₹45,000 Crores Fund Manager On How To Pick Stocks | Ft. Bharat Shah

₹45,000 Crores Fund Manager On How To Pick Stocks | Ft. Bharat Shah | KwK #92

Рет қаралды 44,420

Күн бұрын

➡ Register for the BootCamp here:
docs.google.com/forms/d/e/1FA...
➡ Order my book 'Acing CA' here:
www.amazon.in/dp/8195816886?r...
➡ Order my book 'Unlocking Unicorn Secrets' here:
www.amazon.in/dp/0143461605?r...
➡ Check out our "Advance Excel" course on KAGR here:
kagr.club/advanced-excel-reco...
➡ Check out our "Basic Excel" course on KAGR here:
kagr.club/basic-excel-recorded/
➡ Check out our "AI for finance" course on KAGR here:
kagr.club/ai-for-finance-course/
We were honored to host the legendary Mr. Bharat Shah on our podcast, where he shared his incredible journey of 39 years in the world of finance and investing. Starting his career in non-investing finance fields, Mr. Shah's passion for the stock market led him to write a letter to Harshad Mehta and Ashwin at Grow More, earning him an interview and a position at the firm during a time when stock markets were often seen as mere gambling arenas. This pivotal moment marked the beginning of an illustrious career that saw him working with notable companies such as Apple Finance, Birla Mutual Funds, and Asian Paints.
In this insightful conversation, Mr. Shah delved into his vast experience, providing rare insights into finance, investment strategies, management, and the evolving landscape of startups. His journey is a testament to the power of discipline and dedication, encapsulated perfectly in his quote, "Discipline is boring, but discipline is successful."
For anyone keen on understanding the nuances of the financial world from a seasoned expert, this podcast episode is a treasure trove of wisdom and practical advice. Don't miss this unique opportunity to learn from one of the stalwarts of the finance industry!
00:00 Introduction
01:07 Total amount of wealth managed at ASK group managed by Sir
01:41 Early days and working with Mr. Harshad Mehta
16:35 View on the 1992 Scam
18:50 Interactions with Charlie Munger and insights on investing
28:15 Process of identifying companies to invest in
37:05 What stocks have good quality management?
40:53 Is the election season the right time to invest in the stock market?
48:41 Number of books Sir has read
49:06 End goal of life and closing remarks
Follow Kushal Lodha on Social Media:
📝 LinkedIn: / kushallodha548
📷 Instagram: / kushallodha548
📱 Twitter: / kushallodha548
Follow KAGR Club on Social Media:
📝 LinkedIn: / kagr-club
📷 Instagram: / kagrclub
#kushallodha #stockmarket #harshadmehta

Пікірлер: 76

@FtTOWN Ай бұрын

It will reach more than 1lakh . Pin this

@KushalLodha548 Ай бұрын

Done let’s see now :)

@user-is5np8kv3x Ай бұрын

can i give ca foundation exam if i am in second year bcom

@abhishekpimple4491 Ай бұрын

I am sure many must have added new words to their vocabulary after listening to this conversation

@piyushsoni27 Ай бұрын

Ca aspirants press like button 🙋‍♂️❤

@arjavjain5671 Ай бұрын

Kyun dabaye piyush Soni

@aniljagruth7664 Ай бұрын

Bharat is such a humble and has grt wisdom...

@devendragadhavi5882 Ай бұрын

Bharatbhai is full of knowledge and wisdom and he does not shy away from sharing it to the people...if you want to be successfull investor always listen him carefully as to what he says....

@commercewalebhaiya5090 Ай бұрын

Best Lecture on topic "Quality"

@arunjadhav5472 Ай бұрын

Agar 1 din me 1 book padh liya to 27 saal legenge, wahi agar 2 din me 1 book padha to 54 saal. 🙂

@user-xd9xy5yl9l Ай бұрын

Extra P/E is not because of quality, but *recognition* of quality by the market. Sometimes this recognition of quality can take years to come like Alkyl Amines for example.

@kaavivyas2374 Ай бұрын

Thank You So Much for this podcast...god bless you

@ACE_FF-hs5wr Ай бұрын

Thanks CA kushal lodha for this video ❤

@user-he1ou7jj7w Ай бұрын

Thanks Kushal Sir

@HarshpRAJAPATI-eo3ju Ай бұрын

Really nice one kushal, Certainly better than with influencers

@princepatil7951 Ай бұрын

I'm CS but it helps a lot in our day to day life

@anil3820 Ай бұрын

Much needed podcast right now

@pinkpanther6228 Ай бұрын

We are thankful for the kind of info you are providing through your channel. Solid gold. I just wanted to add a humble suggestion... Could you bring in CMA India executives ? I think they are seriously underrated and there is a huge lack of exposure regarding them as well as our Company secretaries. Most of the videos are towards CAs, CFAs, IIMs but I definitely think cost accountants and company secretaries deserve attention too.😇

@vaibhavkambli2061 Ай бұрын

check all the funds ASK group. none of them give return more than 20% for 5 Years . and then there is exit load and performance fees to be paid. and nifty 50 have given 88% return with less fess. it is true what warren buffet said . this funds can not beat the index fund in long run. there are few who did like Renaissance Technology

@AnanyaSingh-rb4gm Ай бұрын

Thank you for this podcast

@somnathsharma92 29 күн бұрын

Hello Kushal. This is my first podcast on your channel. One suggestion: You can keep subtitles because sometimes it becomes very difficult to understand what the speaker said because of voice modulation. Since you discussed very important/ crucial topics, it becomes very important that listener also gets it fully..Thank you.

@pratikpradhan9845 Ай бұрын

10k / 365 days is close to 28 years. Suppose sirs age is 60 then who completes whole book reading in just 1 to 2 day? He must have power like Rohit from Koi mil Gaya.

@harshrajjadhav940 5 күн бұрын

Many people can complete 1 book in 2 days.

@Mahiiii007 Ай бұрын

Can you make one dedicated video on how to start teaching career for CA students ? Like 1. Lecture recording set up ( tool/application/equipments required at initial stage) 2. How to attract student for first batch 3. Books printing 4. Software for lecture 5. How much staff required at initial stage (can you only manage all at initial stage) 4. Technical support provided by your staff or software developer 5. How you decide your batch price (if possible) 6. What to do at initial stage if any specific guidance

@aadarshkothari Ай бұрын

It was a great podcast but i have feedback that you should make the audio quality better

@jamsahebonline 27 күн бұрын

Kushal ji, natural feelings khud ki language me aati hai.. It can be more effective in Hindi n Hinglish.

@PeACefull__iNSaneE Ай бұрын

please do podcast with CA. CS. VIJAY SARDA Sir , leading faculty of CA inter & final Direct Taxes

@AnanyaSingh-rb4gm Ай бұрын

It is really very helpful

@deven7090 Ай бұрын

Bro ACCA ki preparation kaise kare

@nanodikos3391 Ай бұрын

Harshad Mehta not a scammer, it's perceptions, and he is original Big Bull of Indian Stock Market not Rakesh Jhunjhunwala, R K Damani, Vijay Kedia etc.

@pinkpanther6228 Ай бұрын

spoken like a true moron

@akshatlalka6696 Ай бұрын

Another good video. ❤

@ritikvyas737 Ай бұрын

Man gave 10 marks answer on quality management.

@mrshetty2019 Ай бұрын

Large caps are at mouthwatering valuations in India.

@jaganr9063 Ай бұрын

Good ఇన్ఫర్మేషన్

@maddysydney Ай бұрын

Great conversation. I suggest you to not have tacky titles which isn’t the crux of the discussion

@siddharthagarwal4640 29 күн бұрын

Please bring an actuary(from both IAI and IFOS) to your podcast. The audience will love to know about this niche high paying career in finance . Ask him/her about - 1.Exam structure 2.uk vs India 3.Scope going forward 4.Top actuaries in the industry 5.Practice vs Job 6.his role and interaction with vc,PE ,IB ,hedge fund Please like so that he may see this 🙏

@PankajGehlot-ii2fy 26 күн бұрын

Bharat Shah Sir is legend. You can get enough views of this video if you share insights of Harshad Sir and Ashwin Sir. Just to let people know the reality from a different point of view. I am believe that he was escape goat. Sucheta Dalal did the rubbish stuff and lakhs of people lost their lifes saving. This loophole in the system was to be approached very systematically so that retail investors don't loose their savings but in order to become famous she did strange thing with political support. Again this is my personal opinion. Thanks for sharing the video

@journey...5421 Ай бұрын

Bhaiya I'm doing ba bt I want to do ca how can I do it?

@YASHASVIHN-ob4mw Ай бұрын

Sir wt was ur first salary package?

@under_progress Ай бұрын

Goal of life ✌️

@sohailkalburgi6039 Ай бұрын

It cloued be a great video if it is in Hindi...

@user-is5np8kv3x Ай бұрын

can i give ca foundation exam if i am in second year bcom

@informativeleader3668 Ай бұрын

Kushal make a video on cfa vs ca

@mannanvora1637 Ай бұрын

Why not do both

@1sh935 Ай бұрын

@@mannanvora1637 Ones field of interests are different I don’t like Audit Tax law so I left CA

@informativeleader3668 Ай бұрын

Because cfa is relevant for the core finance domain.

@1sh935 Ай бұрын

@@informativeleader3668 not necessary there are more CA’s working in finance then any professionals degree is just a piece of paper

@informativeleader3668 Ай бұрын

@1sh935 you are correct that ca are working in finance but if there is a finance jobs always recruiter will prefer CFA. And ca is mostly relevant in India but cfa is globally recognised in 170+ countries.