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.
Rahul Goel, CEO of Equitymaster, learned the values of honest, independent research very early in life. He first joined Equitymaster in 1995 as an intern. He was then part of the team that published the Quantum Stock Market Yearbook (later the Equitymaster Stock Market Yearbook). After a break to get a double postgrad in finance, Rahul came back to Equitymaster in 1999, and has since served in several roles. He was responsible for building the research effort at Equitymaster. In 2008, he took charge as the CEO of Equitymaster.
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