Raunak Onkar Profile picture
Research & Investment Management @PPFAS Mutual Fund. Disclaimer: All tweets are my own views and don't reflect the views of PPFAS
Nov 15, 2021 9 tweets 5 min read
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

ifr.org - International Federation of Robotics is a goldmine of data on application of robotics in different industries & across different countries.

There's a lot of historical context to industrial automation which is captured in the long term IFR reports.
Jul 3, 2021 16 tweets 8 min read
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... 2 - This is the path I chose to take while understanding the sector & its delicately balanced global supply chain of key technologies, manufacturers, vendors & customers.
May 18, 2020 19 tweets 6 min read
What a show! Truly outstanding.
"The Game within The Game..."

The Last Dance - netflix.com/title/81002664/

This show has been my exercise companion for a month, re-ran episodes, youtube clips from old games. Still don't understand basketball much, but the 'Inner Game'!!! 🙏🏾 Some books I'd loved about the 'inner game'

(1) The Inner Game of Tennis: The Ultimate Guide to the Mental Side of Peak Performance

Thanks @arpitranka for this one
amazon.in/dp/B00OTU5K4I/