Perhaps a better time to do this presentation would have been when markets haven't been as buoyant for a few years (so there's enough data to present) as they have been in the last few years. Additionally, as a bottom up investor (Starting with reading the annual reports and then going up to understand the industry dynamics), the first 40-odd minutes do not provide much value to an average investor - may be they do for a large institutional investor whose appetite could not be filled with one or two investee companies but I am assuming this presentation is more directed towards an average investor or even on a higher side towards a HNI/UHNI and not towards really large institutional clients say large insurance companies, etc. Thanks for the effort PPFAS team. I am happy that my money managers are spending their time on gaining such industry wisdom and then hopefully applying it to available list of investible universe.
I see that you have non PPFAS employees attending these discussions / presentations. Would you mind sharing how do we go about registering/attending these presentations? Are investors in PPFAS allowed to attend in person? Thanks.
I don't know why this quality content does not get viral !! Great one 🎉
Quality is boring.
Good for us , we will make good money before any body else
Perhaps a better time to do this presentation would have been when markets haven't been as buoyant for a few years (so there's enough data to present) as they have been in the last few years.
Additionally, as a bottom up investor (Starting with reading the annual reports and then going up to understand the industry dynamics), the first 40-odd minutes do not provide much value to an average investor - may be they do for a large institutional investor whose appetite could not be filled with one or two investee companies but I am assuming this presentation is more directed towards an average investor or even on a higher side towards a HNI/UHNI and not towards really large institutional clients say large insurance companies, etc.
Thanks for the effort PPFAS team. I am happy that my money managers are spending their time on gaining such industry wisdom and then hopefully applying it to available list of investible universe.
Thank you for this deep dive session.
Nice video
I see that you have non PPFAS employees attending these discussions / presentations. Would you mind sharing how do we go about registering/attending these presentations? Are investors in PPFAS allowed to attend in person?
Thanks.
Thank you for your interest. This link contains details on how to sign up for the Forum: ppfasfof.com/join-us-now/