Here, Rajeev Thakkar profiles Masayoshi Son, an entrepreneur who has experienced soaring highs and gut-wrenching lows over the past few decades. While apparently being a...
Author - Rajeev Thakkar
Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.
Business, Family Office, Financial Planning
Family Business vs Business Families – Understanding the difference
Mr. Rajeev Thakkar discusses the challenges faced by family businesses, especially when passing on the business to the next generation. He argues that family businesses...
Mr. Rajeev Thakkar discusses what wealthy individuals should do after accumulating wealth. He talks about various aspects like investments, family businesses...
The presentation discussed the rise of artificial intelligence and its implications. Rajeev Thakkar gave an overview of AI, from its early forms to modern large language...
Business, Economy, Investing, Public Sector Undertakings, Value Investing
How to evaluate PSU companies
PSU’s can be a hit & miss while investing. PPFAS Mutual Fund CIO, Rajeev Thakkar walks us through various aspects while studying government owned businesses in India.
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...
Business, Cyclical Business, Investing, Knowledge, Technology
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: Sebastian Mallaby’s...
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...
Rajeev Thakkar lucidly explains the basics of three terms which have entered our lexicon relatively recently…
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