Masterclass With Saurabh Mukherjea l Rising Giants In Indian Stock Market

Masterclass With Saurabh Mukherjea l Rising Giants In Indian Stock Market | EDGE Community

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2 жыл бұрын

New Video - Dissecting the Budget 2022 | Saurabh Mukherjea, Deepak Shenoy & Girish Vanvari
• Dissecting the Budget ...
Topic: Rising Giants
- How & Why is the Indian economy going to boom over the next 3-4 years?
- Why will giant monopolists enjoy the reaps of that boom.
- What should investors do to identify these giants from each sector? How do we discover India's new monopolists?
Recording Date: 13th FEB 2021
About Saurabh Mukherjea :
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Marcellus Investment Managers was incorporated in August 2018 and the firm’s application to conduct Portfolio Management Services was approved by SEBI in October 2018 and provides portfolio management service. He is the former CEO of Ambit Capital.
Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and MSc in Economics (with distinction in Macro & Microeconomics).
In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small-cap analysts in the UK. In India, Saurabh was rated as the leading equity strategist in 2015, 2016, and 2017 by the Asiamoney polls. Saurabh is a CFA charter holder and a SEBI registered investment advisor. In 2017, upon SEBI’s invitation, he joined SEBI’s Asset Management Advisory Committee. In 2019, Saurabh was part of the Expert Committee constituted by SEBI to update and upgrade the PMS regulations.
Saurabh has written four bestselling books - Gurus of Chaos (2014), The Unusual Billionaires (2016), “Coffee Can Investing: The Low-Risk Route to Stupendous Wealth” (2018) and ‘The Victory Project: Six Steps to Peak Potential’ - and he is a Fellow of the Royal Society of Arts.
About EDGE:
EDGE is a constellation of leaders. Bringing together entrepreneurs, business leaders, policymakers, scientists, creators and artists under one roof.
Individuals who are on the EDGE of their game. Experts who are able to create informed conversations, stemming from their domain expertise. The purpose is to create a gated community of highly trusted individuals who have a track-record of being intellectually curious, adventurous, warm, compassionate and highly engaged individuals who can add value.

Пікірлер: 742

@EDGECommunityHQ 2 жыл бұрын

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@ajitagwan3284 2 жыл бұрын

Qqqq

@sureshgovardhane6882 2 жыл бұрын

@@ajitagwan3284 waaa

@sureshgovardhane6882 2 жыл бұрын

aaaapaaa

@maximfernandes2548 2 жыл бұрын

T77

@ramjeeyadav3998 2 жыл бұрын

A man who manages billions, wearing a 100 Rs chappal, 200 Rs t-shirt and probably less than 500 Rs watch, speaks a volume about his attitude towards money and its value. Such guys are gem in the society and real role models for generations to come

@subhabratadas8419 2 жыл бұрын

I have seen him in person. He is really like that.

@sataroopsinha1218 2 жыл бұрын

Wow

@sataroopsinha1218 2 жыл бұрын

@@subhabratadas8419 knowledge is power ..and not how you make yourself look to fit in the society

@sataroopsinha1218 2 жыл бұрын

The Saint of Finance

@arth_chart5280 2 жыл бұрын

I am like that but my cousins and friends make fun of me, my mom and dad keep introducing me as a stingy bachha 🙄

@karfin.trader 2 жыл бұрын

Wish I was younger by 20 years, todays generation have so much access to knowledge and it improves the capability to decide

@samuelpius56 2 жыл бұрын

There is a downside to access to tremendous amount of knowledge on internet, i.e. trash content. Which I believe constitute majority of internet. It is very painfully difficult to find a content like this very well delivered by Mr Mukherjee

@karansheth820 2 жыл бұрын

Yes definitely, i feel so lucky that I could summarise 40 years of data and work in hours/months

@sabyasachirimpa 2 жыл бұрын

Analysis paralysis.

@roopmukherjee3006 2 жыл бұрын

Strive to increase the life span.. Invest in health too.

@capitalallocator1609 2 жыл бұрын

@@sabyasachirimpa He is not paralysed,he manages more than 5k cr .

@sanjibanichoudhury7517 2 жыл бұрын

The clap at the end wasn't as loud as the quality of the presentation . One of the best talks.

@indian256 2 жыл бұрын

An entire 2 year MBA worthy lesson in 1 and 1/2 hr time.

@pr0digy954 2 жыл бұрын

40:10

@sangeynorbu4308 2 жыл бұрын

XFPQ

@Firetail82 2 жыл бұрын

he is brilliant, recommending him to everyone..

@rsnnitjsr 2 жыл бұрын

@@pr0digy954 0

@abhishekpachpor5923 2 жыл бұрын

He is the only person to whom I can listen whole day and whole year

@shahzad248 2 жыл бұрын

Saurabh has genuinely done a world of good for the average retail investor in india since last few years and has completely changed the landscape where so many more such people have been now trying to do what hes been doing. Kudos and keepup the good work!

@tarunkumarsinghal521 2 жыл бұрын

Habits die hard

@viprainvestments9000 2 жыл бұрын

I am sure Now on India is changing recently so the market 👌🙏

@masood8179 2 жыл бұрын

@@viprainvestments9000 mm m

@mallianumula5643 Жыл бұрын

for money earling is hobby and passion , not ambition .. there are many ppl like that , Ratan Tata , Elan musk etc ..

@sameergade 2 жыл бұрын

One of very few guys who believes in sharing his secret sauce . Kudos

@siddharthchitre9760 2 жыл бұрын

In a world where people having expertise on a particular subject use lot of jargon and try to complicate others..this gentleman is an exception. He makes technical concepts appear so simple and hence connects nicely with the audience. Respect 🙏

@teebone25 2 жыл бұрын

"Not because some joe in some Scandinavian country has written an article" Lol Saurabh truly understands the Indian econ like no other!

@mosnew2901 2 жыл бұрын

Probably THE best presentation I have heard in recent times. Quite outstanding . Congrats to all involved and specially Saurabh . Best wishes .

@naveenkumar2873 2 жыл бұрын

His Investment philosophy is very useful for retail investors.

@dependra7 2 жыл бұрын

I loved the deep dive into the Relaxo case study .. Saurabh and company are thinking like the champion investors of the world. I wish they remain humble through their journey to making history.

@kuldeepgadhvi1788 2 жыл бұрын

No professional shares such knowledge free of cost. Great many thanks to Saurabh this speech and many similar ones freely available. Heartfelt thank you Saurabh.

@rpsg1978 2 жыл бұрын

He is giving free money - knowledge which we need to buy by spending money & time Collect it , dont let it go

@chetanbansal01 2 жыл бұрын

15 mins in, i am amazed by the clarity of knowledge.. straightforward knowledge... listening to you feels like bulbs have started glowing in my head.. 45 mins, relaxo case study, i actually saw my flite slippers to realize the market depth of the company...

@capitalallocator1609 2 жыл бұрын

This man's passion is contagious!

@dxdigitals 2 жыл бұрын

A talk worth a million !!! so clear and in depth ( while all other so called Guru's will not open up like this )

@beautifulmusicforgoodmood 2 жыл бұрын

Tod Fod, sasta money - Mumbaikar in Saurabh speaking... Great session as always very insightful

@DibyenduDe 2 жыл бұрын

Excellent webinar and outstanding masterclass. Thanks for hosting this masterclass with Saurabh Mukherjea.

@desiinvestor70s 2 жыл бұрын

Absolutely amazing webinar! Deeply enriching for anyone interested in business and investing. Thanks a ton Saurabh!!!

@abhijitshelke48 2 жыл бұрын

Loved to watch this. Such a deeply insightful and enlightening speech. I wish I could think in such manner 15 years ago. Thanks for sharing this valuable knowledge. It surely is recipe for success ahead in life. Feeling fortunate today. Thanks Mr. Mukherjea.

@Antoniovieira2792 Жыл бұрын

I appreciate your approach of teaching.. To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough, we just need to hold onto our hopes and wait to see how things turn out because market movements are almost always unpredictable. In my portfolio, I'm noticing more red than green. I'm 47, and earn nothing less $150k per year, but nothing to show for it yet

@Stephenfanos37 Жыл бұрын

Since the crash, I've been in the red. I’m playing the long term game, so I'm not too worried but Jim Cramer mentioned there are still a lot of great opportunities, though stocks has been down a lot. I also heard news of a guy that made $250k from about $110k since the crash and I would really look to know how to go about this.

@aishatuabdullahmuhd1088 Жыл бұрын

Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.

@chandlerethan9567 Жыл бұрын

Very true, a huge part of my portfolio growth has come during this bear market. I've been able to scale from $120K to $370K in a short period of time. I basically was just following the steps and guideline from my financial advisor *PATRICIA DRITA JOSEFINA* as long as you've professional help, you're good to go

@mohammeddumadi8323 Жыл бұрын

@@chandlerethan9567 That's impressive! I could use the expertise of this advisor, my portfolio has been stagnant..... How can I get started with PATRICIA DRITA JOSEFINA ?

@chandlerethan9567 Жыл бұрын

*PATRICIA DRITA JOSEFINA* is the advisor that guides me, She has years of financial market experience and she is also FINRA & SEC verifiable, You can look her up internet &, message are there

@umamgvg 2 жыл бұрын

This definitely is one of the best videos about stock investing......saurabh is a rock star of stock market.... Follow saurabh if anyone wants to compound their money...

@ravikiran6424 2 жыл бұрын

Very broad and deep insight with proven logic. Great. People like Saurabh are needed who can apply economics for the growth of common man. I wish him all the best and all those of you to widespread this education especially to our younger generation who are academic experts but no time by their lack of zeal in practice or face the challenging life of course due to due to various reasons.

@prasannakommana 2 жыл бұрын

Always getting mesmerized watching Saurabh's videos. What a phenomenal man you are Saurabh ji... Just take a bow!!

@Beatmaker109 2 жыл бұрын

Just imagine the sense if something so useful is said in Feb '21 and this channel releases it in the end of August.

@kvnagabhushana 2 жыл бұрын

ಒಬ್ಬ ಭಾರತೀಯನ ಅದ್ಭುತವಾದ ವ್ಯಾವಹಾರಿಕ ಧರ್ಮೋಪದೇಶ, ಇದು ಆಧುನಿಕ ಭಗವದ್ಗೀತೆಯಂತಿದೆ. ಇದನ್ನು ಸರಳವಾಗಿ ವಿವರಿಸಿ ಪ್ರಾಥಮಿಕ ಶಿಕ್ಷಣದಲ್ಲಿ ಕಲಿಸಬೇಕು.A wonderful business sermon of an Indian, it is like the modern Bhagavad Gita. It should be taught in elementary education.

@vvenkat6829 Жыл бұрын

What a simplistic person is Mr. Saurab mukherjea.Amazing to hear and digest ideas.Such people make the world better to live with original stuff.We only wish him great health to generate greater wealth for Marcellus members.

@tonyxavier6509 2 жыл бұрын

There's a small problem with some of the Marcellus investments; Asianpaints, Nestle, Pidilite or Titan has not grown at a 20% PAT CAGR. What has grown at 25-30% CAGR is the stock price. The actual profit growth of these companies in the last decade is a little less than 15%. Like it happened in the case of ITC, someday market will realize this and a 5 year stock under performance will follow. No doubt the companies will continue to do good.

@shankeykumar2742 2 жыл бұрын

Free cash flow matter brother ,not pat

@jackysugandh3867 2 жыл бұрын

Management is the key brother. Itc management isn't that good compare to others, itc can't even able to reinvest their cash properly and they just end up by giving dividend...

@shrenik 2 жыл бұрын

@@jackysugandh3867 but the fact they have that much revenue makes them totally investment worthy. Today markets are very fluctuating and ITC has provided consistent steady revenue.

@Greenumbrella-2024_April 2 жыл бұрын

It's the cash flow which drives the price of the stock not the revenue or profit.

@BarkaDog 2 жыл бұрын

Follow the cash, not the PAT

@thomsonfinny3951 2 жыл бұрын

Amazing presentation and vocabulary used at the right places. It just comes so naturally for him.

@anandts6973 2 жыл бұрын

wonderful listening to Mr Saurabh Mukherjea and wisdom gained by this lecture is enormous, thanks a ton

@omkarpati1702 2 жыл бұрын

34:38 min case study example is an epic one. One suggestion to Saurabh Mukherjea sir make one online course about economics and many case study and It would not be pirated to make that strong. One of the best lectures being an engineer I am fascinated by investment banking as you told .

@umamgvg 2 жыл бұрын

Read his book Diamonds In The Dust

@searchingfortruth537 2 жыл бұрын

Been in share market for 1yr now, Have been going through videos after videos. This is gold. God bless you brother ✨

@madhangopal8094 2 жыл бұрын

Very true

@gmadhuutube 2 жыл бұрын

Did you find the truth bro? Or still searching?

@skymaster9665 2 жыл бұрын

Kinda feel sad but at the same time happy that we all came across this video which if you implement in regularly in a due diligent manner has the potential to make you very very wealthy in the long run. You feel sad because the cool kids will never realize this and end up shorting bank nifty and the fancy derivatives for life.

@jaink6857 2 жыл бұрын

I was lucky enough to spot him 2 yrs back 😊

@cbzgouse3004 2 жыл бұрын

I am a big fan of Saurabh Mukherjee. He has made Investing so Simple . I read his Unusual billionaires.

@anindyashee9407 2 жыл бұрын

This guy speaks authentically from the heart...wonderful amid all the clutter

@guharup 2 жыл бұрын

what a presentation boss. I almost wanted to stand up and clap after the relaxo case study

@bharathmarreddy629 2 жыл бұрын

Saurabh is amazing as always! Thank you for hosting this EDGE!

@SURESHKUMAR-ug4vl 2 жыл бұрын

Saurabh sir is unique person on this planet who does deep research and explains with logics and examples and keeps all the vital parameters during explaination and picks real Jen's and serve investors honestly Thanks sir for your contribution for investors Suresh Yadav Sikar Rajasthan

@govindrudrawar2540 2 жыл бұрын

So much of Wisdom in anything he says. So lucky to hear him so often.

@koduriapprao1603 2 жыл бұрын

If this is the last 2 decades’ history and we can put forward an argument that we are at a better stage in the economy and markets, then we have been at any point in the last decade then ideally, we should not be worried on whether we should be investing now, but rather focus our energies on

@maheshpatil4628 2 жыл бұрын

Clarity of thought and Independence of thought! well said ! what a great video! must watch for all financial journey beginners, very very enriching! Saurabh is a champ! Thanks EDGE Community for this webinar.

@narinderpalsingh5349 2 жыл бұрын

He is a great teacher for Investors of India

@muhammedshifankp1465 2 жыл бұрын

Shashank udupa’s suggestion, 100%worth it💯💯

@madhavthakare196 2 жыл бұрын

My dictionary don't have words to describe the knowledge shared. thanks a lot both of U.

@arnabbhattacharya6579 2 жыл бұрын

So simple yet effective. ...can't thank him enough

@devashishsharma7497 2 жыл бұрын

I have watched it 3-4 times but still each time, I am getting the picture a little bit better. Amazing stuff guys

@guruaiyar796 2 жыл бұрын

Mindblowing insight. The story of Relaxo chappal is so inspiring. More power to Saurabh 👏👏

@jeffinmjohn6816 2 жыл бұрын

This is the only casual talk by Saurabh on the internet I think. As others are webinar kind of.

@gowrishankarkn6499 2 жыл бұрын

Amazing Sauravbhai. You are the MOHNISH PABRAI of India called BHARATH. Truly Atmanirbhar! God Bless YOU.

@kaushik2495 2 жыл бұрын

2 hours of free wisdom, Return on time spent is quadrupled

@MinorityDoc 2 жыл бұрын

He's wise and articulate. Perfect teacher.

@humdingerrocks 2 жыл бұрын

Why they uploaded this video so late.. The video was a real gem...Saurabh is simply splendid...))

@jitendrakumarc302 2 жыл бұрын

Wonderful explanation in simple words, lots of actionable information.

@kiranshenvi2626 2 жыл бұрын

Superb knowledge insights... thankyou Saurabh for such a great session!

@dinomanu2 2 жыл бұрын

I love in Powai and someday looking forward to meet Saurabh in person and convey my sincere thanks for his teachings and knowledge sharing 👍🙏

@jkj1459 2 жыл бұрын

Powai is where L&T THE GIANT RESIDES

@yuvanshtehlan5414 2 жыл бұрын

what a man he is .real idol and such a simple .super intelligent honest down to earth .love u sir .keep informing us like this .thanks a lot 🙏

@asheetsinvhal2195 2 жыл бұрын

When he showed the chappal as an instrument of enormous wealth creation, immediately my interest piqued..another Like for that.

@praveendharne5517 2 жыл бұрын

Every few years, I have an "AHA moment". This video certainly has been the latest. Thanks Guruji!

@bharatsingh-mg7ls 2 жыл бұрын

Bhai kya samjhate ho aap. Really really not a seen such a person like you who throw out his wisdom and offcourse free of cost here

@pralaysangma8019 Жыл бұрын

He as an analyst provides a unique and very different perspective about looking at companies and how to do investment. I like most of his ideas and thanks the analyst like him who provide more insight and his analysis for the small retail investors who cannot do this level of analysis. Kudos to him and his team. All his lectures are worth listening and get to know many more new things and new perspective. Thank you Saurabh bhai.

@sandeeprajagolla4660 2 жыл бұрын

he is best guy . the best in sharing knowledge . i like him a lot

@nirupamashah1606 2 жыл бұрын

This Guy so kindly explains and makes us understand

@DigvijayUpadhyaybit03 2 жыл бұрын

Enormous knowledge in a very simple way.

@anuradhapittie3408 2 жыл бұрын

Saurabh, analysis is fabulous and the way he explains in a simple way is fantastic. Thank you

@kapilkhanna 2 жыл бұрын

Extremely logical. Approach is absolutely refreshing and sensible! Keep it up.

@vinodnaik1418 Жыл бұрын

Legend explains complicated things in a simple way...@Saurabh Mukherjea ❤️

@pradeepkirubagaran7036 2 жыл бұрын

i like this man for the frankness and openness with which he teaches us..

@ArunSingh-lo6nl 2 жыл бұрын

Saurabh Sir is truly a Finance Guru

@sumit_js 2 жыл бұрын

That answer on telecom industry was lit. Absolute rockstar.

@StockMarketWithDrRahul Жыл бұрын

Saurabh Mukherjea sir thank you so much for being so kind to share your picks, thoughts and priceless knowledge with the youth of nation. I am really inspired by you and really admire every bit of you. Hats off sir!

@ashhere31 2 жыл бұрын

Saurabh is amazing. I could not stop this video once i started it. I will now read all of his books + 3 books he recommended. Thanks a lot Saurabh for this wonderful Masterclass. You have great and riveting presentation skills

@ashhere31 2 жыл бұрын

Recommended books Zero to One - Peter Thiel The Myth of Capitalism - Jonathan Tepper The Rise and Fall of American Growth - Robert J. Gordon

@Ankitsood209 2 жыл бұрын

He is really a humble person. Start with coffee can then victory project and latest diamond in the dust is a masterpiece. Just reading now. Also take benefits by building a strong portfolio of stocks without any much churning

@Ankitsood209 2 жыл бұрын

@@ashhere31 3 books are also great I have just read zero to one. I mentioned saurabh books. All d best

@manmohansingh-mc1mu 2 жыл бұрын

Also if someone can tell the name of the one hour video he recommends to watch om KZfaq. I simply forgot.

@ashhere31 2 жыл бұрын

@@manmohansingh-mc1mu Competition is for losers Peter Thiel

@vjkr22 2 жыл бұрын

Valued video. Great communicator with clarity of thought. God bless.

@rakeshkumarsingh786 2 жыл бұрын

Thanks for sharing such powerful insights so nicely and the way you explained the concept is just amazing 👍

@vaibhav-bhavsar 2 жыл бұрын

The absolute masterclass by the legend 💯♥️🔥

@72sssidhu 2 жыл бұрын

Really a great piece of wisdom:…clarity and simplicity at the core..thanks Sourab👍👍

@sridharsm366 2 жыл бұрын

Good one! Cannot get up before fully watching this 1 hour video for 4 + hours..

@koshyjoseph2605 2 жыл бұрын

Awesome session with superb Relaxo story along with lots of insight with clarity. Hats off.

@natrajanramkrishna6346 2 жыл бұрын

Saurabh, this is great contribution and I am personally delighted that you spread hope, knowledge and prosperity. This also helps people in trusting Indian companies because there is a craze to invest in US stocks... most people do not understand what happens there and get carried away with some few stocks that are dong well.

@vipinkalamshere6355 2 жыл бұрын

@Ganapathyraman 2 жыл бұрын

Its such a pleasure to hear Saurabh sir ..!

@se56789 2 жыл бұрын

Astonished to see a man of such caliber being so simple.

@narann2267 2 жыл бұрын

Great knowledge 👏👏 as seems Finance is your passion. Thanks for sharing. Highly appreciated

@ramyasri6093 2 жыл бұрын

So much of information Packed.. especially for retail investors

@anindary 2 жыл бұрын

Epic Stuff! Royal Salute Mr. Saurabh. Shine on⭐⭐

@sudhirshah9554 2 жыл бұрын

Excellant Views On Future Growth Of Companies & Market With Understanding Past Crystal Clear

@MrNitKap 2 жыл бұрын

Found him just now….. very intelligent person.

@versandeep 2 жыл бұрын

What clarity of thoughts !! 👍.. indeed a masterclass

@its.r.r 2 жыл бұрын

Great video and much to take away. Loved it! I liked the part where he says when the US goes into recession "in simple English" we get "sasta tel and sasta paisa".

@ashaarwikar8588 Жыл бұрын

Very useful for young investors. Thank you Mr Saurabh. Keep enlightening Indian Investors

@RohitMusaleCFA Жыл бұрын

11 months ago I said here that Relaxo is overvalued. Where is the "Chappal Monopoly" now ? Where is the "Next Nestle" ? The fund manager has already exited the stock.

@finjection 3 ай бұрын

Sitting on 30% loss on relaxo

@RohitMusaleCFA 3 ай бұрын

@@finjection Never ask a barber whether you need a haircut. Never ask a fund manager where should you invest.

@arvindjha9445 2 жыл бұрын

His knowledge is awesome and presentation is also very simple so my salute to saurabh sir

@rajanna86 2 жыл бұрын

A great, thought provoking talk throwing light in to the newly emerging business scenario in India. Thank you Sir.

@varghesethomas1845 2 жыл бұрын

One of the best talks on investment I have ever heard

@sureshbabu116 2 жыл бұрын

Very intresting and advisory.

@vardhansbi 2 жыл бұрын

Sir, Your session sucked us throughout.

@radhakrishnan7185 2 жыл бұрын

Awesome 😎 wonderful thought provoking God bless all

@tejisingh2341 2 жыл бұрын

Thanks for insight. Differ with you regarding shift in agriculture. American model of agriculture have failed for the common citizen & farmers ,though it may have benefited corporate. Pl understand , we have emotional connect with land. It's not just another business. Agriculture needs reforms but the way being planned . Need to give better price to farmers and diversification.