आपके प्रत्येक वीडियो परफेक्ट होते हैं और इतना क्वालिटी कंटेंट मिलना दुर्लभ है, स्टॉक्स टिप्स तलाशने वालो के लिए ये चेनल नही हैं । thank u sir and vivek bhai who met us
Emails are not going through to the email mentioned on your youtube channel. Can you please help update it, or let us know if that email itself is the correct one?
Ajay ji, please do not change your way of explaining. It’s apt and detailed which makes one understand the viewpoint in depth. Love your insights and way of presenting! God bless you and Thank you so much
मुझे आपके व्हिडीओ बहोत पसंद है . वो लंबे है फिर भी दोन तीन बार देखता हू .. जितनी बार देखता हू कुछ नया सिखने और समझने को मिलता है. जनरल नॉलेज भी बहोत वृद्धी होती है...
Jo kehte hain ki video choti banao wo gadhe hain. Aap jaise genius aur intelligent aadmi ki video jitni lambi hogi retailers ki knowledge utni badehgi . Your efforts are really appreciable. Good insight. Very underrated channel.
Superb efforts Mr. Ajay, Technology, sales, management aspects, its dececision making capacity and overall impact at local and global level...all covered with such a ease. Very well done, keep it up. Good show.
What a fantastic session . Mazza aa Gaya. Maine to India specific hi analysis ki thi. like consumption of AC in developed economy vs india. aapne duniya ghumake meri puri analysis badal di. Thank you.
Hi Ajay Sir - can you tell where to find the PnL statement shown at 16:34 timestamp? can you please link a free source for YoY P&L statements of companies?
No, No, those who are not liking your video due to length , they are interested to get rich money wise , we are interested in getting rich knowledge wise . Great videos . Just continue to educate us . Thank you
Great video.. what research and how this is being explained is too good..Aap ye bata eahe hain to in companies ko bhi kahin naa kahin pata hoga.. then why dont they tie up .
Excellent analysis ! Plz make more videos on how to analyse particular sectors stocks , like what parameters to look in banking stocks , pharma , it for analysing a company !
Amazing video, seriously it feels like it was too short for the knowledge and value you are delivering. Thank you so much and please keep up the great work. Kudos to you.
I am from the same industry, you missed one more Japanese giant who is Bigger than Daikin and known for more premium and reliable products than Daikin. They recently did ground breaking ceremony of their 1,800 crore investment factory in india- Mitsubishi electric
Sir agar boom pe hai ye industry tab tension lena hi kyoun. dono companies buy kar lete hai 50% 50% ... for example agar ek sector mein hum max 20k lagate hai tab dono companies mein 10k laga dete hai. fir kulla khet farukkha badi
Good effort taken to bring to the notice.... somebody has to take to indian Goverment to work on joint venture between indian companies for compressor... Very wisely presented. We are proud of you
Hello Ajay sir, I really liked your video and the analysis you showed. I am really inspired by your work as well. The only thing that Your voice in this video sometimes was not clear may be because of the wrong positioning of Mic. So, please position the mic well. This is just my humble suggestion. Thank You.
Brilliant analysis sir , it was like visualising micro organisms under a microscope , very detailed and very informative , kab video khatam ho gaya pata hi nahi chala, pls keep enlightening us with ur work and wisdom.
It was indeed a great learning. Today i learnt how big and broad vision makes you a great personality. Sir keep posting such informative and learning videos. Lots of love for you❤❤❤.
We like the way you explain broader perspective through story telling, no need to change it sir ! Reels ke aar mai people wants kachra , true knowledge always takes time ! Keep your spirit high , we are learning always something new from you ! Would like to learn more about sector analysis! Thanks
Very insightful video , quite good analysis of AC market , i am sure this is worth watching even for top management of indian AC manufacturer just to understand threat to their business. Pls ignore negative comments and keep making such videos.
Thorough analysis and gained the knowledge - however two suggestions from my end. 1) please say numbers in english (can understand hindi throughout the video but cann't understand the numbers when you say in hindi) 2) Though you have highlighted the figures / wording in presentation, some of them are not clear - especially the screens from Screener
ajaysir -ty, your voice is cut off when you are moving your hands around near your face/neck. perhaps positioning the microphone at a different place might help.
Sir I love all your knowledge videos . It's super inspiring How I can meet you ? I am from Kolkata. Keep making such videos and ignore negative comments.
Sir aap jaisey bhi ho please waisey he rahiya aur aisey he video banatey rahiye. Aapki tarah step by step proper knowledge koi bhi nahi deta.... kindly do the needful as it is. Hum aapki video bahut seriously dekhtey hain
I saw your first video by accidently today evening & I loved the way you present & knowledge & thought process in investing. I am share holder of Voltas last from 3 years & I am bullish for AC market in India in long term. This video is really helps me so much to understand. I have search on RUclips about AC market analysis, I don't see single video who really tells about what they will think about future of AC market according to them. Thanks to you for giving clarity. It helps me so much.
Awesome Ajay Bhaiya. Your thought process is amazing and after viewing your video I must say everyone is getting a visions which is broader but sharper. Than you.
Good perspective Ajay Bhai, learnt so much. I am also bullish on AC penetration and was holding Amber and Subros. Incidentally, subros manufactures compressors in India and have a technology transfer from Denso. It has started manufacturing home ACs for some brands like Voltas and Haier including compressors as far as I could figure out. Look forward to more such case studies and analysis
Exceptional analysis of sector, please continue this approach. 🙏 Only request is to shorten gap between your videos. Was waiting desperately for this part after your earlier video.
You have shared great thoughts and knowledge. I really appreciate that you gave your time to increase our wisdom. Really helped us to understand how to analysis and compare Industries. Kindly keep sharing your wisdom !!
Great take away from detail analysis also thanks for mentioning how to look at sales of company with margin to complete and significance of it. This micro analysis with sectorial view from global view helped to give a thought to think about larger opportunity first then try to find better opportunity within it.
Sir Very good explanation on AC industry....... could you please explain the Matters industry also..... its looks like 7-9% CAGR is happening next 5-10 Years. so if India's per capita income increases then future people able to buy more matters
Excellent analytical learning sir. AC sector me log Sobros ko kiyun najarandaz kar dete hai. Sabse badi aur bada mkt share to Sobros ka hi hai. Fir isme F I ka bhi investment bad Raha hai. Plz Sobros ko bhi le kar analysis karne ki kripa karenge aur batayenge ki ise kiyun najarandaz Kiya jata hai?
I didn't watch this to understand the A/c sector. I watched this to understand how you think 🤔 Sir. What an analysis 👏. Thanks for sharing & can't wait for the next video on bubbles 😀
Sir apne ek baat boli thi apni video me koi ek guru chun lo... sir apse best guru koi ho nhi skta.. jis najar se ap share market ko dekhte ho koi nhi dekh skta.. last 2-3 din me mene apki 30-40 video dekh Dali.. apke jaise content Puri RUclips me khi ni Mila mujhe ajj tk... ❤❤ bhot bhot shukriya sir apni life ke beautiful experience hum sbke sath share krne ke liye.. 🙏🙏🇮🇳🇮🇳
Hello Ajay, I discovered your channel recently and I was amazed by your top-notch content and clear explanation in Hindi. Your investment analysis in Hindi is very mature and data-driven. I really liked your ideas such as Good to Great, India’s economy through NASA image, AC industry and how to win the AC race, and the connection between company life cycle and Brahma, Vishnu, and Mahesh. These are all very unique and insightful. Please keep up the good work and I look forward to more videos from you.
आपके प्रत्येक वीडियो परफेक्ट होते हैं और इतना क्वालिटी कंटेंट मिलना दुर्लभ है, स्टॉक्स टिप्स तलाशने वालो के लिए ये चेनल नही हैं । thank u sir and vivek bhai who met us
Who needs stock recommendations when we get videos this awesome. Plz do more such analysis on other sectors. Thank you Ajay ji. Much respect
Excellent presentation on ac industry Amit! Looking forward to more of such industry/company research! Keep up the good work
Emails are not going through to the email mentioned on your youtube channel. Can you please help update it, or let us know if that email itself is the correct one?
Ajay ji, please do not change your way of explaining. It’s apt and detailed which makes one understand the viewpoint in depth. Love your insights and way of presenting! God bless you and Thank you so much
मुझे आपके व्हिडीओ बहोत पसंद है . वो लंबे है फिर भी दोन तीन बार देखता हू .. जितनी बार देखता हू कुछ नया सिखने और समझने को मिलता है. जनरल नॉलेज भी बहोत वृद्धी होती है...
बहुत सुंदर व्याख्या बहुत बेहतरीन विवेचना। दिन बन जाता है आपकी वीडियो देखकर।
Jo kehte hain ki video choti banao wo gadhe hain. Aap jaise genius aur intelligent aadmi ki video jitni lambi hogi retailers ki knowledge utni badehgi . Your efforts are really appreciable. Good insight. Very underrated channel.
You are sharing such valuable insights for free! True example of democratization of knowledge through social media.
Thank you 🙏
Sir, please make a video on how a retail investor can invest in Vietnam?
Thanks for long video sir knowledge bahut accha milta hai 👍
My goodness, what amazing knowlege, amazing way of explaining, hats off. Thank you so much .great video
Namaste sir
Kamal ka vedios hai. Sector analysis kamal ka hai.
Alcohol Sector ka vedios bana sakte hai.
Thanks sir
I have just landed on your RUclips channel!! I feel sooooo lucky i just can't describe it in words
Loved your honesty and simplicity. Keep doing such great work. More power to you. ❤
This is a world class content. RESPECT !!
i have seen it multiple times to just to pick the subtleties and way u analyse.
Regards
Gagan
Thank you Gagan ji
Superb efforts Mr. Ajay,
Technology, sales, management aspects, its dececision making capacity and overall impact at local and global level...all covered with such a ease.
Very well done, keep it up. Good show.
Too good sirji.
Sir apka khud a fund Kab launch hoga .kafi time ho gya ab tu
What a fantastic session . Mazza aa Gaya. Maine to India specific hi analysis ki thi. like consumption of AC in developed economy vs india. aapne duniya ghumake meri puri analysis badal di. Thank you.
Thank you sir. Please keep on doing analysis of some other growth sectors.
What a wonderful man you are! Ajay Sir your delivery of speech is so polite. No doubt you won in your life so well!
Audio problem hai
Please check kare
Knowledge jabardast
Hi Ajay Sir - can you tell where to find the PnL statement shown at 16:34 timestamp? can you please link a free source for YoY P&L statements of companies?
No, No, those who are not liking your video due to length , they are interested to get rich money wise , we are interested in getting rich knowledge wise . Great videos . Just continue to educate us . Thank you
Great video.. what research and how this is being explained is too good..Aap ye bata eahe hain to in companies ko bhi kahin naa kahin pata hoga.. then why dont they tie up .
Excellent analysis ! Plz make more videos on how to analyse particular sectors stocks , like what parameters to look in banking stocks , pharma , it for analysing a company !
Amazing video, seriously it feels like it was too short for the knowledge and value you are delivering. Thank you so much and please keep up the great work. Kudos to you.
Hi…lots of voice disturbances. Please check. It was there in your last video also
Ajay bhaiya ur analysis is mind blowing. One request, pls bring one video on pharma sector analysis.
Sir, aapka analysis is something what is very rare in digital platforms - the finest macro trend analysis
I am from the same industry, you missed one more Japanese giant who is
Bigger than Daikin and known for more premium and reliable products than Daikin. They recently did ground breaking ceremony of their 1,800 crore investment factory in india- Mitsubishi electric
Mera shuna hua aab takka best analysis......you are awesome
Very insightful video.Great analysis.Indian goverment must take notice of this video.
SIMPLE AND EXCELLENT.
Sir agar boom pe hai ye industry tab tension lena hi kyoun. dono companies buy kar lete hai 50% 50% ... for example agar ek sector mein hum max 20k lagate hai tab dono companies mein 10k laga dete hai. fir kulla khet farukkha badi
This is an outstanding video, surprised that I missed it for so long
Good effort taken to bring to the notice.... somebody has to take to indian Goverment to work on joint venture between indian companies for compressor...
Very wisely presented.
We are proud of you
Hello Ajay sir, I really liked your video and the analysis you showed. I am really inspired by your work as well.
The only thing that Your voice in this video sometimes was not clear may be because of the wrong positioning of Mic. So, please position the mic well. This is just my humble suggestion. Thank You.
Brilliant analysis sir , it was like visualising micro organisms under a microscope , very detailed and very informative , kab video khatam ho gaya pata hi nahi chala, pls keep enlightening us with ur work and wisdom.
Awesome analysis Ajay sir... So indepth and wonderfully explained... Many thanks..
Thank you sir for making such video. Agar apka man ho toh aur lamba video banaiye we don't mind. Stay blessed ❤
Love details sir - you should do a training course for serious learners and just a request also tell your final recommendation as well - stock 🤘
It was indeed a great learning. Today i learnt how big and broad vision makes you a great personality.
Sir keep posting such informative and learning videos.
Lots of love for you❤❤❤.
very very valuable insights. i have not seen this kind deep analysis in any other channel. great sir.
Sir
Great learning as usual
Thanks for ur support
I am lucky to be part of this channel as viewer.
आप अद्भुत हैं ❤
Commerce minister ko sath baithe ke ase he factry set karvnaa chaye , gazab analysis h
One of the best video I jv seen on sector analysis.... Ira really knowledgeable...
Wow and lot of studied information and including transparently sharing resources used --- three cheers 🥳
We like the way you explain broader perspective through story telling, no need to change it sir ! Reels ke aar mai people wants kachra , true knowledge always takes time ! Keep your spirit high , we are learning always something new from you ! Would like to learn more about sector analysis! Thanks
Mr. Ajay very good insight and I like your story telling method. Looking forward to next up coming Videos
Excellent perspective and way of analysis
That's why I love to see your not video, Knowledge, i have patience to wait and watch, thank you, great analysis
Very insightful video , quite good analysis of AC market , i am sure this is worth watching even for top management of indian AC manufacturer just to understand threat to their business.
Pls ignore negative comments and keep making such videos.
Thank you, very informative 😊
Loved It.
Sir, we need these videos on IT sector please.
I appreciate your way of explaining things. Please keep your way.
Amazing Ajay Sir. Your thought process is next level. Kaash AAP mere life main 10 / 15 saal pahale aaye hote.,.....Thank you....
Thorough analysis and gained the knowledge - however two suggestions from my end.
1) please say numbers in english (can understand hindi throughout the video but cann't understand the numbers when you say in hindi)
2) Though you have highlighted the figures / wording in presentation, some of them are not clear - especially the screens from Screener
ajaysir -ty, your voice is cut off when you are moving your hands around near your face/neck. perhaps positioning the microphone at a different place might help.
Sir I love all your knowledge videos .
It's super inspiring
How I can meet you ?
I am from Kolkata.
Keep making such videos and ignore negative comments.
Sir aap jaisey bhi ho please waisey he rahiya aur aisey he video banatey rahiye.
Aapki tarah step by step proper knowledge koi bhi nahi deta.... kindly do the needful as it is.
Hum aapki video bahut seriously dekhtey hain
Great video sir, I was wrong in collabration v/s self manufacturing. learned a lot of things today .
Thanks sir🙏🙏
Very nice analysis sir... Please share such analysis with all industries
I saw your first video by accidently today evening & I loved the way you present & knowledge & thought process in investing. I am share holder of Voltas last from 3 years & I am bullish for AC market in India in long term. This video is really helps me so much to understand. I have search on RUclips about AC market analysis, I don't see single video who really tells about what they will think about future of AC market according to them. Thanks to you for giving clarity. It helps me so much.
Very Insightful and Interesting Analysis.
Thanks a lot for sharing
Awesome Ajay Bhaiya. Your thought process is amazing and after viewing your video I must say everyone is getting a visions which is broader but sharper. Than you.
Good perspective Ajay Bhai, learnt so much. I am also bullish on AC penetration and was holding Amber and Subros. Incidentally, subros manufactures compressors in India and have a technology transfer from Denso. It has started manufacturing home ACs for some brands like Voltas and Haier including compressors as far as I could figure out. Look forward to more such case studies and analysis
I guess subros is into automobile AC?
Tecumsheh is another Aircon compressor manufacturer in India
your contents and presentation are very relevant. nothing unnecessary .
Nice information. The T Shirt with that awesome logo of Mango Town. Tell us something more about this .
Visit mangotown.in
This is the purpose
ruclips.net/video/uY2EJzw9JOk/видео.htmlsi=w1ZsA7vrBQ4hqxwc
Simply iike your style of representation and some extent able to understand the inner meanings in the content, maza ata hai Sir ji
Awesome ..like this analysis.
Exceptional analysis of sector, please continue this approach. 🙏
Only request is to shorten gap between your videos. Was waiting desperately for this part after your earlier video.
The way you are teaching sir is very good, actually you are teaching the process of how to analyse a sector.
Completely agree you can't change roots but you can change location of mic....
Hi Sir, kindly share your views on Enterprises, which is the No.1 Residential AC segment.
Hi Sir,
U need not change yourself.Your analysis is awesome.Thanks
very very informative video but definitely needs to be edited or need to index the start time of each part of the discussion.
This was a super masterclass. Now realised how experienced equity investors analysis investment opportunities. Thanks you.
You have shared great thoughts and knowledge. I really appreciate that you gave your time to increase our wisdom. Really helped us to understand how to analysis and compare Industries. Kindly keep sharing your wisdom !!
Great take away from detail analysis also thanks for mentioning how to look at sales of company with margin to complete and significance of it. This micro analysis with sectorial view from global view helped to give a thought to think about larger opportunity first then try to find better opportunity within it.
Hats off 2 U Sir, what a super insightful video. Thanks & Regards.
Superrrrrr...... analysis. Thank U bhai.GBU.
Sir Very good explanation on AC industry....... could you please explain the Matters industry also..... its looks like 7-9% CAGR is happening next 5-10 Years. so if India's per capita income increases then future people able to buy more matters
Excellent analytical learning sir. AC sector me log Sobros ko kiyun najarandaz kar dete hai. Sabse badi aur bada mkt share to Sobros ka hi hai. Fir isme F I ka bhi investment bad Raha hai. Plz Sobros ko bhi le kar analysis karne ki kripa karenge aur batayenge ki ise kiyun najarandaz Kiya jata hai?
Thanks Ajay for sharing the details
I didn't watch this to understand the A/c sector. I watched this to understand how you think 🤔 Sir. What an analysis 👏. Thanks for sharing & can't wait for the next video on bubbles 😀
Superb analysis!
Thnx sir sharing your knowledge with us
Great Mind blowing . Such a simple analysis for a complex market condition and concept sharing of Omelete was awesome
Very informative video sir. I appreciate your efforts .Sir I am eagerly waiting for more such Indian industry videos Love from mumbai ❤
Awesome video, keep posting
that was very insightful. brilliant as usual.
great video, eye-opener for common investor
Fantastic and informative video. ❤❤
Awesome learning thank you very much 🙏👍
Ajay sir much insightful video looking for such more content ❤
God bless you sir, you are truly amazing and please keep this good work, pleasure to learn from you ..❤
Plzzz keeping making such videos....
Sir apne ek baat boli thi apni video me koi ek guru chun lo... sir apse best guru koi ho nhi skta.. jis najar se ap share market ko dekhte ho koi nhi dekh skta.. last 2-3 din me mene apki 30-40 video dekh Dali.. apke jaise content Puri RUclips me khi ni Mila mujhe ajj tk... ❤❤ bhot bhot shukriya sir apni life ke beautiful experience hum sbke sath share krne ke liye.. 🙏🙏🇮🇳🇮🇳
Hello Ajay, I discovered your channel recently and I was amazed by your top-notch content and clear explanation in Hindi. Your investment analysis in Hindi is very mature and data-driven. I really liked your ideas such as Good to Great, India’s economy through NASA image, AC industry and how to win the AC race, and the connection between company life cycle and Brahma, Vishnu, and Mahesh. These are all very unique and insightful. Please keep up the good work and I look forward to more videos from you.
Thank you so much Ashish ji
Just FYI on your recommendation bought understanding Michael porter and current on chapter 2 ( 5 force’s)