Rajeev Thakkar on First Principles Investing | Investor Hour

[@eqtmonline]

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[@b.r.srihari4099]

Thanks Rajeev for sharing your thoughts!!!! one of my fav. money managers .... I have been invested in PPFAS for 7 years now...kudos to Equitymaster!!!!!!!!

[@rahulgoel477]

🙏

[@shrikanthmhugar1]

I dont know why and how it comes suddenly a smile on my face as I try to connect my thoughts with the question rahul asks and the fund mgr responds back.. I like these pod cast.. Never stop

[@rahulgoel477]

🙏🙏

[@MK-uu2et]

Great interview...always delight in listening to Rajeev Thakkar. Rahul would request you to kindly invite Neeleesh Surana (Mirae) and Navneet Munot ( HDFC AMC)

[@rahulgoel477]

Sure, will try.

[@sutchak]

Great interview. Simple yet good questions from the interviewer and equally candid reply from Rajiv.

[@rahulgoel477]

🙏🙏

[@manojchoudhari416]

Thanks for this interview. Always pleasure to hear Rajiv.

[@rahulgoel477]

🙏

[@gyanendralodha3485]

Great interview. My heartiest congratulations to you and Rajeev. I would have loved if the point of only a few funds basket run by ppmfs (e.g. pp flexi cap and pp tax saver) rather than a pathora of funds offered by other AMC. In my view this is the biggest USP of ppmfs.

[@rahulgoel477]

🙏

[@drb.a.bhalodia5438]

Good attempts for Indian market...nice ...many should follow good practices..is not it?

[@shakibkureshi2430]

Thank you so much Rajiv 🙏🏻

[@MASH6666]

Very good anchor/interviewer.

[@mysmallcap]

Really liked this interview

[@rahulgoel477]

Glad you liked it Parimal

[@vlnsvl]

Thank you ❤ both for the great interview & insights.

[@rahulgoel477]

🙏

[@rajshailey92]

Got wonderful insights and thoughts from this interview...thank you for such a great one ❤

[@eqtmonline]

Glad you liked it!

[@nareshn6628]

Slowly steadily but surely ❤

[@varunjain5789]

Loved it!!!

[@jigmedorjee6702]

Really wonderful talk🙏

[@rahulgoel477]

🙏

[@shailendrakmaurya3720]

Can someone explain to a layman at 1:09:00

[@sridharrao6591]

RBi Retail Direct is not good for the small retail investor because there is no transparency in the returns before we put in the money and then the liquidity is highly suspect.

[@say2alok]

Time stamps please

[@govindarajan6576]

Excellent 🎉

[@eqtmonline]

Thank you! Cheers!

[@sridharrao6591]

One MF of 1994, nav went down from 20 to 8 by 2000! Then recovered in next ten years to post a decent 15+% cagr.

[@vikas_atri]

👌

[@rocking1313]

v nice chitchat

[@eqtmonline]

Thanks a lot

[@karansheth820]

King

[@jsrathore494]

Grt

[@eqtmonline]

Thank you! Cheers!

[@bibekanandamaji6219]

Hindi speak

[@SurajInd89]

Sorry, most of us don't understand Hindi.