Balancit of corporate india is the strongest. Most of the companies aren't exposed to that far kind of thing which could come out yono, the thes are out. The balanceut of a banking system is also pretty strong,. And many of the promoters that i meed today, they are sort of the next generation promoters. They're very nowlegicl i think that's where that margin of safety comes in from.
Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Managers. In this episode, Samit talks about success vs happiness, Vedanta philosophy, his stock research process, and the art of managing other people's money.