Raj Mehta discusses the drivers for growth in the industry along with the key players, sub-segments, variables and regulations to keep a...
Category - Value Investing
The talk discusses the latest book on Jim Simons “The man who solved the market” and the increasing use of computing power and alternative data in...
Industry, Investing, Value Investing
Flight to Safety: A look into Boeing & Airbus’ Duopoly and Impact on Indian Airlines
Rohil Gandhi discusses the Value Chain of the Aerospace Industry by doing an in-depth analysis of Boeing & Airbus’ business models and...
Not all cons are alike. Each new con reveals a new way to dupe someone. At the April 2019 FOF, Rajeev Thakkar speaks about many international con...
Debt mutual funds have exposure to corporate bond paper. There is always a risk premium attached to these bonds and a spread over the government...