Stoic Talks
Stoic Talks
  • Видео 26
  • Просмотров 90 995
Value Investing Lessons from managing 70,000 Cr+ AUM with Rajeev Thakkar | PPFAS Mutual Fund
PPFAS Mutual Fund AUM grew 200X in the first 10 years of existence between 2013 to 2023, and it has more than doubled as of today. Over the period the flexi cap fund has given a return of 19% CAGR.
The man behind this stellar result is Mr. Rajeev Thakkar (CIO, PPFAS MF) and in this episode of Stoic Talks we got the opportunity to hear Rajeev's thoughts on :
1. Journey to 70,000+ Cr AUM
2. Does Size Impact Results?
2. Challenges with Activism in India?
3. Role of Regulatory changes in Alpha Generation?
4. Is Active Management Still Relevant?
We hope you enjoy the podcast/interview and don't forget to subscribe.
Просмотров: 20 419

Видео

S02E09: "Demystifying Factor Investing for Modern Markets" with Anish Teli
Просмотров 1,5 тыс.10 месяцев назад
Momentum Factor: ruclips.net/video/FWwaAJjiNtc/видео.html Anish Teli, a veteran in the Indian equity markets, has carved a unique niche through his firm, QED Capital Advisors LLP. With a belief system rooted in 'Quod Erat Demonstrandum' or ‘which is what had to be proven’, Teli's firm is a testament to creating effective investment strategies driven by quant-based asset management principles​​....
S02E08: "Inside ValueQuest: Unraveling the Investment Blueprint" with Ravi Dharamshi
Просмотров 2,5 тыс.11 месяцев назад
Ravi Dharamshi stands as a beacon in the investment landscape, with a career that speaks volumes about his expertise and acumen. With over two decades of experience in the Indian stock market, his journey is nothing short of inspiring. Beginning his professional investment journey under the mentorship of the ace investor, Rakesh Jhunjhunwala, Ravi fondly recalls the invaluable lessons he imbibe...
S02E07: "Investing against the Grain: Spotting Quality in Downturn" with Keshav Garg
Просмотров 6 тыс.Год назад
This is a hidden gems series. We are unearthing someone who has been elusive. It is safe to assume that the majority of our audience has probably never heard of him. Meet Keshav Garg, the dynamic Director of Counter-Cyclical Investments, a Portfolio Management Service (PMS) Provider. An alumnus of Fergusson College, Pune, Garg boasts an impressive 15-year stint in the equity markets, focusing p...
S02E06: "Two Value Investors’ tryst with Derivative" with Gaurav Sud & Siddharth Aggarwal
Просмотров 2,3 тыс.Год назад
Gaurav Sud is the Managing Partner at Kanav Capital, a boutique firm providing corporate advisory, investor relations and investment banking services to small and mid-size corporates. Gaurav graduated from IIT Delhi and has done his MBA in Finance from IIM Calcutta. He has over a decade of experience working with leading consulting and IT companies in strategy, corporate planning, M&A and inves...
S02E05: "Market Maestro: Unraveling the iThought Process" with Shyam Sekhar
Просмотров 5 тыс.Год назад
Shyam Sekhar is an active and renowned value investor with over 30 years of experience in financial markets. He has carved out a special niche for himself in the field of investing in Cyclicals and Qualitative (Fisher Style). Shyam was profiled in the book ‘Masterclass with Super Investors’ where his life story and stock selection methodology were detailed. Shyam is one of the rare people in th...
S02E04: "Looking Beyond the Obvious" with Prabhakar Kudva
Просмотров 6 тыс.Год назад
Prabhakar Kudva is the co-founder and director at Samvitti Capital. He is a successful long-only growth investor. He has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India). Prabhakar has been generating market-beating returns over multiple years by cherry-picking a number of high-growth businesses which have turned out t...
S02E03: "Challenging the Traditional 'Value Investing' Notion" with Rohit Chauhan
Просмотров 3,7 тыс.Год назад
Rohit Chauhan, founder of RC capital management is a well-known Investor/Advisor in India. Rohit started his investment journey in the late 90s and got inspired by legendary investors like Benjamin Graham, Philip Fisher, Warren Buffet, and others. Over the last 20 years, Rohit has followed value investing approach religiously focusing on businesses with high quality, competent & ethical managem...
S02E02: "Mr. Serenity's Mantras for Chaotic Markets" with Tom Basso
Просмотров 767Год назад
Tom Basso, more popularly, ‘Mr. Serenity’ is an American Hedge Fund manager. He is living a semi-retired life now trading his trend-following system on some 21 different asset classes from the comfort of his bedroom spending a few minutes every day while having ample time for his family and passions like ‘Fishing’. He is called ‘Mr. Serenity’ because his trading style is totally nonchalant as y...
S02E01: "Piercing the Small/Midcap Investing Chakravyuh" with Samit Vartak
Просмотров 15 тыс.Год назад
We start the STOIC Talks Version 2 with Samit Vartak. Samit Vartak is the founder and Chief Investment Officer (CIO) of SageOne Investment Managers, (PMS) which has had a stellar performance record since its inception. Link here to see details www.pmsaifworld.com/portfolio/sageone-investment-managers-core-portfolio/ Samit has a commendable corporate experience prior to his joining the Investmen...
S01E16 : “ Weekend Investing : Power of Momentum” with Alok Jain
Просмотров 7 тыс.Год назад
Notes: [2:50] Introduction [2:50] From Ph.D. to Financial Markets [5:11] Got a membership from NSE & started a Brokerage Business [6:30] Coincidence of the Online Platform launch with the Market Crash [7:22] How flat markets of 2001-03 gave birth to Con-Call Transcription business [9:02] Development of interest in Trading with Business [9:55] Journey through the whole spectrum of investing (BTS...
S01E15: “The 60 Million Dollar Question” with Bethany McLean
Просмотров 391Год назад
Notes: [1:42] How did she spot the fraud in the first place? [6:15] Transition from Analyst to journalist? [9:20] “I am an OUTSIDER” [9:25] Jim Chanos!!! The short seller [13:14] Role of Luck [15:40] A cage rattler (Is there any Life risk?) [17:45] Easier said than done “Corporate Governance - Code of Conduct” [21:54] Ever considered short selling as a career? [23:25] Freedom comes with Respons...
S01E14: “Profiling the Profiler” with Jack Schwager
Просмотров 241Год назад
Notes: [4:00]: The transition from a Fundamental Analyst to a Technical Analyst. [6:00]: Does Fundamental analysis contradicts Risk Management ? [11:00]: Can one person wear both the hats of Trader & Investor ? [17:30]: Views on averaging up & averaging down ? [24:00] : Views on achieving Ed Thorp kind of returns ? [27:00]: “The best trader that I ever interviewed” [29:00]: Don’t judge things o...
S01E13: “Perma Bear Or a Rational Optimist?” with Shankar Sharma:
Просмотров 1 тыс.Год назад
Notes: [4:30] The role of “Luck” & “Skill” in investing. [6:10]: Indian companies were late in recognising the importance of high Return ratios & Cash flows. [7:13]: For large parts of market cycles - Investing is simple. [8:51]: Momentum is the centre for our investing. We will play both - Negative & Positive momentum. [14:17]: Risk management strategies in a Negative Momentum trades [16:15]: ...
S01E12: “Winning a Loser’s Game” with Anoop Bhaskar
Просмотров 617Год назад
Notes: [2:30] The journey of a ‘Child of the Bear Market’. [6:19] Things can remain too expensive for Too Long & prove you wrong. [11:15] Skin in the Game vs Head on the Shoulder? What is holistic way to measure Fund manager’s success? [16:00] Fund managing companies having an Investment philosophy is an Oxymoron. This is a business of gathering assets. [20:36]: Economy class pays for the Fuel ...
S01E11: “Wit, Wisdom & Wealth” with Guy Spier
Просмотров 561Год назад
S01E11: “Wit, Wisdom & Wealth” with Guy Spier
S01E10: “Wizard of Risk Management” with Ralph Vince
Просмотров 1,2 тыс.Год назад
S01E10: “Wizard of Risk Management” with Ralph Vince
S01E09: “Balancing Value & Quality - The Value Investor Way” with Rajeev Thakkar
Просмотров 8 тыс.Год назад
S01E09: “Balancing Value & Quality - The Value Investor Way” with Rajeev Thakkar
S01E08: “Go Global and Quantitative with Value and Momentum” with Mebane Faber
Просмотров 469Год назад
S01E08: “Go Global and Quantitative with Value and Momentum” with Mebane Faber
S01E07: “Let The Numbers Talk!!” with Debashish Basu
Просмотров 960Год назад
S01E07: “Let The Numbers Talk!!” with Debashish Basu
S01E06: “The Simplicity of Dual Momentum” with Gary Antonacci
Просмотров 921Год назад
S01E06: “The Simplicity of Dual Momentum” with Gary Antonacci
S01E05: “Torch Bearer of a Maverick Organization” with Kalpan Parekh
Просмотров 207Год назад
S01E05: “Torch Bearer of a Maverick Organization” with Kalpan Parekh
S01E04: “Real Life Rags to Riches” with Divyesh Shah
Просмотров 3 тыс.Год назад
S01E04: “Real Life Rags to Riches” with Divyesh Shah
S01E03: “Algo Investing: Best of Both Worlds” with Wesley Gray
Просмотров 520Год назад
S01E03: “Algo Investing: Best of Both Worlds” with Wesley Gray
S01E02 : "Do’s and Don’ts of Moat Investing" with Ankur Jain
Просмотров 865Год назад
S01E02 : "Do’s and Don’ts of Moat Investing" with Ankur Jain
S01E01 : “Yin And Yang Of A 100 Bagger Journey” with Gaurav Sud
Просмотров 1,6 тыс.Год назад
S01E01 : “Yin And Yang Of A 100 Bagger Journey” with Gaurav Sud

Комментарии

  • @shailendrachaudhary9394
    @shailendrachaudhary9394 28 дней назад

    need some comments

  • @ashwinidamani
    @ashwinidamani Месяц назад

  • @abhay626
    @abhay626 Месяц назад

    Thank you!

  • @siddarthmohta8504
    @siddarthmohta8504 2 месяца назад

    Excellent channel.

  • @siddarthmohta8504
    @siddarthmohta8504 2 месяца назад

    Excellent questions

  • @amg11901
    @amg11901 2 месяца назад

    He's got the look of profit.

  • @nalinkumarmurugesan8763
    @nalinkumarmurugesan8763 3 месяца назад

    Its a great conversation. Thanks to Stoic Talks ! Next time please ask about their view on ELSS fund... And its stock constituents as well ...

    • @jishnu18
      @jishnu18 3 месяца назад

      It's the same and additionally some small cap funds in place of us stocks

  • @paragawaken
    @paragawaken 4 месяца назад

    I wonder why ppfas doesn't have any defence stock. What is the reason? I would like to know

  • @tomato778
    @tomato778 4 месяца назад

    Dear Host bhai, please wear some shirt covering your overflowing hair, It reminds me of a hairy bear instead of a bull 😁. B.t.w great converstation.

  • @religionofpeace782
    @religionofpeace782 4 месяца назад

    The returns of its flexi cap are literally "Ghanta" compared to the peers and benchmark since a long time. And the worst thing is, they are doing nothing to change this. Today, the world has become pretty dynamic and fast changing. This fund still follows traditional approach and see how its previously good returns turning into "ghanta". It will become worse and worse with time.

    • @tomato778
      @tomato778 4 месяца назад

      how is their new dynamic fund?

  • @kapil-000xxx
    @kapil-000xxx 5 месяцев назад

    Good channel. Subscribed 👍 keep the same quality

  • @SouravGhoshcatcher
    @SouravGhoshcatcher 5 месяцев назад

    it has always been a pleasure listening to Rajeev.... good effort on the part of host to arrange this interview, however questions should have been more crisp and to the point

  • @nafasm
    @nafasm 5 месяцев назад

    Excllent one, very insightful. Listened the first one also, much appreciated

  • @Miteshjain7
    @Miteshjain7 5 месяцев назад

    A very good n informative session 👍

  • @sarabjits7679
    @sarabjits7679 5 месяцев назад

    When we question the aum size , we must take into account how much the industry has grown whether bse index / total Inds aum /

  • @DeepaKChoudharY-fi5je
    @DeepaKChoudharY-fi5je 5 месяцев назад

    Low sound

    • @stoictalks
      @stoictalks 5 месяцев назад

      Thank you for letting us know, will do better next time.

  • @SandeepSharma-xg6ir
    @SandeepSharma-xg6ir 5 месяцев назад

    Host mic time is higher thn the guest time. Not the right way to conduct an interview. Unnecessary long monologue from host doesn't look good. If host want to impart his knowledge he could upload separate video of his views on market stock mf

    • @stoictalks
      @stoictalks 5 месяцев назад

      Sure Sir, Thank you for your feedback but what part of the video are you referring to/ ?

    • @mathenm7839
      @mathenm7839 3 месяца назад

      ​@@stoictalksmany areas friend

  • @uttiosaha4692
    @uttiosaha4692 5 месяцев назад

    Index vs active fund comparison is the best❤

  • @RDd188
    @RDd188 5 месяцев назад

    Timestamp plz. Why so lazy in uploading atleast provide timestamp for large length videos.

    • @stoictalks
      @stoictalks 5 месяцев назад

      You mean chapter/Topic wise breakdown Sir?

  • @AkshayKumar-gp7lk
    @AkshayKumar-gp7lk 5 месяцев назад

    Host asks questions in long monologues…he should be crisper in putting questions to experts and avoid opinion prologues. Please do not put DSP logo at bottom right- not ethically right. Rajiv sir as usual offered gem insights.

    • @stoictalks
      @stoictalks 5 месяцев назад

      Thank you so much for your valuable feedback. Will do better next time.

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 5 месяцев назад

    Please give the link of 2016 episode

    • @stoictalks
      @stoictalks 5 месяцев назад

      ruclips.net/video/lpFSwM_wslY/видео.html | Hope you like this.

  • @dhruvinghelani7576
    @dhruvinghelani7576 5 месяцев назад

    So much to learn from Rajeev Sir. Knowledge, Conviction & Patience!!

  • @sourabhniggati5783
    @sourabhniggati5783 5 месяцев назад

    Great show!

  • @maheshkulkarni7772
    @maheshkulkarni7772 5 месяцев назад

    Can you please share link to 2016 talk

  • @vivekshivdasani9521
    @vivekshivdasani9521 5 месяцев назад

    The mutual fund industry is like test cricket. Losers get kicked into oblivion.

  • @hdhakernk
    @hdhakernk 5 месяцев назад

    Bro why did you add a DSP mutual fund as a water mark at right bottom corner? He is from PPFAS

    • @puneetkhurana1019
      @puneetkhurana1019 5 месяцев назад

      DSP MF is the sponsor of the podcast series. That’s why.

    • @stoictalks
      @stoictalks 5 месяцев назад

      DSP Mutual Fund is the sponsor of our podcast Series @hdhakern. Hope you enjoyed the Interview !

  • @atitparikh
    @atitparikh 5 месяцев назад

    Great conversation! Thanks for recording this.

    • @stoictalks
      @stoictalks 5 месяцев назад

      Thank you so much. Please share ;)

  • @gs8942
    @gs8942 5 месяцев назад

    I was always wondering why PPFAS has such tiny positions in companies like CCL, CDSL, MOFS, IEX , MCX, OFSS . Thanks for asking the same. But would be more interested to know more about position sizing from individual investor and mutual fund perspective.

    • @crazynaval712
      @crazynaval712 5 месяцев назад

      Cdsl, mofs, iex, mcx they own 5% of company. It's a huge holding

    • @gs8942
      @gs8942 5 месяцев назад

      @@crazynaval712 but at portfolio allocation level, each of them is around 1%, isn't it?

    • @StoicInvestmentManagers-dn9sv
      @StoicInvestmentManagers-dn9sv 5 месяцев назад

      Some of the answers pertaining to that, you will find in the previous stoic talk done with Rajeev on the same. Would highly recommend that talk along with this one.

    • @religionofpeace782
      @religionofpeace782 4 месяца назад

      Timestamp pls.

  • @madhuvijai6089
    @madhuvijai6089 5 месяцев назад

    the comfort n clarity of ppfas is unimaginable..thus they command great loyalty from investors ..i have been invested with them since inception

    • @stoictalks
      @stoictalks 5 месяцев назад

      Agree. Thank you for sharing your thoughts :)

    • @RDd188
      @RDd188 5 месяцев назад

      Me too seen the journey from 900cr till 60000 cr today but size is going to be huge issue going forward.

    • @RDd188
      @RDd188 5 месяцев назад

      I asked the question of restricting lumpsum fund flow in 2022 when it was around 20k cr but didn't. They will milk the fund flow as much as they can until it hamper the fund performance.

    • @religionofpeace782
      @religionofpeace782 4 месяца назад

      The returns of its flexi cap are literally "Ghanta" compared to the peers and benchmark since a long time. And the worst thing is, they are doing nothing to change this. Today, the world has become pretty dynamic and fast changing. This fund still follows traditional approach and see how its previously good returns turning into "ghanta". It will become worse and worse with time.

    • @harshrajjadhav940
      @harshrajjadhav940 2 месяца назад

      ​@religionofpeace782 I'll take underperformance in a frothy bull market any day. What matters is the risk adjusted performance over an entire market cycle.

  • @firstprinciplesinvesting
    @firstprinciplesinvesting 6 месяцев назад

    Amazing Podcast with Puneet Sir and Nooresh Sir as always !! Got loads to learn :)

  • @MarvinShervin
    @MarvinShervin 6 месяцев назад

    Not sure how these arrogant people are called for interviews he needs to taught basic manners first how to speak with people

    • @stoictalks
      @stoictalks 6 месяцев назад

      Not sure exactly what you're referring to Sir. But Thank you for helping us becoming better !

  • @parinita.shetty
    @parinita.shetty 6 месяцев назад

    Been watching these videos in order and this is the seventh of season 1. The audio quality should be improved,

    • @stoictalks
      @stoictalks 6 месяцев назад

      Thank you for the Feedback, we will certainly work on it.

  • @arjunodedra5526
    @arjunodedra5526 7 месяцев назад

    Webinar link? U talked abt At 12:00

  • @parinita.shetty
    @parinita.shetty 7 месяцев назад

    Loved this talk.

  • @pandu_matre
    @pandu_matre 8 месяцев назад

    This guy is really arrogant and mean, will never suggest investing in his disgusting company

  • @parinita.shetty
    @parinita.shetty 8 месяцев назад

    This guy was a colleague in Axis Bank, Bangalore and now I am listening to him talk on value-investing after all these years. It’s a small world. Got some valuable insights too from this discussion. Thank you!

    • @stoictalks
      @stoictalks 6 месяцев назад

      Amazing ! It's a small world indeed.

  • @kashinathdas4959
    @kashinathdas4959 9 месяцев назад

    Became his fan❤

  • @VasudevaNaidu
    @VasudevaNaidu 9 месяцев назад

    Excellent

    • @stoictalks
      @stoictalks 6 месяцев назад

      Thank you so much 😀

  • @madhuvijai6089
    @madhuvijai6089 10 месяцев назад

    excelent interview...brought out the best mood in ravi sir ..interviwer put hin in the best frame of mind to speak out his mind

    • @stoictalks
      @stoictalks 6 месяцев назад

      Thank you so much for watching and commenting. Glad you liked the Interview !

  • @gorakalaharikrishna3184
    @gorakalaharikrishna3184 10 месяцев назад

    Beep worst

    • @stoictalks
      @stoictalks 6 месяцев назад

      Yes Sir, Totally agree but required for Regulatory and compliance perspective.

  • @RP-vi7my
    @RP-vi7my 10 месяцев назад

    Interesting insights

    • @stoictalks
      @stoictalks 5 месяцев назад

      Glad to hear you enjoyed the conversation !

  • @abhikkumarjha
    @abhikkumarjha 10 месяцев назад

    Largest synthetic leather manufacturer selling to OEMs - Mayur Uniquoters

  • @AbhishekSingh-ep3gt
    @AbhishekSingh-ep3gt 10 месяцев назад

    Puneet please change your mic. We were able to hear the other two gentlemen's clearly while your was full of noise as maybe the mic is kept too close. This has been the case in all the past videos as far as I can recall. Just a well wisher of your great work.

    • @puneetkhurana1019
      @puneetkhurana1019 10 месяцев назад

      Hi Abhishek. Thanks for the pointing out. Will certainly see what’s the issue with the same.

  • @anushkaarora4182
    @anushkaarora4182 10 месяцев назад

    No audio

  • @yuvarajramachandran7174
    @yuvarajramachandran7174 10 месяцев назад

    It probably made some sense to beep out the names that were not highly spoken off, but what is the point of beeping ALL the stock names? If you mention XYZ as the stock name then it becomes a theoretical academic session and not a real life case study learning. Big difference between those two ..

    • @stoictalks
      @stoictalks 6 месяцев назад

      Agree Sir but we had to from a regulatory/legal perspective. Will try to fix this in future interviews !

  • @subashfranklin
    @subashfranklin 10 месяцев назад

    Shout out to Stoic talks, love the show and puches that Debasish pulled at the industry are real genuine.

  • @guru_25_prasad
    @guru_25_prasad 10 месяцев назад

    This was one of the most interesting conversation i have seen. I understand why there is no names. Despite that it really serves the purpose

  • @PranjalSingh-j3r
    @PranjalSingh-j3r 11 месяцев назад

    Pretty bad experience with the beeps. The stock names would have made for good case studies.

  • @theunexploredpath6184
    @theunexploredpath6184 11 месяцев назад

    Cant believe this arrogant guy is being called for interviews there should be legal actions against him

  • @sachins1986
    @sachins1986 11 месяцев назад

    this knowledge is needed for hindi speaking people more, they have to understand market and momentum. otherwise they come made losses and go, and tell their three generation, don't look at the stock market again.