Why Should You Bet On India? | Ft. Saurabh Mukherjea | KwK

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ความคิดเห็น • 76

  • @vrpandey
    @vrpandey 8 วันที่ผ่านมา +44

    Saurabh is back with his stock ideas. It’s time now to listen carefully to his stock recommendations, not to buy them but to avoid them.😂

    • @marssemilan3289
      @marssemilan3289 7 วันที่ผ่านมา +2

      😂 agree avoid his stocks

    • @karansinghgirnar9676
      @karansinghgirnar9676 7 วันที่ผ่านมา +1

      Exact analysis of this man

    • @snaheelyadav5863
      @snaheelyadav5863 7 วันที่ผ่านมา +1

      The Indian Jim Cramer 😂

    • @deveshmaheshwari6598
      @deveshmaheshwari6598 7 วันที่ผ่านมา

      We should have anti Marcellus fund….sell what they buy and vice versa . This guy is proud of 17 per cent CAGR in last 4 years . Not even beaten nifty . Not to talk about his small cap pms

    • @You-soul-ti6yc
      @You-soul-ti6yc 7 วันที่ผ่านมา

      Exactly or enjoy benefits after he moved out of stock..

  • @siddharth0401
    @siddharth0401 8 วันที่ผ่านมา +16

    Storyteller is back with his high PE stocks which are priced beyond perfection but storyteller will entice people with his brilliant story books, earlier I used to get angry responses back from retail public who thought coffee can will make them rich, now I get a lot of acknowledgements

    • @karansinghgirnar9676
      @karansinghgirnar9676 7 วันที่ผ่านมา

      Seriously he is a brilliant story teller

    • @soumenpaul5123
      @soumenpaul5123 6 วันที่ผ่านมา

      Peter Lynch also advised investors to follow their own stories. No wonder sourabh is doing the same. But retailers are trying to follow sourabh's story. If you can't understand his story then create your own instead of lamenting.

  • @ManaliPatharkar9894
    @ManaliPatharkar9894 8 วันที่ผ่านมา +1

    Kudos to Kushal for showing a true meaning of commitment and perseverance in the toughest of the situation
    Even after facing an injury just before the interview,you kept your promise and you fulfilled your responsibility
    You are truly an inspiration

  • @hi8936
    @hi8936 8 วันที่ผ่านมา +9

    Peak AUM 12000Cr.
    Current AUM 6900Cr.

  • @tomato778
    @tomato778 4 วันที่ผ่านมา +4

    Marcellus investments youtube channel has disabled all the comments, I wonder why? 🤔

    • @jankap209
      @jankap209 3 วันที่ผ่านมา +1

      They can't handle criticism (u see they cannot be wrong coz their investment guy is always super confident about everything - except for the returns that the investor ultimately earns trusting him😂)

  • @gaurikasharma1401
    @gaurikasharma1401 7 วันที่ผ่านมา +1

    Your commitment is great Kushal 👏👏even after met with an accident u didn't cancelled the podcast...Get well soon💐💐

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 7 วันที่ผ่านมา

    SM is a curious character....many intereresting comments in his interviews.

  • @sahidulislamvet-et9nx
    @sahidulislamvet-et9nx 3 ชั่วโมงที่ผ่านมา

    TV wala bhaiya. Storyteller🤣

  • @prudentinvestor986
    @prudentinvestor986 8 วันที่ผ่านมา +13

    Audio is too bad 👎

    • @KushalLodha548
      @KushalLodha548  8 วันที่ผ่านมา +2

      Really sorry for this - we’ll ensure the quality is better next time.

  • @keshavdasagrawal870
    @keshavdasagrawal870 8 วันที่ผ่านมา

    Great content as always! Your videos break down complex financial concepts in a way that's easy to understand and incredibly practical. It’s inspiring to see such valuable insights on investments and market trends - I always look forward to learning more from each upload. Keep up the awesome work! 👏📈

  • @victror82
    @victror82 7 วันที่ผ่านมา +1

    Saurabh is also amongst those 95%😂

  • @sreejithgss
    @sreejithgss 7 วันที่ผ่านมา +3

    There are issues with the data Sourabh is talking about.HNIs in India will be much more than 300000. If you just take Kerala my home state in a village there will be atleast 10 HNi families. Most of them are NRIs and wont be paying income tax in India. Kerala has 941 panchayaths. If you take 80 municipalities and 6 corporations. The figure could be in 100s in municipalities and 1000s in corporations. In Karnataka, if you take Bangalore as example in each BBMP ward there will be 100s of people who are HNIs. In BANGALORE , these are not IT people who pay taxes but landlords who owns 30-40 buildings apartments. Again pay very less or zero income tax.

    • @soumenpaul5123
      @soumenpaul5123 6 วันที่ผ่านมา

      Then you must have data. Give us the source.

    • @sreejithgss
      @sreejithgss 4 วันที่ผ่านมา

      @soumenpaul5123 In India there is a difference between official data and actual data. I am an ordinary person and it is not my job to create accurate data. If you look around at least in the south you can figure it out yourself. I am not sure about North India since I am not much familiar with that part of India. See the porches, Jaguars such high end vehicles on the road even in villages. Some of them even buy elephants to show off. Not traditonally rich but mostly NRIs. If these people are not counted as HNIs then who are they? In Bangalore most of the house owners where I stayed on rent have 30-40 buildings not even flats. Each will have 4-5 floors at least with multiple flats rented out. All because of IT boom. These people are no where counted as HNIs when the IT guy has to work for a life time to buy a flat

    • @soumenpaul5123
      @soumenpaul5123 4 วันที่ผ่านมา

      ​@@sreejithgssit's very sad that people like you who have no data giving comments against a fund manager who is managing 7k cr AUM.. You are talking about 40-45 buildings, i can bet that even in your small world of 40-50 buildings you can't given any data of people who resides there. If you know tell us what is the average household income of those people who resides in your 40-50 buildings. Don't be a nooob grow up.

    • @sreejithgss
      @sreejithgss 4 วันที่ผ่านมา

      You sound like a typical guy who has n't moved out of North and seen the rest of India. Nothing against Sourabh who is a great salesman who talk sophisticatedly and attract investors and buy Asian paints and Titan which is a no-brainer. It is his skill and respect that . Who are you to comment about things you don't know and accuse others. In a place like Bangalore even a tiny 1BHK rent starts with 10000. Imagine the income of a guy with 800 such flats in a month. This is the least estimate. Calculate yourself rather than accusing others. A small state like Kerala itself has 40+ Trent Zudio stores. Overall India has around 800. Similarly Bangalore itself has 40 plus and these companies just don't blindly open stores without any market study.

    • @soumenpaul5123
      @soumenpaul5123 4 วันที่ผ่านมา

      ​@@sreejithgss There are 2.2 lakh people who have income of at least a crore per annum. They are land owners, farmers, IT and other professionals. People like you who have not seen 1% of india and have not met 0.1% indians and have no government or NGO data giving gyan and accusing sourabh of giving false data. What's your source of data? Do you have anything to back you up? Looks like you thought the bankrupted Kerala is your only world.

  • @rudj.4136
    @rudj.4136 7 วันที่ผ่านมา

    सौ’रब दी-
    मेरे स्टॉक्स चलेंगे एक दिन

  • @VaghelaM
    @VaghelaM 8 วันที่ผ่านมา +2

    Could have given his co-writer some time to add her views too 😢

  • @kcpatel10
    @kcpatel10 7 วันที่ผ่านมา +2

    Not clear voice Kaushal, I can't listen clearly my friend.

  • @prashanttyagi5687
    @prashanttyagi5687 3 วันที่ผ่านมา

    Kushal bhai when this podcast recorded... on which date...

  • @sushilsharma5577
    @sushilsharma5577 7 วันที่ผ่านมา +2

    Isko koi coffee can portfolio ke bare me poocho 😂

  • @rudj.4136
    @rudj.4136 7 วันที่ผ่านมา

    3 Fill in the blank quiz for you all-
    1) “किताबें बेचूँ रात भर..
    पैसा बनाऊँ _____ भर”
    2) “कहानी सुनाऊँ रात भर
    पैसा बनाऊँ _____ भर”
    3) “फ़ीस पकाऊँ रात भर
    पैसा बनाऊँ _____ भर”

  • @arkyms4813
    @arkyms4813 8 วันที่ผ่านมา

    Take care Kushal.

  • @jankap209
    @jankap209 8 วันที่ผ่านมา +3

    He should be asked about asian paints which is at 3 year low after 43% fall in profit...it was supposed to be a consistent compounder - coffee can investment!...baki sab baat karke kya faida ...kitna promote kiya asian paints ko isne in all his talks in the past!

    • @soumenpaul5123
      @soumenpaul5123 6 วันที่ผ่านมา

      Asian paints is the best compounder in the last 40 years which is visible in BSE data. 3 years is nothing in the long term compound process. Warren Buffett once said that the stock market is a machine which transfers money from impatient to patient.

    • @jankap209
      @jankap209 4 วันที่ผ่านมา

      Ok keep it for next 40 years to compound ...good luck 👍

    • @soumenpaul5123
      @soumenpaul5123 4 วันที่ผ่านมา

      ​@@jankap209 it's only the case study. It takes decades to compound hundreds of x. BTW thanks for your wishes.

  • @kapilbravo
    @kapilbravo 6 วันที่ผ่านมา +1

    He is not a successful fund manager. The money South India receives mostly comes from Bangalore-based IT companies and is contributed by people from both the North and South. States in the North, such as Haryana and Himachal Pradesh, contribute significantly. Therefore, this entire narrative is bogus. Yes, 2-3 states are doing well in manufacturing-Gujarat and Tamil Nadu-but IT will be more spread out going forward. He also includes Mumbai in the South in his book, which is ridiculous because most companies have their headquarters there; thus, all their branch office income gets aggregated in Mumbai and is counted as part of the South. He is accustomed to flawed, superficial analysis for cheap publicity.

    • @soumenpaul5123
      @soumenpaul5123 6 วันที่ผ่านมา

      Lol he includes Maharashtra in peninsular india not in south india. He also elaborated how peninsular india actively worked towards investment friendly policies and the rest of india failed to do so.

  • @rajeevroy4383
    @rajeevroy4383 7 วันที่ผ่านมา +1

    noise is irritating Kushal

  • @kapilbravo
    @kapilbravo 6 วันที่ผ่านมา

    @44:17 he gives examples of Jaipur. Lol
    Well, Marwaris and folks from Rajasthan are ruling businesses everywhere -- Laxmi Mittal, Vedanta etc.
    Now, high trust alone is not sufficient - high trust amongst people of high calibre ppl is what we see in Marwari communities.
    He has no idea how Jagat Seth in 17/18th century build the largest TRSUT network ACROSS india!!
    Again the reason he talks about caste is because that what is appealing to his foreign investors who will raise his AUM.

  • @nikhilbhatia2706
    @nikhilbhatia2706 8 วันที่ผ่านมา +1

    Why marcellus isnt winng?

  • @rrp3509
    @rrp3509 7 วันที่ผ่านมา +1

    Audio is so poor

  • @changingmyindia
    @changingmyindia 5 วันที่ผ่านมา

    Podcast is good but audio quality is very bad...

  • @prashantrpatil
    @prashantrpatil 7 วันที่ผ่านมา +1

    Audio is bad very very bad so stopped watching. Audio quality is not bad because instruments used are bad. It is because of location.........they are shooting in hall or auditorium which is in totality giving bad voice.

  • @MirajAli-k3l
    @MirajAli-k3l 3 วันที่ผ่านมา

    Joker kid is back

  • @rudj.4136
    @rudj.4136 3 วันที่ผ่านมา

    चूसे हुए आम ख़रीदने में एक्स्पर्ट है

  • @sanjivmathur3172
    @sanjivmathur3172 5 วันที่ผ่านมา

    Sound quality bad

  • @sudheerkumar4421
    @sudheerkumar4421 5 วันที่ผ่านมา

    terrible audio...:(

  • @Dr_S_Nizamuddin
    @Dr_S_Nizamuddin 3 วันที่ผ่านมา

    chappal mukherjea astral mukherjea asian mukherje alkyl mukherjea paushak mukherjea dr lal mukherjea hdfc amc mujherjea tarson mukherjea

  • @prabhakarkarnati8438
    @prabhakarkarnati8438 8 วันที่ผ่านมา

    Please make a video in Hindi please 🙏

  • @shoorajayasimha3417
    @shoorajayasimha3417 6 วันที่ผ่านมา

    And what happened to Saurabh Mukherjea hair? You should be a women. They don't get bald

  • @deme3017
    @deme3017 4 วันที่ผ่านมา

    Very bad audio

  • @ziasmailbox
    @ziasmailbox 6 วันที่ผ่านมา

    the accoustic quality of this auditorium is horrible... please dont book this ever again

  • @srimanravikanti
    @srimanravikanti 6 วันที่ผ่านมา

    Bad sound

  • @mohaklondhe3020
    @mohaklondhe3020 7 วันที่ผ่านมา +1

    Saurabh own fund is consistent loss making. 😅 Akshat Shrivastava made a video of Saurabh. Must watch. 😅

    • @Rudi_Mentary723
      @Rudi_Mentary723 7 วันที่ผ่านมา +6

      Akshat and Saurabh are both two sides of the same coin only 😂

    • @soumenpaul5123
      @soumenpaul5123 6 วันที่ผ่านมา +1

      Akshat lol what a joker. He started a TH-cam channel so that he can make up for losses incurred in investments.

  • @SurajKumar-wn9fg
    @SurajKumar-wn9fg 6 วันที่ผ่านมา

    Now all south Indian politicians are giving call to produce more babies.
    So we will have 5 to 10 children per family.
    Again our seats in parliament will go up.