The Inquisitive Investor
Raunak Onkar is the research head and co-fund manager at PPFAS Mutual Fund. We talk about the philosophy and process at the fund. We dive deep into the nitty-gritty of idea generation, analysis, portfolio construction, and more. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinquisitiveinvestor.substack.com [https://theinquisitiveinvestor.substack.com?utm_medium=podcast&utm_campaign=CTA_1]
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