Presentation by Mr. Rajeev Thakkar, CIO, PPFAS Mutual Fund at the Financial Opportunities Forum held on October 20, 2016.
Layout A (with pagination)
With the telecom wars in the news recently we take a look at the sector as a whole, some historical context & see how it can help us find new investment ideas.
We normally study why & how businesses are built & scaled which seems like a positive bias for looking at reality. With this discussion, let’s take a look at how & why businesses fail with some examples from the recent past.
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 is...