S Naren, CIO of ICICI Prudential AMC
- Buying low and selling high - contrarian
- Growth Investing - buying when things are good. Not against the crowds.
- Currently metal and some oil related stocks are cheap
- Seth Klarman quote - "Value Investing is being contrarian with a calculator"
- Buying in panic usually good idea
- The best investment opportunities is mostly in the slow changing industries
- Buy during panic and sell during mania
- Looks for negative news to pick up stocks
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