ความคิดเห็น •

  • @akhaleefa
    @akhaleefa 4 ปีที่แล้ว +127

    Saurabh Mukherjea's presentation and approach is utterly honest. Wish we get a few fund managers like his firm. Indian PMSs have now tough competition with his firm Marcellus Investment Managers. Long live visionary and honest leaders to make India one of the best country in the world. 1.3 billion Indians should be able to lead better lives.

    • @temochinkshetrimayum6293
      @temochinkshetrimayum6293 4 ปีที่แล้ว +6

      Saurabh sir is a great investor , pms no1 to me btw coffee can investing is a must read book for ppls who r interested in investing in indian market

    • @14ARVIND
      @14ARVIND 3 ปีที่แล้ว +3

      if all fund manager act on such mediocre advises, the market will be closed as there wont be sellers and buyers wont get any shares they propose to buy.

    • @14ARVIND
      @14ARVIND 3 ปีที่แล้ว

      and all investors in 8o companies will rush to sell there share resulting in market to crash.

    • @harendrasingh_22
      @harendrasingh_22 3 ปีที่แล้ว

      @@14ARVIND haha

    • @wilfredwiz
      @wilfredwiz ปีที่แล้ว

      Alok jain also presents same like saurabh

  • @mohanlaltejwani6114
    @mohanlaltejwani6114 4 ปีที่แล้ว +8

    Mr Saurabh Mukherjea and his team is doing great. Their books changed a lot Investing behaviour in India. We are looking forward to see more from this team to change investment culture, which is very much needed. Thank you

  • @hirlekarar
    @hirlekarar 3 ปีที่แล้ว +10

    Superb. I have invested in Marcellus consistent compounders and kings of capital. This guy’s clarity and intelligence is astonishing. Impressive. Salute

  • @shammisabharwal129
    @shammisabharwal129 3 ปีที่แล้ว +13

    Very well articulated and explained everything in such a simple manner that even a layman can understand. Hat's off to you

  • @TheRockstar3050
    @TheRockstar3050 4 ปีที่แล้ว +57

    I love this guy , huge respect for him .

  • @PradeepKanwar
    @PradeepKanwar 4 ปีที่แล้ว +8

    Brilliant! No random theory, just facts. Clicked immediately when u look at day to day reality vs stock price action.

  • @jayeshgopalan
    @jayeshgopalan 2 ปีที่แล้ว +6

    In one word this was mind-blowing video. Never knew the insight behind Asian Paints and why it leads the market.

  • @gowrishankarkn6499
    @gowrishankarkn6499 3 ปีที่แล้ว +17

    Amazing analysis Saurav Da. Only wish that all those guys who went abroad to study came back to build a Resurgent India. Also, hope that the Department of Company Affairs made it mandatory to have a Forensic Audit of their books every ,3 years. Jai Santoshi Maa.

  • @muralikalkar3554
    @muralikalkar3554 4 ปีที่แล้ว +13

    Wow! Saurabh at his best! Amazing articulation! Its a harsh realty for small investors!!

  • @upendraalavala9722
    @upendraalavala9722 4 ปีที่แล้ว +11

    Absolutely brilliant presentation..an eye opener to the investors and investment managers

  • @rathinbasu6952
    @rathinbasu6952 3 ปีที่แล้ว +7

    Saurabh: Excellent presentation, brilliantly articulated, full of insights. Your clean operations should bring Marcellus as a good option for the investors.

  • @dr.chandramohanr.indapure4720
    @dr.chandramohanr.indapure4720 4 ปีที่แล้ว +15

    SIR, FROM TODAY ON WARDS I HAVE BECOME YOUR HARDCORE FAN!
    WHAT AN INSIGHT IN-DEPTH ANALYSIS OF ASIAN PAINTS......
    HATS OFF TO YOUR RESEARCH !!

  • @VinayKumar-rs7js
    @VinayKumar-rs7js 3 ปีที่แล้ว +3

    Very insightful. There is so much clarity in his thinking. Information and illustration on accounting frauds, 1 or 2 companies in each sector which dominate, compounding, waiting for a favourable PE ratio - make this video worth watching.

  • @aasthagupta4234
    @aasthagupta4234 4 ปีที่แล้ว +6

    Thrilled after watching this one. Truly amazing.

  • @thelastsamuraiRonin
    @thelastsamuraiRonin 2 ปีที่แล้ว

    This video never gets older. Fantastic

  • @pralaysangma8019
    @pralaysangma8019 3 ปีที่แล้ว +6

    This is one of the best presentation made in Indian stocks and based on ground reality. Thank you Saurabhda.

  • @sandipdattaroy1984
    @sandipdattaroy1984 4 ปีที่แล้ว +7

    Very informative lecture.....I have bought Coffee Can Investing from Amazon. Many more things to learn.

  • @rajansehgal7701
    @rajansehgal7701 3 ปีที่แล้ว +3

    Your analysis is amalgamation of your through global experience and education in Indian context
    I feel excited ,proudly with pride for
    You

  • @swapniljaba
    @swapniljaba 4 ปีที่แล้ว +8

    Very insightful.. such a robust technology built by Asian Paints...
    And this guy is so confident...

  • @harshvardhansinghr
    @harshvardhansinghr 4 ปีที่แล้ว +40

    By speaking Hindi, in between, he is giving clear indications that he is fluent in Hindi too.

  • @abhishekpelu5561
    @abhishekpelu5561 4 ปีที่แล้ว +6

    That was very informative and insightful, really enjoyed!

  • @deepakbaheti1533
    @deepakbaheti1533 4 ปีที่แล้ว +6

    What a business module of asian paints ,unbelievable today ,very well
    Explained ,superb saurabh ji

  • @sagarsaxena6318
    @sagarsaxena6318 4 ปีที่แล้ว +79

    Fantastic insight into Asian Paints. No wonder it sells at crazy multiples.

    • @lalithlalith5238
      @lalithlalith5238 3 ปีที่แล้ว

      Can u please explain me about asian paints in a bit detail and in simple words please i couldn't understand his explanation

    • @lalithlalith5238
      @lalithlalith5238 3 ปีที่แล้ว

      @*😎* tq very much. Appreciate ur effort buddy ❤

  • @mrwhosaini
    @mrwhosaini 2 ปีที่แล้ว

    Superb! Mind Blowing!! Excellent!! Take a bow Saurabh ji

  • @ashishgupta8284
    @ashishgupta8284 2 ปีที่แล้ว

    Amazing! Thankyou to the presenter for sharing such insights

  • @Sunseeker_10
    @Sunseeker_10 4 ปีที่แล้ว +9

    I am happy and surprised you are still alive, Saurabh, considering you scouted around the country asking these unpopular questions !!!

  • @karanmalik7336
    @karanmalik7336 3 ปีที่แล้ว +2

    Thanks Motilal Oswal and wow what a presentation.

  • @muthiahlakshmanan5104
    @muthiahlakshmanan5104 2 ปีที่แล้ว

    Great insight... thx for sharing your knowledge.. very inspiring to see him

  • @sumanta3151
    @sumanta3151 4 ปีที่แล้ว +2

    Awesome Explanation about asian paint

  • @choyi007
    @choyi007 3 ปีที่แล้ว

    Superb.. Loved the talk n knowledge! Thank you!!

  • @vaibhavsingh4780
    @vaibhavsingh4780 4 ปีที่แล้ว +69

    Absolutely boom...
    Marcellus started Oct 18
    Today 1100 cr AUM.🎯🎯👌🙏🏰

    • @14ARVIND
      @14ARVIND 3 ปีที่แล้ว +1

      in this world there are ample fools but not wise men. It does not tell anything.

    • @abhinavrakesh108
      @abhinavrakesh108 3 ปีที่แล้ว +5

      @@14ARVIND 3000 crore now!

    • @ronit.pereira7172
      @ronit.pereira7172 3 ปีที่แล้ว

      5000 crore now!!

    • @abhinavrakesh108
      @abhinavrakesh108 3 ปีที่แล้ว

      @@ronit.pereira7172 where did u get this data from?

    • @ronit.pereira7172
      @ronit.pereira7172 3 ปีที่แล้ว

      @@abhinavrakesh108 Check PMS bazaar website or else see this interview, he says it in somewhere between. They have been getting around 100 crore each week inflows th-cam.com/video/T_p80Ay9TjU/w-d-xo.html

  • @strongholdcorporation3268
    @strongholdcorporation3268 3 ปีที่แล้ว +1

    Maan gaye,Ustad! Thanks for sharing your insight.

  • @jaikishansmspl39
    @jaikishansmspl39 2 ปีที่แล้ว

    Glad that I could watch this video. Superb.

  • @murthybn8373
    @murthybn8373 3 ปีที่แล้ว +1

    Amazing video with sharp insight.

  • @josemathew8613
    @josemathew8613 2 ปีที่แล้ว +1

    Really mind blowing. Through this video you revealed the top secret of ultra successful indian companies and also revealed common man how to make big money with less effort and almost no risk.. Hats off to you.

  • @rajeshclick
    @rajeshclick 4 ปีที่แล้ว +1

    Super se bhi uper.... Gyan chakchu khol diye

  • @sunilsahoo9381
    @sunilsahoo9381 3 ปีที่แล้ว

    Very insightful. It really opened my eyes. 🙏

  • @birendraprasad
    @birendraprasad 4 ปีที่แล้ว +2

    Saurabh is good analyst and good fund manager...👏

  • @udayintech
    @udayintech 4 ปีที่แล้ว +6

    Huge respect to this guy, role model for comming generation.

  • @althafyoosuf7945
    @althafyoosuf7945 2 ปีที่แล้ว +1

    Great piece of wisdom sir.. hats off

  • @rajangautam1677
    @rajangautam1677 3 ปีที่แล้ว +2

    Only one word - Amazing

  • @mayankgupta7172
    @mayankgupta7172 4 ปีที่แล้ว +2

    Excellent. Great Work!

  • @ajayraz1971
    @ajayraz1971 4 ปีที่แล้ว +2

    Amazing insight into investing

  • @shankeykumar2742
    @shankeykumar2742 2 ปีที่แล้ว

    Thanks to motilal team to introduce this genuis in my life

  • @yashpatel2948
    @yashpatel2948 3 ปีที่แล้ว +1

    Why is then indigo paints able to grow at a greater pace then Asian paints and Berger paint?

  • @harshactandure2935
    @harshactandure2935 4 ปีที่แล้ว +11

    Wow, a totally different perspective !

  • @wisdomhatchwithsuresh
    @wisdomhatchwithsuresh 2 ปีที่แล้ว

    Salute My Role Model Mr Saurabh Sir 🙏...Asian Paints explanation is unbelievable 🙏

  • @AlokMoghe
    @AlokMoghe 4 ปีที่แล้ว +5

    Quite insightful !

  • @pratiza339
    @pratiza339 4 ปีที่แล้ว +2

    Excellent n Fearless Speech..

  • @jayantchaudhari6798
    @jayantchaudhari6798 4 ปีที่แล้ว +5

    Mesmerizing
    Eye opener

  • @malaisubramanian
    @malaisubramanian 4 ปีที่แล้ว +1

    Good insight into the stock selection criteria.

  • @montybhadani
    @montybhadani 4 ปีที่แล้ว +3

    saurabh sir , take my salute..🙏🙏

  • @rohitindurkar
    @rohitindurkar 3 ปีที่แล้ว

    Which is the capital good co , he mentioned

  • @caairchallenge4396
    @caairchallenge4396 4 ปีที่แล้ว +1

    Thanks. It's just too good.

  • @varunsethi81
    @varunsethi81 4 ปีที่แล้ว +17

    Commendable Saurabh. And foremost so for the courage to speak up about the volume of corrupt accounting practices and also pointing to the utterly corrupt phone banking loan scam that Has shaped up as the NPA loan scam crisis perpetrated recklessly under the UPA regime

    • @14ARVIND
      @14ARVIND 4 ปีที่แล้ว +1

      If his courage for speaking against filthiest auditing why should not he inform about his findings to SEBI,ICAI,BSE,NSE and Fraud Investigating agency,? Or is he just monetising his debatable findings?🎂

    • @14ARVIND
      @14ARVIND 3 ปีที่แล้ว +1

      @@1102766148 Mr mukherjee' friend C findings are arbitrary. The cpany has not acknoled
      So his clean sheet on forensic audit ha no value.It is febatable and alledger co can sue him

    • @14ARVIND
      @14ARVIND 3 ปีที่แล้ว

      @@1102766148 but his findings are alarming. there is no need to break confidentiality. the figures being given IN MEDIA are enough to initiate suitable action by the authorities. By this time authorities could take the cognizance and have taken some action . 80% ARE ALARMING FOR THE AUTHORITIES. I DONT THINK THEY ARE SLEEPING.

    • @14ARVIND
      @14ARVIND 3 ปีที่แล้ว

      @@1102766148 unethical cannot be legal. That is the basics on which laws are drafted.

    • @1102766148
      @1102766148 3 ปีที่แล้ว +1

      @@14ARVIND to answer your question there are countless scenarios where actions are unethical but not illegal. One such example is paying employees minimum wage without increase over time. Companies follow accounting standards which allow them to present info in a standardized manner. There are clauses which you can exploit to show higher or lower income but thats unethical not illegal.

  • @shivji533
    @shivji533 4 ปีที่แล้ว +1

    Saurabh Dada you Rock......kamal kar diya sir

  • @unic_diaries7569
    @unic_diaries7569 2 ปีที่แล้ว

    Which capital goods company is being talked about here?

  • @johncenakiwi
    @johncenakiwi 3 ปีที่แล้ว

    Which capital goods company is he talking about?

  • @rakirk5650
    @rakirk5650 3 ปีที่แล้ว

    Hi sir, please share your thought on this.... As kotak securities aqquired stake in "Gayatri highways", will it going to become a multi bagger ??

  • @psingh1422
    @psingh1422 2 ปีที่แล้ว

    APLAUD his honesty and clarity...

  • @dr.ps.venkitakrishnankrish2485
    @dr.ps.venkitakrishnankrish2485 2 ปีที่แล้ว

    Fantastic talk with examples.

  • @bchongom5060
    @bchongom5060 4 ปีที่แล้ว +2

    Simple yet very helpful

  • @boys90s
    @boys90s 4 ปีที่แล้ว

    Thanks for all these information

  • @Profeus
    @Profeus 3 ปีที่แล้ว

    Every word he says is gold

  • @AlienAlliance
    @AlienAlliance 3 ปีที่แล้ว +1

    Exactly.. I only use Dulux Velvet Touch in my home.. 😅❤️😍

  • @sameerkanade4482
    @sameerkanade4482 ปีที่แล้ว

    Does anybody know what capital goods company was he talking about?

  • @dinhatahighschool-h.s2177
    @dinhatahighschool-h.s2177 4 ปีที่แล้ว +3

    What a speech he delivered! Thanks Sourabhjee.

  • @MohanYadav-xl9ou
    @MohanYadav-xl9ou 2 ปีที่แล้ว

    Very nice Saurabh sir and for MOF chanel, please Saurabh sir speech continue in hindi language for North Indian 👍👌🙏

  • @venkatakrishnanjayaraman5410
    @venkatakrishnanjayaraman5410 4 ปีที่แล้ว +2

    AMAZING!!!

  • @divyanshuanand3396
    @divyanshuanand3396 2 ปีที่แล้ว

    Any guess about the consumer durable company he is talking about🤔

  • @nilesh534
    @nilesh534 4 ปีที่แล้ว +1

    Fantastic!!

  • @chetanparekh6805
    @chetanparekh6805 2 ปีที่แล้ว

    at 05:30 of which company he is telling about? is it Punj llloyd?

  • @bhavyagandhi6851
    @bhavyagandhi6851 4 ปีที่แล้ว +2

    Excellent sir..!!

  • @anuragchandnani8037
    @anuragchandnani8037 4 ปีที่แล้ว +4

    Pure Gem

  • @sachinaher51
    @sachinaher51 4 ปีที่แล้ว +1

    Thanks Saurabh Sir.

  • @sinu1241
    @sinu1241 2 ปีที่แล้ว

    What was the last slide ?

  • @vivekchangani4871
    @vivekchangani4871 4 ปีที่แล้ว +1

    Supurb... Eye opener..

  • @adityapandey84
    @adityapandey84 ปีที่แล้ว

    So much clarity!!

  • @singh98640
    @singh98640 3 ปีที่แล้ว +1

    till today best guy in shares market

  • @saurebh8109
    @saurebh8109 4 ปีที่แล้ว +1

    Just launch your next book as much as possible

  • @umeshd5645
    @umeshd5645 2 ปีที่แล้ว

    Good very useful information thank you sir

  • @sudheershet7971
    @sudheershet7971 4 ปีที่แล้ว +2

    Thank you saurabh

  • @srinivasshetti7273
    @srinivasshetti7273 3 ปีที่แล้ว +1

    Awesome 👌

  • @vasusharda1305
    @vasusharda1305 2 ปีที่แล้ว

    Aag laga di bhai ne 👏👏👏👏👏🔥🔥🔥

  • @vinoth_Garden
    @vinoth_Garden 3 ปีที่แล้ว +2

    Amazing

  • @sudiptamoulick3061
    @sudiptamoulick3061 3 ปีที่แล้ว +1

    Thank you jenius for sharing the truth....

  • @patnaikt
    @patnaikt 3 ปีที่แล้ว

    Amazing!

  • @satyanarayanakandregula8635
    @satyanarayanakandregula8635 3 ปีที่แล้ว

    Amazing Sourab sir

  • @dr.vinodkumar9694
    @dr.vinodkumar9694 3 ปีที่แล้ว +1

    Informative.........

  • @siddharthajajoo8823
    @siddharthajajoo8823 4 ปีที่แล้ว +2

    Saurab Ji you THE BEST

  • @sohebrehman292
    @sohebrehman292 3 ปีที่แล้ว +1

    This is called the real research.

  • @arnavbhanage7135
    @arnavbhanage7135 2 ปีที่แล้ว

    the great business analyst i seen. Do you know any one better??

  • @amitmaheshwari4892
    @amitmaheshwari4892 4 ปีที่แล้ว +1

    Arey ye Banda khata kya hai... Just phenomenal.

  • @rinku6689
    @rinku6689 4 ปีที่แล้ว +1

    Zabardast...

  • @sanjibanichoudhury7517
    @sanjibanichoudhury7517 4 ปีที่แล้ว

    Great info

  • @rohanbergkamp
    @rohanbergkamp 4 ปีที่แล้ว +2

    Nice awesome .does anyone has the slideshow of this video ?

  • @thirupathisalveru5411
    @thirupathisalveru5411 4 ปีที่แล้ว

    awesome sir..

  • @sujith25in
    @sujith25in 2 ปีที่แล้ว

    after watching I raised my allocation in asian paints...🥇🤗

  • @rskbug
    @rskbug 4 ปีที่แล้ว +1

    BRILLIANT PRESENTATION.

  • @shailendrasingh659
    @shailendrasingh659 4 ปีที่แล้ว +2

    Dear Saurabh Mukharjee Saheb. What is your advise on the shares of SBI Credit Cards. Can it be bought from secondary market on the day of listing itself from one year point of view.

    • @bhushandhamale
      @bhushandhamale 4 ปีที่แล้ว +3

      Never buy a stock for any time duration less than 10 years.
      One year is an extremely risky time duration for equity investment!