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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
How to Buy a High-Pea Stock
The biggest problem that I have is I'm a Benjamin Grahamian at heart. That means for me to buy a high-pea stock in my portfolio is very difficult. In the 2006-7 period this approach of buying lot of gruesome companies at low P really hurt me in 2007 and after that we moved to a model where we look much more at top-down, he says.
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