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Manage episode 437579266 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this in-depth interview, Rajeev Thakkar, CIO and Director of PPFAS AMC, shares his candid views on the current market landscape, new-age companies, and the performance of the Parag Parikh Flexi Cap Fund. Thakkar discusses his unique investment framework, the rationale behind holding significant cash, and why he's comfortable underperforming in a frothy market. He also sheds light on his approach to public sector companies, the potential in international equities, and the lessons learned from past mistakes. This podcast is a must-listen for anyone interested in understanding the nuances of value investing and long-term wealth creation.
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Manage episode 437579266 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this in-depth interview, Rajeev Thakkar, CIO and Director of PPFAS AMC, shares his candid views on the current market landscape, new-age companies, and the performance of the Parag Parikh Flexi Cap Fund. Thakkar discusses his unique investment framework, the rationale behind holding significant cash, and why he's comfortable underperforming in a frothy market. He also sheds light on his approach to public sector companies, the potential in international equities, and the lessons learned from past mistakes. This podcast is a must-listen for anyone interested in understanding the nuances of value investing and long-term wealth creation.
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