Marcellus Framework Decoded | SOIC meets Saurabh Mukherjea 🤝

Рет қаралды 61,874

Жыл бұрын

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﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
"If I have seen further than others, it is by standing upon the shoulders of giants." - Isaac Newton
Greetings from SOIC!
Dear Tribe Members, at SOIC we believe in learning and understanding different styles of investing. Who would be better to learn from than the famous Fund Manager & Author - Mr. Saurabh Mukherjea. He is joined by Mr. Krishnan V R from his team at Marcellus.
Together they decode the Marcellus Framework and how they themselves are incorporating new styles of investing in their philosophy and framework like Quant Investing.
See you inside the video! 😃
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Пікірлер: 170

@sagarbandodkar9 Жыл бұрын

Wow the collab we needed ❤

@Ansh_Jain Жыл бұрын

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@harshjain7815 Жыл бұрын

The collab we didn't expect 🤌🏻

@ganeshtowar8050 Жыл бұрын

The Collab we needed ✅

@cuffp Жыл бұрын

Mr Mukherjea's road show meets SOIC -- after similar sessions with finance influencers like Rachna Ranade, Groww, Akshat Srivastava and sundry others. The playbook is the same: if you have heard him once you know what to expect...chor companies -- BUYER BEWARE, cash is king, capital allocation, moat and be prepared for praising sky high the stocks he is currently holding. As if those companies were the best thing to happen to mankind. Never mind if some of those stocks are then dumped very soon!

@anandlakhani6974 Жыл бұрын

Tractor t

@manjilmukherjee Жыл бұрын

True. I am now beginning to doubt his intentions

@naveenparuuthi1868 Жыл бұрын

Agree, from past 1 year he is dumping his so called fundamentally strong multibaggers.

@therebelliousgeek4506 Жыл бұрын

wahahahahaha.

@shravanbelsare1274 Жыл бұрын

Cries in relaxo 😢

@srinivasparimi4204 Жыл бұрын

He heavily advertized relaxo and then sold. Ofcourse people will say suno sabki karo apni. Itna aasan nahi hai.

@revantharyan Жыл бұрын

unstoppable force meeting an immovable object

@Naruto23524 Жыл бұрын

Oh my my we didn't expected this. SOIC is full of surprises 🤪❤️

@sarveshjadhav5669 Жыл бұрын

Perhaps one of the most insightful videos I've ever watched. Tremendous knowledge gained. Thank you for this!

@SOICfinance Жыл бұрын

Glad it was helpful!

@pvrsuresh1981 Жыл бұрын

Great interview... it's always pleasant to listen to Saurabh ji..Thanks for this video

@user-sq2nb6pk2z Жыл бұрын

Nothing better than your favourite persons sharing screen❤️❤️

@siddharthkapoor4090 Жыл бұрын

It’s a treat watching both my favourites

@ashwinagarwal8573 Жыл бұрын

My two favourite at one screen wow super super excited and had a great insight.... Feels blessed 🙏 Thank you so much for this ..

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@govindrudrawar2540 Жыл бұрын

Simply wow. Both Ish Mohit and Saurabh in one video.

@sai_rena Жыл бұрын

well done thanks for bringing the man i value most and learning a lot from this newsletter and books

@hetsuresh4510 Жыл бұрын

It’s always great to listen Saurabhji, person with clear and honest advice, only question I have is, I have understood that quant is very agile technic, where strategies changes as per macro and micro both, so I am not convinced about reviewing portfolio every six month suits this strategy, as it changes from momentum to value and value to growth quickly

@adutta8 Жыл бұрын

Ishmohit, you have changed my perspective to see the stocks in these 2 years.

@sahilhotchandani3668 Жыл бұрын

as u get older the limits of your knowledge are very less, and the earlier the realisation of the limit of your knowledge the better 💙

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@vc9190 Жыл бұрын

Someone had remarked in one of Sourabh' s sessions that he is a rock star among fund managers . Nothing can be more true .Have been trying to follow him from last three years .What he brings to the table is very very unique. Hence to appreciate his investment philosophy is not everyones cup of tea. He is a uniquely talented and intelligent individual. Then he has gift of gab . Best of luck Sourabh and SOIC .

@suhasbhatambarekar9649 8 ай бұрын

And also insider luck

@vigneshm7481 Жыл бұрын

Please make a detailed video on Diamonds in the dust. It's very difficult to understand the technical parts and explanations. I believe your expanation in simple language can help us understand better 😇

@MrEternalFool Жыл бұрын

Three year returns of his PMS is 9.63 compared to index returns of 15.22 This is really bad.

@TheAnhsirkamar Жыл бұрын

Their time will come

@ashishlh786 Жыл бұрын

Not trolling however inquisitive to know, Where did u get his returns from?

@SavarkarManeTikhapan Жыл бұрын

Wow don't you love the lectures on his money printing machine called relaxo and his chapaal with which he smacked the retailers or every time when he mentions his 10000 clients and his parents love his pms😂😂😂😂

@prasadnvv9446 Жыл бұрын

Simply "Rocked". Loved it

@believeinyourselfrob4378 Жыл бұрын

Unexpected yet most need collab✨🙏✨👍

@sanchitcchoudhary7323 Жыл бұрын

Hope one get every teacher like u in every field.

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@amitbelwal5555 Жыл бұрын

An unexpected collab leads to lots od learning .. thank you so much bhaiya

@SOICfinance Жыл бұрын

All the best!

@sanjivji5806 Жыл бұрын

Excellent Surprise, A lot of learning, Thanks SOIC

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@MohmedFaiyaz Жыл бұрын

Amazing session..Lots of useful information.Thanks Ismohit for a wonderful gift.

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@nafasm Жыл бұрын

Excellent conversation, thanks Ish Mohit ji and Sourabha

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@sudip_curiousmind Жыл бұрын

I think some people got taken in by Saurabh's style of conversation and his strong opinions for his portfolio companies, people started thinking he has an infallible approach now with a few stumbles like Relaxo people have started demonizing him. He is neither infallible nor an utter failure..he is a fund manager who will try to get the best returns for his investor and will succeed sometimes and fail at some occasions. That's it. As retail investor we should listen to him and many others and draw our own conclusions, blindly copying is a sure path to disaster.

@rs9301 Жыл бұрын

Half-hour into the discussion Saurabh realized you have not asked any question to the other guest, so he cleverly brought him in by letting him answer one of the questions which was posed to him.just a suggestion always talk with both the guests for a few minutes first, then you can proceed with further question.

@therichbudget 6 ай бұрын

Wonderful to watch.

@rishabjain8975 Жыл бұрын

Dhamak kardiya ye to 💥💥🤣🤣

@Gandhilgvg Жыл бұрын

Loved your humbleness as a host.

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@kisstock Жыл бұрын

Where can we download the slide

@sachinnagpal9779 Жыл бұрын

One and only question in my mind is that how this quant thing is different than their existing non performing or loss making pms? He talks about same principles for little champ and consistent compounder but still making loss, only different thing here is python?

@ApniHealthKaKhyalRakhe Жыл бұрын

Awesome initiative…very well done

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@rachoo2910 Жыл бұрын

Bhai udhar Marcellus ka webinar bhi stream ho raha hai, just in case u don't know

@vipinyadav01 Жыл бұрын

This should have been a Sunday Special Treat, surprised it aired mid week

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@YogiJi748 Жыл бұрын

Saurabh and Ishmohit in 1 frame - What else you can ask for as an Equity Investor

@rjarora Жыл бұрын

But Ishmohit is way better in timing the market :)

@siddharthkapoor4090 Жыл бұрын

Saurav is a very long term investor like 10 to 20 years

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@ajendra22 Жыл бұрын

Excellent video

@nazeemummer1 Жыл бұрын

The importance of Market dominance, FCF and ROCE

@shankarhbkb Жыл бұрын

Excellent

@santoshkumarraula7915 Жыл бұрын

Like in advance for analysing favorite Marcellus

@charyk9800 Жыл бұрын

Good one..!

@amolpardeshi7602 Жыл бұрын

Paji you are both great and nice Collab 👍

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@nazeemummer1 Жыл бұрын

Epic 💯

@harshjain7815 Жыл бұрын

I hope we'll get an answer for " RELAXO"

@sanjaykale6235 Жыл бұрын

Yes..he was waving relaxo chappal in hand..sold when retail entered

@supriyoghosh1520 Жыл бұрын

Wisdom is learning from them(for free) not copying them. Don't blame others for ur mistakes.

@siddharthkapoor4090 Жыл бұрын

When the facts change I change my mind

@jellalfernandes1309 Жыл бұрын

@@supriyoghosh1520 Accountability naam ki cheez suni hai kya? Google karo zara

@capricornus993 Жыл бұрын

He’s already explained his Relaxo decision in multiple videos online.

@d2e4U Жыл бұрын

PYTHON is a new buzz word for marcelous. Let's see if they would be able to beat index. Python is an interface to interact with ai platform like deep learning. What matter is what type of mathematical model your platform is using for investment. Top companies like Renaissance pioneered in algorithm trading are struggling to beat index

@kksiwimk Жыл бұрын

A lot of people btw the retailers too use python now a days.. it's more or less common i feel

@d2e4U Жыл бұрын

@@kksiwimk any one can use python it's very simple but that's not important, what you are doing with it is important

@kksiwimk Жыл бұрын

@@d2e4U definitely...

@manojranjan582 Жыл бұрын

Pranam sir 🙏

@chandrachudmishra2671 Жыл бұрын

Reading Unusual Billionaires in Office Library,Reached HDFC Bank Chapter,Masterpiece of a Book.

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@nachiketdaithankar4405 Жыл бұрын

This is like Cap and Iron Man meeting.🙌🏽😁 #IYKYK

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@badrinath110 Жыл бұрын

Very informative! Please try & get an interview with Mr Shankar sharma who invests in Mid & small cap companies.

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@MoetHennessyLouisVuitton Жыл бұрын

Bhaiya you had recommended some books There is some books on mental models that are very difficult to understand and these books are expensive to be honest i had downloaded that from internet and i found i need someone to discuss and guide me i hope you will make videos on these books explanation in your style because only you can make me understand complex things in simple way 🙏🏻

@aishikgupta 5 ай бұрын

From where will we get the data for Free Cash Flow Yield of the Companies listed in the Stock Market.

@anilkumar-wk8vm Жыл бұрын

What is the fees and what is the minimum investment

@mitulvaghasia5038 Жыл бұрын

What a surprise

@debendrasingh549 Жыл бұрын

I wish soic grow forever

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@pallav2815 Жыл бұрын

Please tell Vital Chemtech is good for long term or not??? Please reply

@SOICfinance Жыл бұрын

Please carry out proper fundamental analysis before taking action. 😃👍

@TheKnowledgeExpress Жыл бұрын

I hold couple of stocks from Marcellus when i didn't even knew about them 😂 so some of ideologies are same

@SOICfinance Жыл бұрын

😃👍

@ruchigupta5857 Жыл бұрын

Can SOIC do a session on forensic accounting

@RajivKumar-tw3ll Жыл бұрын

Nice analysis

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@viswanathkreddy1632 Жыл бұрын

Working backwards at Amazon Measuring the moat

@suhailjamadar4139 Жыл бұрын

Ishmohit, have you subscribed to any of the PMS firms just for there stock ideas and analysis.

@hellotrading3245 Жыл бұрын

How can we find accounting fraud as totally noob in accounts as a retail investor?

@SOICfinance Жыл бұрын

This has been covered shortly in our Screener.in webinar. 😃👍

@ainvestor6474 Жыл бұрын

Half video I watched then I realised krishnan not mute in collab.🤔😁😃

@Moneytalk112 Жыл бұрын

Best videos

@learner16 Жыл бұрын

Consider making videos in English …it can help people like me..from south

@SOICfinance Жыл бұрын

We add subtitles for non Hindi speakers. 😃👍

@Nirmal..Pandey Жыл бұрын

Sort of Fanboy Moment for Ishmohit 😊

@techfling5607 Жыл бұрын

Hell Yes❤

@SOICfinance Жыл бұрын

😃👍

@Ramesh.7GP Жыл бұрын

Want your analysis on Adani Group

@krishnapandey729 Жыл бұрын

Saurabh video you can't watch on 1.5x speed. he himself talks 1.5x speed.

@SOICfinance Жыл бұрын

😅👍

@abhijitdebnath9811 Жыл бұрын

Please invite Shankar Sharma Sir.

@aishikgupta 5 ай бұрын

What is Free Cash Flow Yield and How is it different from Price to Free Cash Flow Ratio ??

@SOICfinance 5 ай бұрын

Free Cash Flow Yield is expressed as a percentage, emphasizing the relationship between free cash flow and market cap. Price-to-Free Cash Flow Ratio is a direct ratio, indicating how much investors pay for each rupee of free cash flow.

@aishikgupta 5 ай бұрын

@@SOICfinance For Position Sizing which one to look for... and how to compare between Companies? How much is High and how much is Low ?

@pravin1816 Жыл бұрын

🙏❤️

@SOICfinance Жыл бұрын

😃🤜

@sandeepbhogra5720 Жыл бұрын

Did ish drill them on margin of safety

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@sandeepbhogra5720 Жыл бұрын

Its a ques i asked.

@karanaroraa Жыл бұрын

@soic when is your portfolio / small case coming out ?

@SOICfinance Жыл бұрын

Will be starting a research desk eventually. No small case :)

@anilkumar-wk8vm Жыл бұрын

@soic I am interested in your small case or PMS ..

@sharathmanya8964 Жыл бұрын

What about Tarson?

@sanjaykale6235 Жыл бұрын

Dhulai

@sandippatil5382 Жыл бұрын

Good

@SOICfinance Жыл бұрын

😃🤜

@sahilhotchandani3668 Жыл бұрын

circle of ignorance will be always be bigger then circle of knowledge..woah

@SOICfinance Жыл бұрын

😃👍

@shubhdestination Жыл бұрын

Can you invite Varun Malhotra pls ! Founder of EIFS

@SOICfinance Жыл бұрын

😃👍

@sahibaseessinghbakshi610 Жыл бұрын

Kylian Mbappe and Lionel Messi of stock markets 😇👍🏻🤟🏻

@SOICfinance Жыл бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@pankajbhatia3163 Жыл бұрын

Pls invite Sandeep Tandon

@peopleideas4436 10 ай бұрын

Seedha sensex 30 kyu nhi lete

@prateekmukhija8107 Жыл бұрын

Good oration doesn’t bring good returns in market

@Nirmal..Pandey 10 ай бұрын

31:00

@naveenvaluepick4849 Жыл бұрын

Super Video

@SOICfinance Жыл бұрын

😃👍

@fenix_storm8575 Жыл бұрын

put timelines bro

@SOICfinance Жыл бұрын

We put them on all videos. Check soon 😃👍

@ferozkarim2435 9 ай бұрын

Ishmit, next time when you call two geniuses, pls ensure both are equally engaged throughout the interview. You made Mr Krishnan wait for 30mins & Saurabh deliberately transfered a question to him & that I see is just to get him involved. It feels embarassing for an interviewee to wait for 30 mins & not asked anything out of 10-15 questions that you asked since the start of the interview. No hard feelings, a sincere suggestion. YOU are amazing as always.

@aishikgupta 5 ай бұрын

Bengali parents encourage their children to read books...that's where they get their reading habit.

@nileshkumar12388 Жыл бұрын

Saurabh mukharjee gain 15% sustainable returns not more that because that team earn 2.5% fees charge on its investment for long time if more gain than his shop closed

@GauravDewangan-tp2ef Жыл бұрын

saurabh is very good in marketing but worst in delivering returns, a fool can invest in index fund and beat a intelligent person like suarabh all the time. saurabh doesnt have courage to hold his stock for 10 years long , itna assan nahi hai, ache ache ki lag jati hai, book mei likhna r dusro ko gyan dena esy hai bas, warren buffets told that greatest skill is pateince

@cristianouzumaki2455 Жыл бұрын

If you came to see SOIC discuss the high PE style against marcellus, you will be sorely dissapointed. It was just a goody goody session. Nothing to learn here.

@chandrachudmishra2671 Жыл бұрын

So Sad to see Traders Disregarding Saurabh,He found out Hidden Gems,Made money for his investors,People supported him in Bull market,And just as market starts falling,All the Long term vision goes out and people start scolding.Stock market is not for traders,Buying at any price. Never buy at Peak Margins and Peak PE and if done,Wait for 10-15 years to earn.

@rahulshareen7322 Жыл бұрын

No one is disregarding Mr Mukherjee....he has same theory everywhere. His free cash flow theory is out in public...earlier it was in books written by US Author..Nothing new is being taught...except marketing of Meritor Q

@drprasannasuru Жыл бұрын

Reliance Industries was the biggest wealth creator stock in last 5 years by quantum, critics can debate

@anishgarg622 Жыл бұрын

First

@sanjaybanik7522 Жыл бұрын

@SOICfinance Жыл бұрын

😃🤜

@LoveEachOF 10 ай бұрын

3 rd person ka baat kuch samazi nehi aaya

@SavarkarManeTikhapan Жыл бұрын

The man himself. Sourabh is the Dust among the Diamonds. A Master Storyteller. To succeed in life listen to his stock recommendations and never but them🤣