Rajeev Thakkar on First Principles Investing | Investor Hour

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3L If there is one fund manager who has grabbed the attention of investors over the last 10 years, it’s Rajeev Thakkar of PPFAS Mutual Fund. Rajeev walks his own path...which often turns out to be contrarian. His decision to invest in international stocks way back when, was only one such move. Then there were numerous other moves related to stock specific and sector bets. The key is that over time, the outcome of his investment approach, which he calls first-principles investing, has worked out super well. Talking to him was a delight. I hope you make the time and listen to the entire episode. #investing #stockpicking ##ppfas mutual fund Guest – Rajeev Thakkar, CIO – PPFAS Mutual Fund Host: Rahul Goel, CEO, Equitymaster Stay Connected with Investor Hour Investor Hour YouTube Playlist: http://www.eqtm.in/Za6x3 Investor Hour Latest Videos Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don’t Own:    • Harsha Upadhyaya on What Works Best When P...   Mahesh Patil on His Framework for Picking Stocks and Focusing on Consistent Performance:    • Mahesh Patil on His Framework for Picking ...   Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks:    • Vetri Subramaniam on How to Select Stocks,...   More on Host Rahul Goel: http://www.eqtm.in/i7X2L Stay Connected with Equitymaster ✅ Latest Research Idea: http://www.eqtm.in/a8A3L ✅ Free Reports: http://www.eqtm.in/i2S5P ✅ Telegram: http://www.eqtm.in/Wd6k4 ✅ Twitter: http://www.eqtm.in/Xi82P ✅ Google News: http://www.eqtm.in/Dt72J This video is for information purposes only. It is not a stock recommendation and should not be treated as such. Please read our Terms of Use and Privacy Policy here - http://www.eqtm.in/Hq2w9