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Rajkumar Singhal에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rajkumar Singhal 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Raunak Onkar - Co-Fund Manager & the Research Head at PPFAS Mutual Fund

1:02:39
 
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Manage episode 297109788 series 2918101
Rajkumar Singhal에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rajkumar Singhal 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

My guest for today is Raunak Onkar. Raunak is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund. After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on Youtube (https://ppfasfof.com/).

This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you

Show notes:

0:00 - Intro

1:29 - Raunak’s Journey with PPFAS

3:30 - PPFAS’s investing ideology

5:20 - Relevance of valuation and P/E multiple

10:04 - How can one build conviction in their investing strategy?

14:09 - Understanding “modern monopolies” and “moats”

18:25 - Navigating through the information overload

24:43 - Raunak’s views on behavioural investing and biases

31:30 - Why should one invest in global equities?

33:20 - How can a retail investor invest internationally?

34:30 - Learnings from analysing international equities

37:29 - Raunak’s outlook for Indian markets

40:44 - PPFAS’s notification on increasing exposure to smallcaps

41:38 - PPFAS’s risk management strategy

44:06 - The battle of Capex heavy v/s Platform businesses

46:40 - How does Raunak learn from literature and movies?

51:11 - How to journal your thoughts optimally?

52:46 - Reading books effectively and quickly

55:10 - An investing stereotype Raunak wants you to break

57:31 - Who does Raunak look up to?

59:45 - Raunak’s advice to his 20yr old self

References

Thinking fast & slow

On Life & work of Daniel Kahneman & Amos Tversky - Undoing Project

Gerd Gigerenzer's books

Gut Feeling

Risk Savvy

Good video presentation on key concepts of Gerd's work - CFA Institute Video

Film about honing our heuristic ability - Sully
Deep Work by Cal Newport

Calling Bullshit - the book

Calling Bullshit - the course (also available on Youtube)
Investment Checklist by Michael Shern - The Book
Mathew Walker - Why we sleep - The Book

  continue reading

28 에피소드

Artwork
icon공유
 
Manage episode 297109788 series 2918101
Rajkumar Singhal에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rajkumar Singhal 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

My guest for today is Raunak Onkar. Raunak is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund. After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on Youtube (https://ppfasfof.com/).

This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you

Show notes:

0:00 - Intro

1:29 - Raunak’s Journey with PPFAS

3:30 - PPFAS’s investing ideology

5:20 - Relevance of valuation and P/E multiple

10:04 - How can one build conviction in their investing strategy?

14:09 - Understanding “modern monopolies” and “moats”

18:25 - Navigating through the information overload

24:43 - Raunak’s views on behavioural investing and biases

31:30 - Why should one invest in global equities?

33:20 - How can a retail investor invest internationally?

34:30 - Learnings from analysing international equities

37:29 - Raunak’s outlook for Indian markets

40:44 - PPFAS’s notification on increasing exposure to smallcaps

41:38 - PPFAS’s risk management strategy

44:06 - The battle of Capex heavy v/s Platform businesses

46:40 - How does Raunak learn from literature and movies?

51:11 - How to journal your thoughts optimally?

52:46 - Reading books effectively and quickly

55:10 - An investing stereotype Raunak wants you to break

57:31 - Who does Raunak look up to?

59:45 - Raunak’s advice to his 20yr old self

References

Thinking fast & slow

On Life & work of Daniel Kahneman & Amos Tversky - Undoing Project

Gerd Gigerenzer's books

Gut Feeling

Risk Savvy

Good video presentation on key concepts of Gerd's work - CFA Institute Video

Film about honing our heuristic ability - Sully
Deep Work by Cal Newport

Calling Bullshit - the book

Calling Bullshit - the course (also available on Youtube)
Investment Checklist by Michael Shern - The Book
Mathew Walker - Why we sleep - The Book

  continue reading

28 에피소드

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