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Life long learner (Mostly inactive account)

116 Following   20,870 Followers   1,431 Tweets

Joined Twitter 3/10/09


Please read the new report from Tony Seba. A very interesting view on what's to come in the next decade. https://t.co/M3OpqYPsFJ
10/27
2020
@Aabhasit @SandeepParekh @PPFAS Again all of this was answered in yesterday’s AGM. Do watch when you have the time. @Aabhasit @SandeepParekh @PPFAS 2 examples, you have penalised the fund returns for ITC -ve over 3 years whereas it… https://t.co/JPdBUX9G6P @Aabhasit @SandeepParekh @PPFAS Sorry sir, you have not used all information available on record. To do proper attr… https://t.co/IzAaeH44Uq @Aabhasit @SandeepParekh @PPFAS We also do not hide behind multiple schemes and do not have a spray and pray approa… https://t.co/s8Mqt4ptdY @Aabhasit @SandeepParekh @PPFAS A hybrid India, overseas portfolio has an added advantage of tax benefits. People s… https://t.co/xN3c5XeeeS @Aabhasit @SandeepParekh @PPFAS Have you done attribution analysis of the India portion underperforming Nifty 500?… https://t.co/e0hANrfuJg @Aabhasit @SandeepParekh @PPFAS The fund in its journey has invested in BAT, 3M, Nestle, Stan Chart, Suzuki, Anheus… https://t.co/eAZVolp4IS @Aabhasit @SandeepParekh @PPFAS Why just 65% India and 35% Nasdaq? A 100% Nasdaq would have done even better... Thi… https://t.co/NK08F4cwJW @Aabhasit @SandeepParekh @PPFAS Sir, you are free to invest or not invest with us. You may also have your own way o… https://t.co/fVOe210INd
10/25
2020
1 man's video visualization of 25 years of the Gartner Hype Cycle, made while stuck at home for 6 months during Cov… https://t.co/G0YUFT7Dbj
Retweeted by Rajeev Thakkar
10/20
2020
@Mjkfinvestment @PPFAS @oraunak Thank you. Glad you found it useful 🙏
10/19
2020
@KalpenParekh @Kuntalhshah Practically one is likely to overshoot 20, there will be investment mistakes, special si… https://t.co/oskL13EhmJ @KalpenParekh @Kuntalhshah If one is getting buy ideas every month, one has to slow down. One has to put in mor eff… https://t.co/SI4yCfYhrh @KalpenParekh @Kuntalhshah Very interesting question. @Kuntalhshah will have his own take but this is what I think.… https://t.co/bSG32wvcb6
9/29
2020
Actively examining recommendations of AMFI on #multicap funds. We aren’t forcing anyone to invest in small caps, sa… https://t.co/BXtDgauRgF
Retweeted by Rajeev Thakkar
9/22
2020
@Decima_Live As an example, the first row, 80 after 1 year is worth NPV = 80 / ((1+ 0.10)^1) = 73 80 after 2 year… https://t.co/Nf3l3DPUOm @Decima_Live 633 is the total of the last column (NPV). NPV column is calculated from the amount column. The compou… https://t.co/erYUI96z89
9/21
2020
Join us for an interactive webinar with Rajeev Thakkar, CIO, PPFAS Mutual Fund, who will share with us his… https://t.co/FHQX9ovRgD
Retweeted by Rajeev Thakkar
9/15
2020
All will be fine, no knee jerk reactions please. ☝️https://t.co/FI9cMXPmb7https://t.co/FI9cMXPmb7
9/13
2020
Happy to announce that we will be holding our 7th. Unitholders' Meet on Saturday, October 24, 2020 from 4:00 PM IST… https://t.co/WeqTqYpM7Q
Retweeted by Rajeev ThakkarFor those asking our stance https://t.co/E26ZRuNfcn
9/12
2020
If portfolios are to have large, mid and small caps in more or less equal proportions, the Nifty 500 and BSE may n… https://t.co/21beglwBqCIn any multi cap strategy most portfolios would have larger tilts toward the bigger companies. That is the nature o… https://t.co/RV785Jj6UyNow let us look at the mid cap index https://t.co/vZaGj9KAUKLet us look at the Nifty 100 (large cap index) https://t.co/sLK87bFVb5Large caps - the top / biggest 100 companies Mid caps - the next 150 companies Small caps - other than those listed aboveAdding my 2 paise worth to the plentiful discussion on the new multi-cap guidelines. Most multi cap funds are bench… https://t.co/Gg0VbpGP7l
9/11
2020
@rajspace Surely management quality is very important. For Quant / factor investing we need an objective, rules bas… https://t.co/zHisceZGS6
9/6
2020
@LisaPBarbora Lisa / Ashok, the graph is a bit misleading. Companies like Berkshire Hathaway, Visa, J&J, Walmart do… https://t.co/Q8MUmZBk5r
8/28
2020
@jaycee77 @oraunak @KalpenParekh @jasonzweigwsj Thank you.....I was worried.... @jaycee77 @oraunak @KalpenParekh @jasonzweigwsj Not sure what to make of this 🤔...... I am scared since I have been specifically tagged 😳
8/12
2020
@iramneek @TidefallCapital @agoyal00 @PPFAS I do realise now that Google is not specifically mentioned here but in… https://t.co/BEqopqA9kF @iramneek @TidefallCapital @agoyal00 @PPFAS https://t.co/ilM8G014ke @iramneek @TidefallCapital @agoyal00 @PPFAS https://t.co/AJ7aU5KdDm @iramneek @TidefallCapital @agoyal00 @PPFAS https://t.co/l9hSS25l8z @iramneek @TidefallCapital @agoyal00 @PPFAS Nevertheless did some Google searches. Apparently there was a discussio… https://t.co/IP9Af5jSqt @iramneek @TidefallCapital @agoyal00 @PPFAS Hi, Just saw this thread, never envisaged that a 2014 video will get a… https://t.co/KNraMsp99I
8/10
2020
Don’t know whether this matches up to the excitement of Netflix but at least one can binge watch 😀 https://t.co/BSV7jDSg9YWith the lockdowns in place, new Financial Opportunities Forum videos have been hard to come by and it has been mos… https://t.co/sLmfn6Usnu
7/31
2020
Maybe it is time to seek help of @safiranand to get a licensing deal from @AashishPS for our registered trademark 😜 https://t.co/fEM1hGUnKP
7/23
2020
If you are an equity investor in any form, do yourself a favor and watch this. Even if you have watched it before,… https://t.co/0ABKDnlOTr
4/2
2020
@SrikantBhagavat @OutlookBusiness @PPFAS @ValueResearch Thanks you 🙏 @AmitMTrivedi @PPFAS Thanks a lot 🙏 @GMashruwala @OutlookBusiness @PPFAS @ValueResearch Thank you so much 🙏
3/21
2020
#askppfas @ppfas End of Session @Y18364851 There will surely be some forbearance announcement from RBI. Let us see, this is a developing story as t… https://t.co/sNLzwwLqu8 @anishtl @PPFAS True the NAVs have fallen but underperformed? Sir, request you to recheck numbers. https://t.co/pna2o3f1vq @PPFAS @BurstInevitable Not building any narrative. All stocks n indices have "collapsed", some more/ some less. Happy wit… https://t.co/J2Bi3o5tBD @sameersinghvi Cash question answered earlier, kindly check. Both foreign and Indian holdings have fallen. Financia… https://t.co/KhnBv60B7f @HamActor Given the huge fiscal and monetary measure, I would expect the impact to be temporary. In any case stock… https://t.co/nmg9L8ibx0 @shreyasnevatia @PPFAS It will need government intervention and government / RBI intervention is there and will be there. @PPFAS @RajarshiDey11 @npparikh6 Difficult to say. We go stock by stock in terms of deciding on investments and are not mu… https://t.co/X5EI0ww4yG @vamshi_15 @PPFAS Assuming a 1 year impact on corporate profitability but a 35% discount on stock prices. Looking a… https://t.co/mBPmK0Lhpj @vikasagarwal42 @PPFAS Assume 2-3 quarters of reduced GDP @omtonape Difficult to say where is the bottom but all fiscal and monetary policy measure are being announced to en… https://t.co/OfIVpUIcm2 @enelayy @PPFAS Very little exp. to the most impacted (Russia/ Saudi / Oil / Metals etc). Expectation is that thing… https://t.co/E7ZGnvxHav @Hyderabaddy There is no evidence for this that I have but social media seems to be aggravating the up and down mov… https://t.co/Yz2My1UVzG @parthparekh1091 @PPFAS Quality growth at reasonable prices coupled with good capital allocation and governance gui… https://t.co/YcZQl1Jmx3 @yash_gupta007 @PPFAS Clearly availability heuristic and fear seem to be at play @PPFAS @parthparekh1091 @PPFAS This has been around for long. Even 1987 crash in the US was attributed to portfolio insura… https://t.co/pU5um4yEPO @Dora4953904 @PPFAS Technology was never a barrier. Given the troubles of Yes Bank / IL&FS, new licences may be har… https://t.co/APXsVUlA1y @newbie_6 @PPFAS That is true, a lot of them are trading at very low valuations. Historically capital allocation /… https://t.co/iIh7BEQdCV @nihal_fortnight @PPFAS treasury bills and commercial paper are marked to market on prices determined by demand sup… https://t.co/L4MYygzEDk @nihal_fortnight @PPFAS At the depths of panic, it usually seems crazy to own equities. Great question on developed… https://t.co/J1VyXONjYi @mangehimanshu02 @PPFAS Historically panics have subsided before the economic recovery @PPFAS @adityaharite Not churning but deploying cash. Cash component should decrease @PPFAS @niharvora Difficult to time, however panic subsides before economic recovery based on history @PPFAS @ABHISFHD @PPFAS We have been deploying. Retail investors should stick to their asset allocation and SIPs and ride this out @PPFAS @madhirasriharsh @PPFAS Been deploying cash. My estimate would be ~ 8% in LTEF and ~15% in Tax Saver would be curre… https://t.co/svZJqxpzyn @jayesh1492 Sir, very difficult (close to impossible) to know exactly when the crash is coming @PPFAS @mahesh_kop @PPFAS It is very difficult to time the bottom but one thing that we have seen in the past is that the… https://t.co/ZG5CcONDlQ @MukundSays @PPFAS Irrespective of market conditions, our attempt is to buy great businesses at reasonable prices w… https://t.co/KEbcuMNSUE @JEet_InD Yes, we have @PPFAS @IamJithendar @PPFAS We were having some cash going into the fall which we are deploying. As far as which funds wil… https://t.co/WpO1xqvGdt
3/20
2018
The twitter account will be inactive for a while. DMs will not be monitored. Please contact @PPFAS for fund related queries.
10/30
2018
@Sudh_Luv4Equity @PPFAS I just checked. The operations team and the tech team are working on it. @Sudh_Luv4Equity @ppfas is the right handle for queries. Someone will contact you.https://t.co/BL0zsJdJhD
10/29
2018
"In the long-run, everything linear dies and everything on-demand wins", Barry McCarthy, Spotify
Retweeted by Rajeev ThakkarInteresting ....... https://t.co/75fVb0IVF7
10/26
2018
Amazon now has over 100 of its own private label products. How competition for 3rd party merchants in Amazon Market… https://t.co/pFBVn7HhKj
Retweeted by Rajeev Thakkar
10/23
2018
@TheMFGuy1 @iRadhikaGupta @ambakhshi Very interesting, thank you 🙏. We however try to look at things over a full cy… https://t.co/u8MKzImKVF
10/18
2018
LOL....😀 https://t.co/iRwhEI32GP
10/14
2018
@BalakrishnanR @hemant_7626 @PPFAS I would think yes it would be possible.
10/12
2018
@varij49 Each industry different. No one source for understanding all industries. Start with simpler sectors like F… https://t.co/kyjIWdPbeVMust read..... https://t.co/BfIRGJIg26 https://t.co/uQWiw8wGU5
10/10
2018
@projenator @PPFAS @ApurbaMondal7 You are correct. These are arbitrage positions as indicated in the factsheet. The… https://t.co/kQswKVL9tw
9/27
2018
@sunilsurana https://t.co/lDFDFLW4be
9/25
2018
@priyal2017 😀
9/17
2018
@priyal2017 Understanding business dynamics. A minority shareholder may never know as much as the operating manager… https://t.co/WDGPT7sCDl
9/13
2018
@BuoyPlunger @IndradeepKhan @safiranand @PPFAS @npparikh6 Yes @IndradeepKhan @safiranand @PPFAS @npparikh6 About 80%-90% of the currency exposure is hedged. The futures premiums… https://t.co/SY1dKa8Gcj @safiranand @PPFAS @npparikh6 Thank you Safir for your kind words 🙏
9/10
2018
3. New investors may end up buying these on past 3 year's returns rather than invest in diversified funds.2. However possibility of new investors mis-buying is large. On clicking equity funds to invest, sectoral / themati… https://t.co/RKWOLOcVfk1. Ease of onboarding and transacting is there. There are lessons for fund houses to improve user interface.Tried PayTM money app for mutual fund. Initial thoughts...... https://t.co/iWo4bikQCT
9/5
2018

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