The title means that the quality companies which are trading at very high multiples in the range of 70 – 80 – 90 P/e multiples are not justified as earnings have not grown at the same pace. These companies are way ahead of the fundamentals and much beyond the intrinsic value...
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In the Financial Opportunities Forum (FOF) held on 26th May 2015, the following were the sequence of speakers and their contributions: Neil Parag Parikh, CEO of PPFAS Mutual Fund narrated the life story of late Mr. Parag Parikh. He discussed about the value system followed by Parag bhai...
We live in the GAFA world today. Google Apple Facebook and Amazon has become a household name today. So the question arises from an investment standpoint about Apple. Does Apple have a moat and a sustainable growth driver to make an investment? The answer lies below after studying some...
The Financial Opportunities Forum had two presentations. The first presentation was by Mr. Parag Parikh. The topic was focus on circle of influence which are positive influences rather than focus on circle of concern. Attitude toward the market and behavior is very important in times of...
Rajeev Thakkar on Indian consumer market at Financial Opportunities Forum (FoF) dated January 29, 2015. The Indian consumer market is very diverse and regional on account of cultural differences, community, religion and geography. For a new entrant or on existing FMCG business, its...