S Naren on Finding the Right Stocks to Own | Investor Hour

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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 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.

#Investorhour #Snaren #Investing

Guest: Sankaran Naren, CIO, ICICI Prudential AMC
Host: Rahul Goel, CEO, Equitymaster

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