Saurabh Mukherjea On The Indian Stock Market | KwK #84

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  • Опубликовано: 5 сен 2024

Комментарии • 82

  • @changingmyindia
    @changingmyindia Месяц назад +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 5 месяцев назад +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 4 месяца назад +6

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

    • @Nirmal..Pandey
      @Nirmal..Pandey 4 месяца назад +1

      @@randomthoughts_psp 🤣😂 right

    • @DrShariq.A
      @DrShariq.A 2 месяца назад

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

    • @grovmo
      @grovmo 2 месяца назад +1

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

    • @user-wi6sl3jx8f
      @user-wi6sl3jx8f Месяц назад

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

  • @Subhra1208
    @Subhra1208 4 месяца назад +6

    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 Месяц назад

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

  • @siddarthjaiswal
    @siddarthjaiswal 21 день назад +1

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

  • @user-dw6bb3wx4w
    @user-dw6bb3wx4w 5 месяцев назад +6

    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.

  • @navalkishore610
    @navalkishore610 4 месяца назад +2

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

  • @piyushjain4349
    @piyushjain4349 4 месяца назад +2

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

  • @sanjivagashe9646
    @sanjivagashe9646 4 месяца назад +3

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

  • @rishikesh3590
    @rishikesh3590 5 месяцев назад +6

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

  • @anilnaidusankula1733
    @anilnaidusankula1733 5 месяцев назад +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 Месяц назад +3

    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

  • @user-vp2nb2ie9k
    @user-vp2nb2ie9k 4 месяца назад +1

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

  • @saibald
    @saibald 5 месяцев назад +2

    Excellent man...excellent interview

  • @ps-gh3hu
    @ps-gh3hu 5 месяцев назад +1

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

  • @Dr_S_Nizamuddin
    @Dr_S_Nizamuddin 5 месяцев назад +6

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

    • @kanishkdinkar5925
      @kanishkdinkar5925 5 месяцев назад +1

      All stocks are a newbie mistake by a professional 😢

  • @Gauravkr0071
    @Gauravkr0071 5 месяцев назад +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 5 месяцев назад +2

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

    • @Gauravkr0071
      @Gauravkr0071 5 месяцев назад

      @@zoomknowledge8016 bro he alredy took lot of time

    • @armitra
      @armitra Месяц назад

      Ok. You don’t listen then.

    • @jawedhabib9415
      @jawedhabib9415 3 дня назад

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

  • @kiranvrao9714
    @kiranvrao9714 3 месяца назад

    Thank you

  • @Happy-0007fyq
    @Happy-0007fyq 5 месяцев назад +15

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

    • @KushalLodha548
      @KushalLodha548  5 месяцев назад +4

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

    • @Happy-0007fyq
      @Happy-0007fyq 5 месяцев назад +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 5 месяцев назад +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 5 месяцев назад +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 4 месяца назад +1

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

  • @nabeeh4902
    @nabeeh4902 4 месяца назад

    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

  • @SuperTvik
    @SuperTvik 2 месяца назад

    How do you get them on your podcast

  • @keshavagarwal-wg4mq
    @keshavagarwal-wg4mq 4 месяца назад

    Sir please help us to build a timetable with classes

  • @prajwal8462
    @prajwal8462 4 месяца назад

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

  • @ajaykadam7830
    @ajaykadam7830 5 месяцев назад

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

  • @monturegal
    @monturegal 5 месяцев назад +2

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

    • @sudheerk67
      @sudheerk67 4 месяца назад

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

    • @Mumbaiwestbengal96
      @Mumbaiwestbengal96 4 месяца назад

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

    • @user-wi6sl3jx8f
      @user-wi6sl3jx8f Месяц назад

      After his exit they will fly

  • @sky-fg3wv
    @sky-fg3wv 3 месяца назад +1

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

  • @SkyLoreking
    @SkyLoreking 5 месяцев назад

    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 5 месяцев назад +1

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

    • @Nirmal..Pandey
      @Nirmal..Pandey 4 месяца назад

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

  • @RDd188
    @RDd188 5 месяцев назад

    Shyam Shekhar plz.

  • @KapishGo
    @KapishGo 5 месяцев назад +1

    Clean sceince saurabh if read... This

  • @sushilsharma5577
    @sushilsharma5577 5 месяцев назад

    Which book he referred

  • @vaibhavgirdhar5289
    @vaibhavgirdhar5289 3 месяца назад

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

  • @lakshaysingla168
    @lakshaysingla168 2 месяца назад

    14:00

  • @KailashDatta
    @KailashDatta 5 месяцев назад +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

  • @naveenarjaria5424
    @naveenarjaria5424 4 месяца назад

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

  • @roxyroxy7671
    @roxyroxy7671 4 месяца назад

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

  • @SavageMunde
    @SavageMunde 4 месяца назад

    It's *Mukherjee....

  • @aleeowen1737
    @aleeowen1737 4 месяца назад

    46.47

  • @janakkapadia209
    @janakkapadia209 2 месяца назад +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 😂

  • @RDd188
    @RDd188 5 месяцев назад +1

    Khela khatam, paisa hazam.

  • @varunpatel8094
    @varunpatel8094 5 месяцев назад +33

    Just aum not return 😂

    • @satishyadav-ly6tt
      @satishyadav-ly6tt 5 месяцев назад +2

      Bro return is also good

    • @vaibhav-bhavsar
      @vaibhav-bhavsar 5 месяцев назад +5

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

    • @sushilsharma5577
      @sushilsharma5577 5 месяцев назад +1

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

    • @randomthoughts_psp
      @randomthoughts_psp 5 месяцев назад +5

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

    • @vaibhav-bhavsar
      @vaibhav-bhavsar 5 месяцев назад

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