Secrets of Value Investing: Raunak Onkar on PPFAS Strategies, Stock Picks & Lessons from Buffett!

Discover the fascinating journey of Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, as he shares his insights on value investing, portfolio management, and the philosophy that drives the Parag Parikh Flexicap Fund and ELSS Fund. Learn about the principles inspired by Warren Buffett and Benjamin Graham, how PPFAS navigates market cycles, and Raunak's strategies for stock selection, cash management, and spotting emerging leaders. Whether you're a seasoned investor or a beginner, this interview is packed with actionable takeaways to sharpen your investment strategy! @ppfasmf ? Key Topics Covered: - Raunak Onkar's unconventional path to investing - Core principles of value investing and portfolio construction - How PPFAS maintains focus on quality stocks despite fund size - Lessons from Parag Parikh & Rajeev Thakkar - Sectors, stock picks, and global vs. Indian market opportunities - Tips for beginners on portfolio allocation and risk management Timestamps: 00:06 Open 00:37 What sparked your interest in equity investing? 06:19 During the 2008 Global Financial Crisis, you wrote a blog that led to your internship at PPFAS PMS. Can you share how that opportunity came about? 08:38 What are some of the most valuable lessons you've learned from Parag Parikh and Rajeev Thakkar? 10:58 PPFAS has a reputation for deep research. How does that focus influence your portfolio construction? 13:58 How would you describe your personal investment philosophy? 18:06 Has the PPFAS Flexicap fund's core strategy remained unchanged despite expanding to 63 stocks, as the top 15 still make up 60% of the portfolio? 19:23 With recent market corrections, do you see compelling opportunities for PPFAS Flexicap and ELSS funds to deploy cash, and which areas look most attractive? 20:23 Given the Parag Parikh Flexicap Fund's scale, is the ELSS Fund a better long-term choice, or can the flexicap fund sustain its performance despite its size? 22:50 What are the non-negotiable qualities a company must have to make it into your portfolio? 28:59 How do you identify emerging leaders? Are there any specific qualitative or quantitative signals you look for? 32:03 While investors focus on industry leaders, what are some common pitfalls or factors they tend to overlook? 34:54 Industry leaders often come with a valuation premium. Do you think all leaders justify such a premium? How do you assess if the premium is fair or if there's a mismatch? 37:17 What is your process for valuing a company? Which factors do you prioritise, and do you have a preferred method? 39:03 Will this phase of market consolidation continue? What could trigger a recovery? 41:47 During this correction, which sectors or companies have started looking attractive? Are there any that still seem overvalued? 43:36 What basic rules would you suggest to help beginners get portfolio allocation right? 45:48 Close Don't miss this deep dive into the thought process of one of India's leading fund managers! ? Watch now and level up your investing game. ? ????? ????? ???????? ? Welcome to Value Research, your go-to source for insightful investment guidance and financial planning. With over three decades of experience, we empower savers to make informed decisions through independent research, fund ratings, stock analyses, and mutual fund insights. Trusted by individual investors and industry leaders alike, our channel provides expert answers to common queries about mutual funds, stocks, tax-saving strategies, and more. Join us for in-depth analyses, practical advice, and top-tier investment recommendations to achieve your financial goals and secure your financial freedom. ✨ ???? ????? ???????? ✨ https://www.youtube.com/channel/UCcYn9RpMAuYtO_uzGgtZJUQ ? Subscribe to our हिंदी YouTube channel, Dhanak -- https://www.youtube.com/@Dhanak_valueresearch ? Subscribe to our newsletter ?: https://bit.ly/3GW0HGe ? ? Subscribe to our YouTube channel: https://www.youtube.com/@valueresearchvideo ? ? Subscribe to our monthly magazines ?: https://bit.ly/3DWgAdS ? Subscribe to Value Research Fund Advisor: https://advisor.valueresearchonline.com/fund-advisor/subscribe/ ? Subscribe to Value Research Stock Advisor: https://www.valueresearchstocks.com/landing/ ? ?????? ?? ?? ????? ?????? ????? ?: ➤ Website: https://www.valueresearchonline.com ➤ X: https://x.com/ValueResearch ➤ Facebook: https://www.facebook.com/ValueResearch ➤ Instagram: https://www.instagram.com/valueresearch/ ➤ Spotify: https://open.spotify.com/show/5da8Mxc4mCkZljThKy8J7H #valueinvesting #RaunakOnkar #PPFAS #PPFASMutualFund #paragparikhflexicapfund #stockmarket #investmentstrategy #mutualfunds #portfoliomanagement #warrenbuffett #benjamingraham #indianmarkets #financialplanning #elss #investingtips #valueresearch Thanks for Watching - Secrets of Value Investing: Raunak Onkar on PPFAS Strategies, Stock Picks & Lessons from Buffett!