Author: Raunak Onkar Page 3 of 8

Raunak Onkar heads the Research department at PPFAS Mutual Fund. He started his career at PPFAS as part of his internship during MBA.

He holds an MMS (Finance) degree from the University of Mumbai.

My Book of the Year – 2017

By Raunak Onkar

On December 4, 2017

In Investing

“Reason is a slave of the passions.”

– David Hume.

The most amazing advantage of reading books is that from time to time we get an opportunity to be blown away by an idea or an approach towards a topic. We see this being mentioned again & again. Like Buffett being influenced by “The Intelligent Investor” or Tim Cook being moved by “Competing Against Time” or the famous Jeff Bezos’ Reading list & so on.

The beauty of being influenced by books is that it can be never ending. It leads to opening up of more unexpected avenues of learning, about ourselves & the world.

Productivity Tools for Investors #4

By Raunak Onkar

On November 21, 2017

In Investing, Productivity

Go here for #1, #2 & #3

Note taking has evolved quite significantly in the recent past. With the introduction of the iPad Pro & Microsoft Surface tablet series, we have a whole new range of productivity tools at our disposal.

But why do we need it? What’s wrong with just pen & paper?

The problem with handwritten notes…

Tu Tera Dekh…

By Raunak Onkar

On October 18, 2017

In Investing, Warren Buffet

A lot has been said about cloning in investing but a lot is left unsaid. Cloning is interesting because it exposes us to new investment ideas. Cloning becomes dangerous when we use it to clone someone’s process.

What is Real?

By Raunak Onkar

On August 30, 2017

In Behavioral Finance, Investing

In the film The Matrix, Morpheus asks Neo after he unplugs Neo from the Matrix,

What is real? How do you define Real?

I think in the age of never ending stimuli that’s perhaps the most relevant question we can ask ourselves. There is an often misrepresented quote –

Ignorance is bliss.

The Narrative Problem of The Indian IT Industry

By Raunak Onkar

On July 21, 2017

In Investing

I believe that no one, no matter how well informed, has a monopoly on narratives and that is reasonable for sensible, well informed people to disagree about the value of a company.

– Narrative & Numbers by Prof. Aswath Damodaran

Our ability to think about something is based on thoughts, which can be either visual or verbal. In his book, Prof. Damodaran tries to capture the process of looking at narratives & numbers like a Right Brain / Left Brain approach to understand valuation.