Brief Summary
In this birthday special live stream, CA Rachana Phadke Ranade discusses a fundamentally strong stock, CAMS (Computer Age Management Services), from the capital market space. She highlights its positive correlation with Nifty, strong financial growth, and dominant market share. She also shares details about birthday discounts on her courses, including a new Hindi course on stock market basics, and announces a session on AI in stock analysis for Invest in India members.
- CAMS discussed as a fundamentally strong stock with a positive correlation to Nifty.
- Birthday discounts and new Hindi course announced.
- Session on AI in stock analysis for Invest in India members.
Introduction and Birthday Wishes
The live stream begins with Rachana acknowledging birthday wishes from viewers and expressing gratitude. She mentions celebrating her birthday with friends and family. She also notes the coincidence of her birthday and Thursday live stream aligning, last seen in 2014 and next expected in 2031. Rachana expresses appreciation for viewers joining her memberships and for the birthday gifts of memberships for others.
Birthday Special Stock: CAMS
Rachana introduces the main topic: a fundamentally strong stock from the capital market space, CAMS. She clarifies that this is not a stock recommendation but an analysis of a company with good fundamentals. She highlights the positive correlation between CAMS and Nifty, suggesting that CAMS tends to move in tandem with the market.
Course Announcements and Discounts
Rachana announces the launch of her first Hindi course, "Basics of Stock Market," and highlights the launch offer price. She also mentions the last few hours of her birthday discounts on all courses, offering 15% off on single courses and 20% off on combination courses. She encourages viewers to check out beginner, intermediate, and advanced courses and provides a WhatsApp number for inquiries.
Community and Learning Experiences
Rachana shares anecdotes about her community, including families learning about finance together and people gifting courses to others. She emphasizes the value of her courses, noting that many long-time followers have benefited from them. She also mentions a special 20% discount, the highest she has ever offered, to celebrate her milestone birthday.
Course Recommendations and AI in Stock Market
Rachana recommends her "Price Action Analysis" course, particularly for working professionals, as it teaches how to scan stocks quickly. She encourages viewers who have taken her courses to share their experiences in the comments. She clarifies that courses are updated periodically and announces a separate webinar on AI in the stock market for members of her "Invest in India" community.
NAS.IO Membership and Technical Issues
Rachana discusses NAS.IO membership, providing coupon codes for discounts on the first year and monthly memberships. She mentions a session on how AI can be used in stock analysis for "Invest in India" members. She also addresses a technical issue with accessing her "Finance for Teens" course on iPhones and provides a contact number for assistance.
CAMS: Company Overview and Financial Highlights
Rachana provides an overview of CAMS, highlighting its role as an RTA (Registrar and Transfer Agent) providing back-office services to mutual funds. She discusses the company's strong financial performance, including revenue, EBITDA, and profit growth. She explains the three major revenue sources: mutual fund asset-based fees, non-asset-based fees, and non-mutual fund revenue.
Market Share, Management Commentary, and Industry Data
Rachana emphasizes CAMS's significant market share and the duopoly nature of the RTA sector. She discusses management's commentary on potential EBITDA margin decline due to increased capex. She also presents positive industry data, including increasing mutual fund SIP contributions and AUM (Assets Under Management), which benefit CAMS.
Recap of CAMS Analysis and Technical Analysis Challenge
Rachana recaps the key points of her CAMS analysis, highlighting the capital market theme, duopoly, market share, and strong financials. She mentions the potential EBITDA margin decline as a point to consider. She challenges viewers to perform their own technical analysis of CAMS and identify whether it exhibits a cup and handle, double bottom, or flag and pole pattern.
Course Feedback and Learning Habits
Rachana shares positive feedback on her courses and emphasizes the importance of self-directed learning. She suggests dedicating at least 30 minutes to an hour per day to complete a course within a month. She reiterates her goal of providing more value than the cost of her courses.
Final Remarks and Birthday Gratitude
Rachana expresses gratitude for the birthday wishes and announces that she will discuss another fundamentally strong stock in a separate video. She reminds viewers about the remaining time for course discounts and provides contact information for inquiries. She thanks her long-time supporters and concludes the live stream.
