He pointed out that a good business and a good management will always trade expensive, but the complexity and art of investing comes in when you have to combine these two factors and decide what your cut-off price will be
Speaking at Moneycontrol’s weekly show The Wealth Formula, SBI Mutual Fund’s R Srinivasan emphasised how probabilistic thinking is essential to investing success, and shared his lessons
In a rapid-fire round on Moneycontrol’s The Wealth Formula, the CIO-Equity of the country’s largest fund house spoke about why investment management is more fun that work, a bet that went horribly wrong and the investment stalwarts he admires