
Broking : BFSI : Retail
- Broking Sector
- Business Model .
- Discount Vs Full Service .
- Leaders .
- Growth Potential .
- Banking Sector
- Large & Small Private .
- PSU's .
- Current Scenario .
- Consolidation .
- Growth For Next Decade .
Financial Services : Insurance : Retail
In next Part , Stay tuned
Mail Us : dstreetalks@gamil.com
Youtube : https://www.youtube.com/channel/UC1Fnkl_W3GWH3RjsVEibJsg
Varsity : https://zerodha.com/varsity/
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Key points
Market Outlook
- Mikhil's EMA .
- Kaushal's Price Patterns .
- Aditya's Fundamentals .
Forces Driving The Markets Higher ?
Exchange Traded Funds
ETF's For Retailers
Benefit For Investors/Traders
ETF's Global Vs India
Mail Us At : dstreetalks@gmail.com
Blog : https://dstreetalks.wixsite.com/website/blog
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
We have Finally started to Discuss about the Veteran Investors
So we Have started with Dr. Vijay Kishanlal Kedia ,
He has Around 30 Years of Experience In Indian Stock Markets
Keypoints
- Journey In short
- Investment style
- Portfolio
Mail Us At : dstreetalks@gmail.com
Join Us on Twitter : https://twitter.com/Dstreetalks?s=09
Portfolio source : trendlyne.com
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Fund Manager : Mr. Prashant Jain Of HDFC AMC
Funds
- Equity Fund .
- Hybrid Debt .
- Fund Top 100 Fund .
Mail Us at : dstreetalks@gmail.com
Join us On : Twitter
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Key Points Discussed
- Market Outlook
-
Intellectual Investments
-
Kaveri Seeds Ltd.
- Ion Exchange (India) Ltd.
- NOCIL Ltd.
Any Query Mail us
Dstreetalks@gmail.com
Join us On
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This Is an Bonus Episode In which We have Discussed about Passive Income through Listed Securities.
Email - dstreetalks@gmail.com Join Us - Twitter https://www.toounce.com/post/income-generating-assets-india
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
This Podcast Has been Mainly Recorded in Hindi Language as It is focused on INDIAN Investors and INDIAN Markets
We have talked about " All weather " Portfolio by Mr . Raymond Thomas Dalio
And Made An Indian version Of "All Weather" Portfolio
To get the Return And Portfolio Sheet
Mail Us At : Dstreetalks@gmail.com
Fund Manger : R. Srinivasan (SBI AMC)
Funds :
- Focused Equity
- Equity Hybrid
- Small Cap
Email : Dstreetalks@gmail.com
Their was an technical Issue so part of Kaushal's talk has been changed.
Key Points Discussed
- Market outlook
- Intellectual Investments (where we discuss the potential Investments that can make money Over a longer Time Horizon)
- CDSL Ltd.
- La opala Ltd.
- KPIT
Disclaimer : All topics and matters discussed are our own opinions and should not be taken as stock Tips
Email - Dstreetalks@gmail.com
After 23:20 aditya will be talking about his view on la opala , which due to some technical reason has not been played