Saurabh Mukherjea (Marcellus Investment Managers) at MOCA 2020

  Рет қаралды 267,406

Motilal Oswal Financial Services

Motilal Oswal Financial Services

4 жыл бұрын

Пікірлер: 265
@akhaleefa
@akhaleefa 4 жыл бұрын
Saurabh Mukherjea's presentation and approach is utterly honest. Wish we get a few fund managers like his firm. Indian PMSs have now tough competition with his firm Marcellus Investment Managers. Long live visionary and honest leaders to make India one of the best country in the world. 1.3 billion Indians should be able to lead better lives.
@temochinkshetrimayum6293
@temochinkshetrimayum6293 4 жыл бұрын
Saurabh sir is a great investor , pms no1 to me btw coffee can investing is a must read book for ppls who r interested in investing in indian market
@14ARVIND
@14ARVIND 3 жыл бұрын
if all fund manager act on such mediocre advises, the market will be closed as there wont be sellers and buyers wont get any shares they propose to buy.
@14ARVIND
@14ARVIND 3 жыл бұрын
and all investors in 8o companies will rush to sell there share resulting in market to crash.
@harendrasingh_22
@harendrasingh_22 3 жыл бұрын
@@14ARVIND haha
@wilfredwiz
@wilfredwiz Жыл бұрын
Alok jain also presents same like saurabh
@mohanlaltejwani6114
@mohanlaltejwani6114 4 жыл бұрын
Mr Saurabh Mukherjea and his team is doing great. Their books changed a lot Investing behaviour in India. We are looking forward to see more from this team to change investment culture, which is very much needed. Thank you
@hirlekarar
@hirlekarar 3 жыл бұрын
Superb. I have invested in Marcellus consistent compounders and kings of capital. This guy’s clarity and intelligence is astonishing. Impressive. Salute
@TheRockstar3050
@TheRockstar3050 4 жыл бұрын
I love this guy , huge respect for him .
@PradeepKanwar
@PradeepKanwar 4 жыл бұрын
Brilliant! No random theory, just facts. Clicked immediately when u look at day to day reality vs stock price action.
@gowrishankarkn6499
@gowrishankarkn6499 3 жыл бұрын
Amazing analysis Saurav Da. Only wish that all those guys who went abroad to study came back to build a Resurgent India. Also, hope that the Department of Company Affairs made it mandatory to have a Forensic Audit of their books every ,3 years. Jai Santoshi Maa.
@shammisabharwal129
@shammisabharwal129 3 жыл бұрын
Very well articulated and explained everything in such a simple manner that even a layman can understand. Hat's off to you
@jayeshgopalan
@jayeshgopalan 2 жыл бұрын
In one word this was mind-blowing video. Never knew the insight behind Asian Paints and why it leads the market.
@muralikalkar3554
@muralikalkar3554 4 жыл бұрын
Wow! Saurabh at his best! Amazing articulation! Its a harsh realty for small investors!!
@thelastsamuraiRonin
@thelastsamuraiRonin 2 жыл бұрын
This video never gets older. Fantastic
@rathinbasu6952
@rathinbasu6952 3 жыл бұрын
Saurabh: Excellent presentation, brilliantly articulated, full of insights. Your clean operations should bring Marcellus as a good option for the investors.
@upendraalavala9722
@upendraalavala9722 4 жыл бұрын
Absolutely brilliant presentation..an eye opener to the investors and investment managers
@aasthagupta4234
@aasthagupta4234 4 жыл бұрын
Thrilled after watching this one. Truly amazing.
@dr.chandramohanr.indapure4720
@dr.chandramohanr.indapure4720 4 жыл бұрын
SIR, FROM TODAY ON WARDS I HAVE BECOME YOUR HARDCORE FAN! WHAT AN INSIGHT IN-DEPTH ANALYSIS OF ASIAN PAINTS...... HATS OFF TO YOUR RESEARCH !!
@pralaysangma8019
@pralaysangma8019 3 жыл бұрын
This is one of the best presentation made in Indian stocks and based on ground reality. Thank you Saurabhda.
@VinayKumar-rs7js
@VinayKumar-rs7js 3 жыл бұрын
Very insightful. There is so much clarity in his thinking. Information and illustration on accounting frauds, 1 or 2 companies in each sector which dominate, compounding, waiting for a favourable PE ratio - make this video worth watching.
@sagarsaxena6318
@sagarsaxena6318 4 жыл бұрын
Fantastic insight into Asian Paints. No wonder it sells at crazy multiples.
@lalithlalith5238
@lalithlalith5238 3 жыл бұрын
Can u please explain me about asian paints in a bit detail and in simple words please i couldn't understand his explanation
@lalithlalith5238
@lalithlalith5238 3 жыл бұрын
@*😎* tq very much. Appreciate ur effort buddy ❤
@rajansehgal7701
@rajansehgal7701 3 жыл бұрын
Your analysis is amalgamation of your through global experience and education in Indian context I feel excited ,proudly with pride for You
@swapniljaba
@swapniljaba 4 жыл бұрын
Very insightful.. such a robust technology built by Asian Paints... And this guy is so confident...
@vaibhavsingh4780
@vaibhavsingh4780 4 жыл бұрын
Absolutely boom... Marcellus started Oct 18 Today 1100 cr AUM.🎯🎯👌🙏🏰
@14ARVIND
@14ARVIND 3 жыл бұрын
in this world there are ample fools but not wise men. It does not tell anything.
@abhinavrakesh108
@abhinavrakesh108 3 жыл бұрын
@@14ARVIND 3000 crore now!
@ronit.pereira7172
@ronit.pereira7172 3 жыл бұрын
5000 crore now!!
@abhinavrakesh108
@abhinavrakesh108 3 жыл бұрын
@@ronit.pereira7172 where did u get this data from?
@ronit.pereira7172
@ronit.pereira7172 3 жыл бұрын
@@abhinavrakesh108 Check PMS bazaar website or else see this interview, he says it in somewhere between. They have been getting around 100 crore each week inflows kzbin.info/www/bejne/ipDTaWN3rp6HoLc
@Sunseeker_10
@Sunseeker_10 4 жыл бұрын
I am happy and surprised you are still alive, Saurabh, considering you scouted around the country asking these unpopular questions !!!
@deepakbaheti1533
@deepakbaheti1533 4 жыл бұрын
What a business module of asian paints ,unbelievable today ,very well Explained ,superb saurabh ji
@sandipdattaroy1984
@sandipdattaroy1984 4 жыл бұрын
Very informative lecture.....I have bought Coffee Can Investing from Amazon. Many more things to learn.
@harshvardhansinghr
@harshvardhansinghr 4 жыл бұрын
By speaking Hindi, in between, he is giving clear indications that he is fluent in Hindi too.
@ashishgupta8284
@ashishgupta8284 2 жыл бұрын
Amazing! Thankyou to the presenter for sharing such insights
@mrwhosaini
@mrwhosaini 2 жыл бұрын
Superb! Mind Blowing!! Excellent!! Take a bow Saurabh ji
@abhishekpelu5561
@abhishekpelu5561 4 жыл бұрын
That was very informative and insightful, really enjoyed!
@karanmalik7336
@karanmalik7336 3 жыл бұрын
Thanks Motilal Oswal and wow what a presentation.
@muthiahlakshmanan5104
@muthiahlakshmanan5104 2 жыл бұрын
Great insight... thx for sharing your knowledge.. very inspiring to see him
@sumanta3151
@sumanta3151 4 жыл бұрын
Awesome Explanation about asian paint
@jaikishansmspl39
@jaikishansmspl39 2 жыл бұрын
Glad that I could watch this video. Superb.
@udayintech
@udayintech 4 жыл бұрын
Huge respect to this guy, role model for comming generation.
@strongholdcorporation3268
@strongholdcorporation3268 3 жыл бұрын
Maan gaye,Ustad! Thanks for sharing your insight.
@birendraprasad
@birendraprasad 4 жыл бұрын
Saurabh is good analyst and good fund manager...👏
@murthybn8373
@murthybn8373 3 жыл бұрын
Amazing video with sharp insight.
@choyi007
@choyi007 3 жыл бұрын
Superb.. Loved the talk n knowledge! Thank you!!
@althafyoosuf7945
@althafyoosuf7945 2 жыл бұрын
Great piece of wisdom sir.. hats off
@rajangautam1677
@rajangautam1677 3 жыл бұрын
Only one word - Amazing
@sunilsahoo9381
@sunilsahoo9381 3 жыл бұрын
Very insightful. It really opened my eyes. 🙏
@ajayraz1971
@ajayraz1971 4 жыл бұрын
Amazing insight into investing
@harshactandure2935
@harshactandure2935 4 жыл бұрын
Wow, a totally different perspective !
@rajeshclick
@rajeshclick 4 жыл бұрын
Super se bhi uper.... Gyan chakchu khol diye
@malaisubramanian
@malaisubramanian 4 жыл бұрын
Good insight into the stock selection criteria.
@varunsethi81
@varunsethi81 4 жыл бұрын
Commendable Saurabh. And foremost so for the courage to speak up about the volume of corrupt accounting practices and also pointing to the utterly corrupt phone banking loan scam that Has shaped up as the NPA loan scam crisis perpetrated recklessly under the UPA regime
@14ARVIND
@14ARVIND 4 жыл бұрын
If his courage for speaking against filthiest auditing why should not he inform about his findings to SEBI,ICAI,BSE,NSE and Fraud Investigating agency,? Or is he just monetising his debatable findings?🎂
@14ARVIND
@14ARVIND 3 жыл бұрын
@@1102766148 Mr mukherjee' friend C findings are arbitrary. The cpany has not acknoled So his clean sheet on forensic audit ha no value.It is febatable and alledger co can sue him
@14ARVIND
@14ARVIND 3 жыл бұрын
@@1102766148 but his findings are alarming. there is no need to break confidentiality. the figures being given IN MEDIA are enough to initiate suitable action by the authorities. By this time authorities could take the cognizance and have taken some action . 80% ARE ALARMING FOR THE AUTHORITIES. I DONT THINK THEY ARE SLEEPING.
@14ARVIND
@14ARVIND 3 жыл бұрын
@@1102766148 unethical cannot be legal. That is the basics on which laws are drafted.
@1102766148
@1102766148 3 жыл бұрын
@@14ARVIND to answer your question there are countless scenarios where actions are unethical but not illegal. One such example is paying employees minimum wage without increase over time. Companies follow accounting standards which allow them to present info in a standardized manner. There are clauses which you can exploit to show higher or lower income but thats unethical not illegal.
@montybhadani
@montybhadani 4 жыл бұрын
saurabh sir , take my salute..🙏🙏
@josemathew8613
@josemathew8613 2 жыл бұрын
Really mind blowing. Through this video you revealed the top secret of ultra successful indian companies and also revealed common man how to make big money with less effort and almost no risk.. Hats off to you.
@jayantchaudhari6798
@jayantchaudhari6798 4 жыл бұрын
Mesmerizing Eye opener
@Profeus
@Profeus 3 жыл бұрын
Every word he says is gold
@mayankgupta7172
@mayankgupta7172 4 жыл бұрын
Excellent. Great Work!
@psingh1422
@psingh1422 2 жыл бұрын
APLAUD his honesty and clarity...
@caairchallenge4396
@caairchallenge4396 4 жыл бұрын
Thanks. It's just too good.
@shankeykumar2742
@shankeykumar2742 2 жыл бұрын
Thanks to motilal team to introduce this genuis in my life
@shivji533
@shivji533 4 жыл бұрын
Saurabh Dada you Rock......kamal kar diya sir
@AlienAlliance
@AlienAlliance 3 жыл бұрын
Exactly.. I only use Dulux Velvet Touch in my home.. 😅❤️😍
@pratiza339
@pratiza339 4 жыл бұрын
Excellent n Fearless Speech..
@boys90s
@boys90s 4 жыл бұрын
Thanks for all these information
@wisdomhatchwithsuresh
@wisdomhatchwithsuresh 2 жыл бұрын
Salute My Role Model Mr Saurabh Sir 🙏...Asian Paints explanation is unbelievable 🙏
@AlokMoghe
@AlokMoghe 4 жыл бұрын
Quite insightful !
@yashpatel2948
@yashpatel2948 3 жыл бұрын
Why is then indigo paints able to grow at a greater pace then Asian paints and Berger paint?
@bchongom5060
@bchongom5060 4 жыл бұрын
Simple yet very helpful
@dr.ps.venkitakrishnankrish2485
@dr.ps.venkitakrishnankrish2485 2 жыл бұрын
Fantastic talk with examples.
@rohitindurkar
@rohitindurkar 3 жыл бұрын
Which is the capital good co , he mentioned
@saurebh8109
@saurebh8109 4 жыл бұрын
Just launch your next book as much as possible
@sachinaher51
@sachinaher51 4 жыл бұрын
Thanks Saurabh Sir.
@dinhatahighschool-h.s2177
@dinhatahighschool-h.s2177 4 жыл бұрын
What a speech he delivered! Thanks Sourabhjee.
@johncenakiwi
@johncenakiwi 3 жыл бұрын
Which capital goods company is he talking about?
@sudiptamoulick3061
@sudiptamoulick3061 3 жыл бұрын
Thank you jenius for sharing the truth....
@adityapandey84
@adityapandey84 Жыл бұрын
So much clarity!!
@unic_diaries7569
@unic_diaries7569 2 жыл бұрын
Which capital goods company is being talked about here?
@singh98640
@singh98640 3 жыл бұрын
till today best guy in shares market
@MohanYadav-xl9ou
@MohanYadav-xl9ou 2 жыл бұрын
Very nice Saurabh sir and for MOF chanel, please Saurabh sir speech continue in hindi language for North Indian 👍👌🙏
@sinu1241
@sinu1241 2 жыл бұрын
What was the last slide ?
@venkatakrishnanjayaraman5410
@venkatakrishnanjayaraman5410 4 жыл бұрын
AMAZING!!!
@sudheershet7971
@sudheershet7971 4 жыл бұрын
Thank you saurabh
@sameerkanade4482
@sameerkanade4482 Жыл бұрын
Does anybody know what capital goods company was he talking about?
@divyanshuanand3396
@divyanshuanand3396 2 жыл бұрын
Any guess about the consumer durable company he is talking about🤔
@bhavyagandhi6851
@bhavyagandhi6851 4 жыл бұрын
Excellent sir..!!
@sohebrehman292
@sohebrehman292 3 жыл бұрын
This is called the real research.
@nilesh534
@nilesh534 4 жыл бұрын
Fantastic!!
@Shreeofficial9000
@Shreeofficial9000 4 жыл бұрын
I really valued my time...
@umeshd5645
@umeshd5645 2 жыл бұрын
Good very useful information thank you sir
@anuragchandnani8037
@anuragchandnani8037 4 жыл бұрын
Pure Gem
@rakirk5650
@rakirk5650 3 жыл бұрын
Hi sir, please share your thought on this.... As kotak securities aqquired stake in "Gayatri highways", will it going to become a multi bagger ??
@kedarisgreat
@kedarisgreat 2 жыл бұрын
We lost the Kohinoor to the UK, but seems like we got back something much better
@vivekchangani4871
@vivekchangani4871 4 жыл бұрын
Supurb... Eye opener..
@sujith25in
@sujith25in 2 жыл бұрын
after watching I raised my allocation in asian paints...🥇🤗
@siddharthprasad4753
@siddharthprasad4753 3 жыл бұрын
Asian Paints Analysis: 15:40 - 28:30
@vasusharda1305
@vasusharda1305 2 жыл бұрын
Aag laga di bhai ne 👏👏👏👏👏🔥🔥🔥
@amitmaheshwari4892
@amitmaheshwari4892 4 жыл бұрын
Arey ye Banda khata kya hai... Just phenomenal.
@bubulkomkom1551
@bubulkomkom1551 2 жыл бұрын
Why nobody before him could explain about stocks in so simple terms. Because of his talks lots like me are investing in stocks.
@siddharthajajoo8823
@siddharthajajoo8823 4 жыл бұрын
Saurab Ji you THE BEST
@satyanarayanakandregula8635
@satyanarayanakandregula8635 3 жыл бұрын
Amazing Sourab sir
@rskbug
@rskbug 4 жыл бұрын
BRILLIANT PRESENTATION.
@arnavbhanage7135
@arnavbhanage7135 2 жыл бұрын
the great business analyst i seen. Do you know any one better??
@vinoth_Garden
@vinoth_Garden 3 жыл бұрын
Amazing
@patnaikt
@patnaikt 3 жыл бұрын
Amazing!
@chetanparekh6805
@chetanparekh6805 2 жыл бұрын
at 05:30 of which company he is telling about? is it Punj llloyd?
@rohanbergkamp
@rohanbergkamp 4 жыл бұрын
Nice awesome .does anyone has the slideshow of this video ?
@srinivasshetti7273
@srinivasshetti7273 3 жыл бұрын
Awesome 👌
@mohitmishrlll2263
@mohitmishrlll2263 2 жыл бұрын
Think he was talking about Punj Lloyd in the beginning
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