Whenever I listen to Saurabh sir, I kept wondering how much he reads and how much he has read in his life. He has wisdom and insight of 70+ years old retired legendary businessman
I have massive respect for Saurabh Mukherjea.. He is one of the very few fund managers in India who is in the category of intellectuals... Any conservative middle class investor who doesn't know anything other than FD or property type investment and entering stock market newly, just shun the noise and read Saurabh's books and philosophy. He may not give you multibagger returns in a year but very systematic long term returns and peace of mind.. Famous investor Bharat Shah quoated, "Investment is Simple but not easy"; read Saurabh to understand what it means..
Sourabh, you are exactly right, what I could learn in last 30 years, but you r explaining it to small investors in just in less than one hrs. If someone had guided us 30 years back, it would have been different life.
Amazing insights in this hour and half interview. Avoiding social media chaos and tips + Learning from people who have already achieved things in life is the way to go.
I think ,the way Saurabh sir explain things is just simply remarkable and love his logic behind every point..I always appreciate his efforts towards making us to understand the market 👍👍
Unlike any other Equity Hotshot, this Man is honest to the core, genuinely wanting to help ALL make money..... And never one bit insecure about losing Fort. Kudos Dada!
Saurabh sir u rock again! The number of times u hav proudly shown ur relaxo chappal in webinars n interviews kasam se utni baar toh relaxo ke maalik ne bhi kisi ko nahi bataya hoga chappal nikaal ke 😉😉😁
Excellent session. The questions asked here were really different from other interviews of Saurabh where the questions are about investing, sectors, etc,. Here the questions asked are different & great knowledge sharing by Saurabh as usual. Reading Diamonds in the Dust & strongly recommend it.
Saurabh is always such a treat to listen to. I have bought all the books he suggested in his talks and my horizon has broadened to such a great extent. He could be a great behavioural scientist other than a great economist and a money manager
Wrong analysis on Tata Steel: The iron ore they use is not free. Its loaded with taxes, levies, infra costs etc. Captive coal is just 20% of their requirement, rest is imported mostly from Australia. The RoCE over the last decade was bogged down due to an overseas investment… Also, despite selling bulky goods through Kolkata Port, they are operating at a negative working capital! Btw the movies teach us how things were and not how things are!
Loved the interview from start to finish - Vishal was an excellent interviewer, and Saurabh's answers were insightful while also being easily digestible
Thx a lot Vishal ji, awesome discussion. You brought out the best from one of the most eloquent financial commentator of our times. This interview is for archives and I am sure will go down the history. Your 1 percent show is hitting high notes like those Larry King show in CNN - Simple, thoughtful and yet so deep, so meaningful... God bless you both.
Very informative and useful your one percent show - Great work - Vishal Ji . As usual Saurabhji brings new insight towards wealth generating and highlighting compounding machines with new observations.
I have watched more than 40-50 Talks of Saurabh. I consider this talk by far the best. The credit goes to Vishal to bring out the best out of Saurabh through his prudent questions.
Hats off to his simplicity - I have been following him for the last 3+ years and read all his books and those recommended by him. And I have never seen him come in fancy armani suits and tie.
Awesome interview with iconic Saurab with his amazing ideas to add value in every walks of life & to make this country great being a better contributor.
The way high PE's like 100 or 200 for great business is explained is not entirely true as it missed an important aspect for growth : Reinvestment. You can not have higher growth without reinvestment. When we add this aspect, it looks like high PEs like 50,60,70,100 are not warranted.
Great work. Please aim to give a list of 12 to 15 shares which must be there in every portfolio for long term say 20 to 30 years to create good wealth. Regards.
After explaining Daniel Kahnemann's observation of the mind substituting a difficult question for an easy question (Akbar Birbal story) at minute 48:00, Mukherjea went ahead and did exactly that at 50:00. BRILLIANT :D :D
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”
ITC can simple give as dividends to shareholders if management does not have an idea, I can understand as fund manager about you about the 5K Cr , but for any company/management is simple, if they can not get the right project they can always give it back to shareholders is always a good option.
Best advice from this that I got is the most important thing in life is to build relationships either its on personal front or professional front....if u fail on this front thn life will nt be fruitful
Non Investing Books everyone should read: 1. Timeless Steel- Rahul Dravid (Lessons on how cosnsitency and simple strategies can make you most successful) 2. King of the World - Rise of an americal hero - David (to Build and maintain conviction) | Movie based on the book-One Night in Miami movie on Muhammad Ali 3. Gifts of Athena - Joel Mokyr (to learn how does Information and knowledge result in wealth | and to learn how knowledge and Information are different Endnote: Read material that u disagree with
@@sachinshinde5012 Coffee Can Investing, Diamonds in the Dust and Unusual Billionaires for long term investing will be good reads imo. For short term trading "Trading in the zone" and "Market Wizards" will give a good perspective too
We are extermely fortunate to be living in India in this 30-40 years period where India has excellent wealth making opportunities while Indian wealth consolidates in few well-run businesses. Make sure you are a part of the story
I was eagerly waiting for this interview❤️ Im big fan of Saurabh sir . Done with Unusal Billioanre , Coffee-Can Investing. Thank u so much vishal sir , u r doing great☺️🙏
Hi, vishal, Good job ,keep it up. Sauraob lays out Right metrics to buy the company, we request you do a show with him, on when to sell the same company , Others wise it will be like abhimanyu entering chakravyuha...
I'm reading investing for growth by Terry smith and word for word Marcellus is cloned. This is great . Mohnish Pabrai has created great wealth by cloning
Absolutely wonderful questions put up by moderator... In most of interviews of saurabh... People don't really ask great questions... It's mostly same repetitive questions. Earned a sub sir
Thanks a lot Vishal for all these amazing talks that you dish out for us. Really loved the humble and honest talk from Saurabh . You have the knack for getting the best information out from your guests unlike some other hosts who talk more and listen less. Wishing you amazing success. 💐💐
बहुत ही ज्ञान वर्धक और मस्त बातें सुनने को मिली 👏 सुनकर मज़ा अा गया 🙏 पुस्तक का हिंदी रर्सन मिले तो और भी अच्छा होगा 🌷सौरभ आप तो बहुत अच्छी हिंदी बोलते हो 😍 अपनी बातचीत में हिंदी में और ज्यादा बोला करो ताकि हम आपकी भावनाओं को उसी सेंस में समझ सकें जिसमें आप बोल रहे हो 🙏 एक बार फिर आप दोनों का शुक्रिया 👏🌷
Saurabh sir ne ager betting shop me job nahi ki hoti toh nahi ban pate itne bade portfolio investor..... His favourite are 1-relaxo 2-dr lal path lab. 3- Asian paints. 4-nestle. 5-pidilite. 6-bajaj finance. Sir ne astral Ltd ka naam hi nahi liya.... Well plumbing business me hone ke bad bhi....
Excellent. "shut out the social media and read a book a week".
I think there's a lot of credible information on the internet on different topics.
But some gen z people only want to show their ass on Instagram.
11
Whenever I listen to Saurabh sir, I kept wondering how much he reads and how much he has read in his life. He has wisdom and insight of 70+ years old retired legendary businessman
He is a very big Bakchodh...in my view..please verify his facts and you will realise..He is a good story telĺer and good PMS salesman
80 minutes of pure wisdom and thrill.
I have massive respect for Saurabh Mukherjea.. He is one of the very few fund managers in India who is in the category of intellectuals... Any conservative middle class investor who doesn't know anything other than FD or property type investment and entering stock market newly, just shun the noise and read Saurabh's books and philosophy. He may not give you multibagger returns in a year but very systematic long term returns and peace of mind.. Famous investor Bharat Shah quoated, "Investment is Simple but not easy"; read Saurabh to understand what it means..
saurabh is the kind of person who'd flex his relaxo ka chappal in parties.
(But seriously what a speaker)
I can listen to him for hours.
He is such a gem.
Honest and passionate; these are the deadly combinations
I am from dhanbad. Thanks for mentioning dhanbad in your conversation.Wonderful learnings.Trying to learn investing 🙏
Sir, Dhanbad and Jharkhand have contributed immensely to Indian economy. Post Independence.
Sourabh, you are exactly right, what I could learn in last 30 years, but you r explaining it to small investors in just in less than one hrs. If someone had guided us 30 years back, it would have been different life.
Saurabh makes even Basant Maheswari look stupid. The latter got out and the former made money through Bajaj Finance.
Amazing insights in this hour and half interview. Avoiding social media chaos and tips + Learning from people who have already achieved things in life is the way to go.
17:10 lol.
Dhanbad is land of mines
India is land of landmines. Really liked that 😆😆🙏🏻
Did I just hear Saurabh has been in UK? because he speaks a normal Indian accent & not trying to fake a UK accent. 👌
I think ,the way Saurabh sir explain things is just simply remarkable and love his logic behind every point..I always appreciate his efforts towards making us to understand the market 👍👍
Two intellectual supergiants together in one video. Simply Amazing!
It is awesome to listen pure knowledge of SM
Saurabh such a analytical person, always insightful
brilliant idea to mention the topics with time timings of the video.
Can you please do one interview with D. Muthukrishnan Sir ( the legend )
I must appreciate the high quality questions, which were posed to Saurabh Mukherjea. Full marks. Worth investing the time! 👍
Every word is a gem!! I wish I could have a transcript of this interview.
Unlike any other Equity Hotshot, this Man is honest to the core, genuinely wanting to help ALL make money..... And never one bit insecure about losing Fort. Kudos Dada!
This is the most insightful video I have ever watched
Thanks Vishal sir
Inspired to study more
Saurabh sir u rock again! The number of times u hav proudly shown ur relaxo chappal in webinars n interviews kasam se utni baar toh relaxo ke maalik ne bhi kisi ko nahi bataya hoga chappal nikaal ke 😉😉😁
Thanks Vishal Ji for Organizing & Thanks Saurabh Ji for your insights...
Excellent session. The questions asked here were really different from other interviews of Saurabh where the questions are about investing, sectors, etc,. Here the questions asked are different & great knowledge sharing by Saurabh as usual. Reading Diamonds in the Dust & strongly recommend it.
Both are my favourite.......best merger 😀😀😀😀
Always good to hear from Saurabh. Good to understand different perspective. Thank You Vishal for this and many previous interviews. Kudos to you.
Saurabh is always such a treat to listen to. I have bought all the books he suggested in his talks and my horizon has broadened to such a great extent. He could be a great behavioural scientist other than a great economist and a money manager
hey hi can you list down the names
Ko
Best ever interview I have ever watched. Thanks @vishal for thi opportunity.
Stay blessed Saurabh.
Such a young age brilliant. N so down 2 earth grt
Saurabh is brilliant as usual but I was blown away by the quality of questions put forward. Exceptional session, thanks Vishal.
Wrong analysis on Tata Steel: The iron ore they use is not free. Its loaded with taxes, levies, infra costs etc. Captive coal is just 20% of their requirement, rest is imported mostly from Australia. The RoCE over the last decade was bogged down due to an overseas investment… Also, despite selling bulky goods through Kolkata Port, they are operating at a negative working capital! Btw the movies teach us how things were and not how things are!
The is ok
Loved the interview from start to finish - Vishal was an excellent interviewer, and Saurabh's answers were insightful while also being easily digestible
Thx a lot Vishal ji, awesome discussion. You brought out the best from one of the most eloquent financial commentator of our times. This interview is for archives and I am sure will go down the history. Your 1 percent show is hitting high notes like those Larry King show in CNN - Simple, thoughtful and yet so deep, so meaningful... God bless you both.
Insightful and thought provoking.
Thanks 👍 for sharing knowledge.
Very informative and useful your one percent show - Great work - Vishal Ji . As usual Saurabhji brings new insight towards wealth generating and highlighting compounding machines with new observations.
I have watched more than 40-50 Talks of Saurabh. I consider this talk by far the best. The credit goes to Vishal to bring out the best out of Saurabh through his prudent questions.
I second that.. I have read all his books n many talks and Saurabh has a very simple n logical way of describing the market
Adding to that I also invested all the 14 companies of ccp
I like his thinking process
Bliss. I learnt so much. Complex terms explained in simple laymen terms.
Brilliant insights as always. Amazing 80 mins spent
I hope one day Saurabh can buy a good quality webcam with his "great money making coffee can investing style "
Hats off to his simplicity - I have been following him for the last 3+ years and read all his books and those recommended by him. And I have never seen him come in fancy armani suits and tie.
He will invest in Stock bro...
Idiots look for fancy gadgets. And find fault in others not using hi fi brands or attire. Real seekers look for quality and cream
It was funny dude😄😄
Dhyan camera pe rahega to coffee can kaam nhi aayega
14:27, Relaxo an awakening moment 😆
I am from dhanbad. I can tell we have more than to 6 to 7 good places to eatt 😁😁😁😁
Extremely simple and straightforward. Excellent teacher and motivator
Saurabh is one of the candid and successful investor. He is very kind enough to say everything on public.
Beautiful questions, amazing answers. Loved your book Vishal and loving this quality of interviews👍
Thank you for the wonderful video saurab sir and khandelwal sir.
Most enchanting lecture. Simply brilliant Sourabh Mukherjee. Thanks Vishal.
relaxo as all always his favorite
I really had a good time listening to both of them. Thankyou
Always looking forward for the 1%show .
Thank you so much to both of you. A huge respect to you. M listening it for two times and making notes out of this.
,×
Amazing interview...👌.. insightful learnings for retail investors🙏
Would love to see Sanjoy Bhattacharya on your show
Looking forward to read Saurabh Mukherjea book and gain more knowledge.
Absolutely amazing. Very insightful conversation.
Awesome interview with iconic Saurab with his amazing ideas to add value in every walks of life & to make this country great being a better contributor.
Watched without jumping or forwarding ,great work and lesson for people.
Brilliant interview 👍
I follow Saurabh on every platform
Very informative video and gives much more insight into the thinking process. @Vishal Khandelwal .. Just a suggestion for Guest - D Muthukrishnan.
Well spent 84 minutes. Great admirer of both of them.
Saurabh is a institution himself
The way high PE's like 100 or 200 for great business is explained is not entirely true as it missed an important aspect for growth : Reinvestment. You can not have higher growth without reinvestment. When we add this aspect, it looks like high PEs like 50,60,70,100 are not warranted.
After Morgan, I was waiting for this one. thanks Vishal for inviting Saurabh.
Great work. Please aim to give a list of 12 to 15 shares which must be there in every portfolio for long term say 20 to 30 years to create good wealth. Regards.
One is chapppal stock which he tells in every interview of his....relaxo
After explaining Daniel Kahnemann's observation of the mind substituting a difficult question for an easy question (Akbar Birbal story) at minute 48:00, Mukherjea went ahead and did exactly that at 50:00. BRILLIANT :D :D
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”
Great insights and examples by Saurabh Mukherjea. Shows the commitment and integrity to profession and sharing knowledge. Questions also brilliant
ITC can simple give as dividends to shareholders if management does not have an idea, I can understand as fund manager about you about the 5K Cr , but for any company/management is simple, if they can not get the right project they can always give it back to shareholders is always a good option.
Hi Vishal..if possible, please bring Sanjoy Bhattacharya and Bharat Shah 👍
Yet another fantastic episode. Great learnings from Saurabh. Thanks a lot Vishal!
Great Interview, really liked the topics discussed !!
Saurabh , u r always an open minded than other peers. Thanks for sharing ur thought process. 👍
On popular demand...
Sir please do one with Gautam Baid (Joys of Compounding)
Best advice from this that I got is the most important thing in life is to build relationships either its on personal front or professional front....if u fail on this front thn life will nt be fruitful
He in my view the best fund manager in India, as of now in addition to Nilesh Surana of Mirae emerging star fund.
Again classic podcast 🙌
There are some things where I disagree with him in this interview, but it is still one of the best of Surabh's. Good job by Vishal.
Non Investing Books everyone should read:
1. Timeless Steel- Rahul Dravid (Lessons on how cosnsitency and simple strategies can make you most successful)
2. King of the World - Rise of an americal hero - David (to Build and maintain conviction) | Movie based on the book-One Night in Miami movie on Muhammad Ali
3. Gifts of Athena - Joel Mokyr (to learn how does Information and knowledge result in wealth | and to learn how knowledge and Information are different
Endnote: Read material that u disagree with
Danniel Kahnemahn's Noise on AI impact in future (Interview vs Repitive task analogy)
Thankyou. any investment related good ones?
@@sachinshinde5012 Coffee Can Investing, Diamonds in the Dust and Unusual Billionaires for long term investing will be good reads imo. For short term trading "Trading in the zone" and "Market Wizards" will give a good perspective too
The last line was very valuable
Great interview. Thanks for conducting this.
I love how Saurabh goes about explaining his views and the thought process around it.
Ocean of knowledge. !!
We are extermely fortunate to be living in India in this 30-40 years period where India has excellent wealth making opportunities while Indian wealth consolidates in few well-run businesses. Make sure you are a part of the story
I was eagerly waiting for this interview❤️
Im big fan of Saurabh sir . Done with Unusal Billioanre , Coffee-Can Investing. Thank u so much vishal sir , u r doing great☺️🙏
kudos Vishal, and thank for the questions, it shows how much hard work you do, with the panelist and Saurabh definitely mince no words. !!
Hi Vishal, could you try an episode with Sanjoy Bhattacharya. Thanks, Vivek
This is probably the best discussion of saurabh i have ever seen.
You both will definitely throw many fund manager out of market.
Hi, vishal, Good job ,keep it up. Sauraob lays out Right metrics to buy the company, we request you do a show with him, on when to sell the same company ,
Others wise it will be like abhimanyu entering chakravyuha...
Interesting similarities among the investment managers who are from UK or worked in UK. Nick Sleep, Terry Smith, Saurabh.... any more?
I'm reading investing for growth by Terry smith and word for word Marcellus is cloned. This is great . Mohnish Pabrai has created great wealth by cloning
Absolutely wonderful questions put up by moderator... In most of interviews of saurabh... People don't really ask great questions... It's mostly same repetitive questions.
Earned a sub sir
sanjoy bhattacharya ko lao
Thanks a lot Vishal for all these amazing talks that you dish out for us. Really loved the humble and honest talk from Saurabh . You have the knack for getting the best information out from your guests unlike some other hosts who talk more and listen less. Wishing you amazing success. 💐💐
By far one of the best interview of Saurabh . Great questions
48:00 awesome 👍
I am shocked that Saurabh Ji has watched gangs of wasseypur.
बहुत ही ज्ञान वर्धक और मस्त बातें सुनने को मिली 👏 सुनकर मज़ा अा गया 🙏 पुस्तक का हिंदी रर्सन मिले तो और भी अच्छा होगा 🌷सौरभ आप तो बहुत अच्छी हिंदी बोलते हो 😍 अपनी बातचीत में हिंदी में और ज्यादा बोला करो ताकि हम आपकी भावनाओं को उसी सेंस में समझ सकें जिसमें आप बोल रहे हो 🙏 एक बार फिर आप दोनों का शुक्रिया 👏🌷
Vishal and Saurabh sir great to see you together, you are requested to make this kind of podcast on regular basis
Watching Gangs of Wasseypur for scuttlebutt on steel companies
Saurabh sir ne ager betting shop me job nahi ki hoti toh nahi ban pate itne bade portfolio investor..... His favourite are
1-relaxo
2-dr lal path lab.
3- Asian paints.
4-nestle.
5-pidilite.
6-bajaj finance.
Sir ne astral Ltd ka naam hi nahi liya.... Well plumbing business me hone ke bad bhi....
13:12 Kudos for Dhanbad. Even though I am from Bokaro Steel City. Dhanbad OP
Saurabh is at his best as always! ♥️💯🔥