Consumer Stocks come back? Future Growth Sectors? In-depth Analysis

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  • Опубликовано: 23 ноя 2024

Комментарии • 126

  • @bhavikondhiya9187
    @bhavikondhiya9187 3 месяца назад +13

    In a Bull mkt, in an AI world, where everyone is either an analyst or a (Fun) influencer, this is a solid experience spanning nearly two decades, speaking. A masterclass on consumption that you shouldn't miss, especially if you're a budding analyst or a market participant. Just sit back and take notes; everyone will undoubtedly learn something from it.
    Less Jargons, keen understanding of Indian mkts and its segments, skillful blend of global insights with local nuances. From Kolkata's Burrabazar to Mumbai's BKC, offering sharp analysis of customer behavior, valuations, management n marketing strategies. All with a tadka of witty one liners, that's Mr. Tejas Shah for u, navigating mkt trends with both sophistication n humility.
    These are the podcasts for which RUclips has download and save options. Pure Gold!!

  • @gautamyeah
    @gautamyeah 3 месяца назад +4

    What a perspective I have got on the entire consumer sector after watching this session fully. Kudos to both of you to facilitate this for all of us. Thanks a lot!!!

  • @narsimha5648
    @narsimha5648 4 месяца назад +15

    Quite interesting talk . It was educational too, about the consumer sector.
    These kind of discussions , will go a long way in helping and educating the small retail investors . Keep up the good work 👍

  • @bornenjoyrule
    @bornenjoyrule 4 месяца назад +13

    In the Cacophony of todays social media, your videos are like "Symphony". A big thanks to you for making us all a little wiser each day.

  • @user-jk2it7sy5j
    @user-jk2it7sy5j 3 месяца назад +2

    Rare to have someone speak so candidly and humbly. In a runaway bull market a breath of fresh air especially about the concept of mean reversion.

  • @say2alok
    @say2alok 4 месяца назад +30

    Please provide time stamps for videos above 30 min.

  • @ArvindYadav-ok6cv
    @ArvindYadav-ok6cv 3 месяца назад +5

    Very insightful discussion - would like to see Mr Tejas shah again on your podcast ...... thanks for these knowledge sessions.

  • @gaurav-iw7gg
    @gaurav-iw7gg 4 месяца назад +4

    What a session. Mind blowing..one can learn the nuisances of business if he/she listens this..
    As I am a first-generation businessman and started with very little after working with private sector..I can relate each and every word of this..
    Thanks ajay sir

  • @vikskukreja
    @vikskukreja 3 месяца назад +3

    Pure Gold… Can’t thank you enough for such great content and insights 🙏🏼

  • @vipuls5900
    @vipuls5900 2 месяца назад

    Heartfelt thanks Ajay. This is full fledged MBA that too free if one is willing to listen well

  • @amolwagle1
    @amolwagle1 2 месяца назад

    Ajay sharmaji it is a treat listening to you as well .... Envy your immaculate presentation skills.

  • @YOGESHKUMAR-zc6js
    @YOGESHKUMAR-zc6js 2 месяца назад +1

    Hi sir I hope your doing well
    I wish you are good long time waiting your new video
    Regards

  • @anilgada3472
    @anilgada3472 3 месяца назад +1

    These talk gives an experience like reading a book Thanks

  • @sanket7_
    @sanket7_ Месяц назад

    Loved the conversation, Please do more podcasts with him.

  • @vikramadityagautam6950
    @vikramadityagautam6950 4 месяца назад +2

    When 2 minds like you two guys, I would like to listen to on loop

  • @divyanshugoyal3741
    @divyanshugoyal3741 3 месяца назад

    I am here for the first time but the content you are providing is very high quality. Clarity of conversation and thoughts is outstanding. I found a hidden gem.

  • @PRINCE0215
    @PRINCE0215 3 месяца назад +1

    Mind blowing podcast❤❤ bahut kuch sikhne ko mila. Thanks for this session.... 👍👍please provide knowledgeable content just like this.. ❤❤❤ thanks a lot

  • @mahendrakumarsai1178
    @mahendrakumarsai1178 3 месяца назад

    Thanks a lot sir, i am Going through a hard time, just looking at you and your story shows me the attitude i should inculcate to go through life. Video is fantastic as always.

  • @hometv4348
    @hometv4348 3 месяца назад

    I've thought that I would watch for 5,7 mins but the session has came to an end. Great & informative video.

  • @riteshkalra764
    @riteshkalra764 3 месяца назад +2

    As always a big thanks for your insightful and learning videos

  • @ripon.shaikh
    @ripon.shaikh 3 месяца назад

    Sirs, very good dissemination of knowledge through discussion.

  • @amankawad3601
    @amankawad3601 3 месяца назад +1

    Sir would love to understand your view on Joseph Nocera book A Piece of Action do you see from the outside eye of India whether India is in amidst such a transformation ?

  • @ayushpandey7304
    @ayushpandey7304 4 месяца назад +4

    Sir , I really like your calm and composed way of taking interviews and majority of the time the knowledge which is imparted in vedios is fresh , and truly well researched upon.
    Keep it up Sir.👍

  • @hardikshetty3547
    @hardikshetty3547 3 месяца назад

    Amazing amazing session! Need more fo these in consumer sector!

  • @seshafarmspalmarosa1267
    @seshafarmspalmarosa1267 Месяц назад

    Ajay sir, your guest selection are top notch.... Thank you❤

  • @Hemant_Nirban
    @Hemant_Nirban 2 месяца назад

    Very very undersubcribed channel. Very undervalued

  • @vishalv09
    @vishalv09 4 месяца назад +1

    More than the discussion, Ajay sir's cool and calm demeanor enriches me a lot. It was like an hour long meditation session under a guru. Tejas sir was like a great contemporary philosopher in the guise of a analyst. Superb video. Thanks to you both. 🙏

  • @GuessWho-yr3sg
    @GuessWho-yr3sg 3 месяца назад +1

    Is there any free or paid resource to understand how to analyse new-age sectors and important metrics to check in them?
    For examples, I want to analyse e-com, green energy, electric scooters, food delivery, etc?

  • @zzztupu
    @zzztupu 3 месяца назад +1

    Accurate analysis on consumer sector

  • @rahulshah5967
    @rahulshah5967 4 месяца назад +1

    Amazing insights..The clarity of thought, the wisdom, the humility....it's a complete package.... wonderful questions as well....

  • @abhishekbajpai2859
    @abhishekbajpai2859 4 месяца назад +1

    These videos are worth while 2 build mindset and understand basics how things work

  • @spginfotech1
    @spginfotech1 3 месяца назад

    Plese continue this discussion and discuss it by sectorwise. We are hungry to learn more. Thank you

  • @amittandon7019
    @amittandon7019 2 месяца назад +1

    ❤ great sir

  • @parasshah6366
    @parasshah6366 3 месяца назад +1

    Bro you are amazing, the way conduct an interview is so interesting and easy to understand,
    I have been listening to fin RUclips rs
    But you stand out , keep it up🎉

  • @utkarshkhanna207
    @utkarshkhanna207 3 месяца назад +1

    Big thanx from my side.....such an insightful video 😶

  • @rohitahuja5666
    @rohitahuja5666 3 месяца назад +1

    Very very interesting and great insights... thks

  • @karmkumar4538
    @karmkumar4538 Месяц назад

    The industry videos were genuinely actually very insightful !! Great stuff , also any recommendations where one can read at this level of depth about an industry? Like the pipes ones , IT and now this !

  • @deepakshabareesh
    @deepakshabareesh 4 месяца назад +1

    Thank you for this wonderful discussion. Simple and insightful. May be the best interaction in this channnel

  • @cgshastri
    @cgshastri 3 месяца назад +1

    Insightful.Need this type of top quality youtube.

  • @chethanholla6444
    @chethanholla6444 4 месяца назад +1

    I really like the discussion. please use common language while deciphering technical words . we can easily understand

  • @parinpatel4359
    @parinpatel4359 3 месяца назад

    Such an insightful video! The clear explanations and thorough research were very helpful and the analogies were very relatable. Keep up the great work!

  • @ayushsharma3148
    @ayushsharma3148 3 месяца назад +1

    This episode was remarkable

  • @becurious8680
    @becurious8680 3 месяца назад

    Thank you so much for this pocast..Ajay garu,Tajas garu 🙏🏼

  • @tajji4u
    @tajji4u 3 месяца назад +1

    Sharma ji, आप अमेजिंग हैं। ग्रेट लर्निंगएंड रिवीजन ऑफ़ लर्निंग। ट्वीट में डाल कर फ्यूचर के लिए सेव कर ले रहा हूँ

  • @niruchaudhari87
    @niruchaudhari87 4 месяца назад +2

    Perfect Research and Explanation on overall indian economic current situation ❤🎉😊

  • @shaileshlokhande4129
    @shaileshlokhande4129 3 месяца назад +1

    Great, very good and valuable knowledge

  • @amitpathak2784
    @amitpathak2784 2 месяца назад +1

    bahut badhiya

  • @sanketamrutkar708
    @sanketamrutkar708 3 месяца назад

    What an amazing discussion. There was a lot to learn and remember in this video. I got a deep dive into the points which I used to just hear in the form of quotes from good investors.
    Thank you sir once again for such an amazing video!!!

  • @utsabkumarpoddar
    @utsabkumarpoddar 3 месяца назад

    Sir your videos are too good and specially in the days of shorts, this long format will definitely have a audience like me where we don't want to consume shorts

  • @PrabhjotSingh-ku5nv
    @PrabhjotSingh-ku5nv 4 месяца назад

    Ajay sir. I am. Just a B.A graduate...some times i see ur videos but coulnt understand some Terms. But i keep on listening... Because in ur video.. Ek line aisi mil Jaati hai.. Which i kept in my mind.. Thanks a lot ajay. Sir

  • @narinderpalsingh5349
    @narinderpalsingh5349 3 месяца назад +1

    Very informative every time,,,,Ajay ❤❤❤❤❤

  • @mohdsami4750
    @mohdsami4750 4 месяца назад

    Will be impatiently waiting for this gentleman's another interview..... learnt a lot.....Also please invite people with expertise in other sectors also....thanks

  • @OyeHoye56
    @OyeHoye56 3 месяца назад

    Very good discussion. After listening 5 minutes I brought up my diary to make notes. These 54 minutes are better than Udemy Consumer related course.
    Thank you sir for inviting Tejas Shah sir.
    Will wait for next discussion.

  • @rabindrakumar7992
    @rabindrakumar7992 3 месяца назад

    I have No words to pay the gratitude except 🙏

  • @pawanpoddar9293
    @pawanpoddar9293 3 месяца назад +1

    Excellent 👌 great learnings

  • @RajKumar-ck8pe
    @RajKumar-ck8pe 4 месяца назад +1

    Lovely insights from Tejas..thank u

  • @sushilindoria648
    @sushilindoria648 4 месяца назад +1

    Great discussion and knowledge for us

  • @hirendesai5724
    @hirendesai5724 4 месяца назад +1

    Awesome episode. Please bring in experts of other sectors as well

  • @vijaycmc7073
    @vijaycmc7073 3 месяца назад +1

    Brilliant one!

  • @sachinpanpaliya3
    @sachinpanpaliya3 3 месяца назад

    Excellent insights. Thanks for sharing

  • @sarangvasishth1376
    @sarangvasishth1376 3 месяца назад

    very high quality conversations sir!! thank you

  • @DeepWalkar-wg8jg
    @DeepWalkar-wg8jg 3 месяца назад +1

    Superb video Ajay ji !!

  • @pramodmahapatra7066
    @pramodmahapatra7066 3 месяца назад +1

    Deep insights

  • @subhrajyotipodder8646
    @subhrajyotipodder8646 4 месяца назад +1

    Sir, thank you for providing us this much insights, both of you were incredible.

  • @Peeyush1197
    @Peeyush1197 3 месяца назад +1

    Best class ❤

  • @Ramesh.7GP
    @Ramesh.7GP 3 месяца назад +1

    Thank you sir

  • @ishwariprasad151
    @ishwariprasad151 3 месяца назад

    Absolutely brilliant, please carry on such good work on wisdom.😊

  • @RakeshSharma-ji4rf
    @RakeshSharma-ji4rf 4 месяца назад +1

    Awesome discussion, especially second half

  • @vipingupta9693
    @vipingupta9693 3 месяца назад +1

    Sir how to read Tejas shah sir report on Retailing

  • @spj786
    @spj786 4 месяца назад +1

    Engaging conversation Ajay Bhaiyya

  • @rajeshreshamwala9988
    @rajeshreshamwala9988 3 месяца назад +1

    👏👏👏👏👏👏 excellent information

  • @arbindprasad2190
    @arbindprasad2190 3 месяца назад +1

    A great Fan 🙏

  • @uditchadha5157
    @uditchadha5157 4 месяца назад +1

    Quality content as usual, thank you sir ☺️

  • @mahesh.mak96
    @mahesh.mak96 4 месяца назад

    Thankyou sir for sharing such knowledgeable videos. You are doing a great work 🙏

  • @Panchrukhi
    @Panchrukhi 4 месяца назад +1

    There is silent co-operative revolution happening through FPOs and Self help groups empowerment.
    We will see a lot of new small brands emerging and creating disruption in fmcg sector.
    Giants will face tough competition in upcoming times.
    This would help in hyper local production and consumption of products. Availability of products at economical prices for majority of public.🙏🏻

  • @kumarshivdutta4548
    @kumarshivdutta4548 3 месяца назад +1

    धन्यवाद सर

  • @aamin931
    @aamin931 3 месяца назад

    Full Respect for Mr Tejas Shah"'s knowledge, humility and kindness, especially on the randomness of success and acknowledging the k shape recovery and responsibility of the govt to fix it.. special thanks to Mr Ajay for bringing out the best... With due respect, adding few key takeaways to my framework..

    • @aamin931
      @aamin931 3 месяца назад

      Was listening while driving in the morning and amazed by the quality of the conversation , came back home and completed listening once more..

  • @manishkumavat8831
    @manishkumavat8831 4 месяца назад +1

    Very good interaction Ajay sir

  • @mandarbapat1
    @mandarbapat1 4 месяца назад

    Wisdomful of learning, Ajay please do such podcast on many more sectors

  • @irfanmul
    @irfanmul 4 месяца назад +1

    Great to GREATST content, thanks ajay sir

  • @drhiraniclinic
    @drhiraniclinic 3 месяца назад

    Ajay bhai Jordar discussion…mast maha aa gaya.

  • @MohdFirozKhan989
    @MohdFirozKhan989 4 месяца назад +1

    Very informative discussion

  • @iamsajalchakraborty
    @iamsajalchakraborty 3 месяца назад

    Beautiful video. Waiting for more such analysis. Please do one for AUTO SECTOR. Thank you indeed.

  • @VikAro-pg1qd
    @VikAro-pg1qd 4 месяца назад +2

    Ajay bahyia - when are you launching your shares course? Do consider! :)

  • @digvijaysinghbaghel2575
    @digvijaysinghbaghel2575 3 месяца назад +1

    Great Insights

  • @akhilesh5027
    @akhilesh5027 3 месяца назад +1

    Brilliant video

  • @harpalrahtod
    @harpalrahtod 3 месяца назад +1

    Always content different wrt other ❤

  • @shivkumarrp8515
    @shivkumarrp8515 3 месяца назад +1

    Just because one eats pizza which he considers unhealthy which incidentally is also sold by FMCG companies does not mean that consumers should accept biscuits with poor disclosures and poor regulations. Palm oil is used liberally in India but is banned in european countries

  • @info-tech2017
    @info-tech2017 4 месяца назад +1

    We always waiting for your videoa

  • @chandd018
    @chandd018 4 месяца назад +1

    Already liked before watching,
    I know you will never disappoint.

  • @rajeshgaba2657
    @rajeshgaba2657 4 месяца назад

    Another masterpiece from you Ajay bhai... Keep the great work going .Thanks.Rajesh Gaba

  • @NNav_Bharat
    @NNav_Bharat 3 месяца назад +1

    Grit to great❤

  • @haresh756
    @haresh756 4 месяца назад +2

    Good efforts but not sharing enough information, reserved personality 🎉

  • @narinderpalsingh5349
    @narinderpalsingh5349 3 месяца назад

    Ajay bhai,,,,Kindly update us on Speciality chemical sector especially China plus one factor ❤❤❤❤❤

  • @DawnOrbit
    @DawnOrbit 4 месяца назад +1

    Great session👍

  • @kavishshah9331
    @kavishshah9331 3 месяца назад +1

    Fabulous

  • @saralgaral
    @saralgaral 3 месяца назад +1

    Very informative and insightful discussions... All episodes are very good.. thanks

  • @nandkishorkale2160
    @nandkishorkale2160 2 месяца назад +1

    सर कपिल गुप्ता सर के साथ अगला व्हिडिओ बनाईये प्लीज

  • @paragawaken
    @paragawaken 4 месяца назад +1

    I made huge money in defence and renewable energy in last 2 yrs.was this covered?

  • @bhuvneshsharma1934
    @bhuvneshsharma1934 4 месяца назад +1

    Keep doing the same work ,money is different many people but money with fame , people blessings is great 👍