All Videos Archive

  • Business and Capital Market Environment

    Business and Capital Market Environment

    Rajeev Thakkar provides a few glimpses into the variables driving today’s markets… and also looks ahead to how the transition to green energy may pan out.

  • Evolution of Indian Broking Industry

    Evolution of Indian Broking Industry

    Yashodhan Nerurkar – Research Analyst talks about how the Indian broking industry has come a long way from a era where brokers met physically to execute trades to an era which is led by a digital revolution; what the future looks like… and who would survive – discount brokers or traditional brokers or both?

  • The World of Consumer Durables: Fast Moving Electrical Goods

    The World of Consumer Durables: Fast Moving Electrical Goods

    An overview of the fast moving electrical goods industry along with a snapshot of some of the listed players. Please Note: A portion of the video (between 22:34 and 23:44 minutes) has been intentionally blurred.

  • Understanding the World of Artificial Intelligence

    Understanding the World of Artificial Intelligence

    Companies across sectors are talking of investments and increased productivity from Artificial Intelligence/Machine Learning (AI/ML). In this talk, Rukun Tarachandani (PPFAS MF – Fund Manager) takes a look at why & how AI/ML is making a difference to business, the challenges that companies face in adopting AI/ML and the companies that are trying to address […]

  • Understanding the Gaming Industry

    Gaming has become our extended virtual life & Fund Manager Raunak Onkar walks us through some of the developments in the Gaming Industry & how the business of gaming works.

  • Food Services Industry in India

    Food Services Industry in India

    In this video, Raj Mehta gives an overview of the Food Services Industry (FSI) of India and more specifically the QSR space. He also discusses the key metrics to keep a track of in the QSR industry and compares various players present in the industry. He compares them to the business models of global brand […]

  • Valuing Newly Listed (Loss Making) Unicorns

    Valuing Newly Listed (Loss Making) Unicorns

    CIO Rajeev Thakkar speaks about how to make sense of the valuations of newly listed, loss making companies. Blog suggestion by Rajeev Thakkar: https://sajithpai.medium.com/exhaust-fumes-or-understanding-startup-valuations-610897d7bcf8 Sebastian Mallaby’s book: https://neckar.substack.com/p/a-history-of-systematic-serendipity?utm_source=url&s=r

  • Indian Power Sector 2.0

    Research Analyst – Yashodhan Nerurkar talks about the evolving landscape of the power sector, the role of exchanges & the importance of a well developed electricity transmission grid to facilitate a vibrant power market in India.

  • The Business of Cybersecurity

    The Business of Cybersecurity

    Fund Manager, Raunak Onkar speaks about the different aspects of the Cyber Security industry & discusses the players, the business models & how it affects enterprises & all of us on a daily basis.

  • Love China or Hate China, you cannot ignore China

    Love China or Hate China, you cannot ignore China

    Rajeev Thakkar discusses the economy of China, how different leaders of the same party have performed, some of the leading Chinese companies and… why he may not consider investing in them, as of now. We also recommend you watch this documentary on Li Lu, titled “Moving The Mountain”:¬†https://youtu.be/L6kQmoAke2A

  • D2C Brands in India

    D2C Brands in India

    Raj Mehta talks about the history and the evolution of the D2C Brands in India. He talks about how these new age companies are disrupting existing business models and in which segments we are seeing these companies flourish. He also talks about how these brands evolve through their life cycle and how does the marketing […]

  • The World of Industrial Automation

    The World of Industrial Automation

    During the September 2021 edition of the FOF, Raunak Onkar covered the evolution & progress of Industrial Automation and shared plenty of resources to understand its impact on the economy & society.

  • Synopsis of the Electric Vehicle Ecosystem

    Synopsis of the Electric Vehicle Ecosystem

    Research Analyst – Rohil Gandhi, CFA summarises the: 1. Progress and Challenges of adopting Electric Vehicles in India 2. Economics of the Battery Manufacturing business, and 3. Methods of investing in this highly disruptive electrification journey of India

  • Blockchain, Crypto, DeFi & other Mumbo Jumbo

    Blockchain, Crypto, DeFi & other Mumbo Jumbo

    Rajeev Thakkar lucidly explains the basics of three terms which have entered our lexicon relatively recently… Resources: https://bitcoin.org/en/https://ethereum.org/en/https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm

  • Understanding The Global Semiconductor Industry

    Understanding The Global Semiconductor Industry

    From How Chips are made to Why we face Chip Shortages, Fund Manager – Raunak Onkar introduces us to the economics of The Global Semiconductor Industry.

  • The Food Delivery Industry – A Global Overview

    The Food Delivery Industry – A Global Overview

    A comprehensive view on the growth drivers, cost structures & competitive challenges for food delivery industry, keeping in mind, the upcoming Zomato IPO. Rohil Gandhi.

  • Alcoholic Beverages Industry in India

    Alcoholic Beverages Industry in India

    Raj Mehta discusses the drivers for growth in the industry along with the key players, sub-segments, variables and regulations to keep a track of. Even though some companies are discussed,  it is not a recommendation to Buy or Sell.

  • IT Services & The API Economy

    IT Services & The API Economy

    Mr. Raunak Onkar, speaks about the opportunities available for the IT Services sector, how the API Economy works & how it has helped software to take over all aspects of our digital & physical lives.

  • Making sense of the last 12 months and the way forward

    Making sense of the last 12 months and the way forward

    Our CIO, Mr. Rajeev Thakkar speaks about the behavior of the markets & its participants over the last 12 months, what it taught us & how to deal with what comes next.

  • Overview of the Paints Sector

    Overview of the Paints Sector

     Raj Mehta explains the dynamics of the Paints industry and the competitive scenario within the industry. He also compares the top 4 players in the industry and what factors can be crucial to track for the sector. 

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