Valeant pharmaceuticals was a darling of the Pharmaceuticals space in the U.S and Canada. Its model seemed flawless with it focusing on acquiring products and companies...
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.
Traditional banking is here to stay but there are disruptive innovations which are changing the landscape in some ways. Payment gateways and digital banking are becoming...
Rajeev Thakkar shows us the history of India’s People’s car – Maruti – through the lens of R. C. Bhargava’s book – ‘The Maruti...
Rajeev Thakkar elaborates upon the weightage of Google in PPFAS Long Term Value Fund’s portfolio, at PPFAS Mutual Fund’s 2015 Unitholders’ Meet in...
Mr. Rajaav Thakkar elaborates on why we have invested in Maharashtra Scooters at Bengaluru AGM 2015.
Commodity prices crashing, oil at multi year lows, china slowdown, so where is the global economy headed? Let’s look at some facts. China is still growing at 6.9...
FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Financial Opportunities Forum: December 10, 2015...
Power sector and its menace in India India is a power deficit country and despite this, there is rampant idle capacity, inefficient distribution companies and lack of...
The Greece problem: Greece is running a high deficit at the government level and has borrowed from the IMF and European Central bank. The new government which has been...
The title means that the quality companies which are trading at very high multiples in the range of 70 – 80 – 90 P/e multiples are not justified as earnings...