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Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor
The One Percent Show with Vishal Khandelwal
The Importance of Analyzing the Future of Traninism
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When pharma became contrarian it became very easy to look at the company. We all knew that we were all dependent on medicine and healthcare so I would say that it is pretty easy but you will have to apply some filters and keep thinking whether it will become a value trap, he says.
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