Learnings from my investment career | S. Naren @ Value Investing Pioneers Summit | CFA Society India

Watch Mr. Sankaran Naren present on "Learnings from my investment career", originally presented at the Third Value Investing Pioneers Summit on Nov 08, 2019, at New Delhi, organised by CFA Society India, Delhi chapter.
Naren’s was an enlightening session as he spoke about his investment style, philosophy and learnings through the course of his long and illustrious career in the investment management. He covered a broad spectrum of topics ranging from essentials of investing, his contrarian style, understanding cycles, key metrics for stock picking, wealth creation and limitations of investing.
Mr. Sankaran Naren is the CIO, ICICI Prudential Mutual Fund. The session was moderated by G. Maran, who is Executive Director, Unifi Capital.
Read the event blog written by Shagun Thukral, CFA at:
cfasocietyindi...
Link to the presentation slide deck at:
iaip.files.wor...
The CFA Society India, established in April 2005, is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 140 CFA Institute member societies, The CFA Society India connects local members to a global network of investment professionals.

[@pskawale]

Would have to watch again to make notes out of this session. So much of wisdom!

[@sivadasbalakrishnan5711]

Phenomenal talk ,Some great insights. Thank you for sharing it with us. Naren sir ,grateful to you. Irrespective of profession ,a day set aside for reading and thinking would indeed make a difference.

[@arnabbhattacharya6579]

Naren is simply brilliant

[@ganeshshete3724]

Selling = Switching... Look for better opportunity and make a switch. Amazing how Sizing is soooo Important. Thanks Guru ... awesome learning 🙏

[@kondalkolipaka6700]

One of the finest talk..lot of learnings

[@sagarjambukar7137]

46:36 Those who understand this will grow significantly in the investment journey ✌️

[@dr.manojpatil8289]

Thanks a lot for sharing this great lecture am so happy to learn and listen

[@paragawaken]

Excellent talk by legendary Naren.

[@fortunerunner8664]

It was great learning from the speaker.

[@nimalanganesan3135]

OMG SIR THANK YOU FOR YOUR VIEWS , SIMPICITY AT THE FINEST !!! ITS LIKE WATCHING A IMAX MOVIE

[@sunilwagh7098]

watching in Feb 24, what a great analysis....Mkt Cap of few company > other sector...at Min 28, showed Low Mkt of PSU & today PSU are Darling of street....not sure for how long...seems History keeps repeating...sooner or later...Great conversation

[@rageshgr]

Great talk. When you said trigger, even I thought of thr Feb 1 trigger of midcap small cap correction

[@gokulraj13]

Worth watching please also download the presentation from link in the description

[@pravinkolhe82]

Excellent learnings...

[@mshariefff]

Those who are looking for the speech it's a pdf on web called so you want to be the bext warren Buffett. You're welcome

[@sanjibanichoudhury7517]

Great talk. Simple metrics

[@VishwanathBhandwale]

Where to see monthly Flag sheets

[@abhishek1917]

I wish I saw this when it was released :P

[@pubggames3765]

THANKYOU SIR

[@dhruvapandey17]

Anyone found that Mark Sellers speech he talked about ?

[@marathividyapeeth3698]

What is 'credit' as an asset? How to invest in it?

[@kiranbabu3937]

Very good presentation

[@kaarthikvaradharajan3810]

Excellent

[@MrShiva81]

Sir, I could not find Mark Sellers speech referred by Naren Sir in the speech. Can you please add the URL. Thanks in advance

[@hansrajsingh4932]

I think he is referring to this speech, but I may be wrong: moiglobal.com/wp-content/uploads/mark-sellers_you-want-to-be-the-next-warren-buffett.pdf

[@siddharthgupta2903]

Prince did u get the link?

[@sachinaher51]

Thanks

[@rishabhgang]

It’s so good. Thank you so much for uploading.

[@woodfire686]

According to VCTS framework, large caps(especially private banks)/ mega caps are in buy zone, small & mid caps in sell zone for year 2024. Let's see what happens.🧐

[@narendrasharma4069]

1.5 hrs well spent !