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-artists who have been implicated in financial frauds. He also discusses their process & some common patterns to identify such characters...
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Raj Mehta talks about the Dairy Industry in India. The talk spans across the history of the industry, different products & it’s market size as well as the variables an investor needs to take into account before investing in these companies.
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-backed bonds/treasuries. The key to understanding risk is to what extent in a debt portfolio does it have exposure to one security/bond. The...
Raunak Onkar takes a look at the Diagnostics Lab business. An easy to understand, a scalable, cash-generating business model with limited entry barriers.
Our Guest Speaker, Mr. Jiten Parmar talks about his experience & what investors should be aware of when investing in Cyclical Businesses.