S Naren on Finding the Right Stocks to Own | Investor Hour
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- Опубликовано: 27 авг 2024
- Get free access to our latest research idea instantly. Visit: www.eqtm.in/i7D9C
Sankaran Naren has seen it all...right from the heady IPOs of the 1970s.
Along the way he has learnt from his mistakes and combined that with teachings of gurus like Warren Buffett and Howard Marks to evolve his own unique approach to stock picking.
He even has an acronym for it - TED. In our conversation we talk about Naren’s focus on buying what is “bombed out” and exiting what’s loved a lot...and how it has worked wonders.
Finally, we talk about Naren’s investment case for India.
#Investorhour #Snaren #Investing
Guest: Sankaran Naren, CIO, ICICI Prudential AMC
Host: Rahul Goel, CEO, Equitymaster
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Heard the entire video because it was Mr. S. Naren, the man who is a genius. Thanks for arranging this interview Rahul 👍
Hey thanks. Glad you found it engaging enough to watch the entire episode!
My favourite program in equity master channel is this Investor Hour interview 👍
hey thanks, karthikeyan. glad you like the investor hour podcast! 🙏
Great nuggets of wisdom from Naren sir.. he's one of my all time favourite fund manager who has a lot of common sense in doing what he does
Excellent interview...I am an admirer of Naren👍
Glad you liked it!
Great insights, especially liked the TED model. 😊
Thank you team for sharing this.
Glad you enjoyed it!
Mercedes buyer do not ask how much average it gives. Different asset classes have different reason to buy and safety factor. So asset allocation is important.
Indeed TED sir
great insights on value investing by Mr Naren....thanks
Glad you liked it
Awesome e. Master🤞🤞
Excellent explain of market.
🙏 had already started looking at chart before acting on EQM recommendation. This was following too many cases of price falling after purchasing at recommended level.
Investing psychology best explained
More insights thanks .
Nice interview Mr Naren Sir.
Good interview full of experience of a great Trustee of investors.
Glad you liked it!
So engaging..
So good time to but IT stocks
Wonderful interview with Naren sir ...WE ARE LEARNED SOMANY GOOD THINGS &thank you very much for this interview BY EQUITY MASTER TEAM
Thank you for the feedback!
46:00 onwards on asset allocation
🙏
Invest in gold coin instead of bitcoin 😎
ted
thinking execution decision making
TED
One must spend time in thinking properly
spend time on decision making and spend time on execution
White shirt interviewer is highly theoretical who it seems loves to read self help books on diy investment and business magazines
hey siddhartha, the questions were theoretical? let me review this episode again. hopefully will do better next time. do watch the upcoming videos and share feedback.