Lovely session. But i agree with the question asked around 53rd minute. Its hindsight now with ITC. He is only talking about ITC. What about 5 other bets which were similar no brainer then but still continue to underperform badly even now? Then how will your thesis work out? PS: at around 59:00 the guy was aksing someone if he asked politely. True mark of a learner. Keep it up buddy. You dont have to be defensive, play your own game. No one knows anything about anything beyond a point 😊
Selecting best funds in last 10 years returns It will be a bias Same amount invested in worst performing fund in that category will bost confidence to retailers
Genius Teaching.... Knowledgeable Discussion... Thanks
MISHU from Bangladesh 💐💕
Just brilliant, every minute of it.
I always enjoyed listening to Mr.E A Sundaram. Wish I get to meet him some day.
Mr. EA Sundaram is simply amazing in distilling contrarian investing.
To see Rajeev in the background and not give a damn when the discussion is on ITC is simply brilliant.
Learning never stops even for experts as I can see Rajeev sir (PPFAS) & Ridham Desai (MD of Morgan Stanley India). Awesome Session Though 🤩
Such an insightful interview. Thank you so much. ❤❤❤
Superb lecture
Best Contrarian investor.
Masterclass. Every sentence is a lesson
🙏🏻💯
Lovely session. But i agree with the question asked around 53rd minute. Its hindsight now with ITC. He is only talking about ITC. What about 5 other bets which were similar no brainer then but still continue to underperform badly even now? Then how will your thesis work out? PS: at around 59:00 the guy was aksing someone if he asked politely. True mark of a learner. Keep it up buddy. You dont have to be defensive, play your own game. No one knows anything about anything beyond a point 😊
25% thru the video, watch here for best postmortem case studies, truly informative
Amazing
I can see rajiv thakkar....Wow....Let me watch it then...
Timestamp?
@@okkalu 54.41
48:34
Selecting best funds in last 10 years returns
It will be a bias
Same amount invested in worst performing fund in that category will bost confidence to retailers
CIA PROPAGANDA CHANNEL 😂😂😂