Market Cafe With Marcellus' Saurabh Mukherjea On Post-COVID Wealth Explosion In India & More | N18V

[@melbarot]

He is good marketer, nothing else. They opt out of the stock when they are at the bottom and but at higher price. Beware he is good story teller

[@fridge_magnet]

True. Great storyteller telling the stories which middleclass likes to hear.

[@cooljadu]

well said, and these channels are tool to befooling retailers

[@DiabolicMagicSquare]

Exactly my sentiments. He should talk more about how his fund's performances than telling stories.

[@agytjax]

Saurabh is a talented investor. But one has to take his observations and advice with a grain of salt. He is a master of using hyperboles and exaggerations and constantly invents interesting monikers - like little champs to woo the investors. All his interviews see like marketing pitch and that raises an alarm. One of the imp. lessons that I learnt is to be cautious with people who paint too rosy a picture

[@RamMohammadJosephKaur]

good observation!

[@its.r.r]

I have to agree. For the longest time he sang praises of Relaxo and then out of the blue he pulled out. Now its Birkenstock?? So if one listens to Saurabh and takes it with a "grain of salt" one should do well. hey at the end of the day he is only human and he is okay to make a mistake.

[@Addlife2days]

He is a good story teller how ever you will earn more in an index fund than investing in his PMS. Saving the PMS charges. I was an investor earlier.

[@AkashSingh-nt4rc]

Marcellus turning off the comment section of their channels has really raised an alarm.

[@ranjithkr1903]

Saurabh Mukherjea is one of the most admired speaker and investor of all time ,everyone will have good and bad times ,that doesnt determine what you are...recently happend to meet Saurabh Mukherjea at a hotel for a discussion...he hasnt denied that portfolio has not given good returns.....his portfolio is a quality stock ....hecne i believe i 2024 it wil shine,bcz it has more nifty cos

[@baidya12345]

Saurabh just wanted to promote his PMS and the interviewer did nothing but helped him do so. At least one tough question should have been asked about the under performance of Saurabh's every single fund whether related to his flawed theory of buying highly over valued stocks or his propaganda of generating alpha of 10 times in 10 years.

[@Gauravkr0071]

His pms is worst performed , hi is jus bolbacchan, tell me who needs a pms to invest in trent, totan , bahaj finance, hdfc, tcs , infosys, asian paints, chola

[@naveenarjaria5424]

True Saurabh is the best marketer but v bad fund manager..truly a bol bachan

[@shivendrasingh7929]

He is scammer. Saurabh Mukharjee's PMS is worst than Nifty Index bcs of extra charges you give to him.

[@harshactandure2935]

Exactly my view + below views : Even many ordinary investors are outperforming him. But people like good stories & he is very good at story telling. Hence, so many people are giving him money & positive feedback here. Story telling and over optimism sells & he knows Behavioral finance well & he is exploiting the Behavioral flaws. More people even institutional investors like Saurabh than Devina Mehra of first global because she tries to correct Behavioral flaws instead of exploiting them & even her PMS is consistently at the top in performance

[@Gauravkr0071]

@@harshactandure2935 bro devina mehra is 1000x better than saurabh

[@mrintrovert9635]

Yes it’s soo damm true !!! I’m from south India , Karnataka and not even from tier 2 city , just a taluk , we are also one among above 1 + cr tax filing , due to broader networking .

[@Kannada_First]

Yav ooru nimdu?

[@naveenmurari22]

en business nimdu

[@harshactandure2935]

Even many ordinary investors are outperforming him. But people like good stories & he is very good at story telling. Hence, so many people are giving him money & positive feedback here. Story telling and over optimism sells & he knows Behavioral finance well & he is exploiting the Behavioral flaws. More people even institutional investors like Saurabh than Devina Mehra of first global because she tries to correct Behavioral flaws instead of exploiting them & even her PMS is consistently at the top in performance. Listen to S Naren, devina mehra

[@TheAxe504]

Devin mehra and other wont disclosed their complete portfolio … they operate secretively they need to because they chase the stock price… marcellus is only 5 year old

[@shafaathussain2755]

​@@TheAxe504For PMS share holders the only thing they want is returns that matters not the theory.

[@harshactandure2935]

They entered & exited ITC at the wrong time & give some convoluted justification. Same with many other stocks. They either suffer from or exploit Storification bias Everybody has Behavioral flaws but we must aim to correct them. I don't blame their anchors because it is their duty to call managers with different philosophies. Below is one video which may help : kzbin.info/www/bejne/fH-Xn4KFhqetfbssi=zYNy4mXtinO33Dwu

[@adityaborkar5856]

"Story telling and over optimism" 💯

[@sundaramspeaks]

I'm a tamizh living in Hyderabad now with my base in Chennal. I would like to differ from his analysis on South India. Yes, consumption in south India is highest with 15% YoY. But 1. Tamil people don't go for package food as they are very health conscious.they buy local made sathumaavu( health flour) 2. Tamil people buy their gold , saree, clothes from unlisted mRkt players. No#1 saree seller and #2,#3 in Chennai are not listed.all 4 states rush to Chennai for festival season 3. #1 gold seller in Chennai is not listed. Tamil people are very good in saving mostly in real estate, gold. This applies to kerela as well

[@spartaautube]

The interviewer is perfect example of “chai se zyada kitli garam” 😅

[@sahil_Sharma007]

😂😂 100%

[@1902Ven]

Because their little champ pms was underperforming very badly compared to BSE smallcap index, they changed the benchmark index itself after March 2023 and started using BSE 500 index.

[@abhirocks4223]

VVS Laxman Rocks!!

[@dgoverd]

Ha Ha Ha - now I realized he has looks of VVS.

[@J.VidyaSagar]

Surabhi Upadhyay reminds you of actress Zeenat Aman in the early 80s. Even the spectacles are similar.

[@agytjax]

Saurabh himself admits he awoke only recently that's why he says the 'Rise of South India'.😀 Unless you are living in Mars, South Indian states had already risen and were on top in terms of GSDP (Tamil Nadu is the second largest economy in India only behind Maha) and GSDP per capita. So to say, that South India is rising only in the last decade is a huge understatement of the development that has been going in States like Karnataka, Tamil Nadu and Telangana. The only laggard is Kerala, which despite having a healthy per capita GSDP, still lacks in industrial output and still relies on remittances

[@sagardhotre7222]

Saurabh is a good story teller. Intresting to listen to him. But these sound as hypothesis, perceptions and don't really culminate into reason for change in sales or profit.

[@harrisonyoung2189]

Online trade lifted me up to a place where i can afford anything in life. all appreciation goes to this sensational broker Mr Ramakrishna for rescuing me out of this realm, Have made so much money from his strategy, Would i say he the best? Absolutely is superb. You can always locate him for guidance.

[@harrisonyoung2189]

I encountered so many losses with bots till i got in contact with Mr Ramakrishna, Using the hedging strategy and double investment strategy on my behalf, I remember how much i invested and what i have earned on my first trade!!

[@harrisonyoung2189]

He's always active on Whats~App....

[@harrisonyoung2189]

✙౹੨੦੧𝟳੧੨੨੨౹੪

[@harrisonyoung2189]

He often interacts via telegrams

[@venkatanjaneyulu9886]

So much clarity on thought and fantastic interview by her

[@hmcsales5175]

Saurabh and Surbhi excellent show , Keep more sessions like this in future 🎉🎉🎉

[@sagarhabib4037]

Certainly, the discussion was engaging, but it raised the question: Why is there apparent enthusiasm about women receiving more education than men? Shouldn't the focus also include the educational and employment opportunities for men?

[@paragawaken]

I wonder why his PMS is underperforming for so long

[@markf2598]

Because he keeps changing his story. SM was buying relaxo chappal, now saying class products . Best part is this idiot thinks PE doesn't matter Reminds me of porinju but with a flair for writing

[@paragawaken]

@@markf2598 yes true.he is just good at selling his PMS and want to earn fat fees for managing the fund.i don't think he is doing anything extraordinary as a fund manger there are much better individual who can manage money.

[@lambarahul89]

I have doubts about the notion that women are earning more in the tech industry. I am in tech, I am quite certain that this isn't the case within the tech sector. It's possible that women may have more savings in their bank accounts than men, but higher earnings in tech seem unlikely.

[@Kunal047]

Its about averages. Lot of men work in tech at lower wages which skews the average in favour of women.

[@AS-mc8sl]

he lies............i've caught him lying innumerable times

[@NikhitaPrabhudesai]

He's so good at simplifying and explaining complex economics & business.

[@srinivasge7751]

Saurabh is one of the best spokesman in and about Indian stock markets

[@rohit59715971]

Post covid inflation has happened. Everyone got raise. But I don’t think our purchasing power has changed. Its just taxation bracket is at same level and inflation has increased.

[@fridge_magnet]

Its always nice to listen to him. But his theories didnt work in the last 3 years atleast. HDFC , Asian paints , TCS all mota hathis

[@isaacsolomon3873]

Legendary Mr Ramakrishna is back and I just recorded a gain of €5530 with an investment capital of €1000 in two weeks trade. He allows you monitor how your account is being traded and gives you a bonus as a first time trader.

[@tariniwong5067]

I own Mr Ramakrishna a great deal for all the good he have done. I have just cashed out $5300 from my weekly trade with him. His technique has never failed and I know it won't.

[@tariniwong5067]

He's always active on Whats~App....

[@tariniwong5067]

✙౹੨੦੧𝟳੧੨੨੨౹੪

[@tariniwong5067]

He often interacts via telegrams.

[@rkk50]

Tcs,kotak bank, ICICI Lombard, berger ,asian ,hdfc life,lalpath,divis non of them are performing from last 2.5 years ..

[@rkk50]

No doubt fundamental strong stocks but 10x in 10 years next to impossible..

[@kamburivalbona7074]

Ever since I started stock market I haven’t made much profit the way I make with Mr Ramakrishna, His secret strategies that makes him win is what keeps me reinvesting with him!!

[@georgewilliams4781]

I have been trading with him for 5 months now and never lost a dime! All thanks to Mr Ramakrishna,

[@paulmuller653]

Just want to thank those who recommended Mr Ramakrishna, Since I started trading with him I've been getting good returns on my investment!

[@rogersspencer3399]

He is one of the account managers i can actually vouch for as being honest!

[@mihailsalban9382]

He is the best trader and Instructor i have ever meet. Trading binary options i consider it as opportunity to have come across him.

[@andrewdominique727]

He truly altered my perspective, I always looked at trading as a meaningless gamble until he showed me otherwise!

[@cuffp]

After long time listened to this guy. And he is still peddling the stocks he holds. Going to channel after channel, and more of the same

[@srinivasp3930]

Yes.he usea these programs to sell desperately his nonsensical convictions

[@jeljojose]

He gave away his secret so eloquently , no wonder ordinary traders or investors cannot benefit from his recommendations. His idea of long term is decadal or atleast 5 years while our definition of long term in this era is 9 months to 1 year. We chase higher stock returns both in the short term and the long term while Marcellus (and their clients) seems to be happy chasing higher earnings in the short term with complete disregard to the stock returns during that period. Thesis being that the stock price will eventually catch up. Until our patience level match his , its unlikely that we will be happy to follow it or gain anything from it. However its a good learning to improve upon our Techo-Funda skillset.

[@AnkitYadav-td6mg]

Well put.

[@rajeshr8887]

Can’t agree more! When I come across a SM interview more than the interview I take time to read through the comments section and the amount of negative comments that he receives make me smile at the ignorance of the vast majority of the people out there. I would love to interact with them in person 5 to 10 years down the road!

[@Gauravkr0071]

@@rajeshr8887 bro, have a open mind , he is himself not able to hold his stocks .. he sold relaxo 1 year after praising it so much, abott, amrutanjan, he cut down his 80% divis lab position. Dont belive in his stock much, asian paints and hdfc will underperform , u cn listen to deina mehra, samir arora...

[@1902Ven]

There is no secret and that is why he is sharing the same. Buying at any price has never worked in any market over the long term. The whole “don’t look at PE multiple” dialogue is delivered in every forum to justify his flawed theory of buying at any price. There are 3 simple logics that can prove that he is actually buying at any price. 1. Marcellus never holds significant cash in their PMS despite buying the same stocks which means they believe that these stocks are always cheap. 2. They buy the same 12-15 stocks for new clients too which again shows disregard towards purchase price. 3. He believes that all these well-known companies are always cheap and the majority of investors are stupid that they are not noticing these opportunities after so many years.

[@1902Ven]

@@rajeshr8887 SM is a big hypocrite. A few years back his promotional line was “10X in 10 years” which means around 25% compounded returns. Due to these cheesy lines and his amazing marketing skills, he gathered a large AUM. In Marcellus’s 5th anniversary Q&A session when his desperate clients asked him about the reason for the last 3-year underperformance, recent fund outflows, and what went wrong, he replied like “We failed to manage client’s expectations. Clients who came during COVID were over-expecting from the market.” This is complete nonsense when SM himself was raising client's expectations with the slogan “10X in 10 years” and now when performance is not impressive, he is blaming the clients.

[@AS-mc8sl]

Mukherjee is a prisoner of his own falsehoods and hyperbole - and needless to say, extreme underperformance. So what does he do when he gets found out? He changes the narrative……… When his theme of everyday low ticket consumption did not work, he’s moving to luxury. When each of his schemes badly flopped, he’s launched global compounders and that asininely named Meritor Q. When local investors discovered his incompetence, he’s now sweet talking global investors. But the thing about these stories is that they inevitably crash and burn. The only question is by when and how much will be the collateral damage…….

[@tinajohn9827]

🤣

[@TheNghatge]

Not a good experience after two years my returns are 6%..it's a big no

[@sachinrv1]

I like boh of them. Sim[ple honest questions and equally easty to follow answers. Thanks Surabhi and Saurabh for putting up that talk for us.

[@vipinkumar7]

South is benifits mostly in my view is from better law and order than anything else. North have advantage as from resources and labour point of view but mostly politics have destroyed it

[@1902Ven]

I don’t know why people ask questions like growth vs value investing. Growth is always a part of the value equation. As Buffett says people who say like growth vs value do not understand investing.

[@anilvarmas]

I am from hyd. He is right in every aspect. Excellent analysis.

[@BM-hd7vb]

What is right? Rainbow hospital benefits from women earn more than men? Or Nestle benefits due to this? He is a good story teller. The story would have sold better if he say that higher earnings of South India women is going to reflect in the quick service restaurant or Zomato, as higher earnings in women will lead to increase in spending in consumables than meeting delivery charges in the tune of 3 lacs for meternity care. I came across a lot of videos in which he is trying to sell the story of higher earnings of women in South India. Let me remind you, in one video he said that he took a decade to convince his father to invest in stocks and expect common man to invest in his portfolio just because of few hours of story telling.

[@YASHWANTH25691]

Compared to any 3rd tier city in Europe or china, hyd is still a dusty slum. Come out of west hyderabad and the poor dusty roads with all sorts of intruding burial grounds cutting into the road lanes will greet you. Roads without footpaths and a city without a comprehensive public transport is what hyderabad really is.

[@anilvarmas]

Yeh every Indian city is the same as you mentioned. I am referring to the spending habits of people not the city.@@YASHWANTH25691

[@tarunplaynow]

Fund manager cleverly used the tax collection to argue in his favor. Tax payer paying above 1 Cr highest vs Gov tax collection lowest. Just buy index guys.

[@chittaranjanbehera2170]

Wao!! Very good conversation and nice piece of knowledge on stock market from Saurabh Sir

[@BM-hd7vb]

Pls think! Will higher earnings of women in South India increase spending on maternity care? Or higher earnings of women is leading to infertility clinic expenses due to complications due to higher stress? As per my understanding spending will increase on consu items.. such as QSR and Zomato, if we want to link to mkt.

[@stevenspellberg]

I liked the video unlike previous video is more about macro trends and not about stock picking . As an economist he is way better than stock picker

[@jayapriya9977]

Should ask him about marcellus performance as a PMS. Not even making index return. A consistent discounter as always You can tell good stories ,please show us your performance snapshot to all the viewers

[@naresheranna5094]

Please Keep getting Saurabh to understand Indian economy from his view point.

[@AS-mc8sl]

Pls don't. He's nothing more than a silver tongued charlatan.....

[@somi98]

I invested 10L listening to him, and sitting at -30% Trust me, he is a pure manipulator

[@ajeez1]

Hi can you tell how you invested, allocation and stocks bought

[@AS-mc8sl]

Was just scrolling thru the comments and I'm pretty certain that all those who are his unadulterated fans are those that haven't given him their money. I hope it stays that way.......coz if they do, they will live to regret it.

[@micknatan4403]

you sound like you know him very well, I will love to get more information on your experience with him.

[@AS-mc8sl]

@@micknatan4403 oh yes I know him well. I've been an investor with him - across 3 schemes. As an investment manager: He doesn't know the basics of valuation. He buys at any price and then justifies by forecasting cash flows 20 yrs out. Needless to say, all his schemes underperformed the index by - hold your breath - 10-18%!!! As a "market expert", he's given to manipulating data to suit his narrative. I've identified his falsehoods on more than one occasion. Eg. He says (1) top 20 companies generate 80% of corporate India's profits/cash flows (2) nifty's decadal dollar returns have been in excess of 14% (3) women participation in labour force is healthy and increasing. All false... These are just 3 examples.... I've found him out in many more instances. Bottom-line is, how do you trust a guy with your money who's loose with truth AND who's a proven non performer?? I definitely can't......

[@AM-311]

Please get better guests. I used to be his PMS subscriber and I had to exit with some losses. When the stock market was in bull phase, his portfolios were still down. 3 of his portfolios are in bottom 5 PMSs nationally.

[@rajivkamra6408]

most his stocks spoken ...generally. have higher pe ranging from 50 + , paushak , divis , gmm , alky.. dr lal , when he mention all theses stocks are already trading at all time high and ready to fall ....thats how i havent seen any of his stock performing for last 2-3 years . large cap like titan hdfc , kotak you dont need anyones recomendation .....

[@vandanakhandelwal6291]

I love the knowledge he holds of his portfolio stocks

[@KARTHEEK_N_B_S_KUNALA]

thanks for nice mic providing saurabh, nice learnings we got too

[@aamiraaboubou54]

Trading with Mr Ramakrishna, Lose has never been an option, Now i consider it failure. I make a good profit. You my fellow traders can live the life too, Lose doesn't always have to be your lot.

[@aamiraaboubou54]

He often interacts via telegrams.

[@aamiraaboubou54]

@Ramakrishna10 👈

[@aamiraaboubou54]

✙౹੨੦੧𝟳੧੨੨੨౹੪

[@aamiraaboubou54]

He's always active on Whats~App....

[@jeetasingh9510]

Not true only a few r becoming rich. Exempt IT consultants, doctors, lawyers not all, builders and their associates, common man is out of this party.

[@BM-hd7vb]

The funniest story of the year! Higher income in women will lead to higher exp in maternity care😅!

[@paritosh299]

He reminds me porinju veliath who failed in his theory miserably 😂

[@biswadeep78]

Doesn't beat benchmark though

[@luckyfluke24]

Those chimes whenever a graphic appears is unnecessary and ruins the consumption experience.

[@DharmendraRaiMindMap]

Octopus is a senseless term

[@shivendrasingh7929]

He is scammer. Saurabh Mukharjee's PMS is worst than Nifty Index bcs of extra charges you give to him.

[@TheVidit143]

Background noise 🚫🚫

[@bloodbathy]

Just listing few finance focused stock from south Federal Bank, tamil Nad mercantile, South indian, manappuram, muthoot, chola, sriram finance. Don't know who will reach the top.

[@RGupta-g8r]

Good initiative to make prog. Like market cafe

[@paragawaken]

Bhai who buys Hdtc bank its already discovered stock and widely held stock all big players made money and now want to dump this stock

[@rishi3362]

Bro. You have a typical retailers mindset. This is the best time to accumulate HDFC. Lagta hai Basant Maheshawari ko sunte ho

[@ajayaiyar1907]

Excellent presentation. BTW, it is Southern India and not South India. With your excellent command of English, this mistake is inexcusable.

[@jeetasingh9510]

140 crores people means about 40 crore families but just over 1 crore paying income tax that too most of them r salaries class. Over 5 crores just filing returns for the sake of using these for various compulsions.

[@ankoorseth6281]

I like saurabh ,but his pms 2 years returns are flat to -ve ,must be painful for his investors and there should be question around it.

[@arunanandanoor5008]

❤ from South India ❤

[@HitenMumbai]

Energetic show.!!

[@raghavendrareddy9073]

Indians getting richer 😂😂😂....home loans is in second place personal loan is in first place , availability of loan become easy so Indians taking loans and spending, they are in a debt tap

[@religionofpeace782]

Debt isn't a trap but a bad debt surely is. Indians are in a bad debt spiral coz they don't know the difference between good and bad debt.

[@shwetagowda5]

Same thought I had 😅

[@swapysss9619]

yes dont see only assets see the other side too...that is LIABILITIY and indians are a vicious debt trap...in hod of becoming famous and rich...

[@sunilkatara5464]

Well done SURABHI.

[@drgauravdesaimd]

CNBC is more interested in storytelling rather than performance

[@kirankoppalakshmana5940]

He always says positive things about Avas financiers stock however it hasn't done well.

[@vijaybudhewar7014]

Intellectual talk

[@YASHWANTH25691]

Compared to any 3rd tier city in Europe or china, hyd is still a dusty slum. Come out of west hyderabad and the poor dusty roads with all sorts of intruding burial grounds cutting into the road lanes will greet you. Roads without footpaths and a city without a comprehensive public transport is what hyderabad really is.

[@anuragsriram2782]

All his stocks are good for long run, 20 years may be u ll make 4x if you remain invested. But all his stocks are high quality stocks No bankruptcys, since the risk is less the returns are mediocre. Overvalued scrips

[@kshamadalal2358]

Thnx 4 yr thorough research 2 find diamond from dust

[@divyeshgandhi258]

Good interview I hope next time unknown advisor interview arrange so new stuff investor learn and take decision for investment. Thanks

[@basavarajmayi9667]

The Saurabh, As always 👍🙏

[@avlancheindia9232]

Saurabh M means Master and class apart . Leave the critics , we don’t know what businesses they have 😅

[@1902Ven]

He is one of the most overrated fund manager in India.

[@orangewares]

Just coins great phrases, books but in reality performance is poor of these highly educated Marcellus folks (lse, IIT, IIM..) . In the end they buy hdfc bank, kotak , bajajfin, Astral which is no brainer choice..

[@vivekshivdasani9521]

Gadzooks, Whatever happened to the CPI(M) party. I don’t hear much about them these days.

[@JohnChristopherK]

Please correct yourself Indian getting richer...Rich Indian getting richer...and poor Indian getting poor. Ignore it if you consider 80%poor Indian are not Indian

[@manishgoyal7685]

High Level Conversation For H level Nothing for Lehman Investers..Trp for both

[@kmk1245]

the performance of all his funds have been sub par :) not worth the attention

[@angelone4456]

Sourav chul er jotno nao, faka hoye jachche je. Hair is the one of asset of us.

[@SudhirVoices]

Few people who are wealthy are getting richer & 85 cr people are dependent on the free ration every month! Irony, isn’t it?!

[@robbielubana]

How people fall for narratives

[@Kannada_First]

Cant beat Modi though. 😂

[@kajalbiswas1202]

Great

[@manoj_kumar_pv]

Background noise is annoying.

[@aurelian9817]

Saurabh doesn't necessarily help me beat the market (at least in the short term), but he helps me sleep. The ideology that he prescribes opens the door for safe and sustainable investing. CCP companies will never go down if they keep running the way they are.

[@AS-mc8sl]

Sure! So said wall street about nifty fifty in late 60s. Do read about it, you might just lose your 😴. Bottom-line - a bad idea remains a bad idea. Silver tongue is only good in selling it, not in converting it into a good one

[@aurelian9817]

@@AS-mc8sl Its not so simple kid. However, it's not your fault, I forgot to mention, that every stock that I've bought till date has been 15-50% below their peaks (mostly recent phenomena). Last time it was 2017. And before that 2009. I buy at a lower than average price unlike Saurabh, but he helps me understand what makes a company a monopolist. And India's market is expensive unlike the US, the valuations here and of monopolists will always be high. Lastly I churn my stocks very few times, so I'm aware, I never trade.

[@aurelian9817]

@@AS-mc8sl One doesn't have to study the 60s US bluechips for that, the same has happened and will for Indian nifty as well. This is nothing new, the cyclicals, Losers and PSUs will get wiped out. These types of companies are the real overvalued entities.

[@AS-mc8sl]

That's fine. It's your money and you're entitled to invest it any which way you want. But in future, pls do not try to patronise anybody whom you don't know from Adam by calling them "kid" It comes across as incredibly asinine

[@aurelian9817]

@@AS-mc8sl but you are a kid. You just cited index fluctuations in a different economy/demography in contrast to monopolists with 40% roce in the fastest growing economy. I would go on to say that Titan, Pidilite, Asian Paints, etc. are undervalued.

[@AmrishKelkar]

Sorry, but does stating that number of 1 cr filers doubled really tell us anything? And If that number is 200k, that's a drop in the bucket as far as government revenues are concerned. He seems to have changed his story to "classes" from "masses" (previously).. Wonder if it's so that marcellus can get more NRI or Foreign capital to flow into his fund??

[@aruntripathi-l7j]

Only few indians getting richer mam income inequality is at highest levels...VC money start funding making some lots richer on papers..

[@whiskas7836]

North Indians busy in Muslim hindhu

[@thoimaisnam2670]

what a fuccing genius!! everything is logical that comes out of his mouth

[@niftytrader9869]

These people make stories, and stories made for entertainment 😂😂

[@chindubasil]

South Indian are affluent since the 1980 due to most people being NRI’s too.

[@lakshmikanth6938]

Rise of south India is true,our gdp os greater than hindi heart land, our software export is greater than north, we r leader n pharma,defence products

[@YASHWANTH25691]

Compared to any 3rd tier city in Europe or china, hyd is still a dusty slum. Come out of west hyderabad and the poor dusty roads with all sorts of intruding burial grounds cutting into the road lanes will greet you. Roads without footpaths and a city without a comprehensive public transport is what hyderabad really is.

[@krish4u85]

investing and trading is not rocket science but it may be riskier ?

[@LaxmibhavaniMakkena]

Telangana per capita income increase is because of bifurcation of AP,.not because of any development

[@pradeepkumarbisam]

great leaders make difference.

[@YASHWANTH25691]

Compared to any 3rd tier city in Europe or china, hyd is still a dusty slum. Come out of west hyderabad and the poor dusty roads with all sorts of intruding burial grounds cutting into the road lanes will greet you. Roads without footpaths and a city without a comprehensive public transport is what hyderabad really is.

[@manukuriachen5750]

I have to give it to you that you are a great orator and can paint a picture well. You are also very good throwing giving new monikers. But now I can't corelate with you anymore!

[@psm4727]

South is eduacted people ,cleanig, simpliness ,green , deciplene is in there blood।।।no hifi life by loan ,credit card ।

[@psm4727]

What about amtanjan

[@srinivasp3930]

As expected,all crap talk by both the parties to the interview..famous guys for blabber

[@sundaramspeaks]

Birth rate in south India is the least compared to other parts. So betting on maternity hospital is not advisable as there are very well known local players. People in south always go to same source for generations. Changing mind set is not that easy

[@MrGodman1981]

South has migrants as well. Also NH etc is in South and it will go up only.

[@beautifulmusicforgoodmood]

Lot of assumptions....his own perception/thoughts... wishful thinking.. no data to backup his claims... ..chief marketing officer of Marcellus..Funny part is Surabhi nodding/agreeing on everything instead of asking more questions to get clarity.. no depth

[@sauravagrawal5013]

Nothing new material. Same content which he shares everywhere. His shares picks are great but taking stocks at any valuations is kinda crazy. He takes shares at higher valuations, then they drop on quarterly results due to some micro/macro phenomenon, the returns tend to become negative or zero sometimes on the entire portfolio.