Saurabh Mukherjea On The Indian Stock Market | KwK #84

แชร์
ฝัง
  • เผยแพร่เมื่อ 22 พ.ย. 2024

ความคิดเห็น • 83

  • @changingmyindia
    @changingmyindia 3 หลายเดือนก่อน +3

    Multi billion dollar podcast for me.
    Saurabh is really a geniune guy,
    He is calm, knowledgeble person
    Hats off for his studies, in depth analysis.
    To be in the game is very important as compared to was a part of game.

  • @Nirmal..Pandey
    @Nirmal..Pandey 7 หลายเดือนก่อน +22

    I salute to this guy's confidence, even after all his schemes are underperforming their benchmarks, he behaves & gives Gyan like he has done some wonders..
    Plz bring better guests who have some performance to show like Sunil Singhania, Amit Jeswani, Samir Arora, Vikas Khemani, etc.
    I still remember he used to promise 10X in 10 Years kind of things in all his interviews 2-3 years back. Bol Bachchan 😬

    • @randomthoughts_psp
      @randomthoughts_psp 7 หลายเดือนก่อน +7

      Why should not he be confident as he possess extraordinary talent to generate negative return in a raging bull market?

    • @Nirmal..Pandey
      @Nirmal..Pandey 7 หลายเดือนก่อน +1

      @@randomthoughts_psp 🤣😂 right

    • @Stocks_4
      @Stocks_4 5 หลายเดือนก่อน

      Not confidence but shamelessness , moreover I am sure that he is crying from inside with red ass

    • @grovmo
      @grovmo 4 หลายเดือนก่อน +1

      Correction Nirmal, 10X in 10 years for CC and much more for LC and RG

    • @PadmanabhaShetty-v1d
      @PadmanabhaShetty-v1d 4 หลายเดือนก่อน

      ​​​@@grovmo 10 years are you joking. Do you know when they started mercellus.. He only tells story without performance

  • @piyushjain4349
    @piyushjain4349 7 หลายเดือนก่อน +2

    Super charged up podcast, request to please continue this type of knowledge podcasts we need it

  • @siddarthjaiswal
    @siddarthjaiswal 3 หลายเดือนก่อน +1

    Selling snow to Eskimos.
    I like this man
    Liked the example of car how it depreciates 20% within 24 hours

  • @armitra
    @armitra 4 หลายเดือนก่อน +5

    This comment section is a perfect example of why average people don’t make money in stock markets. Most people are short-sighted and they are heckling him for fund’s short term performance. The concept of acquiring good companies and compounding them over decades just doesn’t get them. So, in the end they get what they deserve

    • @ziasmailbox
      @ziasmailbox หลายเดือนก่อน

      You got it right .. after covid from 2020 to 2022 people started investing in mediocre companies .. like RITES , ENGINEERSIND, IRCON, RVNL, GRSE, MAZDOCK etc which donot make 25-30% ROCE … and the quality companies underperformed because they didn’t get the inflow

  • @navalkishore610
    @navalkishore610 7 หลายเดือนก่อน +2

    Hi Kaushal, I will be very happy to see saurabh sir on your show.
    Appreciated your hard work.😊

  • @rishikesh3590
    @rishikesh3590 7 หลายเดือนก่อน +6

    Thank you so much for the podcast Such a great personality he is

  • @Subhra1208
    @Subhra1208 6 หลายเดือนก่อน +5

    For all other wealth managers aum has increased considerably, but aum for Marcellus seems to have reduced from 10k cr to 8.5k cr

    • @changingmyindia
      @changingmyindia 3 หลายเดือนก่อน

      15% decline is considerable. These investor didn't understand his investing philosphy well. That made them to exit.

  • @anilnaidusankula1733
    @anilnaidusankula1733 7 หลายเดือนก่อน +2

    Anyone who understands how this stock market cycle works you know what i am trying to say . How ever how good the stock may be Entry and Exit makes the difference to gain or lose . The show runs on demand and supply only . Only smart guys looking at a glance can decide where to enter and Exit till what time . System is simple but you guys has to understand and practice it . ALL is Well . 😊

  • @RockyBalbova-d3b
    @RockyBalbova-d3b 7 หลายเดือนก่อน +5

    Well, Mr Saurabh is a good salesperson. The concept of coffee can investing has failed miserably if you his stocks list in last 4 years.

  • @sanjivagashe9646
    @sanjivagashe9646 7 หลายเดือนก่อน +3

    Think long term. I have full confidence in what he says

  • @AtulSingh-g6e
    @AtulSingh-g6e 6 หลายเดือนก่อน +1

    Mera bet - this guy will never beat nifty on his overall india portfolio

  • @saibald
    @saibald 7 หลายเดือนก่อน +2

    Excellent man...excellent interview

  • @ps-gh3hu
    @ps-gh3hu 7 หลายเดือนก่อน +1

    Wow lot of wisdom, lot to absorb, nice interview 😊

  • @kiranvrao9714
    @kiranvrao9714 6 หลายเดือนก่อน

    Thank you

  • @prajwal8462
    @prajwal8462 7 หลายเดือนก่อน

    I think it's not investment it's financial planning😊

  • @nabeeh4902
    @nabeeh4902 6 หลายเดือนก่อน

    It doesn’t matter he is making money or not, only the matter is what he is speaking or what we are getting from it. Anyway I like

  • @SuperTvik
    @SuperTvik 4 หลายเดือนก่อน

    How do you get them on your podcast

  • @Happy-0007fyq
    @Happy-0007fyq 7 หลายเดือนก่อน +15

    Please call Basant maheshwari for podcast..if it's possible 😊

    • @KushalLodha548
      @KushalLodha548  7 หลายเดือนก่อน +4

      Sure, what kind of questions would you want me to ask him?

    • @Happy-0007fyq
      @Happy-0007fyq 7 หลายเดือนก่อน +1

      @@KushalLodha548 Question 😋
      .
      .
      1) How the equity investment in long term make a generational wealth.
      .
      2) How focus leveraging and taking risk make tremendous amount of money in small Run.
      .
      3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
      .
      4) why GST collection percentage is increasing higher than GDP ,
      as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
      .
      5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
      .
      6) Is rising unemployment and inflation are bigger issue in our country.
      .
      7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
      .
      8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
      .
      9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
      .
      10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
      .
      11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
      .
      12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
      ..
      ..
      ...
      ...many more 🙈

    • @Happy-0007fyq
      @Happy-0007fyq 7 หลายเดือนก่อน +1

      @@KushalLodha548 Question 😋
      .
      .
      1) How the equity investment in long term make a generational wealth.
      .
      2) How focus leveraging and taking risk make tremendous amount of money in small Run.
      .
      3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
      .
      4) why GST collection percentage is increasing higher than GDP ,
      as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
      .
      5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
      .
      6) Is rising unemployment and inflation are bigger issue in our country.
      .
      7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
      .
      8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
      .
      9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
      .
      10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
      .
      11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
      .
      12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
      ..
      ..
      ...
      ...many more 🙈

    • @Happy-0007fyq
      @Happy-0007fyq 7 หลายเดือนก่อน +3

      Question 😋
      .
      .
      1) How the equity investment in long term make a generational wealth.
      .
      2) How focus leveraging and taking risk make tremendous amount of money in small Run.
      .
      3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
      .
      4) why GST collection percentage is increasing higher than GDP ,
      as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
      .
      5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
      .
      6) Is rising unemployment and inflation are bigger issue in our country.
      .
      7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
      .
      8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
      .
      9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
      .
      10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
      .
      11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
      .
      12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
      ..
      ..
      ...
      ...many more 🙈

    • @naveenarjaria5424
      @naveenarjaria5424 6 หลายเดือนก่อน +1

      Haha why to call basant..both Basant and Saurabh not able to beat index ..

  • @Gauravkr0071
    @Gauravkr0071 7 หลายเดือนก่อน +4

    i dont know why people call him and ask stupid questions, he under performed the index severely, his buying large caps strategy dont work at all, all his bookish knowledge dont work in market, his investors are ditching his pMS, from 5 years his pms performed worse than a average mutual fund, he is good on selling gyan and his pms, and they have courage to disabled comments in their channel speaks volume about how angry are their investors,
    his AUM is almost 15% down, most of his clients are rich, foreign college pension funds, even they make 14-16% they are happy, but i know lots of 10cr net worth people ditched his pms, and moved to aequitas

    • @Khanimtiyaz-u9z
      @Khanimtiyaz-u9z 7 หลายเดือนก่อน +3

      You will see magic not very soon but after a long period of time... He pics nice companies👍

    • @Gauravkr0071
      @Gauravkr0071 7 หลายเดือนก่อน

      @@Khanimtiyaz-u9z bro he alredy took lot of time

    • @armitra
      @armitra 4 หลายเดือนก่อน

      Ok. You don’t listen then.

    • @jawedhabib9415
      @jawedhabib9415 2 หลายเดือนก่อน

      ​@@Khanimtiyaz-u9zbuying good company at a bad price is a really bad idea.

  • @keshavagarwal-wg4mq
    @keshavagarwal-wg4mq 7 หลายเดือนก่อน

    Sir please help us to build a timetable with classes

  • @ajaykadam7830
    @ajaykadam7830 7 หลายเดือนก่อน

    Kushal please bring Rhea grower she is vice president at warbug pincus privat equity

  • @Dr_S_Nizamuddin
    @Dr_S_Nizamuddin 7 หลายเดือนก่อน +6

    -17% return
    4 saal asian paint hdfc gmm paushak dlpl tcs

    • @kanishkdinkar5925
      @kanishkdinkar5925 7 หลายเดือนก่อน +1

      All stocks are a newbie mistake by a professional 😢

  • @vaibhavgirdhar5289
    @vaibhavgirdhar5289 6 หลายเดือนก่อน

    Saurabh "mismanages" 8500 Cr, his portfolios have successfully underperformed for many years.

  • @RDd188
    @RDd188 7 หลายเดือนก่อน

    Shyam Shekhar plz.

  • @sushilsharma5577
    @sushilsharma5577 7 หลายเดือนก่อน

    Which book he referred

  • @SkyLoreking
    @SkyLoreking 7 หลายเดือนก่อน

    I'm really waiting for the Marcellus fund house to achieve stellar returns in the market. I don't know why they always fall short when beating the benchmark. thank you for the video

    • @randomthoughts_psp
      @randomthoughts_psp 7 หลายเดือนก่อน +1

      Keep waiting. So are his 9000 clients. Meanwhile index investors are having a blast.

    • @Nirmal..Pandey
      @Nirmal..Pandey 7 หลายเดือนก่อน

      ​@@randomthoughts_pspno. of clients now reduced to 6100 only. I wonder why even these 6100 are still with them with such disastrous track record.

  • @KapishGo
    @KapishGo 7 หลายเดือนก่อน +1

    Clean sceince saurabh if read... This

  • @monturegal
    @monturegal 7 หลายเดือนก่อน +2

    I am waiting for Marcellus to get out of Asian Paints!

    • @sudheerk67
      @sudheerk67 7 หลายเดือนก่อน

      Mee too... They will definitely time the bottom of any stock. 😂

    • @Mumbaiwestbengal96
      @Mumbaiwestbengal96 7 หลายเดือนก่อน

      @@sudheerk67 me too and HDFC as well, then those stocks would start going up

    • @PadmanabhaShetty-v1d
      @PadmanabhaShetty-v1d 4 หลายเดือนก่อน

      After his exit they will fly

  • @lakshaysingla168
    @lakshaysingla168 5 หลายเดือนก่อน

    14:00

  • @KailashDatta
    @KailashDatta 7 หลายเดือนก่อน +1

    Sir I want to tell you are know everything is good in Bajaj finance financially but ground reality bajaj finance is fraud type of company as the point of view of consumer and all dealers

  • @naveenarjaria5424
    @naveenarjaria5424 6 หลายเดือนก่อน

    Badi baat performance much lesser than index..no wonder redemption in his PMS is very high now

  • @SavageMunde
    @SavageMunde 6 หลายเดือนก่อน

    It's *Mukherjee....

  • @aleeowen1737
    @aleeowen1737 7 หลายเดือนก่อน

    46.47

  • @jankap209
    @jankap209 5 หลายเดือนก่อน +1

    All his pms underperforming even on 5 years criteria against benchmark....only talk and nothing else!....now he says investment is for 10-15 years 😂

  • @roxyroxy7671
    @roxyroxy7671 7 หลายเดือนก่อน

    Becoz I am available every possible platform .....conistent compunders ki jmm ghutti......

  • @RDd188
    @RDd188 7 หลายเดือนก่อน +1

    Khela khatam, paisa hazam.

  • @sky-fg3wv
    @sky-fg3wv 5 หลายเดือนก่อน +1

    Did he said 5 Trillion economy in 2 to 3 years? 59:19

  • @varunpatel8094
    @varunpatel8094 7 หลายเดือนก่อน +34

    Just aum not return 😂

    • @satishyadav-ly6tt
      @satishyadav-ly6tt 7 หลายเดือนก่อน +2

      Bro return is also good

    • @vaibhav-bhavsar
      @vaibhav-bhavsar 7 หลายเดือนก่อน +5

      ​@@satishyadav-ly6ttlol, can't Even beat the index

    • @sushilsharma5577
      @sushilsharma5577 7 หลายเดือนก่อน +1

      True..pure great talks but no returns..bol bacchan

    • @randomthoughts_psp
      @randomthoughts_psp 7 หลายเดือนก่อน +5

      It requires extraordinary talent to generate negetive return in a raging bull market.

    • @vaibhav-bhavsar
      @vaibhav-bhavsar 7 หลายเดือนก่อน

      @@randomthoughts_psp Yes it took, economics degree from London business school+ CFA 🥹