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.
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.
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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FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe…
Presentation file:
FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe…
Presentation file: DOWNLOAD
FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe…
Presentation file: DOWNLOAD
FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe…
Presentation file: DOWNLOAD