Sir it would be great if you can create a video on how to analyse a company for new investors.I found one of yours video but it was quite old and was not able to get much from it.
Hi good people at PPFAS, please help us understand DAO, Web3.0, and block chain -> and how can they impact companies such as Amazon, Facebook, Microsoft, and Google - and possibly other companies that assume current world order
I have read somewhere that one of many great things a person can do is enrich the knowledge of other person. I dont have any words to express gratitude to rajeev sir and ppfas team and probably it is the case with many others. ,🙏🙏🙏
Very Insightful eye-opening presentation Mr. Thakkar! I found it much more useful than discussions on CNBC with Ray Dalio etc. on China. I always asked myself why Berkshire does not buy Chinese tech giants...after all Mr. Buffett could easily get Li Lu to advise him and deploy his elephant gun in one or more of Chinese tech giants. Now I know how large my circle of incompetence is in evaluating a stock in China even if it is one of the largest companies in China. Big thanks again !
Always rational and keeps emotions away, that's what makes Rajiv sir a great investor. Love his speeches, we always walk away with depth on the subject. Thank you sir.
Excellent presentation Rajiv! Thank you for taking time despite having personal emergency. I think this is the most unbiased and objective assessment of China. A lot of perception was cleared by facts and evidences. The Yahoo- Alipay case was an eye opener. So thanks for compiling all this information in a concise manner
What an elevator pitch that you ignore China whatever the market thinking is. Thanks PPFAS team for such quality and insightful content. Kudos to all the fund managers for such stellar fund performance.
Thanks team for this. Just a couple of questions am thinking: 1. If the capitalist institutions are not so strong, how are great companies and great work being churned out of China? They are giving a run for many Indian companies which means they have hard working people efficiently doing things 2. How are companies like Apple or a Yum China able to operate effectively there for so many years if there is constant intervention? 3. If there is no democracy, What drives the government to work to help companies set up industries etc.? Any thoughts on how govt. employees maybe held accountable there? 4. Lastly, if ADRs were to delist, would owners get access to the hong kong listed share interchangeably or would the ownership vanish?
China has already crashed, it's just that it's not out in the media, it could be in similar situation like how Japan was in the 90s, nikie hasn't reached the same high in decades
Just for laughs...PPFAS happy to take hits by Indian Govt, but not ready to take hits from Chinese. That's why your holdings have one Govt. entity in PowerGrid 🤣
J K Bhattacharyya, London I wasted only 3 seconds on watching your video because of the two greatest evils of the modern world - China and Hindi as these two are the only two expansionist forces in to-days world, despite English being retained as one the national languages of India and despite India's success in many fields owes entirely to the English language! Try as you may - you may destroy Bengali from West Bengal but God wishes to keep Bengali language and culture alive and kicking in Bangladesh! Joy Bangla - dui Bangla ek hoke! - tomorrow!
![Global Capitalism: The U.S. Election and Trump 2.0 in Historical Perspective [November 2024]](/img/n.gif)
We also recommend you watch this documentary on Li Lu, titled "Moving The Mountain" : th-cam.com/video/L6kQmoAke2A/w-d-xo.html
Sir it would be great if you can create a video on how to analyse a company for new investors.I found one of yours video but it was quite old and was not able to get much from it.
Hi good people at PPFAS, please help us understand DAO, Web3.0, and block chain -> and how can they impact companies such as Amazon, Facebook, Microsoft, and Google - and possibly other companies that assume current world order
This is not a Fund House. It carries on the legacy of Mr Parag Parikh in giving Financial Enlightenment to the common Man! Kudos to Mr Rajiv!
Well said Bro! I'm glad, I'm a follower of both the channels (yours and PPFAS - following and invested a lot here).
Rajiv Sir is an institution in himself, carrying the legacy of the Great Parag Parikh. This session was pure gold. Brilliant.
I have read somewhere that one of many great things a person can do is enrich the knowledge of other person. I dont have any words to express gratitude to rajeev sir and ppfas team and probably it is the case with many others. ,🙏🙏🙏
Best fund house, Best knowledgeable person Mr. Rajiv.. Thank you for making me rich....
Very Insightful eye-opening presentation Mr. Thakkar! I found it much more useful than discussions on CNBC with Ray Dalio etc. on China. I always asked myself why Berkshire does not buy Chinese tech giants...after all Mr. Buffett could easily get Li Lu to advise him and deploy his elephant gun in one or more of Chinese tech giants. Now I know how large my circle of incompetence is in evaluating a stock in China even if it is one of the largest companies in China. Big thanks again !
Always rational and keeps emotions away, that's what makes Rajiv sir a great investor. Love his speeches, we always walk away with depth on the subject. Thank you sir.
Lots of blessings to Rajeev sir and his family and ppfas team
Excellent presentation and insightful takeaways from this. Thanks PPFAS !
PPFAS is a family. I hope it stays like this forever!
Nothing is permanent
What an eye opener!! Thank you Mr. Thakkar & PPFAS.
thank you so much rajeev sir for putting your time and effort in the midst of tough times and to other all fund managers and team ppfas, many thanks.
Thank you so much Rajeev Sir. Great Fund House PPFAS❤
Excellent presentation Rajiv! Thank you for taking time despite having personal emergency. I think this is the most unbiased and objective assessment of China. A lot of perception was cleared by facts and evidences. The Yahoo- Alipay case was an eye opener. So thanks for compiling all this information in a concise manner
What an elevator pitch that you ignore China whatever the market thinking is. Thanks PPFAS team for such quality and insightful content. Kudos to all the fund managers for such stellar fund performance.
As always Excellent Presentation Rajiv Sir👍
Glad to know you visited Sikkim I wish I had a chance to meet you 😊
Great video really admire rajeev sir efforts and knowledge
Great lectures on investing !!
Thanks entirely PPFAS & Rajiv ji 🙏
Really insightful and brilliant presentation!
It was worth the time :)
Thank you !!!
Perfect time to come up with this video !
Thanks team for this. Just a couple of questions am thinking:
1. If the capitalist institutions are not so strong, how are great companies and great work being churned out of China? They are giving a run for many Indian companies which means they have hard working people efficiently doing things
2. How are companies like Apple or a Yum China able to operate effectively there for so many years if there is constant intervention?
3. If there is no democracy, What drives the government to work to help companies set up industries etc.? Any thoughts on how govt. employees maybe held accountable there?
4. Lastly, if ADRs were to delist, would owners get access to the hong kong listed share interchangeably or would the ownership vanish?
Wow I didn't know so much
Especially about Alli baba and Yahoo
Thank you so much sir
Excellent Rajiv great insight , parikh great team.
Voila!! what an eye opener!
PPFAS as always. Favorite. There is only one right way. ✅
Been wanting this since forever
great insight!
amazing presentation
It was an eye opener. Superb presentation 👍
nice presentation.............thanks 👌
Great knowledge👌
Excellent session..
Thanks a lot sir 🙏🙏🙏🙏
Hope family is doing fine Rajeev, get well soon ...
Amazing job !
Rajiv sir is a good fund manager.
Thanks for these insights.
Proud family of ppfmcp
How can one attend a live session of Financial Opportunities Forum?
Dear Darshan. Thank you for your interest. Please click here for more details: ppfasfof.com/join-us-now/
Full of knowledge
How can we attend these sessions
Sir, any book that comprehensively captures these sentiments on china?
Appreciate your effort and it’s eye opener on shadow stuff of our neighbour country.
Would be better if spped up a bit and cut run time by half
Finally money matters
Point:- Munger is a materialistic person
kindly add subtitle
I am just curious to know how did Oyo manage to set shop and mange to grow in China 🇨🇳 .... can you please shed some light ?
keep going
Superb one of the best presentations of facts made. Unfortunately whatever India seems to be headed the China way in certain ways.
1:25:43 Why solar panel may suddenly stop working across globe
What is your view on hero motorcop
Last two minutes.
which funds of India invests in China?
edelwiess tokio
Axis kqisa rahega ?
US SEC dont see all these... shell company holdings.
How Yahoo owned 43 percent of alibaba 54:40
China has already crashed, it's just that it's not out in the media, it could be in similar situation like how Japan was in the 90s, nikie hasn't reached the same high in decades
The economic analysis is fine but the political insight is naive
Just for laughs...PPFAS happy to take hits by Indian Govt, but not ready to take hits from Chinese. That's why your holdings have one Govt. entity in PowerGrid 🤣
1:2:40 raw wants to know your location. 🤣
1.25x
🤣🤣China is not a woke open society boss they are civilization state and they don't believe in stupid democracy
WE ARE NO WHERE NEAR TO 'SINASTHAN'
J K Bhattacharyya, London
I wasted only 3 seconds on watching your video because of the two greatest evils of the modern world - China and Hindi as these two are the only two expansionist forces in to-days world, despite English being retained as one the national languages of India and despite India's success in many fields owes entirely to the English language! Try as you may - you may destroy Bengali from West Bengal but God wishes to keep Bengali language and culture alive and kicking in Bangladesh! Joy Bangla - dui Bangla ek hoke! - tomorrow!
it should have been in hindi
Then how PPFAS investor in Chennai understands??
+1
It should have been in Mandarin
Why? Not every Indian understands Hindi...
U love virus County, xi virus love u 💓