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...
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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...
Continuing with the Media series, after discussing the Video & Audio streaming business, Raunak Onkar discusses the Newspaper Business. One of the oldest subscription services known to us, the newspaper business has gone through a tremendous transformation just like the other media...
At Financial Opportunities Forum (Apr 18th, 2018) Raunak Onkar discusses how the Music Industry has evolved with the adoption of technology and how it has changed the way we listen to music. Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its Directors, Employees have...
On March 20, 2018, at Financial Opportunities Forum, Rajeev Thakkar speaks about how Predictable events can be identified by carefully studying trends in different industries and businesses to derive investment ideas and insights about the future. Disclaimer: Viewers should assume that...