S01E09: “Balancing Value & Quality - The Value Investor Way” with Rajeev Thakkar

Notes:
[1:30] His journey from an analyst in Prime securities to the CIO of PPFAS fund & experiences during those years of boom & bust.
[7:00] Why PPFAS has gone with a mutual fund & not any other structure?
[10:50] Why just one scheme?
[25:00] Hedging strategies for investing in foreign companies & how that process better yields than being an expense.
[35:00] Does Activist investing works in India?
[39:00] How he screens & picks the companies? What qualities he look for?
[44:00] Talks about the companies that didn’t worked out for the fund & learning from them.
[46:00] Selling strategies & general holding period.
[51:00] What are the valuation techniques he use while evaluating companies?
[59:00] Magazines suggestions.
[1:01:02] How PPFAS fund follows a process oriented approach?

[@nilrai5773]

Mr. Rajeev views and talks are exceptional

[@varunjain5789]

Great content ! Can't believe less than 300 view..

[@manojchoudhari416]

Cannot agree more.

[@arnabbhattacharya6579]

Very nice. ....please make a video with Saurabh MUKHERJEA of marcellus investment managers

[@mutualfund10]

Equity for decades always give great return

[@ravim4170]

Hi, quite an interesting talk. Look forward to more on the channel.
I was wondering if you could spell out the two names Rajeev recommended near the end? I couldn’t catch them clearly. Was one “Anil Kumar Tulsiram”, he said? The other - “Chetan xxx”?

[@rohitzantye]

When was this done? Looks like 2019

[@vinaytm]

Google podcast listing date for this episode is Dec 2016....

[@Gourab__paul]

Woah. But this seems like a old podcast.