Vishal Khandelwal

Est. 1978

Archives for December 2021

The One Percent Show: Ramesh Damani on the Art of Focus in Investing and Lessons from the Wizards of Dalal Street

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Welcome to the thirteenth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Mr. Ramesh Damani, member of the Bombay Stock Exchange and one of the most successful, well-read and erudite investors in India. In this episode, we talk about the importance of focus in investing, backing up your truck, his key lessons from the wizards of Dalal Street, and much more.

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With respect,

Vishal

The One Percent Show: Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor

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Welcome to the twelfth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Sankaran Naren, the Chief Investment Officer at ICICI Prudential AMC, and among the most respected names in the Indian fund industry. He has more than 30 years of experience in almost the entire spectrum of the financial services industry, ranging from stock broking, project finance, investment banking and fund management. By qualification, he holds a B-Tech degree from IIT Chennai and PGDM in Finance from IIM Kolkata.

Naren is a living proof of a money manager who has often taken the road less travelled by, and that has made all the difference for his investors. He is best known for his contrarian and deep-value picks, and he avoids chasing hot stocks. As a contrarian over the years, he has developed a knack for spotting neglected sectors and stocks before they become vogue.

Among other things, in this conversation, we talk about his idea of contrarian investing, the challenges he has faced over the years and key lessons learned.

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Please share with others on WhatsApp, Twitter, LinkedIn, or just email them the link to this post.

With respect,

Vishal