MC Exclusive | Sankaran Naren on 20 years of value investing

[@Davemaloney-m1w]

I've been an investor in Apple, Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know if i am to re-distribute my portfolio and put some money in Nvidia. especially now that we are experiencing a market correction.

[@Davemaloney-m1w]

I have also considered using an FA but I don't know how to go about it. Please, what are the steps for getting one? Like a really good one.

[@Davemaloney-m1w]

Thank you for the recommendation. I'll send him an email, and I hope I'm able to reach him and connect.

[@sankalpshanbhag]

He is the best fund manager and always talks like he does nothing amazing but sticks to the mandate within the fund. Best for ICICI MF to have Naren Sankaran.

[@venkyh]

Questions to Naren could have been much sharper. Asking a veteran how Rs 10 lakhs can be invested without providing more context was a lame question. However, asking if investors should take money off the table was a more relevant question given current market conditions. I wish he was orobed further on this question.

[@aditya50499]

James Montier Michael J. Mauboussin Howard Marks are the authors he sticks to reading books written by.

[@TheNishant30]

Man sat on screen, shat on mid and small caps valuations like a champ, flat out told the impact of large AUM on investment opportunities in small and mid cap segment, and went away. Mad respect! Then there's PPFAS team that keeps beating around the bush when asked about the impact of a large AUM.

[@gouthamkondapavuluru1959]

10 lakhs 20 years ago was a lot of money

[@manuvns]

so is 4 crore today! , but which is better , the 10 lakh i invested in my flat has grown to 1-1.2 crore

[@gouthamkondapavuluru1959]

@@manuvns 4 crores today is much more than 10 lakhs back then but the point I wanted to say is that it is not easy to put 10 lakhs back then or 1 crore now at once in equity mutual funds.

[@ShashankRaina]

@@gouthamkondapavuluru1959 he mentioned an SIP route too. Follow that. Also if he said "10,000 rupees invested at the start would have grown to 45 lakh today" would that make you feel better? The point is to just show how it has grown.

[@badkididiaryarawat4595]

20% CAGR is very difficult to achieve in long run

[@KS-gx4ex]

Yup one should ask the host if he did even sip, lumpsum of Rs 10 lakhs is beyond imagination 20 yrs ago

[@TheCuriousCurator-Hindi]

When will expense ratio go down? It's very high for most of his funds relative to other fund houses.

[@manuvns]

roughly 750 Cr for asset managers !

[@ShashankRaina]

Doubtful it will. They are allowed to charge up to 1.05% and they are at 0.98% currently. Easier to enjoy the returns than worry about TER. He's given wonderful returns in the fund.

[@rachit26-95]

The question on 10 lakh use case was so dumb.

[@manuvns]

if you have the stomach China right now offers value investing assets trading at multiple year low

[@prabhumaddy9156]

They want to create wealth, not destroy wealth

[@ankursharma-jx1eh]

@11:50 is he sleeping at this time!!!🤣🤣

[@Suvorupaofficial]

Ghost 😮