Saurabh Mukherjea On The Indian Stock Market | KwK #84
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- čas přidán 7. 07. 2024
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Join us for an insightful episode as we delve into the extraordinary journey of Saurabh Mukherjea, co-founder and chief investment officer of Marcellus Investment Managers. From his humble beginnings in London to managing over $1 Billion for more than 9,000 households, family offices, and endowments, Saurabh's story is nothing short of inspiring.
At just 15, his intellectual prowess earned him a spot in "The Economist", where his article stood alongside a rebuttal from the Pakistan High Commission of the UK, showcasing his early impact on the global stage. By 16, Saurabh was already gaining firsthand experience in risk and reward dynamics while working at a betting shop, setting the stage for his future endeavors in the world of investing.
Tune in as we explore Saurabh's path to success, his deep understanding of the Indian economy and financial markets, and his views on the future of India's economic landscape. With six best-selling books under his belt and being ranked India’s best equity strategist for three consecutive years, Saurabh Mukherjea is undoubtedly a high-achieving outlier whose insights are followed by investors worldwide.
In this episode, we explore the intricate layers of Saurabh's journey, uncovering the lessons learned, the challenges overcome, and the principles that have guided his success.
Loved this episode? Subscribe to our channel for more insightful conversations on the most pressing topics and trends. Share this episode with those interested in the capital market and watch them get motivated by this inspiring journey!
00:00 Introduction
01:25 Saurabh’s letter being featured in “The Economist” at age 15
04:00 Saurabh’s inferences from working in a Betting Shop
10:50 Multi-tasking Vs. Specialization
13:47 Saurabh’s focus on ground level insights as a basis for investing
19:00 Saurabh’s views on consumer spending power
23:11 Saurabh’s views on consumer segmentation for businesses
27:50 Lessons learnt from Rene Girard, Stanford Professor
30:42 The Hunt for a Scapegoat to blame
33:54 Lessons Learnt from British Economist, John Kay
38:32 First Principles Thinking
39:41 Saurabh’s views on the Indian CA and their role in the capital market
43:42 Financial mistakes made by Saurabh
50:28 Saurabh’s thoughts on Renting Vs. Buying
52:18 Is purchasing a car the right decision?
54:55 The outlook of the Indian Economy in the coming years
59:07 Growth decisions that should be taken by the Government
01:04:03 Key lessons from Sauarbh’s best-selling books and ending thoughts
Follow our guest, Saurabh Mukherjea on Social Media:
📝 LinkedIn: / saurabh-mukherjea-frsa...
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📝 LinkedIn: / kushallodha548
📷 Instagram: / kushallodha548
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#kushallodha #assetmanagement #capitalmarkets
I salute to this guy's confidence, even after all his schemes are underperforming their benchmarks, he behaves & gives Gyan like he has done some wonders..
Plz bring better guests who have some performance to show like Sunil Singhania, Amit Jeswani, Samir Arora, Vikas Khemani, etc.
I still remember he used to promise 10X in 10 Years kind of things in all his interviews 2-3 years back. Bol Bachchan 😬
Why should not he be confident as he possess extraordinary talent to generate negative return in a raging bull market?
@@randomthoughts_psp 🤣😂 right
Not confidence but shamelessness , moreover I am sure that he is crying from inside with red ass
Correction Nirmal, 10X in 10 years for CC and much more for LC and RG
For all other wealth managers aum has increased considerably, but aum for Marcellus seems to have reduced from 10k cr to 8.5k cr
Well, Mr Saurabh is a good salesperson. The concept of coffee can investing has failed miserably if you his stocks list in last 4 years.
Thank you so much for the podcast Such a great personality he is
Super charged up podcast, request to please continue this type of knowledge podcasts we need it
Wow lot of wisdom, lot to absorb, nice interview 😊
Hi Kaushal, I will be very happy to see saurabh sir on your show.
Appreciated your hard work.😊
Excellent man...excellent interview
Anyone who understands how this stock market cycle works you know what i am trying to say . How ever how good the stock may be Entry and Exit makes the difference to gain or lose . The show runs on demand and supply only . Only smart guys looking at a glance can decide where to enter and Exit till what time . System is simple but you guys has to understand and practice it . ALL is Well . 😊
Thank you
Think long term. I have full confidence in what he says
Which book he referred
Please call Basant maheshwari for podcast..if it's possible 😊
Sure, what kind of questions would you want me to ask him?
@@KushalLodha548 Question 😋
.
.
1) How the equity investment in long term make a generational wealth.
.
2) How focus leveraging and taking risk make tremendous amount of money in small Run.
.
3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
.
4) why GST collection percentage is increasing higher than GDP ,
as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
.
5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
.
6) Is rising unemployment and inflation are bigger issue in our country.
.
7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
.
8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
.
9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
.
10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
.
11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
.
12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
..
..
...
...many more 🙈
@@KushalLodha548 Question 😋
.
.
1) How the equity investment in long term make a generational wealth.
.
2) How focus leveraging and taking risk make tremendous amount of money in small Run.
.
3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
.
4) why GST collection percentage is increasing higher than GDP ,
as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
.
5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
.
6) Is rising unemployment and inflation are bigger issue in our country.
.
7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
.
8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
.
9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
.
10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
.
11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
.
12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
..
..
...
...many more 🙈
Question 😋
.
.
1) How the equity investment in long term make a generational wealth.
.
2) How focus leveraging and taking risk make tremendous amount of money in small Run.
.
3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
.
4) why GST collection percentage is increasing higher than GDP ,
as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
.
5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
.
6) Is rising unemployment and inflation are bigger issue in our country.
.
7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
.
8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
.
9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
.
10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
.
11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
.
12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
..
..
...
...many more 🙈
Haha why to call basant..both Basant and Saurabh not able to beat index ..
Mera bet - this guy will never beat nifty on his overall india portfolio
Shyam Shekhar plz.
Sir please help us to build a timetable with classes
Clean sceince saurabh if read... This
It doesn’t matter he is making money or not, only the matter is what he is speaking or what we are getting from it. Anyway I like
How do you get them on your podcast
I think it's not investment it's financial planning😊
I'm really waiting for the Marcellus fund house to achieve stellar returns in the market. I don't know why they always fall short when beating the benchmark. thank you for the video
Keep waiting. So are his 9000 clients. Meanwhile index investors are having a blast.
@@randomthoughts_pspno. of clients now reduced to 6100 only. I wonder why even these 6100 are still with them with such disastrous track record.
-17% return
4 saal asian paint hdfc gmm paushak dlpl tcs
All stocks are a newbie mistake by a professional 😢
Kushal please bring Rhea grower she is vice president at warbug pincus privat equity
i dont know why people call him and ask stupid questions, he under performed the index severely, his buying large caps strategy dont work at all, all his bookish knowledge dont work in market, his investors are ditching his pMS, from 5 years his pms performed worse than a average mutual fund, he is good on selling gyan and his pms, and they have courage to disabled comments in their channel speaks volume about how angry are their investors,
his AUM is almost 15% down, most of his clients are rich, foreign college pension funds, even they make 14-16% they are happy, but i know lots of 10cr net worth people ditched his pms, and moved to aequitas
You will see magic not very soon but after a long period of time... He pics nice companies👍
@@zoomknowledge8016 bro he alredy took lot of time
14:00
46.47
I am waiting for Marcellus to get out of Asian Paints!
Mee too... They will definitely time the bottom of any stock. 😂
@@sudheerk67 me too and HDFC as well, then those stocks would start going up
Sir I want to tell you are know everything is good in Bajaj finance financially but ground reality bajaj finance is fraud type of company as the point of view of consumer and all dealers
Saurabh "mismanages" 8500 Cr, his portfolios have successfully underperformed for many years.
Badi baat performance much lesser than index..no wonder redemption in his PMS is very high now
Becoz I am available every possible platform .....conistent compunders ki jmm ghutti......
It's *Mukherjee....
All his pms underperforming even on 5 years criteria against benchmark....only talk and nothing else!....now he says investment is for 10-15 years 😂
Khela khatam, paisa hazam.
Did he said 5 Trillion economy in 2 to 3 years? 59:19
Just aum not return 😂
Bro return is also good
@@satishyadav-ly6ttlol, can't Even beat the index
True..pure great talks but no returns..bol bacchan
It requires extraordinary talent to generate negetive return in a raging bull market.
@@randomthoughts_psp Yes it took, economics degree from London business school+ CFA 🥹