Saurabh And Mohandas Pai both Living legends in the country!!!! Saurabh always spot on with his clarity of thoughts backed by solid research and fascinating insights...Kudos
Saurabh's comments for what govt should do are very pertinent. Quality education, health, unity, peace and SSSVSV should be their focus at central, state and local levels so that India become a developed and prosperous nation having 18% of the world population. Thanks for this event.
Awesome Session. It is always to glad to hear Saurabh. His articulation of subject so simple, clear, and interesting with stories. I really liked his advise to Govt. - Education - Skill development, Medical facility, Low regulations, Low cost Capital, and Legal System.
Mind-blowing combination.... excellent moderator & a superlative speaker can gift you the best one hour discussion on Monopoly...on a hindsight it's absolute win-win for viewers 🙏
Public sector banks have a completely different attitude they don't want you to open a bank account with them luckily if you are patient enough to open a bank account with them your cheques will be bounced by them saying that the signature is not telling even though you are just a phone call away and this signature not Tally business a public sector banks has increased a lot in the recent year
@@shadmanali7615 anyways one can always gain valuable knowledge from his books talks and website. The key challenge is to apply it and generate good returns.
will any monopoly support our environment or just look at profit. we are neglecting mother nature which clearly making living in delhi etc like living in alien planet not earth. if we give all power to monopoly then earth will became mars very soon .
why holders of this co-sell / exit then? and when nobody is seller, how can one investor following his advise can buy these shares? mr Saurabh must reply to this query?
Saurabh already invested Rs. 450 crs in small caps. Now his job seem to be to pump that list of stocks. This is a nice way for him to make money, but not me. Thank you.
Becoming monopolist legally not allowed, but Practicaly many people build one due to taking advantage of lack of implementation of law and policies.. from shareholders point of glorifying Monopoly business? Not a good idea!! Actually Monopolists try to be low profile??? If Govt agencies' are seeing this they should die of shame!!!
In this presentation he considered monopolists as the companies having highest share in the total sectoral profit and the most efficient companies. He mentioned the same at the beginning of the presentation. For eg. In India there are lots of banks. But still HDFC bank and kotak bank are the most profitable banks because these banks are very efficient and all the psu banks like SBI, PNB etc are loss making banks. So if you calculate total profits of top 10 banks in India , you will find that HDFC bank and kotak bank are having highest share in profit though their revenue as a percentage of whole sectoral revenue, is average. So the competition is there in banking sector.
I won't be surprised if Mr. Mohandas has personally invested his money with Mr. Saurabh. But still I felt Saurabh did not properly answer some of the difficult questions asked by Pai.
this gentleman is creating a shortage of shares for buying of the cos. he is recommending. after listening to him no investor will exit from these cos and buyers won't get the shares or at very high price nd this is a trick to show an artificial increase in value and then charge fees for appreciating above threshold...thus he is doing all these for increasing his fees on profit derived by an artificial shortage of floating shares.
We should have some anti trust laws like US where Googles and Amazons are being questioned, as we speak. Monopolies although good for the markets kills innovation in the long run
Reliance is the biggest Monopolists in India ,May not have have given Best returns to Shareholders. But have multiplied their own wealth multiple times over last 50 years. Saurabh is glorifying the companies which he wants to promote!!
Reliance doesn't come in monopoly. You can call it a oligopoly. The reason why he doesn't spoke of Reliance is because have a lower ROCE when it is compared to its cost of capital. Read his book Unusual Billionaires. You will understand this.
Saurabh And Mohandas Pai both Living legends in the country!!!! Saurabh always spot on with his clarity of thoughts backed by solid research and fascinating insights...Kudos
th-cam.com/video/U14MOWomEo4/w-d-xo.html
One of the best enlightening session I had recent times. Thank you Saurav and legend Mohandas Pai.
Saurabh's comments for what govt should do are very pertinent. Quality education, health, unity, peace and SSSVSV should be their focus at central, state and local levels so that India become a developed and prosperous nation having 18% of the world population. Thanks for this event.
Thanks to Shri Saurabh for the greater Insights and Shri Mohandas Pai for probing questions!
Fantastic questions by Mr.Pai
Very good questions asked by Mr. Pai....
Mohandas pai sir and Saurabh mukherjea sir such a wonderful conversation
So elegant and so easy way to make us understand. Mr Mukherjee is a legend 🙏❤️
Excellent... Saurabh is brilliant... I am hooked to him...
Wonderful session.... will follow coffee can investing....
Awesome Session. It is always to glad to hear Saurabh. His articulation of subject so simple, clear, and interesting with stories.
I really liked his advise to Govt. - Education - Skill development, Medical facility, Low regulations, Low cost Capital, and Legal System.
Mind-blowing combination.... excellent moderator & a superlative speaker can gift you the best one hour discussion on Monopoly...on a hindsight it's absolute win-win for viewers 🙏
very enlightening session.
Thanks for such a wonderful knowledge sharing session
What a session this was. By far the best I have attended. Thank you.
saurabh mukherjia "a boon for indian investors" 😍😍
Mohan Sir ...with a very hard-hitting straightforward questions . Love this . Saurabh you are cool buddy .
Thank you so much for learning ❤️
Amazing session. It made completely changed my views on monopoly.
Superb learnings
Excellent as usual
very well saurabh
A great learning experience!!!
th-cam.com/video/U14MOWomEo4/w-d-xo.html
Please add English subtitles to the video
What a man
😃😃😃i lovethe moderatorbest way to ask question
Can someone share the link to past interview with Saurab fro AIMA
Great session again from Saurabh sir
Monopolies always don't follow the best business practices.
One of the best hour spent on you tube.
Wow .... Amazing stuff explained by Saurabh Sir ..... You are the legend 👍👍👍
Wow...
Sourabh sir is talking about the theory of John Adams ,free market for everyone and let the people decide what they want.
He was going to talk about alkyl amines but unfortunately got inturupted..
People wants to get loan easily with respect without standing in line and complex paper work.... This provides ans of comparison of SBI n Bajaj
The Book by Peter Thiel is From Zero to One.
Does anybody knows about whom he is talking about at 13:45(oman Chanda)??
Om manchanda, CEO Dr Lal path labs
@@shadmanali7615 Thanks 😊
Whats that secret
Public sector banks have a completely different attitude they don't want you to open a bank account with them luckily if you are patient enough to open a bank account with them your cheques will be bounced by them saying that the signature is not telling even though you are just a phone call away and this signature not Tally business a public sector banks has increased a lot in the recent year
Really enjoyed it.....Saurabh please list Marcellus in the market ....I can't afford the PMS schemes of yours but I can buy the shares.
He won't list
@@shadmanali7615 anyways one can always gain valuable knowledge from his books talks and website. The key challenge is to apply it and generate good returns.
@@arnabbhattacharya6579 bhai duniya itni seedhi nahi hai....i am betrayed by many people ....so called advisors😖
@@shadmanali7615 if you don't understand anything....simply buy index funds and hold on for the ultra long term
Nobody is saint.
will any monopoly support our environment or just look at profit. we are neglecting mother nature which clearly making living in delhi etc like living in alien planet not earth. if we give all power to monopoly then earth will became mars very soon .
Pai is asking correct question to wrong person. He should ask Modi Govt.
why holders of this co-sell / exit then? and when nobody is seller, how can one investor following his advise can buy these shares? mr Saurabh must reply to this query?
He has existed couple of businesses and retailers are hanging by buying at high price.
Saurabh already invested Rs. 450 crs in small caps. Now his job seem to be to pump that list of stocks. This is a nice way for him to make money, but not me. Thank you.
Then invest in consistent compounders.
SM can't pump AP or hdfc bank s price ( as per your logic of market cap theories)
🙃
Saurabh sir, please float a mutual fund
It add restrictions on how you invest money.
@@saurebh8109 could you please elaborate for better understanding. What kind of restriction are we talking about
Why do I feel that his theory is a carbon copy of Pat dorsey's theory??
Are bhai india mein kuch original nahi.... from movies to books 😔
Becoming monopolist legally not allowed, but Practicaly many people build one due to taking advantage of lack of implementation of law and policies.. from shareholders point of glorifying Monopoly business? Not a good idea!! Actually Monopolists try to be low profile??? If Govt agencies' are seeing this they should die of shame!!!
In this presentation he considered monopolists as the companies having highest share in the total sectoral profit and the most efficient companies. He mentioned the same at the beginning of the presentation. For eg. In India there are lots of banks. But still HDFC bank and kotak bank are the most profitable banks because these banks are very efficient and all the psu banks like SBI, PNB etc are loss making banks. So if you calculate total profits of top 10 banks in India , you will find that HDFC bank and kotak bank are having highest share in profit though their revenue as a percentage of whole sectoral revenue, is average. So the competition is there in banking sector.
I won't be surprised if Mr. Mohandas has personally invested his money with Mr. Saurabh. But still I felt Saurabh did not properly answer some of the difficult questions asked by Pai.
this gentleman is creating a shortage of shares for buying of the cos. he is recommending. after listening to him no investor will exit from these cos and buyers won't get the shares or at very high price nd this is a trick to show an artificial increase in value and then charge fees for appreciating above threshold...thus he is doing all these for increasing his fees on profit derived by an artificial shortage of floating shares.
You can't do that for years if the underlying fundamental of the company is not sound.
We should have some anti trust laws like US where Googles and Amazons are being questioned, as we speak. Monopolies although good for the markets kills innovation in the long run
But he has aleardy said that innovation could come from small companies which can be brought by later by the monopoly
Today I learnt - Mr. Mukherjea doesn't understand Tesla.
Tesla hasn't built/launched a roadster, yet!
in 2008 Tesla built... there is the 2nd gen Roadster in 2020.
Aahh. I thought he was talking about the latest model of roadster which is going to be released in 2021.
Earlier one was limited edition
@@puru2652 Aahh...
So many socialists amongs us! Can't believe these are the modern educated youth of the country. I'm sure Saurabh is shocked!
Reliance is the biggest Monopolists in India ,May not have have given Best returns to Shareholders. But have multiplied their own wealth multiple times over last 50 years. Saurabh is glorifying the companies which he wants to promote!!
Reliance doesn't come in monopoly. You can call it a oligopoly.
The reason why he doesn't spoke of Reliance is because have a lower ROCE when it is compared to its cost of capital.
Read his book Unusual Billionaires. You will understand this.
@@Prakhar_CAN there are some units of Reliance like HDPE, LDPE, and other petroleum base products they control pricing and supply!!
Whats that secret