Mr Saurabh Mukherjea | The Path to Consistent Compounding is Paved with Free Cash Flows | Marcellus

PMS & AIF SUMMIT - 4.0
Topic - “The Path to Consistent Compounding is Paved with Free Cash Flows”
Listen to your favourite Saurabh Mukherjea as he explains the secret sauce behind companies that consistently compound earnings and also your wealth.
Speaker - Mr. Saurabh Mukherjea - Founder & CIO, Marcellus Investment Managers. Shared their presentation on " The Path to Consistent Compounding is Paved with Free Cash Flows "
Speaker Profile:
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK. In India, Saurabh was rated as the leading equity strategist in 2015, 2016 and 2017 by the Asiamoney polls. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital.
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[@sagarbandodkar9]

His deep knowledge and Honesty is why the entire PMS community is jealous of him specially Samir Arora and Shankar Sharma .

[@sandeeppadmawar8345]

Absolutely right. Samir Arora is reading books and Saurabhda is writing books. He should not comment, inadvertently also, on Saurabhda's knowledge and wisdom.

[@sataroopsinha1218]

I hate Samir Arora ; Shankar Sharma. Nilesh Shah; Saurabh Mukherjea; Ridham Desai;S Naren ; Prashant Jain are the best in the World

[@TheBabel14]

Always a treat to hear Saurabh Mukherjea speak :) For those keenly listening, the word he used that may not have been heard clearly was raison d'être(18:05) which translates to reason or justification of existence

[@manishrakundla8205]

French !!!! Thanks for pointing that out !

[@manishrakundla8205]

It's always a delight to hear Saurabh Mukherjea speak. He is quite vocal and expresses wonderfully. He is a boon for small retail investors like me. His thoughts are as consistent as his consistent compunders. Thanks once again !!!!!

[@NitinKumar-wr5et]

Mr Saurabh Mukharjee is as Great as Mr Baffet and boon to the equity markets and pioneer to all kinds of investors 👍👌

[@mohammedkamran2720]

Actually don't know why I am starting having an honest trust on this guy, always like to listen to him

[@dr.pranabchowdhury2073]

Super sense of finance and moneymarketing, a living Google ...a deep analysis and research about the selective equity . Excellent logical clear-cut speeching to convince the common middle class people ...who always avoid and live with a panicky idea about SHARE BAAZAAR .👌👌👌

[@saurebhkadaam20]

What a powerfull presentation! Hatsoff.

[@sreeparnachatterjee3619]

You are a very good teacher too!🙏🌹

[@saisudheermittapalli574]

What a treat to listen to this living wisdom 👏🏻👏🏻👏🏻🙏🏼

[@rajendrapawar1110]

Always love to here from Mr Saurabh Mukherjea ..

[@sandipsarkar3867]

Listening to him is always a treat to the ear

[@rakeshsethi8721]

Totally agree 👍🏼

[@divyaalokverma]

I want to see Saurabh Mukherjea and Ashneer Grover in a discussion

[@samirkhairnar]

Always a pleasure to listen to Saurabh Mukherjee. Deep and insightful 🙏

[@myworkplace4224]

salute to his master 🙏🙏🙏

[@suhitanand1675]

It was a really mesmerising one. It was treat for my ears listening to him.

[@dr.dilipkagat]

Its always a pleasure to listen to saurabh, really mesmerizing..

[@criticalrebel6622]

After came into Saurabh KZbin wisdom My portfolio well set & sleeping💤 well _ great person and so good hearted _ whole team is great _ my prayers for them always

[@hemantbansal3034]

Very insightful Suarabh, as always. Consistent compounders are a force to reckon with!

[@tyughbable]

Very well explained.. thanks Saurabh..

[@vivekshivdasani9521]

It is interesting to note that Saurabh does not give so much of importance to economic cycles. Whereas the CIO of ICICI mutual fund is always talking of cycles and metals.

[@sudheerk67]

Different people follow different investing philosophies. You can follow the one that matches your mindset and behavioural patterns.

[@music__lover9913]

Salute sir your humanity and honesty

[@arnavbhanage7135]

Excellent !!!

[@udaybasumatary305]

He is my God father

[@Shiva-hq7ey]

Awesome

[@gopinath_ravi]

Dear saurabh. Tech stocks will do well. Yeah yeah. Asian paints is tech company. Pidilite is iot company. Gmmpfsudler is software company. Hdfc is AI company. 😁

[@SaptadeepDutta_Ex-Xerox]

Excellent modeling with data. Just a question on sustainability the growth model. What happens when the smaller players are completely wiped? Wouldn't the growth gradually plateau out even for the top 10? I think at that point we will need to watch out for tech surprises, which will be a major challenge given the unpredictability that tech is prone to.

[@kedarisgreat]

Wow wow Wow Saurabh

[@drrahul5839]

👌🏼👌🏼👌🏼👌🏼👌🏼

[@srienglishandmathsclasses2612]

my guru

[@mahmoodsait116]

Best money manager in equity. There are many pms manager he is best of thé lot. I have seen. Bad expérience with Motilal Oswal.

[@subodhmodhe5005]

💐💐💐🙏🙏🙏

[@sajuappan85]

Does he mean that no small cap company in the sectors he mentioned can ever become a large cap.... And the investors should just buy the top 2 companies in each sector 🤔🤔

[@sudheerk67]

At around 9:40, he is mocking Samir Arora on tax rate reduction 😅

[@AliKhan-kj5ys]

When was samir arora talking about tax rate deduction??

[@sudheerk67]

@@AliKhan-kj5ys in one of the interviews he gave to TV18 couple of months back, he was indirectly mocking Saurabh on his conviction towards Asian paints. Samir said, if not for tax cuts earnings growth would have been close to zero for the leading paint company. I believe, Saurabh wants to poke him indirectly here by highlighting that the tax reduction would have helped AP to some extent, but there are other factors that outweigh taxation here.

[@AliKhan-kj5ys]

@@sudheerk67 okay thankyou so much for your reply sir

[@arnabbhattacharya6579]

@@sudheerk67 yes. ...Saurabh is correct. SAMIR Arora was ridiculing Saurabh saying that there is nothing known as consistent compounders !!! This proves the insecurity of the man.

[@narendrapai2124]

Thanks for this... i remember samir had said this some time ago

[@koushikbhattacharyya7847]

sir ICICI bank just outperfom KOTAK BANK,but why are you so bullish in kotak bank..

[@rishimajumder4724]

Please mention the time period. In last 10 yrs... ICICI Bank : 19% Kotak Mahindra Bank : 23%

[@koushikbhattacharyya7847]

@@rishimajumder4724 do you read the word JUST ....

[@TheShantanu777]

BAAP ( buy at any price)

[@timepass-zp7ec]

He said I have 24 minutes at the start. Finishes in less than 25 covering everything.

[@MrRashidk67]

This speech is very similar to rahul gandhi's speech at parliament...

[@sundaramspeaks]

Chotus make 300 percent to 500 percent return in the same covid period when Asian Paints and Pidilite cant make even 200 pct return. Hope Sri. Saurabh knows it.

[@dilipdudhat2965]

This thing happens once in decades so we can ignore them. We need something getting consistent growth.

[@rishimajumder4724]

Try to understand that the idea is not getting the highest return for 1-2 year, the philosophy is to get consistent return over decades, tell me in March crash how much stock price correction in case of your Chotu?

[@manjurshaikh1135]

These chotos will not sustain their 500% for long term....

[@himanshudronkar3795]

He is great