The One Percent Show with Vishal Khandelwal Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor
Dec 3, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
The Importance of Being a Contrarian
01:58 • 3min
The Importance of Controlling Hubris
04:57 • 3min
The Importance of Group Thinking in Investing
08:06 • 2min
The Power of Communication in Investing
10:32 • 2min
The Importance of Empathy in the Stock Market
12:48 • 5min
How to Value Businesses for the Long Term
17:43 • 4min
How to Be Conservative in Equity Investing
22:10 • 3min
The Importance of Communication in Investing
24:53 • 3min
The Importance of Analyzing the Future of Traninism
28:22 • 2min
How to Change Your Mind When the Facts Change
30:41 • 3min
The Risks of Overvaluation in the IPO Market
33:20 • 5min
The Risk of Over Valuation in Quality Businesses
38:14 • 2min
How to Buy a High-Pea Stock
39:58 • 3min
The Importance of Hybridity in Corporate Governance
43:18 • 4min
The Importance of Average Asset Allocation Strategies
47:07 • 3min
How to Teach Temperament
50:10 • 2min
How to Build Common Sense in Investing
52:04 • 2min
The 10 Tenets of Investing
53:45 • 3min
The Future of India
56:52 • 4min
The Importance of Independent Thinking in Decision-Making
01:00:40 • 2min
How to Survive in a Bull Market
01:02:30 • 4min
The Importance of Detail Modeling in Investment Wisdom
01:06:01 • 2min
The Challenges of Working From Home
01:08:11 • 2min
How to Detach Yourself From Worries That Really Cloud Your Mind Regarding Investing
01:10:23 • 3min
The Power of Compounding
01:13:07 • 2min