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!!
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!!!
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 👍
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
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.
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.
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 , 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.👍
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. 🙏
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?
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🎉
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 !
Such an insightful video! The clear explanations and thorough research were very helpful and the analogies were very relatable. Keep up the great work!
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!!!
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
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
Will be impatiently waiting for this gentleman's another interview..... learnt a lot.....Also please invite people with expertise in other sectors also....thanks
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.
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.🙏🏻
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..
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
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!!
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!!!
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 👍
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.
Please provide time stamps for videos above 30 min.
Very insightful discussion - would like to see Mr Tejas shah again on your podcast ...... thanks for these knowledge sessions.
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
Pure Gold… Can’t thank you enough for such great content and insights 🙏🏼
Heartfelt thanks Ajay. This is full fledged MBA that too free if one is willing to listen well
Ajay sharmaji it is a treat listening to you as well .... Envy your immaculate presentation skills.
Hi sir I hope your doing well
I wish you are good long time waiting your new video
Regards
These talk gives an experience like reading a book Thanks
Loved the conversation, Please do more podcasts with him.
When 2 minds like you two guys, I would like to listen to on loop
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.
Mind blowing podcast❤❤ bahut kuch sikhne ko mila. Thanks for this session.... 👍👍please provide knowledgeable content just like this.. ❤❤❤ thanks a lot
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.
I've thought that I would watch for 5,7 mins but the session has came to an end. Great & informative video.
As always a big thanks for your insightful and learning videos
Sirs, very good dissemination of knowledge through discussion.
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 , 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.👍
Amazing amazing session! Need more fo these in consumer sector!
Ajay sir, your guest selection are top notch.... Thank you❤
Very very undersubcribed channel. Very undervalued
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. 🙏
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?
Accurate analysis on consumer sector
Amazing insights..The clarity of thought, the wisdom, the humility....it's a complete package.... wonderful questions as well....
These videos are worth while 2 build mindset and understand basics how things work
Plese continue this discussion and discuss it by sectorwise. We are hungry to learn more. Thank you
❤ great sir
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🎉
Big thanx from my side.....such an insightful video 😶
Very very interesting and great insights... thks
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 !
Thank you for this wonderful discussion. Simple and insightful. May be the best interaction in this channnel
Insightful.Need this type of top quality youtube.
I really like the discussion. please use common language while deciphering technical words . we can easily understand
Such an insightful video! The clear explanations and thorough research were very helpful and the analogies were very relatable. Keep up the great work!
This episode was remarkable
Thank you so much for this pocast..Ajay garu,Tajas garu 🙏🏼
Sharma ji, आप अमेजिंग हैं। ग्रेट लर्निंगएंड रिवीजन ऑफ़ लर्निंग। ट्वीट में डाल कर फ्यूचर के लिए सेव कर ले रहा हूँ
Perfect Research and Explanation on overall indian economic current situation ❤🎉😊
Great, very good and valuable knowledge
bahut badhiya
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!!!
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
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
Very informative every time,,,,Ajay ❤❤❤❤❤
Will be impatiently waiting for this gentleman's another interview..... learnt a lot.....Also please invite people with expertise in other sectors also....thanks
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.
I have No words to pay the gratitude except 🙏
Excellent 👌 great learnings
Lovely insights from Tejas..thank u
Great discussion and knowledge for us
Awesome episode. Please bring in experts of other sectors as well
Brilliant one!
Excellent insights. Thanks for sharing
very high quality conversations sir!! thank you
Superb video Ajay ji !!
Deep insights
Sir, thank you for providing us this much insights, both of you were incredible.
Best class ❤
Thank you sir
Absolutely brilliant, please carry on such good work on wisdom.😊
Awesome discussion, especially second half
Sir how to read Tejas shah sir report on Retailing
Engaging conversation Ajay Bhaiyya
👏👏👏👏👏👏 excellent information
A great Fan 🙏
Quality content as usual, thank you sir ☺️
Thankyou sir for sharing such knowledgeable videos. You are doing a great work 🙏
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.🙏🏻
धन्यवाद सर
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..
Was listening while driving in the morning and amazed by the quality of the conversation , came back home and completed listening once more..
Very good interaction Ajay sir
Wisdomful of learning, Ajay please do such podcast on many more sectors
Great to GREATST content, thanks ajay sir
Ajay bhai Jordar discussion…mast maha aa gaya.
Very informative discussion
Beautiful video. Waiting for more such analysis. Please do one for AUTO SECTOR. Thank you indeed.
Ajay bahyia - when are you launching your shares course? Do consider! :)
Great Insights
Brilliant video
Always content different wrt other ❤
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
We always waiting for your videoa
Already liked before watching,
I know you will never disappoint.
Another masterpiece from you Ajay bhai... Keep the great work going .Thanks.Rajesh Gaba
Grit to great❤
Good efforts but not sharing enough information, reserved personality 🎉
Ajay bhai,,,,Kindly update us on Speciality chemical sector especially China plus one factor ❤❤❤❤❤
Great session👍
Fabulous
Very informative and insightful discussions... All episodes are very good.. thanks
सर कपिल गुप्ता सर के साथ अगला व्हिडिओ बनाईये प्लीज
I made huge money in defence and renewable energy in last 2 yrs.was this covered?
Keep doing the same work ,money is different many people but money with fame , people blessings is great 👍