Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor
The One Percent Show with Vishal Khandelwal
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The Importance of Analyzing the Future of Traninism
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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