Saurabh Mukherjea On The Indian Stock Market | KwK #84

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 83

  • @changingmyindia
    @changingmyindia 3 місяці тому +2

    Multi billion dollar podcast for me.
    Saurabh is really a geniune guy,
    He is calm, knowledgeble person
    Hats off for his studies, in depth analysis.
    To be in the game is very important as compared to was a part of game.

  • @Nirmal..Pandey
    @Nirmal..Pandey 7 місяців тому +22

    I salute to this guy's confidence, even after all his schemes are underperforming their benchmarks, he behaves & gives Gyan like he has done some wonders..
    Plz bring better guests who have some performance to show like Sunil Singhania, Amit Jeswani, Samir Arora, Vikas Khemani, etc.
    I still remember he used to promise 10X in 10 Years kind of things in all his interviews 2-3 years back. Bol Bachchan 😬

    • @randomthoughts_psp
      @randomthoughts_psp 6 місяців тому +7

      Why should not he be confident as he possess extraordinary talent to generate negative return in a raging bull market?

    • @Nirmal..Pandey
      @Nirmal..Pandey 6 місяців тому +1

      @@randomthoughts_psp 🤣😂 right

    • @Stocks_4
      @Stocks_4 5 місяців тому

      Not confidence but shamelessness , moreover I am sure that he is crying from inside with red ass

    • @grovmo
      @grovmo 4 місяці тому +1

      Correction Nirmal, 10X in 10 years for CC and much more for LC and RG

    • @PadmanabhaShetty-v1d
      @PadmanabhaShetty-v1d 3 місяці тому

      ​​​@@grovmo 10 years are you joking. Do you know when they started mercellus.. He only tells story without performance

  • @piyushjain4349
    @piyushjain4349 6 місяців тому +2

    Super charged up podcast, request to please continue this type of knowledge podcasts we need it

  • @rishikesh3590
    @rishikesh3590 7 місяців тому +6

    Thank you so much for the podcast Such a great personality he is

  • @Subhra1208
    @Subhra1208 6 місяців тому +5

    For all other wealth managers aum has increased considerably, but aum for Marcellus seems to have reduced from 10k cr to 8.5k cr

    • @changingmyindia
      @changingmyindia 3 місяці тому

      15% decline is considerable. These investor didn't understand his investing philosphy well. That made them to exit.

  • @navalkishore610
    @navalkishore610 6 місяців тому +2

    Hi Kaushal, I will be very happy to see saurabh sir on your show.
    Appreciated your hard work.😊

  • @RockyBalbova-d3b
    @RockyBalbova-d3b 7 місяців тому +5

    Well, Mr Saurabh is a good salesperson. The concept of coffee can investing has failed miserably if you his stocks list in last 4 years.

  • @siddarthjaiswal
    @siddarthjaiswal 2 місяці тому +1

    Selling snow to Eskimos.
    I like this man
    Liked the example of car how it depreciates 20% within 24 hours

  • @sanjivagashe9646
    @sanjivagashe9646 6 місяців тому +3

    Think long term. I have full confidence in what he says

  • @anilnaidusankula1733
    @anilnaidusankula1733 7 місяців тому +2

    Anyone who understands how this stock market cycle works you know what i am trying to say . How ever how good the stock may be Entry and Exit makes the difference to gain or lose . The show runs on demand and supply only . Only smart guys looking at a glance can decide where to enter and Exit till what time . System is simple but you guys has to understand and practice it . ALL is Well . 😊

  • @armitra
    @armitra 3 місяці тому +5

    This comment section is a perfect example of why average people don’t make money in stock markets. Most people are short-sighted and they are heckling him for fund’s short term performance. The concept of acquiring good companies and compounding them over decades just doesn’t get them. So, in the end they get what they deserve

    • @ziasmailbox
      @ziasmailbox 22 дні тому

      You got it right .. after covid from 2020 to 2022 people started investing in mediocre companies .. like RITES , ENGINEERSIND, IRCON, RVNL, GRSE, MAZDOCK etc which donot make 25-30% ROCE … and the quality companies underperformed because they didn’t get the inflow

  • @SuperTvik
    @SuperTvik 4 місяці тому

    How do you get them on your podcast

  • @ps-gh3hu
    @ps-gh3hu 7 місяців тому +1

    Wow lot of wisdom, lot to absorb, nice interview 😊

  • @AtulSingh-g6e
    @AtulSingh-g6e 6 місяців тому +1

    Mera bet - this guy will never beat nifty on his overall india portfolio

  • @saibald
    @saibald 7 місяців тому +2

    Excellent man...excellent interview

  • @kiranvrao9714
    @kiranvrao9714 5 місяців тому

    Thank you

  • @Happy-0007fyq
    @Happy-0007fyq 7 місяців тому +15

    Please call Basant maheshwari for podcast..if it's possible 😊

    • @KushalLodha548
      @KushalLodha548  7 місяців тому +4

      Sure, what kind of questions would you want me to ask him?

    • @Happy-0007fyq
      @Happy-0007fyq 7 місяців тому +1

      @@KushalLodha548 Question 😋
      .
      .
      1) How the equity investment in long term make a generational wealth.
      .
      2) How focus leveraging and taking risk make tremendous amount of money in small Run.
      .
      3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
      .
      4) why GST collection percentage is increasing higher than GDP ,
      as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
      .
      5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
      .
      6) Is rising unemployment and inflation are bigger issue in our country.
      .
      7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
      .
      8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
      .
      9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
      .
      10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
      .
      11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
      .
      12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
      ..
      ..
      ...
      ...many more 🙈

    • @Happy-0007fyq
      @Happy-0007fyq 7 місяців тому +1

      @@KushalLodha548 Question 😋
      .
      .
      1) How the equity investment in long term make a generational wealth.
      .
      2) How focus leveraging and taking risk make tremendous amount of money in small Run.
      .
      3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
      .
      4) why GST collection percentage is increasing higher than GDP ,
      as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
      .
      5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
      .
      6) Is rising unemployment and inflation are bigger issue in our country.
      .
      7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
      .
      8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
      .
      9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
      .
      10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
      .
      11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
      .
      12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
      ..
      ..
      ...
      ...many more 🙈

    • @Happy-0007fyq
      @Happy-0007fyq 7 місяців тому +3

      Question 😋
      .
      .
      1) How the equity investment in long term make a generational wealth.
      .
      2) How focus leveraging and taking risk make tremendous amount of money in small Run.
      .
      3) why Indians are inclined towards derivative after 2020 so much , and see derivatives as a gambling Den.
      .
      4) why GST collection percentage is increasing higher than GDP ,
      as Tier 2 and Tier 3 Businessman income has not been increased that much, as compared.
      .
      5) How a normal middle class can increase their income source and investment a major proportion in equity to create a wealth.
      .
      6) Is rising unemployment and inflation are bigger issue in our country.
      .
      7) why government is feeding 80 crore plus Indians , is this is a serious problem to take care .
      .
      8) Is India is seen by other countries as service industry and consumption economy , what's you point of view.
      .
      9) world happiness report (WHR) 2024 which is released on 20th March ranked India as 126th position out of 143 nation , is this seems to be a major problem for a long run to India as with crime and unemployment also increases in last 15 years.
      .
      10) what do you think about Indian mutual fund industry are they main reason for high P/E stocks (As they put same percentage of money in same stock for years and years and make a balloon irrespective of its much revenue and profit growth .
      .
      11) From which perspective you see all Nifty 50 (50 stocks) and Sensex (30 stocks) for creating a wealth for India ( public) in long run.
      .
      12) Is SME stocks are normal pump and dump stock by operators now a days , what's your point of view .
      ..
      ..
      ...
      ...many more 🙈

    • @naveenarjaria5424
      @naveenarjaria5424 6 місяців тому +1

      Haha why to call basant..both Basant and Saurabh not able to beat index ..

  • @sushilsharma5577
    @sushilsharma5577 7 місяців тому

    Which book he referred

  • @Gauravkr0071
    @Gauravkr0071 7 місяців тому +4

    i dont know why people call him and ask stupid questions, he under performed the index severely, his buying large caps strategy dont work at all, all his bookish knowledge dont work in market, his investors are ditching his pMS, from 5 years his pms performed worse than a average mutual fund, he is good on selling gyan and his pms, and they have courage to disabled comments in their channel speaks volume about how angry are their investors,
    his AUM is almost 15% down, most of his clients are rich, foreign college pension funds, even they make 14-16% they are happy, but i know lots of 10cr net worth people ditched his pms, and moved to aequitas

    • @zoomknowledge8016
      @zoomknowledge8016 7 місяців тому +3

      You will see magic not very soon but after a long period of time... He pics nice companies👍

    • @Gauravkr0071
      @Gauravkr0071 7 місяців тому

      @@zoomknowledge8016 bro he alredy took lot of time

    • @armitra
      @armitra 3 місяці тому

      Ok. You don’t listen then.

    • @jawedhabib9415
      @jawedhabib9415 2 місяці тому

      ​@@zoomknowledge8016buying good company at a bad price is a really bad idea.

  • @keshavagarwal-wg4mq
    @keshavagarwal-wg4mq 6 місяців тому

    Sir please help us to build a timetable with classes

  • @Dr_S_Nizamuddin
    @Dr_S_Nizamuddin 7 місяців тому +6

    -17% return
    4 saal asian paint hdfc gmm paushak dlpl tcs

    • @kanishkdinkar5925
      @kanishkdinkar5925 7 місяців тому +1

      All stocks are a newbie mistake by a professional 😢

  • @prajwal8462
    @prajwal8462 6 місяців тому

    I think it's not investment it's financial planning😊

  • @nabeeh4902
    @nabeeh4902 6 місяців тому

    It doesn’t matter he is making money or not, only the matter is what he is speaking or what we are getting from it. Anyway I like

  • @ajaykadam7830
    @ajaykadam7830 7 місяців тому

    Kushal please bring Rhea grower she is vice president at warbug pincus privat equity

  • @RDd188
    @RDd188 7 місяців тому

    Shyam Shekhar plz.

  • @monturegal
    @monturegal 7 місяців тому +2

    I am waiting for Marcellus to get out of Asian Paints!

    • @sudheerk67
      @sudheerk67 6 місяців тому

      Mee too... They will definitely time the bottom of any stock. 😂

    • @Mumbaiwestbengal96
      @Mumbaiwestbengal96 6 місяців тому

      @@sudheerk67 me too and HDFC as well, then those stocks would start going up

    • @PadmanabhaShetty-v1d
      @PadmanabhaShetty-v1d 3 місяці тому

      After his exit they will fly

  • @SkyLoreking
    @SkyLoreking 7 місяців тому

    I'm really waiting for the Marcellus fund house to achieve stellar returns in the market. I don't know why they always fall short when beating the benchmark. thank you for the video

    • @randomthoughts_psp
      @randomthoughts_psp 7 місяців тому +1

      Keep waiting. So are his 9000 clients. Meanwhile index investors are having a blast.

    • @Nirmal..Pandey
      @Nirmal..Pandey 6 місяців тому

      ​@@randomthoughts_pspno. of clients now reduced to 6100 only. I wonder why even these 6100 are still with them with such disastrous track record.

  • @vaibhavgirdhar5289
    @vaibhavgirdhar5289 5 місяців тому

    Saurabh "mismanages" 8500 Cr, his portfolios have successfully underperformed for many years.

  • @KapishGo
    @KapishGo 7 місяців тому +1

    Clean sceince saurabh if read... This

  • @lakshaysingla168
    @lakshaysingla168 4 місяці тому

    14:00

  • @KailashDatta
    @KailashDatta 7 місяців тому +1

    Sir I want to tell you are know everything is good in Bajaj finance financially but ground reality bajaj finance is fraud type of company as the point of view of consumer and all dealers

  • @sky-fg3wv
    @sky-fg3wv 5 місяців тому +1

    Did he said 5 Trillion economy in 2 to 3 years? 59:19

  • @naveenarjaria5424
    @naveenarjaria5424 6 місяців тому

    Badi baat performance much lesser than index..no wonder redemption in his PMS is very high now

  • @SavageMunde
    @SavageMunde 6 місяців тому

    It's *Mukherjee....

  • @roxyroxy7671
    @roxyroxy7671 6 місяців тому

    Becoz I am available every possible platform .....conistent compunders ki jmm ghutti......

  • @janakkapadia209
    @janakkapadia209 4 місяці тому +1

    All his pms underperforming even on 5 years criteria against benchmark....only talk and nothing else!....now he says investment is for 10-15 years 😂

  • @aleeowen1737
    @aleeowen1737 6 місяців тому

    46.47

  • @RDd188
    @RDd188 7 місяців тому +1

    Khela khatam, paisa hazam.

  • @varunpatel8094
    @varunpatel8094 7 місяців тому +34

    Just aum not return 😂

    • @satishyadav-ly6tt
      @satishyadav-ly6tt 7 місяців тому +2

      Bro return is also good

    • @vaibhav-bhavsar
      @vaibhav-bhavsar 7 місяців тому +5

      ​@@satishyadav-ly6ttlol, can't Even beat the index

    • @sushilsharma5577
      @sushilsharma5577 7 місяців тому +1

      True..pure great talks but no returns..bol bacchan

    • @randomthoughts_psp
      @randomthoughts_psp 7 місяців тому +5

      It requires extraordinary talent to generate negetive return in a raging bull market.

    • @vaibhav-bhavsar
      @vaibhav-bhavsar 7 місяців тому

      @@randomthoughts_psp Yes it took, economics degree from London business school+ CFA 🥹