Please share the links to the funds. Thanks.

Marcellus just choose to close eyes , I am owner of limited company and also Marcellus investor --had they ever had courtesy to speak to us and refund management fees--if they just read KZbin comments they will see mirror

Did reliance / Adani make money with honest promoter --your all logics are false and bookish and hence rising giants are dying giants

Corrupt powerful promoters who save taxes can only make money and manage there way of doing business in India --every govt office is monopoly office in India where only paisa bolta hai -how will your honest promoter manage this sea of corruption with his honest intents and by paying all taxes -so pack your bags and logic

Refund our management fees and losses and write a apology letter

SEBI should ban Marcellus for loosing investor money , class action suit needs to be filed against Marcellus for refunding management fees bcoz instead of managing , they have mismanaged with our money

Is asif ayyub still working People who have worked under him should give opinion How he was as boss

Quality of Growth - Resilience and Adaptability - is often undervalued systematically in equity markets ! Thanks Mr. Shah

Samir's strength - no Dogma!

Enjoyed the interview.

Ayeeee Pankaj Bhayyyyy

Really a deep thought behind every word he is speaking. Really Awesome and worth listening it again and again rather than listing exciting junk on social media

Yes, Most of the business models in the world are based on human being distractions.

Our very own Jim Crammer of India, Fucking loser this guys , Its alright everyone has bad times. But this guy has the audacity to give gyan. Show returns before acting cool. People are better off investing in an Nifty ETF

Awesome

Very good and informative

Good interview. Focusses on other aspects than what is well known. One thing has to be appreciated about marcellus, they are very transparent. Not like say Mr Shawarma, who keeps making enigmatic statements to suit every market condition and you can never really understand what is going on or pin him down. Terry Smith is a legend. learned so much from him. for instance why p/e ratios are misleading for long term growth companies, see Terry's Malta presentation. Also continue to have 2 crore in Marcellus copycat portfolio, not because I trust Saurabh, but because all the research he and Rakshit shared over the years, makes logical sense.

What is his networth

Obviously Warren Buffett has loaded up too much on Apple!!

Very useful information about investment in MFs thanks

Larissa i am ur big fan..

The PE multiples of companies growing faster will exceed those of companies growing at a slower rate. If you purchase a company like Bajaj Finance with a PE of 30, and it grows at 30%, compared to buying HDFC at a PE of 15 with a growth rate of 15%, your returns will be similar at 30% and 15%, respectively. HDFC at a PE of 15 is not necessarily cheaper than Bajaj Finance at a PE of 30. Extrapolation carries risks. Simply because Asian Paints has grown at 20-30% in the past does not guarantee it will maintain similar growth rates indefinitely. Investing in it at a 50 PE multiple, expecting sustained high growth is a folly. The proof is in the pudding. If the fund does not consider valuation and buys giants at any price, this flawed principled approach to investing, however well articulated, won't generate consistent alpha. I have been a part-time investor since 2007 and, using some simple thumb rules, have beaten the market by at least 10 points every year.

Nicely conducted interview. Kudos Larissa!!

Larissa Fernand is such a good interviewer!

We can learn so much from him! Thanks Larissa for having him.

First Jim Rogers interview that I have seen that actually has original questions. Nice job.

Fantastic. Simplicity is the ultimate sophistication. Like this podcast very much.

He is a great personality ❤

Would have been better to ask him more about his experience and how he made it in the market.

That’s one of the Best Interview..

His first answer itself has won me 😅

Remarkable interviewer. Does not interrupt, and moves to the next question without trying to outdo the interviewee. Her interview with Jim Rogers is another classic. Both Andrade and Rogers are solid investing experts. Morning Star India: Make sure you hold on to her. You dont get gems like her!!!

@Larissa: I have watched many interviews of Mohnish and I must admit this is one of the with really unique questions. Thank you.

Love this guy, so practical and blunt with common sense...

He never really beat the market, he repeats and quote and repeats everything Buffett said…he had one lunch with Buffett and ran a sub-par hedge fund, and why is he on the pedestal..he gives more speeches and interviews than actually investing itself…. It’s time maybe for a change

this guy speaks bullshit

Great clarity of mind ! 👌👌

Maybe it's time we praise Volunteers , Worker's, Givers, not Hoarder Capitalist's like Jim? Take ur billions Jim, and retire hoarding $$$ wealth , like you always do.

Such smart and intelligent questions by Larissa Ferdinand

Very insightful conversation, great questions asked , got so much wisdom from Mr. Pabrai

He is well connected, that is why this under performer is getting so much media attention.

Hey, anyone with half a brain, ask mommee what they have to do for my brother only to still become nothing. Must have been me who brought up tutoring? 1) Fail out 2x or swallow your pride? I never desired to sit in a rich person's cafe, but I also didn't want to be on academic probation again either. Berkeley Psychologist, probation protocol, said none of the successful people you see would be able to get in today. I would add, only a handful of the successful people would be able to replicate their success in today's far, far more competitive environment. 2) And what is Spring Break?

Larissa - I like your thoughtfully asked questions - keep it up. And equally loved Ian's responses - very thoughtful and well introspected.

Hey, I'm back. His daddee did write half the book, right?

Watched 18 minutes. I am unable to understand half of what he is saying, genuinely.

Would you say that baba munger is arrogant or egoistic?Watch what he'll reply and you'll never raise that ugly question again.

Larissa gets beneath the obvious, not flaky , asks examples of how not forecasting mkts like most famous channels

If any one of these are true, you already lost at life vs me, will never be my equal, and is exonerated from mentioning humility: Live in a mansion Fly private or first-class Drive a new/luxury vehicle Take weekends off Had at least one vacation that you agreed to Keep it a buck.

Great conversation! Thanks Mohnish for your wisdom through the years!

Loved the interview. Thanks both. The highlight for me personally was the concept of "infinite game"