A Structured Approach to Cash Calls: Deepak Shenoy’s Framework

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  • เผยแพร่เมื่อ 8 ม.ค. 2025

ความคิดเห็น • 23

  • @religionofpeace782
    @religionofpeace782 2 หลายเดือนก่อน +22

    Great interview...not a single interruption from the host in between. Thats how a podcast is done, lesson for all influencers!

  • @BabuThambidurai
    @BabuThambidurai 2 หลายเดือนก่อน +6

    I have a whole new respect and admiration for professional investors and managers. There are so many complexities and strategies, you will always be criticised.

  • @hiteshdm
    @hiteshdm 2 หลายเดือนก่อน +3

    Thanks for validating that PPFAS are the right fund house for me. Zero mention by Deepak of business fundamentals, valuations or economic indicators for taking cash calls.

  • @vinaysuchedeutube
    @vinaysuchedeutube 2 หลายเดือนก่อน +5

    Nice episode! Liked Mr. Deepak's unconstrained explanation of his ideas on cash calls.

  • @HighCAGR
    @HighCAGR 2 หลายเดือนก่อน +3

    Thank you Deepak and team for a detailed prospective on cash positions, it's certainly a food for thought 😊

  • @jaibajaj
    @jaibajaj 2 หลายเดือนก่อน +2

    Pertinent questions asked. Thanks for the insight. Absolutely loved it

  • @VishnuRajam4x4
    @VishnuRajam4x4 2 หลายเดือนก่อน

    SUPERB video!!! Such great insights! ❤

  • @vipuls5900
    @vipuls5900 2 หลายเดือนก่อน +1

    Deepak is simple and clear

  • @bijuldesai3097
    @bijuldesai3097 2 หลายเดือนก่อน

    Great insight ....

  • @manoramabhagat1725
    @manoramabhagat1725 2 หลายเดือนก่อน +2

    Is it a regime shift in the market.

  • @varunsr24
    @varunsr24 16 วันที่ผ่านมา

    As Citibank said, when markets are rallying, we need to keep dancing

  • @darshansingh9545
    @darshansingh9545 2 หลายเดือนก่อน +2

    All around the world reserve banks are controlling volatility by money printing even the same thing has started in india. Silicon valley bank was also saved by fed.

  • @santoshzalavadiya7367
    @santoshzalavadiya7367 2 หลายเดือนก่อน +1

    Parag parikh flexicap fund is beating the market returns from the last 1 year despite taking cash call. They hold 18% debt still they've beaten markets for the last 1 year and 3 years respectively.

  • @ElizEby
    @ElizEby 2 หลายเดือนก่อน

    Really enjoyed this video! Your analysis helps understand the future of the market. There's more info in my bio for those interested in this topic. Thanks for the video, I'll be watching for more updates!

  • @vinayaanu
    @vinayaanu 2 หลายเดือนก่อน

    The problem is even if we go to cash, Question is whether you can get back in

    • @DK-td8te
      @DK-td8te 2 หลายเดือนก่อน

      Actually it is never a question in a stock market only fools ask these type of question, you need to search good mid size company which is falling for whatever reason, do own research and invest and this opportunity is always there in market doesn't matter it's bull or bear market. I have been following this and have double my money in 13 months.

  • @Devendraaaru
    @Devendraaaru 2 หลายเดือนก่อน

    the video aged like milk during october, PPFAS seem to be doing it right.

  • @Rajasekar-st1xb
    @Rajasekar-st1xb 2 หลายเดือนก่อน

    Why not invest in quality stocks in good valuation n relax, instead of all this algos n other logics..
    logixs dont work at all times.

  • @vivekshivdasani9521
    @vivekshivdasani9521 2 หลายเดือนก่อน +1

    This is a very shallow interview. The interviewer has asked the wrong questions.

  • @tineshbhasin
    @tineshbhasin 2 หลายเดือนก่อน +2

    Who was the PMS fund manager who returned money in Jan 2024? Couldn’t find it on Google. Great respect. I would love to follow him and his thoughts.

    • @sandeepbhogra5720
      @sandeepbhogra5720 2 หลายเดือนก่อน +1

      Aequitas Siddhartha bhaiya I think....no fresh money taken, nobody returns money

  • @ghu_makkar_saurabh
    @ghu_makkar_saurabh 2 หลายเดือนก่อน +1

    Great interview examples etc but what's the final conclusion? 🥲

    • @religionofpeace782
      @religionofpeace782 2 หลายเดือนก่อน +4

      That's the catch. No one knows what's right. It all moves with probability. So prepare for all sorts of situations.