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Raunak Onkar Profile
Raunak Onkar

@oraunak

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Research & Investment Management @PPFAS Mutual Fund. Disclaimer: All tweets are my own views and not of PPFAS. IG & Threadsapp: oraunak

Joined July 2009
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@oraunak
Raunak Onkar
5 years
What're some of the interesting documentaries you've seen on @NetflixIndia ? Me: Lo & Behold Into the Inferno Senna Voyeur Alphago Jiro Dreams of Sushi Nobody Speak Defiant Ones The 100 years show Abstract Dirty Money Tales by Light Wild Wild Country True Cost Betting on Zero
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@oraunak
Raunak Onkar
3 years
Spoke about The Global Semiconductor Industry #ppfasfof helping myself understand how the industry works. Video will be out soon @PPFAS Youtube Channel Of course, had a lot of help from various sources. Here's a 16-part thread about that journey...
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@oraunak
Raunak Onkar
1 year
When I started tracking the IT sector 10+ years ago, the only meaningful historical sector narrative I could get was from the company filings, other senior analysts & people who had worked in IT. My IT grad helped in having some tech context but the business context felt lacking.
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@oraunak
Raunak Onkar
2 years
This was a coming of age presentation for me 😆😅 From a gamer to studying gaming businesses. I don't get much time to play video games these days but @PPFAS FOF gave the perfect opportunity to learn about how The Gaming Industry works.
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@oraunak
Raunak Onkar
4 years
What's the capacity utilisation of this local train? - 100%? - 110%? - Don't worry, it's upper body day. - Get off social media & stand properly?
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@oraunak
Raunak Onkar
5 years
Joys of being stuck at the office. Haunting the library 👻 @PPFAS
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@oraunak
Raunak Onkar
2 years
Studied the exciting field of Industrial Automation @PPFAS FOF Several sources helped me to appreciate how complex this topic actually is. Spans across micro / macro economics, engineering, design, anthropology, history, politics, sociology & much more
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@oraunak
Raunak Onkar
5 years
We think we know more than we actually do because of the collective knowledge we've come to rely upon. 😊 What an exceptional book! Worth several re-reads. The Knowledge Illusion: Why We Never Think Alone by Steven Sloman with Philip Fernbach
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@oraunak
Raunak Onkar
8 months
Accidentally played this video but found it simple & profound. Not sure what it’s called but doing a lot of these daily activities always made me “feel” happier, than when I didn’t do them. Maybe it doesn’t need a label to incl in our daily routine.
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@oraunak
Raunak Onkar
4 months
Cal Newport's writing has helped me pick up good learning habits. This episode speaks of training the mind for thinking, especially if you struggle with paying attention to long form content. (ignore the ridiculous title, podcast title is "How to Think")
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@oraunak
Raunak Onkar
4 months
Perhaps one of the best books I read this year. The idea of range is nuanced, not an excuse to get distracted. The idea that breadth of experience with purposeful depth can lead to learning across multiple domains is pretty phenomenal. An ode to wandering 😁 @DavidEpstein
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@oraunak
Raunak Onkar
5 years
Such a remarkable view from @PPFAS office! A beautiful clear day. Maybe because it's the beginning of the new financial year 😉
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@oraunak
Raunak Onkar
5 months
. @PPFAS FM’s running HM’s 😁 It was lovely to run the Indian Navy Half Marathon today with @raj_mehta89
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@oraunak
Raunak Onkar
10 days
Anytime you feel like driving near a tall, heavy vehicle, imagine that driver’s blind spot. It’s far bigger than we imagine from our point of view. Maintain distance.
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@oraunak
Raunak Onkar
1 year
With a mountain of learning material on how others invest, is it truly worthwhile to keep learning from others while continuously looking inwards at how we are developing ourselves? @PPFAS
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@oraunak
Raunak Onkar
3 years
Presented @PPFAS FOF recently on The API Economy (Tech API's, not Pharma API's 🙂) & the opportunity in IT Services. Video will be uploaded soon, stay tuned to
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@oraunak
Raunak Onkar
6 years
“Only the disciplined ones in life are free. If you are undisciplined, you are a slave to your moods and your passions.” Thanks ⁦ @vatsalmgupta
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@oraunak
Raunak Onkar
8 months
Why bother reading about AI when the field itself is changing so fast & we can easily ask Chatgpt/Bard to explain AI to us? When @FLAMEUniversity gave an opportunity to deep dive into this topic I referred to these books to learn about AI, the old school way. Short thread 1/10
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@oraunak
Raunak Onkar
5 years
If you have 3 hrs, listen to this twice.
@patrick_oshag
Patrick OShaughnessy
5 years
One of the most broadly interesting podcast conversations that I've had, with @eugenewei - Dr. Dre / Jimmy Iovine - Invisible asymptotes - Why new social networks need "proof of work" - media and tech in the future Trust me, just listen!
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@oraunak
Raunak Onkar
4 years
Spent a chunk of 2019 re-reading some books & had a (obvious) realisation that when I read them the first time, I could 'only' understand what I was capable of understanding at that time. So much understanding might be dependent on just having enough experience to process it.
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@oraunak
Raunak Onkar
6 years
Dear @Bajaj_Finance Company. Thank you for reading my tweet. You've a disgruntled customer. To engage with the customer, please press 1. (I've employed my own Bot to keep tweeting to @Bajaj_Finance @Bajaj_Finserv till they stop spam calling me)
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@oraunak
Raunak Onkar
5 years
A really good conference on financial fraud. Good videos and nuanced discussions. I wish @BerkeleyLaw would upload the videos for the first edition from last year. Thank you for uploading the 2019 videos 😊
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@oraunak
Raunak Onkar
5 years
Does this picture speak louder than words? 😁
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@oraunak
Raunak Onkar
6 years
Amazing documentaries / interviews on the whole non-linearity of Process -> Efforts -> Luck -> Outcome path that people take, fuelled by serendipity & survivorship bias.
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@oraunak
Raunak Onkar
5 years
If you want to elevate your ability to research, invest & think about investing in businesses you must attend @Sanjay__Bakshi & @NeerajMarathe ‘s courses @FLAMEUniversity
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@oraunak
Raunak Onkar
2 years
Experienced peak F.U.D. - Fear Uncertainty Doubt - while working on this presentation on the Cybersecurity / Infosec Industry @PPFAS It's a big market, getting bigger as cyber threats become more innovative, more powerful & more expensive to ignore.
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@oraunak
Raunak Onkar
23 days
You are what you do often. Margin of Safety has been the most important concept I've learned from Investing. It's so widely applicable in life that I could naturally adopt it while driving. Here's how investing taught me to enjoy driving.
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@oraunak
Raunak Onkar
4 years
The lockdown may have forced productivity upon us. I'm using mine to learn the Game of Bridge, with my friends. We have an excellent teacher whose explanations often remind me a lot of how we think while Investing. Here's to the Games We Play. @PPFAS
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@oraunak
Raunak Onkar
8 months
"The problem with patience & discipline is that it requires both of them to develop each of them" - Thomas Sterner. For students of Eastern Philosophy this is an intuitive & obvious insight. It is wonderfully explained in this book. The Practicing Mind
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@oraunak
Raunak Onkar
5 years
@Sanjay__Bakshi @NeerajMarathe @FLAMEUniversity Attaching my Slides with notes for those who attended @NeerajMarathe 's course @FLAMEUniversity . It was a pleasure to be able to discuss such an abstract topic which I still struggle to articulate. @PPFAS
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@oraunak
Raunak Onkar
5 years
“Death destroys a man, but the idea of Death saves him.” - E. M. Forster "Decline is inevitable, and it occurs earlier than almost any of us wants to believe. But misery is not inevitable." Fantastic article @TheAtlantic
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@oraunak
Raunak Onkar
8 months
A very good documentary if you’re curious about space exploration. Best 1Hr spent 😊 A great example of efforts taken for scientific discovery & also project management. $10 bn budget & 30 yrs of execution. Unknown: Cosmic Time Machine @NetflixIndia
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@oraunak
Raunak Onkar
4 years
Why public transport rocks: In the past 45 days I commuted 4,860 kms to & from work. If I travelled this distance by car @ avg 20 km/hr in peak traffic I'd have spent 10 days commuting But I took the local train @Central_Railway which meant 4 days of commuting at avg 50 km/hr
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@oraunak
Raunak Onkar
4 years
What a show! Truly outstanding. "The Game within The Game..." The Last Dance - This show has been my exercise companion for a month, re-ran episodes, youtube clips from old games. Still don't understand basketball much, but the 'Inner Game'!!! 🙏🏾
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@oraunak
Raunak Onkar
5 years
Superb episode on Ponzi schemes. @amitvarma @kaul_vivek
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@oraunak
Raunak Onkar
5 years
Probably the best playlist if anyone wants to watch a visual guide to the First Industrial Revolution. Detailed, yet very easy to understand. We take so much of it for granted. Would've loved to have Mark Williams as my history teacher in school.
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@oraunak
Raunak Onkar
5 years
The video is out. Rajeev Thakkar on Debt Investing and more. Don't miss the interesting Q&A. @PPFAS
@oraunak
Raunak Onkar
5 years
Rajeev Thakkar speaking about the nuances of Debt Investing at a jam packed FOF session today. Video will be out shortly @PPFAS YouTube channel: To know more about FOF:
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@oraunak
Raunak Onkar
6 years
Breathtaking journey of a container ship across oceans. A 30 Days Timelapse at Sea.
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@oraunak
Raunak Onkar
3 years
We're looking to add a Research Analyst @PPFAS who can help us track & learn more about the Global IT Services Sector If you're interested & have the experience, please fill the form available at this link under "Analyst - IT Sector". Thank you.
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@oraunak
Raunak Onkar
4 years
Superb presentation by Rajeev, yesterday at FOF. A practical approach to look at the investing process. Video will be uploaded soon on @PPFAS YouTube channel. More about FOF here:
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@oraunak
Raunak Onkar
4 months
Michael Schur has a phenomenal track record of work but his best work so far has been to help us answer the question - “What’s the point of being a good person?”
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@oraunak
Raunak Onkar
5 years
Wonderful & surprisingly easy to understand lecture about the (mis) understanding of exponential growth in most things in life. It has the ability to be funny and grim at the same time 😊
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@oraunak
Raunak Onkar
4 years
"History of India can be narrated thru the history of Indian Banking" Wonderful podcast episode, nice bits of history and fascinating entrepreneurial journey of Indian Banks until the nationalisation. @ThinkPragati @mostlyeconomics @IVMPodcasts
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@oraunak
Raunak Onkar
6 months
Not sure if you guys @mihir_patki @ankushd14 read this book but apart from a very interesting treatment to the topic of exercise it’s also quite hilarious. Exercised by Prof Daniel Lieberman
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@oraunak
Raunak Onkar
3 years
So many fundamental analysis tools keep getting better. TIKR started a global equity screener.
@theTIKR
TIKR
3 years
BIG NEWS: 1) We are launching our global equity screener today! 2) Anyone can sign up for TIKR's free beta with this link: In this thread, we talk about TIKR's mission, how the screener works, and more. Thank you everyone for your support!
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@oraunak
Raunak Onkar
7 years
If you lost a lot of paper wealth in the past few days, watch this Howard Marks video. Imagine losing 26% in a day 😊
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@oraunak
Raunak Onkar
4 years
Would you watch a series that depicts one city thru the eyes of its diff public institutions? 1 The Police & the drug trade 2 The Port 3 The City Govt 4 The Education System 5 The Local Print News Media What an amazing concept for a show! The Wire:
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@oraunak
Raunak Onkar
4 years
At @PPFAS FoF today, @raj_mehta89 speaks about the Jewellery Business during a presentation on Titan vs Tiffany's. (Video will be uploaded in a week)
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@oraunak
Raunak Onkar
5 years
Inspired by the book Risk Savvy by Gerd Gigerenzer Book: We will be screening this video @PPFAS for our team to learn why "Less is More" when it comes to making decisions under uncertainty & complexity. 🙂 Video:
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@oraunak
Raunak Onkar
2 months
House full for @NeerajMarathe of @BootstartCowork at @PPFAS FOF speaking about understanding the co-working space sector.
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@oraunak
Raunak Onkar
4 years
For anyone curious about logistics and anthropology, this is a very nice study of both from the lens of India's trucking business. Great effort by @rajatub , waiting for someone to turn this into a docu-series. Thanks @SachetanBhat for the recommendation.
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@oraunak
Raunak Onkar
6 years
My attempt to understand the evolving value chain in the Media business. I'll appreciate any critical feedback. (9th Jan, 2018 - FOF) (To know more about FOF - )
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@oraunak
Raunak Onkar
4 years
Thanks @NeerajMarathe for reminding that Knowledge ≠ Understanding. He played this video in his course @FLAMEUniversity about the backwards bicycle. @smartereveryday
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@oraunak
Raunak Onkar
5 years
If you've ever wondered, what is Gravity... You may like these documentaries on Einstein's Theory of General Relativity. 1: @PrimeVideoIN "Einstein and the Theory of Relativity" 2: @NetflixIndia "Inside Einstein's Mind"
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@oraunak
Raunak Onkar
5 years
Fascinating conversation on AI & ML in bio-sciences. People haphazardly talk about using AI & ML, this is a sobering conversation about the limitations of the technology. @a16z "The challenge about programming biology is that we don't know biology."
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@oraunak
Raunak Onkar
5 years
More Sleep + Deep Work feels like rocket fuel in the brain. It's also ironic that the first time I heard of Cal Newport & 'Deep Work' was thru social media 😊
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@oraunak
Raunak Onkar
3 months
Very nice documentary about the history of finance theory & how a bunch of people from Chicago changed the trajectory of investing. This conversation with Errol Morris about the making of this documentary is also quite interesting. Link:
@RationalRemind
Rational Reminder Podcast
4 months
Rational Reminder listeners get exclusive first access to Tune Out the Noise, a documentary directed by Academy Award-winner Errol Morris until January 31. Tune Out The Noise Access URL: Access Code (available until Jan 31): RATIONAL
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@oraunak
Raunak Onkar
6 years
Afternoon reading @ppfas #library 📚
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@oraunak
Raunak Onkar
1 month
Interesting series. Learned a few totally new things.
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@oraunak
Raunak Onkar
3 months
A fantastic book about the discovery of electricity as a major biological phenomenon. A very simple & engaging explanation of a fundamental force of nature. Spark by Prof Timothy Jorgensen
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@oraunak
Raunak Onkar
2 months
Wonderful conversation between @pranaykotas @crmiller1 about the History of Semiconductors in India, our comparative advantage & our aspirations in this sector. Looking fwd to reading the book.
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@oraunak
Raunak Onkar
4 months
Goa Chitra Museum was a surprising find in South Goa. Tucked away in a residential neighbourhood, this private collection showcases Goa’s history thru the daily items used by Goans throughout centuries. Link:
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@oraunak
Raunak Onkar
5 years
Once had a great conversation with an @Uber_India driver in Mumbai, who is pursuing his PhD in social studies about origin of caste system in India. Gave a very good history lesson to me for over an hr, thanks to traffic. Runs an IPS exam coaching biz on the side too. Cool dude.
@darthsierra
S W A R U P
5 years
We alway come to this platform with our grievances with brands. Let's spread some of the positive experiences as well. So that in some ways it gets paid forward. Peace! ✌️
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@oraunak
Raunak Onkar
4 years
For those who haven't read @rorysutherland book, Alchemy (I don't know why anyone wouldn't read it) the entire podcast episode with @EconTalker is a great introduction to many of the ideas covered in detail in the book.
@EconTalker
Russ Roberts
4 years
(86 second audio clip) @rorysutherland explains why economists misunderstand markets—a lot of insight here in a mere 86 seconds
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@oraunak
Raunak Onkar
6 months
Interesting peek behind the evolution of the grocery store. A resilient and incredibly hard business. Joe Coulombe’s early days were quite illuminating. Perhaps the best way to get an education in retail. The secret life of groceries by @BenjaminLorr
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@oraunak
Raunak Onkar
4 years
Been testing this for the past few months. A truly global & very comprehensive tool for equity research @theTIKR Financial data, call transcripts & more. I love their clean UI & constant updates to the main product. You can try this link to access -
@theTIKR
TIKR
4 years
@RaoulGMI We have built a powerful equity research platform with coverage of 50k+ stocks globally. We have data powered by S&P CapitalIQ including 15+ years of financials, estimates, valuation, transcripts, filings, ownership, news. Please shoot us a DM to get access to our free beta!
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@oraunak
Raunak Onkar
10 months
Wonderful sequel to Let’s Talk Money. A good guide if someone wants to understand mutual funds from the very basics. Thank you @monikahalan
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@oraunak
Raunak Onkar
4 years
Investing is not just for the professionals. I think the lack of scale in investing effort in many areas is a limitation & an opportunity for every investor.  My views on building scale in investing especially as an individual investor. @PPFAS
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@oraunak
Raunak Onkar
6 years
After video streaming, it was time to study the Music Streaming Business. In this video I've tried to explain my view on the evolution of Music Streaming, the players involved & who's winning at the moment. @PPFAS
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@oraunak
Raunak Onkar
2 months
Nice documentary about the video game designer Hideo Kojima. Producing video games is perhaps more complex to execute than any other form of entertainment. Software+Story+Gameplay+Music+Artwork+Acting+Distribution+Continuity He’s had a great run.
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@oraunak
Raunak Onkar
5 years
Is there a list somewhere of science books written by scientists who can articulate their research well? ...the likes of J. E. Gordon, Richard Feynman, Stephen Jay Gould, Robert Sapolsky, @DrSidMukherjee @sleepdiplomat @TangledWing
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@oraunak
Raunak Onkar
4 years
The @FLAMEUniversity campus & the Flame Investment Lab courses keep getting better. A great place for learning & reflection.
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@oraunak
Raunak Onkar
5 years
An interesting documentary about being too early & yet so remarkably correct about the future of personal computing technology. General Magic (2018)
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@oraunak
Raunak Onkar
4 years
Giant Leap @business Nice series on the space industry. Ep 1 - Ep 2 - Ep 3 - Ep 4 -
@business
Bloomberg
5 years
In Giant Leap, a Bloomberg Originals series launching on on October 22, learn how the burgeoning space industry may soon trigger a 21st century industrial revolution. WATCH:
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@oraunak
Raunak Onkar
6 years
How using this productivity tool took my note taking to a whole new level, saving time & becoming more effective at gathering and remembering insights. @PPFAS
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@oraunak
Raunak Onkar
3 years
1 - Spoke about IT Services & The API Economy @PPFAS FOF to help me understand the supply chain of Software & how it has helped "Software eat the world" But it led me to an interesting question... Is Software better than Hardware? Here's a thread...
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@oraunak
Raunak Onkar
4 years
Presented @PPFAS FOF recently about "Financial Data as a Service". Learned a lot from @MarcRuby , highly recommend his substack - Net Interest. Some book recommendations in the thread. Video will be uploaded soon. Stay tuned to
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@oraunak
Raunak Onkar
9 months
Superb book by @bcmerchant If one really learns the amount of minerals that need to be unearthed from the ground to make electronics we would try and use them for as long as possible. A good history about one of the greatest consumer electronic products out there.
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@oraunak
Raunak Onkar
1 year
Until I read the Arun Mohan Sukumar's Midnight's Machines, a lot of the business decisions in the Indian tech space in 1960's-70's were a bit hard to relate to. Do check it out for a very good historical context on India's science & tech adoption.
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@oraunak
Raunak Onkar
4 years
Some lessons are best learnt from fiction. #SuccessionHBO is perhaps one of the best business dramas out there. "The future is real, the past is all made up" 👌🏽 Any other good business dramas to watch / read?
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@oraunak
Raunak Onkar
3 months
Very interesting series of conversations between @UnamPillai & @mukeshbansal06 If someone hasn’t enjoyed studying history of India, this might definitely rekindle the interest 😊
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@oraunak
Raunak Onkar
7 months
House full today @PPFAS FOF @rukunaditya
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@oraunak
Raunak Onkar
2 years
Very well made documentary series on the XBOX gaming console. Power On: The Story of Xbox What it took to go from Idea > Product > Market & the fight to dominate the home entertainment industry & much more.
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@oraunak
Raunak Onkar
6 years
A book that forced me to think about Rational Decision Making from the point of view of Morality, Empathy & Compassion, is #MyBookofTheYear2017 . Thanks @paulbloomatyale for articulating it so well. @PPFAS
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@oraunak
Raunak Onkar
1 year
Hans Zimmer live in concert must be something else. One can lose a weekend on youtube just playing thru these. 1 - Interstellar -
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@oraunak
Raunak Onkar
6 years
If you want to read a very well written account of - 1) Insider view of the ad industry 2) How tech giants make money by selling ads 3) Interesting characters & backstories 4) Disruption in the ad agency biz Look no further - Frenemies by Ken Auletta
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@oraunak
Raunak Onkar
3 years
IT Services & The API Economy [video] - The video is out, some of the references & additional resources can be found in this 👇 thread.
@oraunak
Raunak Onkar
3 years
Presented @PPFAS FOF recently on The API Economy (Tech API's, not Pharma API's 🙂) & the opportunity in IT Services. Video will be uploaded soon, stay tuned to
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@oraunak
Raunak Onkar
5 years
Books I love to read create more questions than provide answers 😊 These two books are definitely useful for analysts & investors in Pharma & Chemicals space. @Rosemary100 @KatherineEban
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@oraunak
Raunak Onkar
2 years
Good book if someone wants to quickly refresh our understanding of how money works & how our current economic system has evolved. Money in One Lesson: How it Works and Why by Gavin Jackson
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