Consumer Stocks come back? Future Growth Sectors? In-depth Analysis
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- Опубликовано: 18 окт 2024
- An in-depth discussion about consumer sector, emerging trends, fight for marketshare at the cost of margins and many more questions answered; by Tejas Shah, a highly reputed Analyst
Hi friends, my name is Ajay Sharma. I am an investor and a serial entrepreneur, living in Singapore. I like telling stories.
I am an alum of IIT (BHU) Varanasi: Department of Pharmaceutical Engineering & Technology (iitbhu.ac.in/d...) and IIM Ahmedabad (www.iima.ac.in....
I have experience from some of the leading global corporates viz. Edelweiss, Morgan Stanley, CLSA, and co-founded a Hedge Fund investing in Asia.
I have a passion for Start-ups and have co-founded a few and invested in many.
Some of my passion projects are :
mangotown.in : for special needs children
dizlog.com : SAAS for small businesses
myautogram.com : SAAS for HR
reducate.ai : Software education
I have interacted with a diverse group of people in the past two decades. I love to listen to stories and learn from people's experiences. These stories are highly inspiring, and the goal of this channel is to share these stories with the world.
To know more about me, watch - • Who am I? #AjayFY
To connect with me, follow me on my socials -
Instagram - / g2g_ajay
LinkedIn - / ajayfy-sharma
X - x.com/@G2GAjay...
#ajayfy #nifty #sensex
#ajayfy #consumer #sensex
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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!!
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 👍
Very insightful discussion - would like to see Mr Tejas shah again on your podcast ...... thanks for these knowledge sessions.
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!!!
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.
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.
Pure Gold… Can’t thank you enough for such great content and insights 🙏🏼
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
These talk gives an experience like reading a book Thanks
Insightful.Need this type of top quality youtube.
Please provide time stamps for videos above 30 min.
When 2 minds like you two guys, I would like to listen to on loop
Amazing amazing session! Need more fo these in consumer sector!
Mind blowing podcast❤❤ bahut kuch sikhne ko mila. Thanks for this session.... 👍👍please provide knowledgeable content just like this.. ❤❤❤ thanks a lot
As always a big thanks for your insightful and learning videos
Accurate analysis on consumer sector
I've thought that I would watch for 5,7 mins but the session has came to an end. Great & informative video.
Thank you for this wonderful discussion. Simple and insightful. May be the best interaction in this channnel
Very very undersubcribed channel. Very undervalued
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.👍
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.
Great, very good and valuable knowledge
Ajay sharmaji it is a treat listening to you as well .... Envy your immaculate presentation skills.
Sirs, very good dissemination of knowledge through discussion.
bahut badhiya
Very very interesting and great insights... thks
Great discussion and knowledge for us
Superb video Ajay ji !!
Perfect Research and Explanation on overall indian economic current situation ❤🎉😊
Big thanx from my side.....such an insightful video 😶
Amazing insights..The clarity of thought, the wisdom, the humility....it's a complete package.... wonderful questions as well....
Awesome discussion, especially second half
Great to GREATST content, thanks ajay sir
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. 🙏
Awesome episode. Please bring in experts of other sectors as well
Ajay sir, your guest selection are top notch.... Thank you❤
Excellent 👌 great learnings
Lovely insights from Tejas..thank u
Very informative discussion
Absolutely brilliant, please carry on such good work on wisdom.😊
Heartfelt thanks Ajay. This is full fledged MBA that too free if one is willing to listen well
Already liked before watching,
I know you will never disappoint.
Brilliant one!
👏👏👏👏👏👏 excellent information
Excellent insights. Thanks for sharing
Very informative every time,,,,Ajay ❤❤❤❤❤
Engaging conversation Ajay Bhaiyya
I really like the discussion. please use common language while deciphering technical words . we can easily understand
Plese continue this discussion and discuss it by sectorwise. We are hungry to learn more. Thank you
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.
Will be impatiently waiting for this gentleman's another interview..... learnt a lot.....Also please invite people with expertise in other sectors also....thanks
Best class ❤
Great Insights
very high quality conversations sir!! thank you
Such an insightful video! The clear explanations and thorough research were very helpful and the analogies were very relatable. Keep up the great work!
Hi sir I hope your doing well
I wish you are good long time waiting your new video
Regards
Very good interaction Ajay sir
This episode was remarkable
Beautiful video. Waiting for more such analysis. Please do one for AUTO SECTOR. Thank you indeed.
Brilliant video
Loved the conversation, Please do more podcasts with him.
These videos are worth while 2 build mindset and understand basics how things work
Another masterpiece from you Ajay bhai... Keep the great work going .Thanks.Rajesh Gaba
Deep insights
Ajay bhai Jordar discussion…mast maha aa gaya.
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.
Ajay bahyia - when are you launching your shares course? Do consider! :)
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!!!
Quality content as usual, thank you sir ☺️
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 !
Thankyou sir for sharing such knowledgeable videos. You are doing a great work 🙏
A great Fan 🙏
Fabulous
Grit to great❤
Great session👍
Sharma ji, आप अमेजिंग हैं। ग्रेट लर्निंगएंड रिवीजन ऑफ़ लर्निंग। ट्वीट में डाल कर फ्यूचर के लिए सेव कर ले रहा हूँ
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🎉
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
Superb
Thank you so much for this pocast..Ajay garu,Tajas garu 🙏🏼
Thank you sir
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?
very good video
Oswm video 🙏🙏🙏
❤ great sir
धन्यवाद सर
We always waiting for your videoa
Wisdomful of learning, Ajay please do such podcast on many more sectors
Good efforts but not sharing enough information, reserved personality 🎉
Superb 👌
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
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 ?
Sir, thank you for providing us this much insights, both of you were incredible.
I have No words to pay the gratitude except 🙏
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
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.🙏🏻
Salute
I made huge money in defence and renewable energy in last 2 yrs.was this covered?
Always content different wrt other ❤
Ajay bhai,,,,Kindly update us on Speciality chemical sector especially China plus one factor ❤❤❤❤❤