Valuing Newly Listed (Loss Making) Unicorns

CIO Rajeev Thakkar speaks about how to make sense of the valuations of newly listed, loss making companies.
Download the presentation file here (description box):
Blog suggestion by Rajeev Thakkar: / exhaust-fumes-or-under...
Sebastian Mallaby's book: neckar.substac...

[@RBG9000]

The legacy of Mr. Parikh is very much alive. Thanks for hosting these on yt and helping us retail investors aka the little man.

[@sagarbandodkar9]

Rajeev Thakkar sir is among the finest fund managers in India . Hatts off

[@heman0093]

When that unfortunate incident happened, you and Mr. Raunak were also in that car. I'm really sorry for Late Mr. Pagar Parikh. RIP

[@deepmondal8564]

Rajeev Thakkar is one of the most honest and intelligent person from the stock market.

[@BaTiAj]

An outstanding insight presented in a simple way as they do often which seems too simple still always valuable in investing process. Thank you Rajiv Sir and PPFAS family

[@PrathameshMone]

hi

[@BaTiAj]

@@PrathameshMone hi

[@sandeepsemlani]

I think Rajeev Thakkar is the only one who likes to stay away from limelight and does his work seriously and with full dedication. I am a big fan of him. I read one of his article of 2009-10 where he wrote clean and qualified management of company is very necessary and that's what saurabh Mukherjee says nowadays and getting fame..no grudge against saurabh but Rajeev Thakkar is the best.

[@nupurmukherjee3258]

Wonderful presentation with so much clarity.. enjoyed listening over morning walk .. Thank You. Looking forward to much such talks.

[@mohnishjodhawat4800]

Amazing And Simple Explaination !.
Literally wisdom speaks from sir 's voice.😃🥰
Eagerly waiting for Physical sessions n unitholders meet.😊✅
Didnt knew these physical sessions were being conducted physically.Thanks to me for watchng it😅

[@maheshchander2415]

Outstanding talk from Rajiv as always. Thanks for the same.

[@drutsavunadkat]

Wonderful talk… keeping it simple

[@hakariRonaldo]

Simple, sensible and concise; the PPFAS way

[@abhishekagarwal3709]

Given that example of grocery Vs Books , You should also look the consumption of Grocery vs books , the orders for grocery will be really high

[@shyamsundersharma9605]

I'm not the unitholder of PPFAS. I invest directly in stocks, but in future I will invest in ppfcf. Corona gave us opportunity to listen all the valuable discussion on RUclips. Hopefully you will upload the future physical interaction on RUclips. Thank you Rajeev Sir

[@kunal05_]

was waiting for this since long time

[@Rajasekar-st1xb]

wonderful presentation, any news on when ppfas flexicap will reopen for investment.

[@ppfasmf]

No news so far.

[@yashmishra3385]

The title says Valuing Newly listed unicorns but you did not calculated any value of these companies? It was just a do's and don'ts. Anyways great info by Rajeev.

[@ashutoshnagayach6969]

very good explanation sir

[@rishavjain1921]

Can you please share the blog links talked about in the webinar. Thanks

[@arnabm013]

Hi, they are included in the description section for this video.

[@devisjain3688]

Please share blog links and books regarding this topic.

[@shankarmadeshvaran1491]

He is not saying anything difficult to understand or anything complicated. It's simple unlike Twitter gyans.

[@akashdas6891]

Sir, if you could kindly share the article links which you said Raunak had shared with you.

[@surajgarg2361]

Watch at 1.75x

[@agnivdey]

By when can we change the SIP amount for Flexi cap find? Due to financial issues it's tough to continue with the SIP , at the same time don't want to stop, so if we can change the SIP amt it will help! Pls let us know

[@manorakhee]

Sip amount you can always alter as per your needs.

[@ppfasmf]

You can pause the SIP for three months if you want. Please login to your Account within PPFAS SelfInvest, go the particular SIP and swipe left to view the Pause option.

[@ppfasmf]

amc.ppfas.com/invest-now/

[@nishchaypallav]

Where are the links of blogs? Please post the links.

[@harshithhari3162]

Anyone facing issue while investing to PPF flexible cap fund through groww app? Hi Parag team any information on this?

[@riteshbaruah1983]

What will happen to PPFAS fund?

[@awareindian7875]

Sir start the investment in ur fexi cap fund

[@kaasifrizvi388]

Powerful 🔥✊🙏 thanks

[@ketanpanchal8070]

No link for investor presentation

[@ppfasmf]

You may download it from here: ppfasfof.com/valuing-newly-listed-loss-making-unicorns/

[@bipulkumardeka2239]

Great insights

[@dwaparbhartari5453]

I stay away from the company who do lot of promotion and try to manipulate the investors with their quick profits and their financials are shrowdy .

[@mandarchoudhari3270]

Is there any possibility to reinvest in Flexicap in near future?
One request : kindly reduce exposure to Facebook

[@ppfasmf]

Yes. Once the Scheme re-opens.

[@harishrwt1488]

This is the perfect time for lumsum but no luck for flexicap!!

[@sunilbbb]

These start up needs another round of funding what they used of doing.

[@raghavkheria50]

a qualitative discussion....but no real "valuation" done

[@darshanjain8458]

fintech will make investor Dhani

[@aradhyasvlog8447]

Lumpsumo karne do

[@aradhyasvlog8447]

Flexi cap gid raha he