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...
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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)...
Mr. Raunak Onkar talks about Online Travel Agencies (OTA’s) If you’ve ever had 50 browser tabs open while planning a vacation online, this talk will help you to understand various components of the Online Travel Business & related business models. Disclaimer: Viewers...
Life Insurance (part 1): Life insurance companies are few and far between in the listed space. Some of the big names are HDFC standard life, Max life, ICICI prudential life, and SBI Life. The way to ascertain value is not based on price to earnings but embedded value. The embedded value...
Rajeev Thakkar elaborates on what to look for, while investing in an Asset Management Company Extract from ‘Rajeev Thakkar discusses the business aspects of Asset Management'(Financial Opportunities Forum [October 24, 2017]) Disclaimer: Viewers should assume that PPFAS’s...