Rajeev Thakkar on Market Strategy: Why I’m Happy to Under...

What this episode covers

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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Frequently Asked Questions

How long is this episode of Value Research?

This episode is 41 minutes long.

When was this Value Research episode published?

This episode was published on September 2, 2024.

What is this episode about?

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...

Can I download this Value Research episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.