Rajeev Thakkar on Market Strategy: Why I’m Happy to Underperform & Other Insights
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.