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PPFAS agm2022
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#onefund #ppfas
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#onefund #ppfas
Neil, talks about value of cash and how fund is absolutely fine holding cash. Had 28% cash almost in 2018.
The returns would be lumpy. Minimum 5 years if not more
Underperformance is guaranteed in short term, so is volatility.
Over long term, the returns are satisfactory
The returns would be lumpy. Minimum 5 years if not more
Underperformance is guaranteed in short term, so is volatility.
Over long term, the returns are satisfactory
Do you have a process or plan to invest. The fund prefers to follow their own plan. Circle of competence about 500 stocks.
Can't Chase / pick up all opportunity.
I recall, last few years their were question on some Spanish companies like Zara or Chinese companies.
Can't Chase / pick up all opportunity.
I recall, last few years their were question on some Spanish companies like Zara or Chinese companies.
Practical tips for writing #robotics conference #papers for venues like #ICRA & #IROS that get ACCEPTED: a 🧵.
🙏Please retweet if useful!
Video:
#QUT @QUTRobotics @sourav_garg_ @TobiasRobotics @Stephen_Hausler
@ieee_ras_icra #ICRA2023 #AcademicTwitter
🙏Please retweet if useful!
Video:
#QUT @QUTRobotics @sourav_garg_ @TobiasRobotics @Stephen_Hausler
@ieee_ras_icra #ICRA2023 #AcademicTwitter
1) Know what type of paper you're writing: a) a robot doing better at some well known task or b) a completely new and novel task / application / area.
For a) Show your delta over previous contributions, theoretically and/or practically
For b) Sell the relevance to robotics
For a) Show your delta over previous contributions, theoretically and/or practically
For b) Sell the relevance to robotics
2) Know your context: demonstrate a detailed and nuanced understanding of the application context in which your research is situated: the more specific and up-to-date, the better
#MintPlainFacts | India’s economy appears to have faced hiccups in its recovery trajectory in September as global supply constraints and an upbeat domestic mood resulted in divergent trends.
Read here: livemint.com/economy/indias…
Read here: livemint.com/economy/indias…
#MintPremium | The deterioration was driven by the consumption segment, even as the ease of living segment remained worrisome. In August, the tracker had reported its best performance in five months, with just seven indicators in red.
livemint.com/economy/indias…
livemint.com/economy/indias…
In a report on 21 October, credit rating agency #ICRA noted that India's recovery had continued into the September quarter as the second covid-19 wave subsided, but turned “multi-speed".
livemint.com/economy/indias…
livemint.com/economy/indias…
When will PPFAS will launch a new scheme?
Only if, PPFAS is excited about putting their own money & can add value to investors
Right now, there is no plan to cut any more expense ratio.
#PPFAS
#NewFundoffer? nops
Only if, PPFAS is excited about putting their own money & can add value to investors
Right now, there is no plan to cut any more expense ratio.
#PPFAS
#NewFundoffer? nops
#RBIPolicy at 12pm today,is likely to keep status quo on #REPO rate, which was last lowered by 40bps in May 2020,to 4%
In 2020,REPO cut by a total of 115bps
In 2019 REPO cut by 135bps
What may weigh on #MPC's mind is #Inflation,which was 6.09% in June 2020 Vs 5.84%,in March'20
In 2020,REPO cut by a total of 115bps
In 2019 REPO cut by 135bps
What may weigh on #MPC's mind is #Inflation,which was 6.09% in June 2020 Vs 5.84%,in March'20
Some like #ICRA predicting 25bps REPO cut,saying #RBI may want to be ahead of the curve,despite build up of inflationary pressures
Well,10 Yr #BondYield was 5.83% y'day
Today 10 Yr@5.84%--Bond markets are clearly not expecting rate cut
#REPO at 4%,is already lowest in 20yrs
Well,10 Yr #BondYield was 5.83% y'day
Today 10 Yr@5.84%--Bond markets are clearly not expecting rate cut
#REPO at 4%,is already lowest in 20yrs
As expected, #RBIPolicy leaves #REPO& Reverse REPO unchanged
Right thing to do,as further reduction in rates at this stage, would have distorted #YieldCurve
Already,3 month #MCLR of #SBI is 6.65%& 1 yr at 7%
#MonetaryTransmission is happening,so more cuts not needed currently
Right thing to do,as further reduction in rates at this stage, would have distorted #YieldCurve
Already,3 month #MCLR of #SBI is 6.65%& 1 yr at 7%
#MonetaryTransmission is happening,so more cuts not needed currently
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
