₹45,000 Crores Fund Manager On How To Pick Stocks | Ft. Bharat Shah | KwK #93

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  • Опубліковано 29 чер 2024
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    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:
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    #kushallodha #stockmarket #harshadmehta

КОМЕНТАРІ • 75

  • @FtTOWN
    @FtTOWN Місяць тому +11

    It will reach more than 1lakh . Pin this

    • @KushalLodha548
      @KushalLodha548  Місяць тому +2

      Done let’s see now :)

    • @user-is5np8kv3x
      @user-is5np8kv3x 29 днів тому

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

  • @abhishekpimple4491
    @abhishekpimple4491 Місяць тому +10

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

  • @aniljagruth7664
    @aniljagruth7664 27 днів тому +2

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

  • @devendragadhavi5882
    @devendragadhavi5882 29 днів тому +1

    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....

  • @arunjadhav5472
    @arunjadhav5472 Місяць тому +4

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

  • @commercewalebhaiya5090
    @commercewalebhaiya5090 Місяць тому +5

    Best Lecture on topic "Quality"

  • @user-xd9xy5yl9l
    @user-xd9xy5yl9l 28 днів тому +6

    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.

  • @piyushsoni27
    @piyushsoni27 Місяць тому +47

    Ca aspirants press like button 🙋‍♂️❤

  • @ACE_FF-hs5wr
    @ACE_FF-hs5wr Місяць тому +2

    Thanks CA kushal lodha for this video ❤

  • @kaavivyas2374
    @kaavivyas2374 Місяць тому

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

  • @princepatil7951
    @princepatil7951 Місяць тому +1

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

  • @user-he1ou7jj7w
    @user-he1ou7jj7w Місяць тому +1

    Thanks Kushal Sir

  • @HarshpRAJAPATI-eo3ju
    @HarshpRAJAPATI-eo3ju Місяць тому

    Really nice one kushal,
    Certainly better than with influencers

  • @anil3820
    @anil3820 Місяць тому +1

    Much needed podcast right now

  • @vaibhavkambli2061
    @vaibhavkambli2061 Місяць тому +3

    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

  • @pinkpanther6228
    @pinkpanther6228 28 днів тому

    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.😇

  • @Mahiiii007
    @Mahiiii007 Місяць тому +1

    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

  • @somnathsharma92
    @somnathsharma92 24 дні тому

    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.

  • @aadarshkothari
    @aadarshkothari 27 днів тому +1

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

  • @jamsahebonline
    @jamsahebonline 21 день тому +1

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

  • @AnanyaSingh-rb4gm
    @AnanyaSingh-rb4gm Місяць тому

    Thank you for this podcast

  • @ritikvyas737
    @ritikvyas737 29 днів тому

    Man gave 10 marks answer on quality management.

  • @pratikpradhan9845
    @pratikpradhan9845 Місяць тому +4

    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.

  • @siddharthagarwal4640
    @siddharthagarwal4640 23 дні тому

    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 🙏

  • @maddysydney
    @maddysydney 26 днів тому

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

  • @PeACefull__iNSaneE
    @PeACefull__iNSaneE Місяць тому

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

  • @PankajGehlot-ii2fy
    @PankajGehlot-ii2fy 20 днів тому

    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

  • @AnanyaSingh-rb4gm
    @AnanyaSingh-rb4gm Місяць тому

    It is really very helpful

  • @mrshetty2019
    @mrshetty2019 Місяць тому

    Large caps are at mouthwatering valuations in India.

  • @akshatlalka6696
    @akshatlalka6696 Місяць тому

    Another good video. ❤

  • @jaganr9063
    @jaganr9063 Місяць тому

    Good ఇన్ఫర్మేషన్

  • @under_progress
    @under_progress Місяць тому

    Goal of life ✌️

  • @deven7090
    @deven7090 Місяць тому +1

    Bro ACCA ki preparation kaise kare

  • @nanodikos3391
    @nanodikos3391 29 днів тому +1

    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.

  • @hdbpencil3678
    @hdbpencil3678 27 днів тому

    Heart died of over excessive repeatation ❤😂

  • @sohailkalburgi6039
    @sohailkalburgi6039 Місяць тому

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

  • @tanmaysaha5000
    @tanmaysaha5000 Місяць тому +2

    Wo books wala kuch zada nahi ho gaya bhaisahab

  • @YASHASVIHN-ob4mw
    @YASHASVIHN-ob4mw 29 днів тому

    Sir wt was ur first salary package?

  • @journey...5421
    @journey...5421 Місяць тому

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

  • @informativeleader3668
    @informativeleader3668 Місяць тому +6

    Kushal make a video on cfa vs ca

    • @mannanvora1637
      @mannanvora1637 Місяць тому

      Why not do both

    • @1sh935
      @1sh935 Місяць тому

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

    • @informativeleader3668
      @informativeleader3668 Місяць тому

      Because cfa is relevant for the core finance domain.

    • @1sh935
      @1sh935 Місяць тому

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

    • @informativeleader3668
      @informativeleader3668 Місяць тому

      @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.

  • @user-is5np8kv3x
    @user-is5np8kv3x 29 днів тому

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

  • @Shyamsahu4997
    @Shyamsahu4997 Місяць тому +4

    10,000 books+ 😶😶😶😶 how

    • @AshishDas_31
      @AshishDas_31 Місяць тому +1

      It's possible if you are an avid reader.And loved reading books.

    • @stillakzo
      @stillakzo Місяць тому +3

      Even if you complete a 400 page book in 10 days, it would take you 100k days or 274 years

    • @gurubaxaniuday4884
      @gurubaxaniuday4884 Місяць тому

      It is possible

    • @user-tf9pw2cb2n
      @user-tf9pw2cb2n Місяць тому

      It seems impossible!!

    • @amritachoudhary6237
      @amritachoudhary6237 Місяць тому +1

      How possible. ..

  • @gomzy279
    @gomzy279 29 днів тому

    👍🏻👍🏻👍🏻

  • @AnkitDasCo
    @AnkitDasCo 17 днів тому

    They made money through insider trading...ab inki bakkar ka koi fayda nahi...faltu ka PR

  • @RAHILMEHTA5
    @RAHILMEHTA5 Місяць тому

    Hindi bolna chahiye yaar

  • @tanmaysaha5000
    @tanmaysaha5000 Місяць тому

    With due respect 5 digit book
    Just fekh raha hai

  • @radhyshyam4318
    @radhyshyam4318 28 днів тому

    loda is great

  • @alapaher377
    @alapaher377 29 днів тому

    Boss boring tha interview...

  • @alapaher377
    @alapaher377 29 днів тому

    Boring interview..no tipps at all

  • @devilox9401
    @devilox9401 Місяць тому

    Bhai motliwal owswal se interview lo
    Next cardbyte ceo se interview karo

  • @AnanyaSingh-rb4gm
    @AnanyaSingh-rb4gm Місяць тому

    It is really very helpful

  • @user-is5np8kv3x
    @user-is5np8kv3x 29 днів тому

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

  • @user-is5np8kv3x
    @user-is5np8kv3x 29 днів тому

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