The Bhagwat Gita of Stock Market Success! #Face2Face with Mr. Ajay Sharma & Mr.Alkesh Agarwal.

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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

Mr. Ajay Sharma & Mr.Alkesh Agarwal in Face2Face

Your Speaker

Mr. Ajay Sharma & Mr.Alkesh Agarwal

Ajay Sharma: A seasoned entrepreneur and global investor with over two decades of experience across business and capital markets. Known for blending philosophical thinking with modern investing frameworks. Alkesh Agarwal: An entrepreneur, investor, and mentor with more than three decades of experience building and scaling businesses. Known for guiding founders with practical insights on entrepreneurship, resilience, and growth.
Mr. Vivek Bajaj

Your Host

Vivek Bajaj

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