How Marcellus built an AUM of Rs. 5,700 Crores in a span of 2 years? | Ft.Saurabh Mukherjea | KwK #9
ฝัง
- เผยแพร่เมื่อ 6 ก.ค. 2024
- Saurabh is the Founder & Chief Investment Officer at Marcellus Investment Managers and former CEO of Ambit Capital. He was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and MSc in Economics. He is a CFA charter holder and has written 4 bestselling books like Coffee Can Investing.
In this conversation, we have discussed about his investment philosophy, when to exit a stock, and what are some of the habits a person should inculcate in order to become a better investor. Extremely grateful to him for such a humble gesture and explaining things in a very convenient way.
Here's the timestamp:
00:00 - Introduction
00:46 - Saurabh's Journey
03:45 - How he entered Investing
05:49 - Investment Philosophy
09:14 - Strategy during CoVID-19
13:24 - Exit Strategy
16:39 - Irrelevance of PE and PB Multiples
27:08 - Daily Routine
30:43 - Habits to become better investor
Title Credits - Jainesh Rathore
Thank you so much for watching the videos. Keep showering your love and support.
LinkedIn: / kushal-lodha-90334b159
Instagram: kushallodha...
Twitter: / kushallodha548
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Wow Kushal🥰😍👍Great going
Are kushal bhai.. u got comment from bb sir 🔥🔥
"JO BHI SIKHA HAI SAB SHARE KARO AND THE WORLD WILL GIVE YOU BACK THE KNOWLEDGE" - Saurabh Mukherjea ❤ best line of the interview.
Love to see you get better and better every day. You've groomed your personality to another level unlike other CA rank holders. You're a person I look upto when I see myself in coming years.
Wow kushal... you are taking this to another level🔥
Bro You are talking with Saurabh...
A next level feeling...
Cheers on that...
Proud of you...🍻🍻
Wow Kushal!!! Saurabh is sooo knowledgeable, yet sooo humble!!!
Now we know why CFA interests you! Great job
This is where you level up your game, Kushal. Thanks for getting Saurabh into conversation. Onwards and upwards.🤜🤛
Well, this is in my playlist for days and after completing most of them, I thought of picking this one. I must say this is one of the best from saurabh. I have read his book - Guru of the chaos. He is a superb person. Not everyone will have the guts to say that EPS of most of the companies is forged or fake. Good work done here.
Wonderful interview! Thanks Kushal and Saurabh!
Awesome Kushal... Fact that you asked very crisp, short Questions is impressive. Many interviewer bore us by narrating long Ques & trying to sound intelligent (like many on business channels) even when they are to learn while asking it. Superlike!
Great video 👍🏻
This channel has is one of the best finance channels in TH-cam . There I said it , I got introduced to so much financial concepts , thank you soooo much kushal . You are just awesome .
Amazing content bhai 👏👏... Need more of this
I am a small investor. I made 34% profits in 8 months. I picked 10 stocks from KOC and SCC
thank you..... it was very informative video.
Really insightful session !
You are doing a great job please create more of such content.
Very insightful. Thanks Kushal for organizing this session!
This the interview, where Saurabh is duly complimented with interviwer
This will hit more than 100k just in span of few days
Great Conversation. Saurabh is so humble yar
Brilliant Interview
. Pearls of wisdom🤩🇮🇳
That person Mr. Saurabh is elite, this video gave gr8 insight...more content like this voluminously appreciable, thank you.
Thank you so much for this. 👌👌
Wonderful Interview....
Thank you sooooooooo much kushal
Person sharing his Experience cannot be measured by price such a nice thing bro... Thank you for this...
Thank you for this!
Yaar this is amazing ....
You are going beyond levels 😅
Thanks saurabh & kushal sir
Great Interaction Kushal.👍🙏
Good see Saurabh Mukherjea! Big fan of him
Really interesting and knowledgeable to watch
How to invest in his company
Or his fund??
Great insights
Mere ek guru ke saath dusre guru👍🏻
Great answers are gifts for great questions just like kushal questions keep going 👍
Amazing content 👏
Bro u r doing great...would like to see more of such interesting konversations..delicately drafted questions...captions bhi add kr de yr...as CFA is a global charter👍
Consistency of improvement in your videos👏
Very Insightful 👍Keep it up Bro
Hi khushal bro what are ur nxt plan after ca?
Great video!!
Kudos to you for diversifying your content. 👏👏
Great video, lots of learnings
Amazing Video !!
thank you kushal and saurabh 🎉✔
wow loved it im a ca student and also a big fan of saurab mukerjee!!!!!!!!!!!!!!!!!!11
Hi brother
Thanks for this video.
Also please invite other guest from investment field or any author related to finance .
Really questions are good
Good to listen 👍
Kushal bro OP 🔥✌🏻
Superb work yaa👍
I thought this would be just another clickbait video, as aum 5700 cr of 2 yr sounded unrealistic. But man, this is one of the finest conversations I have heard in my lifetime.
This is so interesting that before playing the video I was almost asleep, and now I'm done with 20 mins of the clip and did not even blink my eye.
Great Kushal. Good going.
How to invest in Saurabh’s company???
Love you Saurabh Mukhaerjea ❤️
Great work 👍
Gaurav, you are pleasure to hear your ideas. Thread bear analysis. Unboring theme of accounting frads in balance sheets of listed companies.
That's wonderfully planned Interview, I wish you best luck - my suggestions for next line up are Vasant Kamath or Anurag Srivastava (Small Case Founders). I admire you for doing this work. You smashed the interview.
Kushal - one suggestion for future: don't interrupt with "ok", "right", "hmm" when the guest is talking. It's ok to be silent but be attentive at the same time. Indians some how are taught to say hmm and ok etc to show that they are involved in the discussion, you will not find westerners doing it. Take it in good spirit!
super bhaiya i became your fan after watching your videos,don't stop motivating us.....love from bangalore
Damn. You got Saurabh Mukherjea in the house.
Great job 👍
Superb...
There is a mathematical concept called "K-level Reasoning". I'm not sure if is a mathematical concept or a behavioral economics/finance concept. How is this concept applied to companies with very large AUMs? Is it even applied? Or are all decisions made on fundamentals irrespective of noise?
Wow .... Happy to see Saurabh sir here
Neeyum inda ivade😂
Ah da
Amazing 👏
Aap bahut avjvha kasm kar rahe hsi. Getting ca to know what financevmarketsfromleaders
Minal thanks for picking up the best stock pickers of recent years
What to say simply superb
Very nice video
First ever comment on TH-cam.
Wow Kushal🙌
Simply amazing. Hope to see you with Nikhil Kamath👍.
It is also pleasures to eyes and brains to read your books
Anyone remember GMM Pfaudler? Then you will know what he does.
all in one interview
Saurabh seems like one of the greatest souls alive....a veritable buddha
Ok. hmm..and right... is disturbing. The saurabh is excellent...
@@KushalLodha548 it's OK Kushal... your questions are super helpful and awesome.
In most of his interviews, Saurabh has focused on finding the dominant player in any industry and try to invest in that market leader. Is there any way we can find the market share of any company in a industry? Like, any organization which surveys the market share of different companies in different industries?
Tijori Finance
Wow
he makes regular bcom look like tinder garden
Great going Kushal. Please invite CA Sagar Shah, he's Chess international master. He also has TH-cam channel named chessbase India
@@KushalLodha548 sure, I'll try to contact
❤️
🙏🙏🙏
Kushal..you are interrupting saurabhs flow by saying hmm..ahhh everytime..thats not necessary and not a good way of taking interview
Kushal listen once to Dave on Kitco news. What a great interviewer he is.
Very true.. hope he improves in the upcoming ones..
My take on coffee can investing and the 2020/21 stocks - masalamug.com/coffee-can-portfolio-stocks/
Staying neutral.not too much happy/greedy or sad/fearful.. its very very difficult..in investing..
Thanks a ton. Now, it is high time on Ts working from home. Get a jab, wear a suit and gi back to office.
Kiddoo, you say you are middle class in India. May be when you were in the UK
We should never follow a incentive based fund managers
🔥 wow
Absolutely correct you are not going to make money tracking wheather the covid curve is flat, rising or decling..😂😂All this ks good entertainment for a investor
There's no need to watch the interviewer all the time. While Saurabh was talking the camera should have been focused on him. Basic rule of interviewing. Pity you didn't know that
Bhaiya all is ok but there is a little problem.I mean to say when u are talking to someone who is senior to u,at that time you should give a minimum respect by calling him sir or whatever but not directly by name.So this was my opinion.
Thank You.
Chutiye ho kya be?
In the corporate environment you're not suppose to call anyway as sir consider everyone as your colleague. Apparently, no hierarchy considered. You can simple take his/ her name.
@@manaspathak6475 I second your opinion
You are misleading the TH-cam viewers with your title. There is no part where you talk about how Marcellus built a Rs. 5700 Cr. AUM.
I urge you to change your title since it is misleading.
There are better ways to get views , which is by actually putting up good content.
Saurabh kabhi toh kuch naya bol
Bitcoin is the feature investing in it now is the wisest thing to do now especially the current rise
despite all the economic crisis this is the right time to start up an investment
That won't bother you if you trade with a professional like Mr Benjamin
I heard that his strategies are really good
Yeah
My first Investment with Mr Benjamin earned me profits of over $24,320 US dollars and ever since then he has Been delivering
He has really made a good name for himself
Nestle 10 years mein 4 x return diya ..same tyep abbott ...is chutiye ka suno ge toh sirf aise hi stock bana ke legally Harshad Mehta jo particular stock pe position banane ke baad news mein aake apna phayada uthada hai..use your brain ...
Saurabh Mukherjee is a crook . Ask any respected investor in India about Saurabh and they will tell you how he is more of a marketing guy than an investment guy .
Le Chiffre..James Bond here..can you reveal who the respected investors are ?...Samir Arora ?