Raunak Onkar speaks about the trends in e-commerce, changing nature of the retail business & the importance of package delivery businesses.
Some Corrections: It was mentioned during the presentation that US population is 400 million plus, it’s in fact close to 300 million.
United Parcel Service’s corporate motto was mentioned as “Constructive Optimization”, it’s in fact “Constructive Dissatisfaction”.
Raunak tracks the Technology, Pharma & Media sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations he has covered diverse topics from Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to the presentations which make them engaging & provide lots of resources for further research.
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