Sir you are an exemplary gentle man who have made people, your investors have become the best as an icon in the field of investment, but unfortunately everybody are unable to be associated with your esteemed organization,pl allow even the comen to develop financially by investing at your guidance and keep their next generation continue,pl oblige awaiting for your consideration to invest thankyou sir.
My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
@@Isaacmeide My husband and I were following this same trajectory. Last two years, I pulled out my money and invested with her wealth manager. Not catching up with her profits over the years, but at least I earn more
@@kevsmills It's a good time to buy and basically I've just got cash sitting duck in the bank and I'd really love to put it to good use seeing how inflation is at an all time-high, who is this coach that guides you, mind I look them up
@@Emmacurtis There are lots of them but almost everyone works with ISABEL LINDA DUERI this days, she's getting more recognized by day, she strategies has been the best this period
@@kevsmills She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.. This information is really helpful.
The same book 'The Checklist Manifesto' talks about checklist used by Mohnish Pobrai for investment. I wonder why Saurabh would not mention this point during his talk.
India awaits Political reforms to cleanse political system to see only people with real intent to serve society and nation are only into politics but not for social status or to make money. Corruption free society and INDIA as called by our beloved PM is possible only with political reforms that eliminates the deficiencies in Indian democracy.
in P/E we take price and eps but in p/fcf we are taking price of share and entire fcf.....I am not able to understand this valuation can anyone help understanding
What about the negatives like cybercrime on bank accounts being easily looted...? No security to digital money on this modern era. No body has answer to this no responsibility, accountability even by RBI & govt which is the pain point & disgusting.
1 QUESTION IF ANY1 CAN HELP- Saurabh when he was explaining P/FCF for LTTS. He says from the last chart when LTTS was around 4800 Rs in 2021 P/FCF was 6.9x.. And on some other date je says it was 3x - 4x like that. I cross checked Free Cash Flow is CFO-Capex And LTTS had around 800 cr, 1000 cr, 1200 cr as free cash flow so at 4000 Rs share price LTTS mcap is around 40000 cr so p/fcf comes around 30x-40x and similar for other years. HOW COME HE'S SAYING SUCH LOW P/FCF NOS IF ANY1 CAN HELP?
Relaxo k chapal pahan pahan Kar youtube pe videos banaya for invest karaney k liye... aur banda Kab nikal gaya... aur Pata chala jab share price 50% gir gaya... ye hi honey wala hai asent paint aur Pidilite k saath... Lal lalpath lab k sath ho raha hai... don't believe on him... they all trappers not Investor...
He never asked you to buy relaxo , he explained the business model quite well and he explained why he left , and I think while investing you should do your own research , not listen and buy.
I don't understand the logic of you people. Why should he shout before selling? Then how will he be able to sell at higher price? He is educatung us. You people want free stock advice from him and expect to become a billionaire down the line. Lots of sympathy for you people
Listen to his any interview or read his any book, he will have have the same set of sentences to narrate his narrative, india is growing.. gst.. highways.. mobile phone users etc etc. how he came to India after his stint in UK, if you check UK market’s Index it has hardly moved over the years - so that kinda explains his moving out from there. Anyways as long as his investors make money and he makes more money than them - the hamster wheel will continue to spin - capitalism,digitisation and the MachineLearning model of UA-cam will continue to spit out videos like these 😅
You don’t need to come physically to invest in India , you can invest anywhere staying anywhere. It’s just the market size - about 60% of US is invested into stocks, in India it’s about 4 % population invested in stocks .. that’s what get these people here , you will have so many people move from bank to stocks in next 30 years
SIR U LIVE IN INDIA. U SPEAK INDIA GROW BUT I THINK IN INDIA MORE THAN PEOPLE UNDERSTAND OUR NATIONAL LANGUAGE RESPECT THIS LANGUAGE SO NORMALMAN YA WOMAN ALSO EASYLY UNDERSTAND AND BECOME PART OF GROW INDIA.
Seems hypocritical...he prefers business owners/ceos who don't talk while he does so much talking Have anybody seen any other PMS founder/ceo speak so much? Why doesn't he let his PMS's performance speak for him?
I don't think you get it. His point is, promoters indulging in mega lifestyle, byuing IPL teams, foundations are essentially taking themselves away from the business's day-to-day functioning, and it basically means they no longer have the hunger to grow that brought them there in the first place. What he is doing is marvellous. He is practically the Linus Torvalds of Indian investing, open sourcing the secrets, and revealing that it is quite simple and straightforward. You don't have to agree with him, and you can publicly call out anything wrong he has said or hypothesized. Anyway, most people who can be his customers are not watching UA-cam videos.
Most of statement are politically motivated, no one is liking new tax regime, govt should encourage for savings, Banks are also under pressure maximum NPA are in 2022 i.e 2.17 lakh crore. Lot of infra was already created in 60 years, manufacturing is at all time low. You are completely political person
Saurabh Mukherjea and his investment advisory company known as Marcellus are gems , one can learn investment from him .
Saurabh is a master storyteller. A Dust on the Diamonds
huh? do you mean a diamond in the dust?
Attending wonderful class after 33 years, thanks
Saurabh you have demystified some very powerful investing Techniques in a simplified manner. Your presentation style is mind blowing.
It is always a pleasure to listen to Saurabh.
So far this is the best speech of sourav that I have listened to.... so elaborate yet easy to my understanding....
Sir you are an exemplary gentle man who have made people, your investors have become the best as an icon in the field of investment, but unfortunately everybody are unable to be associated with your esteemed organization,pl allow even the comen to develop financially by investing at your guidance and keep their next generation continue,pl oblige awaiting for your consideration to invest thankyou sir.
amazing the way saurabh explained about investing, which most of the people don't look at
My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
@@Isaacmeide My husband and I were following this same trajectory. Last two years, I pulled out my money and invested with her wealth manager. Not catching up with her profits over the years, but at least I earn more
@@kevsmills It's a good time to buy and basically I've just got cash sitting duck in the bank and I'd really love to put it to good use seeing how inflation is at an all time-high, who is this coach that guides you, mind I look them up
@@Emmacurtis There are lots of them but almost everyone works with ISABEL LINDA DUERI this days, she's getting more recognized by day, she strategies has been the best this period
@@kevsmills She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing..
This information is really helpful.
You are great financial mentor of the world.
A fascinating talk for anyone who wants to learn long term investing!
It was good. I learned a new concept of Price to FCF.
The same book 'The Checklist Manifesto' talks about checklist used by Mohnish Pobrai for investment. I wonder why Saurabh would not mention this point during his talk.
Absolutely amazing presentation Saurabh!👏👏
Question & Answer session too please! @EDGE
Lovely way of teaching professor 🙂
Great content
First time SM explained forensic in detail ..thanks
U r a good story teller
Wonderful insight as always
Thank you 😊 for uploading this video
Nice content ❤
24:18
Out of 20
14 stock CCP
And 4 stock???
And 2 naughty stock???
Plz tell me about these stock
Saurabh sir
Thank you very much
34:42 start
Thanks man
Insightful lecture
India awaits Political reforms to cleanse political system to see only people with real intent to serve society and nation are only into politics but not for social status or to make money.
Corruption free society and INDIA as called by our beloved PM is possible only with political reforms that eliminates the deficiencies in Indian democracy.
Price to Free Cash flow of 5 to 6 of LTTS does not seems correct in the slide. Its much higher. Please check
Same here CONFUSED! How's he claiming that!
Can't wait for UB part 2 :)
Fabulous content.
43:48 Which stock is he talking about?
divis lab
41:58 forensic accounting checklist
Good to see him wearing Relaxo shoes though sold all shares..
Sir, If u can guide us website from where we can identify reinvestment figures again cashflows generated by a company
What a presentation! So many valuable insights from Saurabh Mukherjee. 🫡
Excellent session
Story telling dont put money on the table. Saurabh is a titanic.
How is the P/FCF for LTTS 5.4x ? as of today its around 44.
You tell people make sound but to be honest you make a lot of sound than anyone in our country
thank you sir
same guy who was very bullish on relaxo made the retail investor invest in relaxo at all time high and smartly exited from it. Dont trust him anymore
Which Pharma company is he talking about at (43:50) timeline.
Sun Pharma I suppose
Lokomo
Divis lab
What! His favourite and goto Pharma is Divislab. Watch his old videos
I think he’s talking about biocon
Thank you
35:39 timeline
No adani was attacked 🔥
Lokomo haicni
in P/E we take price and eps but in p/fcf we are taking price of share and entire fcf.....I am not able to understand this valuation can anyone help understanding
fcf per share.......divided fcf by number of shares you will ger fcf per share
You can't find 10 companies with these cuts, just check bajaj finance retun/volatility or a price/FCF of Asian paints
00:26:00
42:21
1:00:00
43:53 bhai konsi Pharma company hai jo blow up hone vali hai???
gland pharma
I think it is divis
I think it is divis
Saurabh bhai... relaxo pahan rahey ho ya nahi... logo ko big C bana Rahe ho
D/E
ROCE
P/FC
OC/OP
provisioning for debtor
Contingent provisioning (banks)
Interest to cash
Auditor fees and quality
CWIP to gross block
Would have paid to listen to him
Can anyone tell me the name of the large Pharma south Indian company ?
Divis?
I think Aurobindo Pharma.
@@scarfacecapital. 🤣🤣 Definitely not Divis
@@scarfacecapital. I think because he mentioned “south”, that may be “vijaya diagnostics”, he usually promotes that company
Sun pharma ?
Good business
Master storyteller however PMS underperforms
24:33
43:00
which is pharma company
any guess ??
Divis divis
@@sandipghosh9326 it's not divis for sure
Divis Labs
No not divis, i commented without listening 😆😆😆, i have a stake in divis
@@sandipghosh9326 Me too 😌
Volatility is not the same as risk.
What about the negatives like cybercrime on bank accounts being easily looted...?
No security to digital money on this modern era. No body has answer to this no responsibility, accountability even by RBI & govt which is the pain point & disgusting.
Are you losing sleep for missing out of a Golden One on Adani Port?
chappal nhi laya bhai aaj
Company with highEST PE 🙂
Chappal bech dia bhai🤣
Chappal kaha gayi bhai
Kiya hal hai aapki portfolio ka ?
Which is the large Southern Pharma company about to blow up
1 QUESTION IF ANY1 CAN HELP-
Saurabh when he was explaining P/FCF for LTTS.
He says from the last chart when LTTS was around 4800 Rs in 2021
P/FCF was
6.9x..
And on some other date je says it was 3x - 4x like that.
I cross checked
Free Cash Flow is CFO-Capex
And LTTS had around 800 cr, 1000 cr, 1200 cr as free cash flow so at 4000 Rs share price LTTS mcap is around 40000 cr so p/fcf comes around 30x-40x and similar for other years.
HOW COME HE'S SAYING SUCH LOW P/FCF NOS IF ANY1 CAN HELP?
With all this knowledge, good for lecture only -- marcellus missed the bus and all pms are down.
I just feel bad for my ELSS Investments lol
bhai sahab chappal pehen ke talk dene aae hai , he is in a different league altogether
Check Karo kahi relaxo ka hai ya bata ka hai...
@@birendraprasad he sold relaxo from his portfolio
Relaxo k chapal pahan pahan Kar youtube pe videos banaya for invest karaney k liye... aur banda Kab nikal gaya... aur Pata chala jab share price 50% gir gaya... ye hi honey wala hai asent paint aur Pidilite k saath... Lal lalpath lab k sath ho raha hai... don't believe on him... they all trappers not Investor...
He never asked you to buy relaxo , he explained the business model quite well and he explained why he left , and I think while investing you should do your own research , not listen and buy.
@@lalatendupati8012 when he said relaxo Ka chappal is money making instrument that mean he's not only explaining buisness
He was fined for insider trading 😅😅 , take him with a pinch of salt
Is it aurobindo pharma
I think Sunpharma
no cipla
bhai nifty pharma pura list ho jayega replies mein
Lupin
Gland Pharma 😢
This is a old video
More money by way of tax in government hand and ineffective use...let everyone know and understand where India will end up.
If use is ineffective,Then we would not have so much of roads and Vande Bharat Expresses.
I don't believe SM after silent ly sell out relexo by him.
I don't understand the logic of you people. Why should he shout before selling? Then how will he be able to sell at higher price? He is educatung us. You people want free stock advice from him and expect to become a billionaire down the line. Lots of sympathy for you people
Lokomo
@@biditsarbajna979 why u kissing his ass? He split profits with you?
@@muaythairaja get well soon. U r sick.
Gyan..
Listen to his any interview or read his any book, he will have have the same set of sentences to narrate his narrative, india is growing.. gst.. highways.. mobile phone users etc etc. how he came to India after his stint in UK, if you check UK market’s Index it has hardly moved over the years - so that kinda explains his moving out from there. Anyways as long as his investors make money and he makes more money than them - the hamster wheel will continue to spin - capitalism,digitisation and the MachineLearning model of UA-cam will continue to spit out videos like these 😅
Right
leftiest won't like this talk.....
You don’t need to come physically to invest in India , you can invest anywhere staying anywhere. It’s just the market size - about 60% of US is invested into stocks, in India it’s about 4 % population invested in stocks .. that’s what get these people here , you will have so many people move from bank to stocks in next 30 years
हिन्दीमे ज्यादा लोंगोको लाभ मिलेगा , आपका followers देशमे बेहतर बढेगें ।
Your video act like a jadibooti for me !!!
SIR U LIVE IN INDIA. U SPEAK INDIA GROW BUT I THINK IN INDIA MORE THAN PEOPLE UNDERSTAND OUR NATIONAL LANGUAGE RESPECT THIS LANGUAGE SO NORMALMAN YA WOMAN ALSO EASYLY UNDERSTAND AND BECOME PART OF GROW INDIA.
Who are the 2 croony capitalists he is talking about? Adani and Ambani ?
Seems hypocritical...he prefers business owners/ceos who don't talk while he does so much talking
Have anybody seen any other PMS founder/ceo speak so much? Why doesn't he let his PMS's performance speak for him?
I don't think you get it. His point is, promoters indulging in mega lifestyle, byuing IPL teams, foundations are essentially taking themselves away from the business's day-to-day functioning, and it basically means they no longer have the hunger to grow that brought them there in the first place.
What he is doing is marvellous. He is practically the Linus Torvalds of Indian investing, open sourcing the secrets, and revealing that it is quite simple and straightforward. You don't have to agree with him, and you can publicly call out anything wrong he has said or hypothesized. Anyway, most people who can be his customers are not watching UA-cam videos.
He quietly sold relaxo while telling everyone to buy
Most of statement are politically motivated, no one is liking new tax regime, govt should encourage for savings, Banks are also under pressure maximum NPA are in 2022 i.e 2.17 lakh crore. Lot of infra was already created in 60 years, manufacturing is at all time low. You are completely political person
leftiest won't like this talk.....
You fool ....invester are neither rightist nor leftist.
They are always neutral .
It's k... nobody likes leftists😊
Ghanta skill hai inkey pass... they are looters.
Ai is laughing in the corner.. those indian expert will be of no use.. in 10 yrs
worst pms ever
All theory, no return. Waste of time.
Great
41:58 forensic accounting checklist