00:00 - PPFAS Team Intro
05:06 - PPFAS Ad Campaigns
09:14 - Introduction by Neil Parag Parikh (start here)
32:30 - Presentation by Rajeev Thakkar
56:14 - Q&A Session with Neil Borate
1:28:31 Fan favorite ITC
1:29:51 Coal India
1:35:25 EID Parry
1:36:24 HDFC Bank
1:38:41 Meta, Google, Microsoft, Amazon & High Capex for AI
1:41:25 Kotak Bank
1:43:10 Wipro
1:44:49 Pharma Sector
1:45:48 Tax Saver Fund (ELSS) vs Flexi Cap Fund
1:47:45 Long-Term bonds in PPDAAF
1:49:03 Bonds allocation in PPDAAF Portfolio
1:51:18 Coal India and Power Grid
1:52:44 Bajaj Holdings
1:53:16 Experiment of Long-dated Options
1:55:16 Accelya Solutions
1:56:59 NVIDIA
1:58:54 NMDC
2:00:13 Maruti Suzuki
2:01:55 Succession Plan for PPFAS
2:05:07 Open-ended Funds VS Close-ended Funds
2:06:50 When is the IPO coming?
2:08:40 Live Q&A Session

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