Rukun Tarachandani
@rukunaditya
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Views are personal and not necessarily of my organization
Mumbai
Joined February 2010
Had an Interesting conversation with @ValueResearch on @PPFAS 's Investment Philosophy, Equity market Valuations and our Hybrid Offerings (DAAF/Arbitrage) . Full interview in @ValueResearch Mutual Fund Insight – July 2025. Disclaimer: #PPFAS
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RT @ValueResearch: 7/ In this interview, @rukunaditya, Fund Manager at @PPFAS Mutual Fund, explains why valuations still look stretched, ho….
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Completely agree with this.Especially when using these models/tools for research/search purposes we need to keep in mind that they'll most likely find confirming evidence for the hypothesis given to them.I generally prompt them to find both confirming and disconfirming evidence.
One of my core dislikes of current sota models is that they still agree nearly all of the time with you. You need to be careful what to tell them to not steer them into one direction. It really is a very junior dev that will just do what you say.
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RT @Kpaxs: Study your wins with the same critical eye you apply to your losses. Stay hungry, avoid complacency.
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RT @SteveStuWill: This is a black-and-white photo; only the lines have color. 😲. Great illustration of a general truth: Your perceptual sys….
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Attracting and Retaining the best human talent is one of the least appreciated competitive advantages of organizations!.
Simplest way to think of Huawei is that it has first pick (de facto monopsony) on elite STEM talent from the largest pool of STEM talent in the world and a culture and organizational & incentive structure that can efficiently re-allocate its R&D workforce to new product.
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RT @kejca: "I spend more time looking at balance sheets than income statements," says Buffett. It's harder to play games with numbers on th….
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A packed audience for this month’s FOF, where Fund Manager @raj_mehta89 is giving us a comprehensive overview of the Indian Stationery and Art Materials industry!. @PPFAS FOF
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RT @alejandroll10: 🔥 New paper! We show GPT‑4o can perfectly recall tons of econ & market data inside its training window—so those glossy “….
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RT @SchrodingrsBrat: Before jumping into a very competitive game I think you should look at the winners of that game and decide if you want….
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"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." .- Mark Twain.
If I had to pick one quality in an investor I'm giving money to it would have to be humility. cc.
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RT @PPFAS: During last month's Financial Opportunities Forum, Fund Manager @rukunaditya explored how the business model of U.S. homebuilder….
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Very Interesting Paper: Index fund investors may be losing out due to how indices rebalance. Indices mechanically buy when firms sell shares and sell when firms buy back—leading to adverse selection costs.
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RT @oraunak: Fund Manager @rukunaditya talks about how real estate developers have chosen an asset light approach & shares his observations….
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Lovely paper showing how algorithms dramatically improve decision-making in criminal justice, healthcare & education. "Human judgment is typically such a low bar that it is easy for algorithms to soar over it." 🤐.
nber.org
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