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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals.
We explore:
- Why popular Indian consumer brands like HUL and Nestlé may be severely overvalued
- How new-age competitors, private labels, and e-commerce are disrupting the consumer landscape
- What most investors misunderstand about mutual fund flows and return expectations
- How shifts in consumer behavior and distribution are changing growth trajectories
- Which sectors still offer long-term value in 2025
Sanjeev Prasad explains why the old investment playbook may no longer work in a market where sentiment outweighs fundamentals.
Don't miss this deep-dive conversation that challenges the prevailing narratives around equity investing in India today.
Like, comment, and subscribe to The Core Report Weekend Edition for original, independent business analysis.
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