In this Face2Face episode, Vivek Bajaj sits down with his mentor Ajay Sharma and Alkesh to discuss Ajay's new book and the idea at its core: applying the Brahma–Vishnu–Mahesh framework from Hindu mythology to the stock market.
What you'll learn:
How to spot a company's phase: creation (Brahma), growth (Vishnu) or transformation (Mahesh)Why a declining ROCE isn't always a red flag, and how free cash flow and reinvestment (the Amazon example) fit in"Today's story, tomorrow's numbers":
How earnings and PE multiples drive share prices
How new investors can split money between professionals and their own learning, and why selection starts with elimination
Why the market only falls when sentiment is bullish, and how to deal with the temptation to wait
The BANSI framework (Bhim, Arjun, Nakul, Sahdev, Yudhishthir) for judging businesses on strength, focus and integrity
Risk management through three pie charts: portfolio, research time and emotions
Why branding and "story" create pricing power, and how Hero, Gucci-style brands and commodity makers differ in ROCE

Your Speaker
Mr. Ajay Sharma & Mr.Alkesh Agarwal

Your Host
Vivek Bajaj





