The One Percent Show with Vishal Khandelwal cover image

Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor

The One Percent Show with Vishal Khandelwal

CHAPTER

How to Change Your Mind When the Facts Change

The idea of changing your mind which is one of the most difficult things for most investors to do and especially when you're managing such high amounts of money right in in institutions. I would say finally the basic principle is that there is an intrinsic value which itself is not a fixed number and then there is a market price. Then you try to have a vintage based on this gap and both and then you know you should be able to get the quantum that you require, he said.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner