He studied in economy properly.Even if Indian economy is growing though it's population is still in middleclass thats why sasta but quality mantra works in Indian market.e.g MI mobile sasta hai quality bhi hai,Maruti sasta hai quality bhi hai this is mentality of indian buyer.
A good case study....Firstly they are swadesi comapnies n delvering quality products at a reasonable pricing...so it's a win-win situation for both customer+investors...Relaxo has given a decent n consistent returns in the last 10yrs...and am sure it will keep on delivering the good quality products, business and returns🙏
In real world Relaxo doesn't have brand name neither it has wide range of offline retail shops. A business depends on intense price competition is in danger at the time of inflation. Its already highly overvalued and performance is deteriorating. Market will definitely put it in its place.
@@sagarsaxena6318all he'll do is oversimplify stuff for retail investors to make investing look "easy" and simple, when it actually isn't. Better off putting your money in an index fund.
Whenever I see Saurabh Mukherjea, I always remember the Relaxo chappal scene, where he lifted his Relaxo chappal and said this is a great compounder of wealth. But soon after, Marcellus exited from Relaxo.😂 This has been the trend with Marcellus lately. Talk about a certain company like he's betting his life on it and then suddenly turn around and dump the company. My point is, if it is such a high conviction stock after such intense work with their much touted proprietary research and all that mambo jambo, how come a company can suddenly turn bad in a few months? It's simple common sense right? It just means all that deep shit research is no good if it cannot determine what's going to happen with the company in just a few months' time.
They replaced Relaxo with TCS because when it comes to succession planning, TCS scores higher than Relaxo. But they still hold Relaxo in Rising Giants Portfolio.
Unsurprisingly, Relaxo has been an underperformer during an inflationary period. Simply because you cannot pass on costs to your customers who do not have any ability to pay 50 Rs more for the same chappal. There is zero pricing power in this business, simply because it caters to an audience that is unable/unwilling to pay up. Rather, they shift to unorganised brands when prices go up. But anyway, jab tak retail investors ko oversimplify karke investing easy banaoge, tab tak woh sutiya bante rahenge.
Every video I hear after this video i do not trust a word of his. It take years build reputation in the Market but only a few moments to get it destroyed.
![[#2024MAMA] ROSÉ (로제), Bruno Mars - APT. | Mnet 241122 방송](http://i.ytimg.com/vi/dgGqD28J6aQ/mqdefault.jpg)
Aged like a fine wine.
What irony, Marcellus exited Relaxo completely. Ccp and one more.
He's a marketing guy not a Fund Manager. I hope people start understanding this.
If I find a better ROCE earning company than my 15th company in portfolio .. at a good valuation why wont I churn ?
Selling a "Monopoly" within one year after this roadshow? So much conviction huh ?
I made money because I attended this webinar online and then sold later when I achieved my targets. Thanks Saurabh Sir
Bro can you tell how did you attend this seminar. As I am big admirer of saurabh Mukherjee so i also want to join
He studied in economy properly.Even if Indian economy is growing though it's population is still in middleclass thats why sasta but quality mantra works in Indian market.e.g MI mobile sasta hai quality bhi hai,Maruti sasta hai quality bhi hai this is mentality of indian buyer.
Ab kya hua Bhai?
A good case study....Firstly they are swadesi comapnies n delvering quality products at a reasonable pricing...so it's a win-win situation for both customer+investors...Relaxo has given a decent n consistent returns in the last 10yrs...and am sure it will keep on delivering the good quality products, business and returns🙏
Who is here after the Chappal Wealth story after the Relaxo Exit?😂
In real world Relaxo doesn't have brand name neither it has wide range of offline retail shops. A business depends on intense price competition is in danger at the time of inflation. Its already highly overvalued and performance is deteriorating. Market will definitely put it in its place.
You have much better business sense than this guy. Always do reverse stuff of what he does
This is an old video . But would be nice if we reviewed the assumptions behind it . What has changed , so that we can take a decision today
i think nothing changed he exited today with over priced elxi
Should we buy relaxo now as price has corrected significantly
Excellent information.
Thank you
Rising Giant - #Relaxo Case Study (Recording Date 13th FEB 2020 - Mumbai)
Full Masterclass Link - th-cam.com/video/8uCxFTghxtc/w-d-xo.html
I like the presentation but did the portfolio beat the index ?
it never would because all his analysis is big time hindsight bias. He's trumpeting stuff that has worked already.
Underperformed big time
@@sagarsaxena6318all he'll do is oversimplify stuff for retail investors to make investing look "easy" and simple, when it actually isn't. Better off putting your money in an index fund.
He exited the stock, it's a FUD, he dumped the shares on gullible retail traders
If you can deliver value for money there is nothing like the limitless Indian market.
He's sold rekaxo....now possibly walking barefoot 😉
Whenever I see Saurabh Mukherjea, I always remember the Relaxo chappal scene, where he lifted his Relaxo chappal and said this is a great compounder of wealth. But soon after, Marcellus exited from Relaxo.😂 This has been the trend with Marcellus lately. Talk about a certain company like he's betting his life on it and then suddenly turn around and dump the company. My point is, if it is such a high conviction stock after such intense work with their much touted proprietary research and all that mambo jambo, how come a company can suddenly turn bad in a few months? It's simple common sense right? It just means all that deep shit research is no good if it cannot determine what's going to happen with the company in just a few months' time.
Thank you sir 🙏
this is how they make retail investors losers
Why marcellus has replaced Relaxo with TCS in Consistent Compounder Portfolio....?
@Gourab you need to invest minimum of 50 lakhs. Google is your friend
They replaced Relaxo with TCS because when it comes to succession planning, TCS scores higher than Relaxo. But they still hold Relaxo in Rising Giants Portfolio.
@@sairockr lol
He sold relaxo chappal now
Sir, case study on campus, please
I am here to case study of sourabh mukherjee
He actually made fool of retail investors. We should never believe such liars.
He sold Relaxo.
Can i get the full video link of this webinar
th-cam.com/video/8uCxFTghxtc/w-d-xo.html&ab_channel=EDGECommunity
Why did you now leave relaxo?
Sparx available in police canteen.
Doesn't "FY 20" mean the financial year starting April 2019 and ending March 2020?
If so, then how is FY 20 impacted by C0VlD?
Unsurprisingly, Relaxo has been an underperformer during an inflationary period. Simply because you cannot pass on costs to your customers who do not have any ability to pay 50 Rs more for the same chappal.
There is zero pricing power in this business, simply because it caters to an audience that is unable/unwilling to pay up. Rather, they shift to unorganised brands when prices go up.
But anyway, jab tak retail investors ko oversimplify karke investing easy banaoge, tab tak woh sutiya bante rahenge.
Pura video kaha hain?
th-cam.com/video/8uCxFTghxtc/w-d-xo.html&ab_channel=EDGECommunity
Then why taken a u turn .......
Mirza international
Every video I hear after this video i do not trust a word of his. It take years build reputation in the Market but only a few moments to get it destroyed.
Relaxo gaya, ab metro ke jute dikhao 😅😅😅😅
Mamu bana diya Saurabh bhai ne sabko apna chappal dikha dikha ke 🤣 What chappal is he wearing nowadays???
lol!
CHOR SALA. This chappal is for "wealth creation" for me