Vishal Khandelwal

Est. 1978

Podcast

The One Percent Show: Rajeev Thakkar on Investing Character, Lifelong Learning, and Building an Antifragile Life

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Welcome to the sixteenth 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 Rajeev Thakkar, Chief Investment Officer and Director at PPFAS Asset Management. In this episode, Rajeev talks about developing a sound investing character, lifelong learning, building an antifragile life, and much more.

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With respect,

Vishal

The One Percent Show: Guy Spier on Finding Your North Star and the Power of Compounding Goodwill

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Welcome to the fifteenth 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 Guy Spier, founder and investment manager at Aquamarine Capital, and author of The Education of a Value Investor, which is one of the best books I have read about someone’s personal journey in life, business, and investing. In this episode, we talk about Guy’s ideas of finding your North Star, compounding goodwill, the immense power of reciprocity, and much more.

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With respect,

Vishal

The One Percent Show: Arnold Van Den Berg on the Power of Your Subconscious Mind

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Welcome to the fourteenth 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 Arnold Van Den Berg, Chairman and CEO of Century Management and among the best investors in the world. In this episode, we talk about Arnold’s 80+ years experience in winning a losing hand, constructing a good life, and the power of subconscious mind.

This episode is worth more than a 2-year MBA and contains a lifetime of ideas about how one can go about building a good life despite the tragedies it offers. It was supposed to be about 50% investing and 50% life. It turned out to be 99% life and 1% investing, and that was wonderful.

I would like you to listen, uninterrupted, to Arnold’s stories and the most important lessons and principles that have guided him for the past few decades.

Arnold’s life must be celebrated and remembered, and it was my great pleasure to talk to him. I am sure you would find bliss in all that he has to share, like I did.

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With respect,

Vishal

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