Raunak Onkar - Co-Fund Manager & the Research Head at PPFAS Mutual Fund

<p>My guest for today is <a href="https://www.linkedin.com/in/raunakonkar/">Raunak Onkar</a><strong>. </strong>Raunak is a Co-Fund Manager &amp; the Research Head at <a href="https://amc.ppfas.com/">PPFAS Mutual Fund</a>. After a Bachelors in IT &amp; 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 &amp; sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on <a href="https://ppfasfof.com/"><u>Youtube</u> (<u>https://ppfasfof.com/</u>)</a>.&nbsp;</p> <p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> 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</p> <p>Show notes:</p> <p>0:00 - Intro</p> <p>1:29 - Raunak’s Journey with PPFAS</p> <p>3:30 - PPFAS’s investing ideology</p> <p>5:20 - Relevance of valuation and P/E multiple</p> <p>10:04 - How can one build conviction in their investing strategy?</p> <p>14:09 - Understanding “modern monopolies” and “moats”</p> <p>18:25 - Navigating through the information overload</p> <p>24:43 - Raunak’s views on behavioural investing and biases</p> <p>31:30 - Why should one invest in global equities?</p> <p>33:20 - How can a retail investor invest internationally?</p> <p>34:30 - Learnings from analysing international equities</p> <p>37:29 - Raunak’s outlook for Indian markets</p> <p>40:44 - PPFAS’s notification on increasing exposure to smallcaps</p> <p>41:38 - PPFAS’s risk management strategy</p> <p>44:06 - The battle of Capex heavy v/s Platform businesses</p> <p>46:40 - How does Raunak learn from literature and movies?</p> <p>51:11 - How to journal your thoughts optimally?</p> <p>52:46 - Reading books effectively and quickly</p> <p>55:10 - An investing stereotype Raunak wants you to break</p> <p>57:31 - Who does Raunak look up t