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Raunak Onkar
@oraunak
Kit Kat Connoisseur 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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  • user avatar
    Raunak Onkar
    @oraunak
    Feb 8, 2019
    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
  • user avatar
    Raunak Onkar
    @oraunak
    Dec 11, 2024
    Jam packed today for a talk by @RajeevThakkar on Blitzscaling 2.0 - The SoftBank Protocol @PPFAS FOF Coming soon on the @PPFAS YouTube Channel
    27K
  • user avatar
    Raunak Onkar
    @oraunak
    Jul 3, 2021
    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...
  • user avatar
    Raunak Onkar
    @oraunak
    Jul 24, 2025
    At July @PPFAS FOF, Prithvinath Reddy - AVP Research talks at length about the Business model of General Insurance & updates about the Insurance Sector. The video will be uploaded soon on the PPFAS Youtube Channel.
    26K
  • user avatar
    Raunak Onkar
    @oraunak
    Jul 31, 2023
    "Ironically, the urge to do something extraordinary, makes people follow the crowd." 😃 Wonderful presentation by @EASundaram @FLAMEUniversity The Power of the Ordinary
    44K
  • user avatar
    Raunak Onkar
    @oraunak
    Dec 23, 2022
    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.
    92K
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    Raunak Onkar
    @oraunak
    Sep 2, 2024
    If you're studying Energy Transition, mining is an interesting topic to study as well. These two books were interesting to learn about the complexity of mining Lithium, Copper & Rare Earths. @ErnestScheyder @GuillaumePitron
    31K
  • user avatar
    Raunak Onkar
    @oraunak
    May 16, 2022
    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.
  • user avatar
    Raunak Onkar
    @oraunak
    Nov 3, 2017
    I’ve tried to summarise the #Pharma sector in this talk. I’ll highly appreciate any critical feedback. Thank you. youtu.be/4-vmgiWcbTw
  • user avatar
    Raunak Onkar
    @oraunak
    Mar 2, 2020
    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?
  • user avatar
    Raunak Onkar
    @oraunak
    Nov 15, 2021
    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
  • user avatar
    Raunak Onkar
    @oraunak
    Sep 4, 2019
    Joys of being stuck at the office. Haunting the library 👻 @PPFAS
  • user avatar
    Raunak Onkar
    @oraunak
    Apr 1, 2019
    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 amazon.in/dp/039918435X/…
  • user avatar
    Raunak Onkar
    @oraunak
    Sep 9, 2023
    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.
    37K