Raunak Onkar takes a look at the Diagnostics Lab business. An easy to understand, a scalable, cash-generating business model with limited entry barriers.
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Our Guest Speaker, Mr. Jiten Parmar talks about his experience & what investors should be aware of when investing in Cyclical Businesses.
CIO of PPFAS, Mr. Rajeev Thakkar speaks about disintermediation in financial services.
The Indian Telecom sector has seen a gut-wrenching consolidation in the past two years. Raunak Onkar speaks about what’s different now, discusses the trends & possible investment themes. Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its Directors...
Industry, Investing
On the eve of the launch of India’s first REIT, Rajeev Thakkar explains the nuances…
On the eve of the launch of India’s first REIT, Rajeev Thakkar explains the nuances… Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken about (long investment positions)...