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 TH-cam 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 👍
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!!!
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
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. 🙏
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.
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!
Bro you are amazing, the way conduct an interview is so interesting and easy to understand, I have been listening to fin TH-cam rs But you stand out , keep it up🎉
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.
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!!!
Will be impatiently waiting for this gentleman's another interview..... learnt a lot.....Also please invite people with expertise in other sectors also....thanks
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
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.
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
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..
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?
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.🙏🏻
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 TH-cam 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.
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.
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!!!
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
Please provide time stamps for videos above 30 min.
When 2 minds like you two guys, I would like to listen to on loop
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.👍
Mind blowing podcast❤❤ bahut kuch sikhne ko mila. Thanks for this session.... 👍👍please provide knowledgeable content just like this.. ❤❤❤ thanks a lot
bahut badhiya
Amazing amazing session! Need more fo these in consumer sector!
As always a big thanks for your insightful and learning videos
Ajay sir, your guest selection are top notch.... Thank you❤
Very very interesting and great insights... thks
Ajay sharmaji it is a treat listening to you as well .... Envy your immaculate presentation skills.
Very very undersubcribed channel. Very undervalued
Accurate analysis on consumer sector
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. 🙏
Insightful.Need this type of top quality youtube.
Great, very good and valuable knowledge
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.
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
Brilliant one!
Excellent 👌 great learnings
Sirs, very good dissemination of knowledge through discussion.
Big thanx from my side.....such an insightful video 😶
Heartfelt thanks Ajay. This is full fledged MBA that too free if one is willing to listen well
Great discussion and knowledge for us
Deep insights
Amazing insights..The clarity of thought, the wisdom, the humility....it's a complete package.... wonderful questions as well....
Perfect Research and Explanation on overall indian economic current situation ❤🎉😊
Great to GREATST content, thanks ajay 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 !
Best class ❤
Excellent insights. Thanks for sharing
👏👏👏👏👏👏 excellent information
Awesome discussion, especially second half
Loved the conversation, Please do more podcasts with him.
Very informative every time,,,,Ajay ❤❤❤❤❤
Absolutely brilliant, please carry on such good work on wisdom.😊
Beautiful video. Waiting for more such analysis. Please do one for AUTO SECTOR. Thank you indeed.
This episode was remarkable
Lovely insights from Tejas..thank u
Superb video Ajay ji !!
Very informative discussion
Already liked before watching,
I know you will never disappoint.
❤ great sir
Such an insightful video! The clear explanations and thorough research were very helpful and the analogies were very relatable. Keep up the great work!
Bro you are amazing, the way conduct an interview is so interesting and easy to understand,
I have been listening to fin TH-cam rs
But you stand out , keep it up🎉
Great Insights
धन्यवाद सर
These videos are worth while 2 build mindset and understand basics how things work
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.
Engaging conversation Ajay Bhaiyya
very high quality conversations sir!! thank you
Awesome episode. Please bring in experts of other sectors as well
Oswm video 🙏🙏🙏
Thank you sir
Hi sir I hope your doing well
I wish you are good long time waiting your new video
Regards
Plese continue this discussion and discuss it by sectorwise. We are hungry to learn more. Thank you
Fabulous
Quality content as usual, thank you sir ☺️
I really like the discussion. please use common language while deciphering technical words . we can easily understand
Brilliant video
We always waiting for your videoa
Ajay bhai Jordar discussion…mast maha aa gaya.
Very good interaction Ajay sir
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!!!
A great Fan 🙏
Sir, thank you for providing us this much insights, both of you were incredible.
Thank you so much for this pocast..Ajay garu,Tajas garu 🙏🏼
Thankyou sir for sharing such knowledgeable videos. You are doing a great work 🙏
Will be impatiently waiting for this gentleman's another interview..... learnt a lot.....Also please invite people with expertise in other sectors also....thanks
Another masterpiece from you Ajay bhai... Keep the great work going .Thanks.Rajesh Gaba
Great session👍
Grit to great❤
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
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.
Always content different wrt other ❤
Ajay bahyia - when are you launching your shares course? Do consider! :)
Wisdomful of learning, Ajay please do such podcast on many more sectors
Superb
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
I have No words to pay the gratitude except 🙏
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..
Superb 👌
very good video
Salute
Sharma ji, आप अमेजिंग हैं। ग्रेट लर्निंगएंड रिवीजन ऑफ़ लर्निंग। ट्वीट में डाल कर फ्यूचर के लिए सेव कर ले रहा हूँ
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?
Ajay bhai,,,,Kindly update us on Speciality chemical sector especially China plus one factor ❤❤❤❤❤
Very informative and insightful discussions... All episodes are very good.. thanks
❤❤❤❤
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.🙏🏻
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