S Naren on Finding the Right Stocks to Own

Mint Equitymaster Investor Hour
01/08/2022 1h 11min Episodio 11
S Naren on Finding the Right Stocks to Own

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Episode Synopsis

Sankaran Naren has seen it all...right from the heady IPOs of the 1970s. Along the way, he has learnt from his mistakes and combined that with the teachings of gurus like Warren Buffett and Howard Marks to evolve his own unique approach to stock picking. He even has an acronym for it - TED. In our conversation, we talk about Naren’s focus on buying what is “bombed out” and exiting what’s loved a lot...and how it has worked wonders. Finally, we talk about Naren’s investment case for India.
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