CIO Rajeev Thakkar speaks about how to make sense of the valuations of newly listed, loss making companies.
Blog suggestion by Rajeev Thakkar: https://sajithpai.medium.com/exhaust-fumes-or-understanding-startup-valuations-610897d7bcf8
Sebastian Mallaby’s book: https://neckar.substack.com/p/a-history-of-systematic-serendipity?utm_source=url&s=r
He is the Chief Investment Officer of PPFAS Mutual Fund.
Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.
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