Rajeev Thakkar answers queries on portfolio sizing and geographical diversification Published -- Download video MP4 360p Recommendations 58:57 Scalable businesses - Identifying the next multi-bagger 1:04:11 How to evaluate PSU companies 55:15 Mental Accounting 25:20 Ray Dalio’s Principles of Investing in a Changing World | WSJ News 15:31 Understanding Stock Market 24:31 What Is PPFAS Portfolio Strategy? | Rajeev Thakkar On The Portfolio Manager 41:19 The Interview With Rakesh Jhunjhunwala | Exclusive 1:25:09 A Discussion on the Pharma Sector 16:12 PPFAS Flexi Cap Fund: All You Need To Know | Parag Parikh Flexi Cap Fund 1:33:42 Recent developments in AI and Investment Implications 50:34 Stepping Into The Footwear Industry 14:20 Meet Parag Parikh Flexi Cap fund manager | The Money Show 1:06:04 Making sense of the last 12 months And the way forward 1:51:05 Roaring Kitty – Tools Part 3 of 3 (spreadsheets) 1:02:57 Investment opportunities in Fixed Income Space 1:33:11 Untold truths about Insurance 08:02 UTPAL SHETH (Part 1) - Wizards of Dalal Street Similar videos 02:20 Rajeev Thakkar on how Portfolio Turnover ratio is not monolithic 01:22 On 'portfolio concentration' Question based on this recent 'Note to Unitholders' 02:07 Rajeev Thakkar outlines Cognito's Investment Philosophy 1:03:42 Rajeev Thakkar on Indian consumer market 1:08:59 Mr. Rajeev Thakkar responds to queries pertaining to the current economy and stock market. 09:10 Rajeev Thakkar talks about Nassim Taleb's ideas: Part I 1:11:53 Decoding Auto Ancillaries 1:05:14 Rajeev Thakkar elaborates upon business cycles with special reference to the shipping industry. 1:16:23 What can value investors learn from quants? 00:21 Stay Home Stay Invested | Rajeev Thakkar (English) | IIFL Securities 04:41 Rajeev Thakkar elaborates on innovation in India as well as why he likes Google. 08:22 Mr. Rajeev Thakkar: FoF Presentation Part III 1:09:14 Circles of Concerns and Influence, Corporate Capital Allocation 09:33 Part III: Mr. Rajeev Thakkar talks about "Cigar-butt Investing" 01:42 There's only one right way! More results