The boy who cried wolf!!! 😮
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- Опубліковано 26 чер 2018
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On June 20, 2018, at Financial Opportunities Forum, Rajeev Thakkar once again cautions against over-exuberance even as he admits he resembles the character of the boy who cried 'wolf'.
Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds which are spoken about (long investment positions). We do not short stocks or indices. We do not speculate in Futures and Options.
A class of your own Rajeev ! Proud to hold PPFAS LT Equity Fund
Stock A - Vakrangee
Stock B - Manpasand
Stock C - PCJ
One has to be courageous and humble to admit that one is wrong. Well done Rajeev Sir !! Setting example for values to live by
Excellent presentation. Rajeev was correct in buying ITC when hardly any analysts was recommending that. Thank you
PPFAS team is really different, thanks for sharing your knowledge 🙏🙏
My friend recommended your videos and i'm impressed. Will start SIP in your fund from this month and will hold it for the long term. Thanks for sharing valuable insights!!
Thank you Prahlada.
Brilliant!! Thank you Sir!
Thanks for the excellent presentation on the current market conditions from ppfas nd Rajeev 👍 keep it going...
Thanks Rajeev, This talk has been very informative.
Thanks for the enlightening talk 🙏
Please add captions!
I watching it today. But still for dmart frog is still boiling
I think a metric better than 12 month profit will be the free cash flow m because ultimately that's what comes in an investor's pocket theoretically.
On a lighter note, And this time too..did the boy cried wolf..🤔.? In any case I am blown by the clarity.. Lovely...Very few in the market who offer such great content.!!
Dear PPFAS team.......i am very much impressed by your scheme. Also, i am requesting you to come with a new ELSS scheme also. Or to provide 3 year lock in option with the current scheme ( if it is possible to do so). As to get tax saving , i had to choose a another ELSS SCHEME from another fund house on which i do not have much faith.
Thanks sir for such nice information... I went through 30-40 of your vidoes..and came to conclusion...will close all my investments in other mfs and start investing in ppfas Long term mutual fund
Good view wrt bond yield
I wish to work with you Rajeev Sir someday 🙏but don't know how and when.
In august 2021, dmart is at 250 PE and share price ~250
My mentor 💕
Height of coincidence,just today I started SIP in PPFAS
Market cap should include debt also or not ??
No. It only refers to the product of the market-price and the number of equity shares outstanding.
Eg. If there are 100 shares and the Price is Rs. 50, the market-cap. is Rs. 5000. Debt is ignored while computing the market-cap.
How can someone attend these forums???
Hi. Please visit this link: www.ppfas.com/subscribe-for-fof/
I trust the fund house and the manager, so would not bother even if they go 100% cash or 100% equity as per their judgement. I will only look at the long term (5 yrs or above) CAGR return.
that's what happened after 3 years dmart went to 300P/E and earnings went up 3-4 times
Good to see things from different and seemingly right perspective.
Sir, I have a question - The money u keep in cash until u have a right choice to invest, does it fatch any interest gains ? Is it equal to liquid fund returns ?
Chander Gupta Yes. It earns around 6 to 7% p.a. currently.
Does not matter really how much the cash component earns. PPFAS says to keep investment horizon of atleast 5 yrs. We should only compare the 5yr CAGR return with the benchmark. How the money is being managed in cash and equity is the fund managers headache. As fund investors, we should not be concerned about it.
This time the boy may be true- the wolf may have finally come though for altogether different reason .The inverted bond yield curve in USA.The bone of contention that money is going to long time bond is happening right now, signaling recession.
I have high regards for Mr Rajeev and PPFAS forms sizable part of my portfolio. However doesn't necessarily agree with him on D'mart valuation bit, since all the properties are owned by d'mart and that should also be factored in. In the place I reside price of land in which dmart has constructed has been increased considerably, which may be true for other places as well.