Why the Buffett Indicator is Widely Misused | Thrive by Groww ft. Rajeev Thakkar
Автор: Thrive by Groww
Загружено: 2025-12-27
Просмотров: 31222
We got to chat with Mr. Rajeev Thakkar, Chief Investment Officer at PPFAS Mutual Fund, and the man behind India's largest mutual fund scheme, Parag Parikh Flexi Cap Fund.
In this candid conversation with our host Radhika Bajaj, he delved into topics ranging from market volatility to the workings behind flagship flexi cap fund, he also talked about how we might have misunderstood Warren Buffett when it comes to M-Cap to GDP, also known as the the Buffett indicator.
Timestamps:
00:00 Introduction
1:49 Most common mistakes by investors
5:26 Why PPFAS upped stake in Airtel, Mahindra?
8:02 Contra bets on Meta & IEX
10:27 Why bearish on capital markets?
12:22 India is left behind in AI? Not really
16:30 Why investing outside India still makes sense?
18:00 Has value investing changed?
25:23 Smallest holdings in flexi cap fund, do they matter?
27:35 Can arbitrage funds be an option against FD over long term?
30:15 ‘The One Man’ risk of flexi cap fund
34:16 Career 101 for aspiring fund managers
38:45 We have been cautious for a while now
40:13 The new large cap fund, why now?
48:04 Where we misunderstand the Buffett indicator?
51:57 Book recommendations
53:47 What did Charlie Munger advised about ‘envy’?
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