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In reality- he’s not wrong. Dunno what’s the hate. Saurabh meant wealth creation for himself. People thought it’s for retailers or his pms holders or those who took this masterclass. As AUM goes up in his PMS and retailers double down on his bets, he makes bank! Exits the stock post pump and gets the fixed commission irrespective of market conditions on AUM. Good salesman. Next he will be making moong dal on screen with entry into Tata consumer 😂

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Every video I hear after this video i do not trust a word of his. It take years build reputation in the Market but only a few moments to get it destroyed.

Nice content ❤

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.

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.

All theory, no return. Waste of time.

Now time to change save environment save life's happy to be part of this wonderful project 😊 jai hind 🇮🇳🙏🏻

Whenever I see Saurabh Mukherjea, I always remember the Relaxo chappal scene, where he lifted his Relaxo chappal and said this is a great compounder of wealth. But soon after, Marcellus exited from Relaxo.😂 This has been the trend with Marcellus lately. Talk about a certain company like he's betting his life on it and then suddenly turn around and dump the company. My point is, if it is such a high conviction stock after such intense work with their much touted proprietary research and all that mambo jambo, how come a company can suddenly turn bad in a few months? It's simple common sense right? It just means all that deep shit research is no good if it cannot determine what's going to happen with the company in just a few months' time.

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It's disrespectful of our national anthem

Mujhe bhi yahi problem hai

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Very nice concept and shot pretty well. 👍 Congratulations!!

What a brilliant concept

What a presentation! So many valuable insights from Saurabh Mukherjee. 🫡

Saurabh Mukherjea and his investment advisory company known as Marcellus are gems , one can learn investment from him .

Usa& India n cos be compared?

Why did you now leave relaxo?

😏 *PromoSM*

Relaxo gaya, ab metro ke jute dikhao 😅😅😅😅

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?

CHOR SALA. This chappal is for "wealth creation" for me

Book smart but not street smart

It was good. I learned a new concept of Price to FCF.

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

'promo sm'

Aged like a fine wine.

Incredible knowledge backed by totally ethical approaches

Who are the 2 croony capitalists he is talking about? Adani and Ambani ?

41:58 forensic accounting checklist

Volatility is not the same as risk.

Story telling dont put money on the table. Saurabh is a titanic.

It's funny how no fund manager, who we entrust with our lakhs or even crores do not ever show us their verified p&l.

that Relaxo chappal anecdote didn't really age well with him selling the stock. 😂😂

I'd like to argue about banks. When psus close, the segment doesn't move to big banks(Hdfc). The segment will always voew these banks as expensive and out of reach. Instead, these customers shift to local such as Nkgsb, Bandhan Bank, etc.

Which Hyderabad based Pharma company is he mentioned that he says blow up?

37:09 price to fcf

Unsurprisingly, Relaxo has been an underperformer during an inflationary period. Simply because you cannot pass on costs to your customers who do not have any ability to pay 50 Rs more for the same chappal. There is zero pricing power in this business, simply because it caters to an audience that is unable/unwilling to pay up. Rather, they shift to unorganised brands when prices go up. But anyway, jab tak retail investors ko oversimplify karke investing easy banaoge, tab tak woh sutiya bante rahenge.

Insightful lecture

Sourabh Mukherjea is really not that smart.

41:58 forensic accounting checklist

24:18 Out of 20 14 stock CCP And 4 stock??? And 2 naughty stock??? Plz tell me about these stock

Its great to listen to him. But not sure whether his thesis works. If you would have bought the stocks he recommend on the next day of this video, below are the returns as of today (2 years) absolute Asian paint - 7.26% Relaxo minus 21% Hdfc bank - 1% Bajaj finance - 3.05% Nestle - 13.35% Tcs - minus 7% Nifty - 16.16% Most of these monopoly's moat is already priced and are trading at 70-80+ PE and profit growth is around 15%. If you got it at the bottom these might give a 15% cagr. And Marcellus keeps selling some of these stock as well.

I think Free Cash Flow is not important at all. Warren buffet never looked at it. I think operating cash flow is important. Free cash flow can be anything depending on the dividend distribution of the company. Stupid analysis by a similar stupid guy.

That's Great to outstand did he added a to his surname also ?

Where are these discussions held. Open to everyone or to their investors only ?

Gyan..

I am closely following him. I am in the market since 1991, with 3 professional finance degree of first order. Seen a long way. Did all, including badla, derivative and so on. I found him very mature, knowledgable, prudent. Just imagine the pressure of handling huge money of others and earning a % out of their profit. It's a difficult task indeed. Though, I bought ITC@160, when he sold. I sold Dr.Lal when he added, I bought Paushak and Aavas Fin in prices less than his. I read his news letters, they are gold mines. Do not try to critisize him. I really reapect him irrespect of his age. You can take any decision, it's your choice like me, but without slightest doubt, he is a genious.😊