Should You Copy Saurabh Mukherjea’s BOLD New Strategy? | Rahul Shah

Unveiling Saurabh Mukherjea’s Latest Strategy
Marcellus' star fund manager has hit a rough patch.
But is his new bet on fast-growing "challenger" companies the answer? We analyze his strategy and see if it holds water.
Do check the video out to know more.
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[@jithujkoshy]

Hi Rahul, Thanks for the video. 3 points that came to mind: 1. For the Coffee can portfolio, the timeline is clear - 10 years. Any comparison for intermediate periods may give different results. But, the fundamentals of that strategy is, through the ups and downs, it will play out over a long period and generate the alpha. Previous year data (as demonstrated in Coffee Can portfolio book) suggest it is right for the last 10 years. 2. Your point of "entry point is critical" & "margin of safety" is key is a very good point in the medium term. Pulak Prasad's book "What i learnt about investing from Darwin" is a great read on this topic. 3. Interesting insights on the new scheme coming up. Nice attempt & well articulated. Looking forward to more Rahul. 🙂

[@manjinderaulakh4637]

Rahul nailed it. Marcellus invested in good companies not in good stocks. They ignored valuation.

[@rajagopalram7783]

Very sane piece of advice. Keeps one humble and provides a worthwhile shock absorber.

[@kashinathdas4959]

Thanks Rahul. MOS should not be compromised at any cost.

[@sv4926]

Wonderful analysis Rahul ! i too got swayed away by the impressive talks and terminologies used by Saurabh and did buy some great co stocks only to see them going down hill in the last few years. Its true that most companies of their choice are great but there are no margin of safety hence made few losses.

[@rajagopalram7783]

In Saurabh's defense, he never tried to pull a fast one on anyone. He sold his philosophy which people bought including you. Having done that, it's unfair to blame him. No one forced you to shun conservatism. Please look inwards before pinning blame on anyone, it will help you become a responsible investor and a responsible person. Please don't take this as a criticism, it is meant to open your eyes to focus inwards than outwards. Apologies if you or any reader feels bad.

[@up6427]

​​@@rajagopalram7783Tend to agree with your larger thesis of looking 'inward'. However in a trending market like the present one, even a 'conservative' approach would not have been a great strategy to adopt, as the stocks have been trending higher & higher for eternity, it might seem. For, one would definitely have developed a strong feeling of 'FOMO', to the extent, that he would start considering himself a dumbo or curse himself for adopting the 'conservative' strategy !

[@bon_jovi933]

The most important lesson he has learnt is to keep his mouth shut post buying the stocks😂

[@84KtnM]

Does Zudio contribute to Trents bottom line.? How does Zudio compare with Page?

[@vkshmshr]

Good analysis

[@saby8605]

Excellent analysis Rahul. Have lost faith in Marcellus 😢

[@gnpgnp95766]

I used to buy the companies of Marcellus and Saurabh Mukherjea mentioned in their videos. I exited most of their companies before they exited and announced. I started investing companies with PAT CAGR above 20%, Roce and Roe 20% in last 10 years, current Sales value atleast 1000cr and above, Market capitalisation of 5000cr and above. I am getting good returns. Now I am not losing the sleep.

[@artram582]

can you please mention those companies and how you analysed them ?

[@shashiDodderi]

Add few more things: debt level and promoter holding and promoter integrity

[@gautamwadhwani306]

You’re right

[@yatinawaal6682]

The unknown multibagger of Indian stock market. Rahul Shah.

[@praveenlakshmipathy7071]

Thats some statement!!

[@Professional_trader98]

😂

[@Aim4Ultimate_Success]

"Rahul Shah"

[@yatinawaal6682]

@@praveenlakshmipathy7071 You're welcome not to watch his videos. Have you any idea of this man's track record for his subscribers in the past several years?

[@bhargava32]

Good content

[@georgekurien2591]

Two issues with CCP, they still continue to buy without a margin of safety and they sell winners like ITC too early

[@up6427]

What exactly is 'margin of safety' ? Who is to decide, rather how does one decide, at what price a stock is safe & what price it is risky ? Barring the extremes, it is not so simple to decide or define the terms, 'safety' & 'risk'. The solution to this probably could be 'ultra conservatism'. However, the flip side to this could be, that one may have to be a patient fence sitter, who is ever looking for the right stock at a cheap/reasonable price & at the same time gives a pass, almost in perpetuity, to those stocks in which he doesn't see 'value'. This situation could lead to many a heart burn in the markets, such as the prevailing one.

[@jaideepkoppikar4790]

Excellent. I wouldnt go for margin of safety and invest in shady stocks.

[@up6427]

@@jaideepkoppikar4790 The rhetorical question would be, would you buy good stocks @ *risky* valuation? Here again, how to decide, what is risky & what is safe ? No sensible investor would buy 'shady' stocks. However the point of discussion here is about 'risk' & 'safety' & not about buying into shady counters.

[@dhinaa86]

Tube Investment along with Trent, Astral, Chola, Eicher. Same (il)logic??!!

[@onkarsingh2927]

The headline should read , don’t copy anyone! Period!

[@parthshah1952]

Lesson is .... once someone starts righting a book , its time to move away and look for better and alternative avenues

[@tappude3720]

Relaxo Amritanjan Keya hua

[@hossainreja4210]

I listen Mr Mukherjee to learn how to tell a story rather than investment.

[@belk4827]

Hidden treasure is the name of the course and my name is Deepak Khanna,i hope v can hv a talk as to my refund if possible or include all tech/ fundamental analyst calls in 1 course & tell me a consolidated amount

[@AS-mc8sl]

Marcellus still does not understand valuations....they never did. And Mukherjee is a gasbag, nothing more....

[@belk4827]

They r trying to divert funds fot their schemes,most videos from equity master r to lure people to their courses &what they dish out on this tube is stale news,hv bought their course but the value is absymaly low,stay away

[@eqtmonline]

Hi, it will be great if you can share the course you bought and what can we do to add more value? Constructive criticism is always welcome.