Winning Stocks कैसे Pick करें? जो 99% Investors Miss कर देते हैं MUST WATCH - Rahul Jain G2G

Is it right to buy a stock based solely on the PE ratio? 🤔 Or should we consider other factors to select a good stock? In this episode, Mr. Mohan Nanwani, CIO, Dharohar Capital Partners, explains his investment framework for identifying a quality stock. This conversation covers understanding ROCE, management quality, earnings quality, and valuation, along with Quality, Growth, and Valuation. Sector rotation, India's growth story, opportunities in Pharma & Healthcare, Power, Data Centers, Defense, and ancillary companies were also discussed. Mohan Nanwani also shared his perspective on micro-cap stocks for retail investors. ⏱️ Timestamps 00:00 – Teaser 00:38 – Intro 02:05 – Stock selection and sector selection framework 03:30 – How to analyze ROCE? 06:30 – How to value banking stocks? 07:07 – Quality of Management and the 10-year rule 09:15 – How much importance should be given to past performance? 11:09 – When can a low PE stock value become a trap? 16:05 – Sector Rotation and Sector Selection 17:54 – Opportunities in Consumption and the Economy 20:24 – Pharma & Healthcare: Opportunity 21:03 – Financialization of the Economy 21:55 – Power Sector and Future Demand 26:38 – Top 3 investment themes for the next 2 years 29:27 – Opportunities in Ancillary Companies 34:45 – How to analyze promoters? 42:20 – Which sectors create wealth? 43:11 – Why should micro-cap stocks be avoided? 45:11 – Fundamentals and Forensic Analysis What do you look for first when selecting a stock – quality, growth, or valuation? Let us know in the comments. ----- If you wish to be featured on Good 2 Great, or know someone who should, fill out the form below: https://docs.google.com/forms/d/e/1FA... ------- ➡️Video mentioned above: 👉🏻 Sector Rotation: अपने पैसे को तेज़ी से GROW करना है तो Sect... --- Disclaimer: 1. Rahul Jain is registered with SEBI as Individual Research Analyst vide Registration number INH000023287 dated September 15, 2025 pursuant to which it provides Research Analyst services to its clients. 2. 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 Rahul Jain nor the marketing agents related to the firm shall be held liable/responsible in any manner whatsoever for any losses the viewers may incur due to acting upon this content. 3. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. 4. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. 5. Any opinion on a specific position, such suggestion/view under any circumstances shall not be considered as an advice. I am not liable for any losses whatever the client may incur in accepting this opinion. 6. Rahul Jain 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 I be liable to any person for any decision made or action taken in reliance upon the information provided by me. 7. The securities quoted are for illustration only and are not recommended. ---- #ValueInvesting #IndianStockMarket #StockSelection #SectorRotation #DataCenters #Pharma #PowerSector