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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
(Interview with Rajeev Thakkar of PPFAS Mutual Fund )
Mr.Rajeev Thakkar serves as Chief Investment officer & Director at PPFAS Mutual Fund.He is managing PPFAS Long Term Value Fund. Fund is generating compounding 19.71 % return since inception (May 28,2013).
Rajeev Thakkar possesses close to 2 decades of experience in various segments of the Capital Markets such as investment banking, corporate finance, securities broking and managing clients’ investments in equities. Rajeev has been associated with PPFAS Limited ( the sponsor of the AMC ) since 2001. He was appointed the Fund Manager for the erstwhile flagship scheme of the Portfolio Management Service, titled ” Cognito ” in 2003. He strongly believes in the school of ” value-investing ” and is heavily influenced by Warren Buffett and Charlie Munger’s approach. Recently he interviewed by Mr. Vipin Khandelwal, where he talked about Equity Investing , Fund Management Role etc.
Kindly access to the below links for detailed interview :
Link 1 : Rajeev Thakkar Interview ( Vipin Khandelwal)
Link 2 : About PPFAS Fund ( Stable Investor )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Lessons learned from 20 years of angel investing (2-speed )
VC Primer at Capital Factory ( Austinstartups )
Something’s cooking in India’s Apple business ( Finding Fuel )
Start up App : Ausodhyamitka ( Bl )
Start up Corner : Lenskart ( Business Standard )
Jay Galla, the driving force behind Amara Raja Batteries ( Forbes )
Flipkart deferrals make IITs wary of start-up hiring ( Mint )
C. Other Stories
It’s Time to Change Your Perception of Microcaps (MicroCapClub)
“Reinvestment” vs “Legacy” Moats( Base Hit )
Who makes Money Consistently in Day Trading ? ( Noor )
How checklists help investors avoid mistakes ( letticework )
Paying Too Much For High-Quality Stocks: The Chief Hazard To Investors (burgundy)
Cinepolis enters the multiplex business in India ( Outlook )
CEOs with Lots of Stock Options Are More Likely to Break Laws ( HBR )
India’s monsoon seen strongest in 22 years ( Bloomberg )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck