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Vishal Khandelwal

Est. 1978

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Podcast

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

April 9, 2022 | 2 Comments

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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Books Recommended by Rajeev
  • One Up on Wall Street by Peter Lynch
  • Beating the Street by Peter Lynch -
  • The 7 Habits of Highly Effective People by Stephen Covey -
  • Deep Work by Cal Newport -
  • Value Investing and Behavioral Finance by Parag Parikh -
  • The Diabetes Code by Jason Fung

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With respect,

Vishal

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

February 25, 2022 | Leave a Comment

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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Books Recommended/Authored by Guy
  • What It Takes: Lessons in the Pursuit of Excellence by Stephen A. Schwarzman
  • The Education of a Value Investor by Guy Spier

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With respect,

Vishal

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

January 29, 2022 | 4 Comments

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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Books Recommended by Arnold
  • From Poverty to Power by James Allen
  • As a Man Thinketh by James Allen
  • Think & Grow Rich by Napoleon Hill
  • Wisdom of Your Subconscious Mind by John K. Williams
  • The Magic of Believing by Claudie Bristol
  • The Biology of Belief by Bruce Lipton
  • Self-Mastery Through Conscious Auto-Suggestion by Emile Coué
  • Be My Guest by Conrad Hilton
  • Scientific Healing Affirmations by Paramahansa Yogananda
  • Patanjali’s Yoga Sutras by Swami Vivekananda

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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

December 17, 2021 | 1 Comment

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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Books Recommended by Mr. Damani
  • Buffett: The Making of an American Capitalist by Roger Lowenstein
  • Of Permanent Value: The Story of Warren Buffett by Andrew Kilpatrick

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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

December 3, 2021 | 1 Comment

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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Books and Resources Recommended by Naren
  • So You Want To Be The Next Warren Buffett? How's Your Writing? - Mark Sellers
  • Memos from Howard Marks - Oaktree Capital
  • The Seven Immutable Laws of Investing - James Montier
  • The Joys Of Compounding by Gautam Baid

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With respect,

Vishal

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