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AlphaStreet India
США
Добавлен 21 окт 2020
AlphaStreet's dedicated India channel for all earnings calls from Indian listed companies from NSE & BSE. Listen to companies discuss their earnings performance and answer questions from analysts in their quarterly earnings conference calls.
Interview with Rukun Tarachandani, Domestic Equity Fund Manager | PPFAS Mutual Fund
Interview Transcript:
alphastreet.com/india/interview-with-rukun-tarachandani-domestic-equity-fund-manager-ppfas-mutual-fund/
In a chat with Radhakrishnan Chonat, Director BD at AlphaStreet, Rukun Tarachandani, Domestic Equity Fund Manager, PPFAS Mutual Fund shares his investment philosophy, career transition from an analyst to fund manager, balancing long-term value investing with quant approach, role of cash allocation, market outlook and much more.
00:00 - Introduction
1:03 - Transitioning from Analyst to Fund Manager: Rukun's Journey
04:47 - Balancing Long-Term Value and Quant Investing
08:36 - Navigating Market Highs: PPFAS Flexi Cap Fund's Cash Strategy
12:37 - Sector Strategy: Banking B...
alphastreet.com/india/interview-with-rukun-tarachandani-domestic-equity-fund-manager-ppfas-mutual-fund/
In a chat with Radhakrishnan Chonat, Director BD at AlphaStreet, Rukun Tarachandani, Domestic Equity Fund Manager, PPFAS Mutual Fund shares his investment philosophy, career transition from an analyst to fund manager, balancing long-term value investing with quant approach, role of cash allocation, market outlook and much more.
00:00 - Introduction
1:03 - Transitioning from Analyst to Fund Manager: Rukun's Journey
04:47 - Balancing Long-Term Value and Quant Investing
08:36 - Navigating Market Highs: PPFAS Flexi Cap Fund's Cash Strategy
12:37 - Sector Strategy: Banking B...
Просмотров: 240
Видео
Virtuoso Optoelectronics Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 39814 дней назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
PTC India Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 25114 дней назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Agarwal Industrial Corporation Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 45121 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Rajshree Polypack Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 8321 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Lumax Industries Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 13621 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Samhi Hotels Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 32421 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Man Industries (India) Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 23221 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Saksoft Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 16221 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Ganesh Benzoplast Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 26621 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Sealmatic India Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 25721 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
EIH Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 16621 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
HPL Electric & Power Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 35121 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Uravi T & Wedge Lamps Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 4121 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Apollo Finvest (India) Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 8921 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Jyoti Resins and Adhesives Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 55521 день назад
Jyoti Resins and Adhesives Ltd Q4 FY2023-24 Earnings Conference Call
Interview with Mr. Sandeep Tandon, Founder & CIO, Quant Mutual Fund
Просмотров 11 тыс.21 день назад
Interview with Mr. Sandeep Tandon, Founder & CIO, Quant Mutual Fund
Hindustan Construction Company Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 14721 день назад
Hindustan Construction Company Ltd Q4 FY2023-24 Earnings Conference Call
Ganesha Ecosphere Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 9721 день назад
Ganesha Ecosphere Ltd Q4 FY2023-24 Earnings Conference Call
Tarsons Products Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 35221 день назад
Tarsons Products Ltd Q4 FY2023-24 Earnings Conference Call
Garware Hi-Tech Films Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 31121 день назад
Garware Hi-Tech Films Ltd Q4 FY2023-24 Earnings Conference Call
Amara Raja Energy & Mobility Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 33221 день назад
Amara Raja Energy & Mobility Ltd Q4 FY2023-24 Earnings Conference Call
Life Insurance Corporation of India Q4 FY2023-24 Earnings Conference Call
Просмотров 9721 день назад
Life Insurance Corporation of India Q4 FY2023-24 Earnings Conference Call
Gandhar Oil Refinery (INDIA) Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 13421 день назад
Gandhar Oil Refinery (INDIA) Ltd Q4 FY2023-24 Earnings Conference Call
Aptech Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 4121 день назад
Aptech Ltd Q4 FY2023-24 Earnings Conference Call
PTC India Financial Services Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 7621 день назад
PTC India Financial Services Ltd Q4 FY2023-24 Earnings Conference Call
Royal Orchid Hotels Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 5921 день назад
Royal Orchid Hotels Ltd Q4 FY2023-24 Earnings Conference Call
Precision Camshafts Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 10621 день назад
Precision Camshafts Ltd Q4 FY2023-24 Earnings Conference Call
Markolines Pavement Technologies Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 7221 день назад
Markolines Pavement Technologies Ltd Q4 FY2023-24 Earnings Conference Call
Baid Finserv Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 9121 день назад
Baid Finserv Ltd Q4 FY2023-24 Earnings Conference Call
audio is very bad
Hi Samir -- the issue was at the conferencing provider end; here's a transcript of the audio where we've cleaned it up to our best -- app.asai.alphastreet.io/transcript/view/d3850d66-224c-5ae4-8554-6a55ae85d027/earnings_conference
One of the best concall i hv ever heard.... Looks very clean and professional mgt. What r ur views plz?
mkc aise voice disturbance wali management ki
❤❤
thanks for the recording.
Such a shameless management...
Best Fund Manager in India - Sandeep Tandon
Exponential growth in short term always indicatives of unfair practices and chor practice. More to come ... Next big financial scam coming from mutual fund sector
Nice presentation from CEO👍
this is great to see management discuss in national language
Hhh
Poor audio sounds. Too low
2 se 3 saal tak kuch nai hone wala lgta hai
Pls bring the latest concal of pritika engineering component
It was a great interview , pls let me know the name of book which sandeep kept talking about . Thanks
The book mentioned is "Being Relevant" authored by Quant team in 2018-19
He is more of a philosopher than an investment manager..many crooks dislike him only for this.His free will works wonders.
No one can listen.. due very poor audio
Awesome
👍🔥✅
rosy mark by naveen ji
Great topic and content with great explanation, Keep hosting such content
Faltu share
Great results
Voice of chairman is not audible with clarity
No clarity, deplomatic replies, nothing about the total debt on PTC India, receivables, reserves other than ONGC deal
Thanks for the update
Answers were not very forthcoming from the management.
I bought this stock
Very poor audio quality from the management side..unable to hear clearly what is being said
24:50 volatility is our best friend. - Sandeep Tandon 35:08 I heard he spent about 180 crores in the data collection. 40:47 commodities are in a super segment. 41:03 America as a country will lose it's relevance 41:44 10% liquidity shift from U.S. to Asia centric economy, particularly India, there will be Tsunami over here. 49:52 Germany plus one is knocking the wood. 50:59 India will be the wealthiest country.
40 year old company should quickly think of becoming industry leader and start rewarding its share holders.Shares are thinly traded and hence there's liquidity issue.Can this be addressed with bonus or stock split please?
Fraud company...only operator driven..manipuated stock....sebi must take action
Please reply
volume from Mr.Tandon is too low...
There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c
Excellent. Sandeep Tandon mic 🎤 to be enhanced.
There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c
@@alphastreetindia that's not a solution. RUclips is popular as we can hear the speaker,not because of subtitles.
@@topblogger5296 Agreed; but the problem was with the recording -- so volume input was low and we couldn't do anything about it even after boosting it to max. So as a mitigating measure we suggested captions/transcript
Can't hear anything
There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c
Low sound quality
There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c
Thank you
Why so late posted ?
Sandeep voice is very low not audible
There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c
Thanks Sandeep Sir, learn lot from your interviews.
Just a request Mr. Tandon mic needs to be changed
There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c
Superb eye opener. Many thanks to sandeep ji for explaining so beautifully the global macro cycle. Leveraged economy is accurately termed .
Beautiful, Increased my conviction. a lot
Incompetent management. They have excuse everytime.
Peers are doing well
Our shares going down down from. Date of. Listing
Nice
They talk about thousands of Crores ,but can't afford a good mic
Bcg stock analysis