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Value Research

YouTube | stock

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Tracked since April 4, 2026

Performance since April 4, 2026

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S&P 500
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Recent Posts

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September 22, 2026

AUM Doubled, Market Share Fell — Here's Why

The creator discusses the AUM growth and market share changes of HSBC following a merger. While AUM doubled, market share initially fell due to distribution partners taking time to adapt to the new entity. However, the creator notes that market share has been growing faster than the industry in the last year, indicating a successful catch-up phase.

1 tracked mentionsNo linked signals detected

August 12, 2026

Quant's Funds Fell Up To 16%, Then Rose Up To 37%. Sandeep Tandon Explains.

The creator discusses Quant Mutual Fund's investment framework, emphasizing timing analytics as a risk mitigation tool. This framework incorporates risk appetite, liquidity, and valuation analytics, aiming to identify inflection points for aggressive bets. The creator highlights their proprietary platform, Quantum mine, and their long-term thesis on market cycles and geopolitical volatility, particularly referencing their forecast for a 2020 market meltdown.

1 tracked mentionsNo linked signals detected

August 3, 2026

PPFAS Flexi Cap Has Gone Quiet Since 2024: Should You Exit or Stay?

The creator discusses the PPFAS Flexi Cap fund, acknowledging its stagnation since late 2024 and its size constraints. Despite this, they do not advise an exit, highlighting the fund's historical valuation discipline and its ability to navigate lean periods, which is seen as a sign of a good fund. The creator also mentions a professor who allocates a significant portion of his portfolio to Parag Parikh funds, reinforcing the idea of sticking with good funds through tough times for long-term rewards.

1 tracked mentionsNo linked signals detected