Rajeev Thakkar on Indian consumer market at Financial Opportunities Forum (FoF) dated January 29, 2015. The Indian consumer market is very diverse and regional on account of cultural differences, community, religion and geography. For a new entrant or on existing FMCG business, its...
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Mr. Parag Parikh participated in a intriguing panel discussion titled ‘Does Value investing Work In India?’ at the Morningstar 2014 Summit. He elaborates on why, in India, Warren Buffet’s approach to investing trumps Benjamin Graham’s approach, why exposure to...
Financial Opportunities Forum (October 2014) Presentation by Rajeev Thakkar. The topic was on Google and why it has the widest moat unlike other technology companies. The arguments were in favor of why Google is compelling business to own rather than shun technology. The points that...
The video was on a class room discussion in Stanford Graduate school of business with Carlos Britto who is the CEO of Anheuser Busch worldwide. The topic was on dream big and getting the right leadership to direct a organization and create a certain culture which makes delivery of results...
Raunak Onkar speaks about the trends in e-commerce, changing nature of the retail business & the importance of package delivery businesses. Some Corrections: It was mentioned during the presentation that US population is 400 million plus, it’s in fact close to 300 million. United...