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