Saurabh Mukherjea Is Betting On THESE 3 Sectors In Samvat 2081 | Diwali Trading Ideas
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- Опубликовано: 22 ноя 2024
- Samvat 2081 | Diwali trading ideas | Stock market investment
With Dalal Street's Diwali sparkle being dimmer than the last couple of years, Saurabh Mukherjea has one advice for investors: don't invest in anything which is not quality right now.
Mukherjea, the founder of Marcellus Investment Advisors on this episode of How To Invest In Samvat 2081 says he thinks we have entered a cyclical downturn - and why this is actually a good opportunity for investors
He also spells out which sectors he thinks are going to bounce back in the upcoming year - watch!
#finance #investment #investingtips
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Good exceptional command over English language does not produce financial acumen. He is a living example.
What a valuable piece of Gyan - LARGE CAPS WILL CORRECT LESS THAN SMALL AND MID. He deserves a Nobel
But at the same time his GYAN is also softening like the economy
Totally correct.
Summary: IT, Pharma and FMCG 13:00
No performance just he is good speaker!
The purpose of education is learning how to think rather than learning copy past. It was 4 years back I learn from saurab sir from his you tube appearances,how to think about investment company and stock and selected my own list of companis. If I was not listen to his teachings through RUclips, I wouldn't even earned 1L. Because investing is so complex subject and there are too many variable in this field. Only mistake in his teachings is, one can buy at any PE concept. This is concept most of the times not practically correct. I have great respect for saurab sir because in the field of investment no body openly conceptualize his thoughts but he is the only man who openly express his thought process despite so much criticism in the social media.One has to accept that though Ashwarth Damodaran is not great investor but his teachings on Valuation is valuable lessons for investors as well as to the companies. If wise people are trolled they will keep silent. Silence of wise people are more danger than speach of ignorant
Last 4 years is not àn example. 26 percent CAGR is minimum for an any fund in these years
@@kaveerkumar3136i am retired government employee. I have no background on investing and i am managing my portfolio. To me it is great for you, it may not be.Because I just started my journey
Market was moving in one direction in last 4 years.
I appreciate your understanding and your wise words Sir
@@rajendraprasad9832thanku sir
AI stocks will continue to dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.
Not offering any particular advice, but I can assure you that most stocks still have growth potential. Re-distributing is not as hard as many people think it is. Ordinary investors lack the requisite level of diligence, so having a financial advisor on board is usually highly beneficial. In the market, this is how people generate enormous profits.
Absolutely! A skilled coach helped grow my investments from $321k to over $750k, primarily through stocks, ETFs, and bonds. I anticipate housing prices will stay stable until more homes become available.
Absolutely! A skilled coach helped grow my investments from $321k to over $750k, primarily through stocks, ETFs, and bonds. I anticipate housing prices will stay stable until more homes become available.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA
Who is this adviser you use?
I dont think u need an expert or a Portfolio manager (who charge fees) to invest in stocks like HDFC Bank, Kotak, TCS, Asian Paints, Pidilite etc
💯
absolutely ......this holds true for all top 20 companies for Nifty 50
Correct
He makes more money from books than from stocks :)
@@RaviRajPophale_ravi for last 3 yrs Asian paints no return 2950- 3100/-
I had purchased Asian paints share after his advocacy in a show four years back.. still now I am trailing ₹293.. This is the kind of expert he is....
Good to see him accepting mistake of buying quality at any price.
At the expense of public money
Still he makes money
Only public loses money 😊
He has no option. His PMS done very bad as I understand. To get new customers, he has to say something which may pacify the people
Did he give his commission back to his client?
Good to see he accepting his mistakes at the cost of his investors. The business channels are bringing him back for what?
Investments are the roots of financial security; the deeper they grow, the stronger your future will be. With my adviser, I’ve cultivated deep investment roots, strengthening my financial security for the future
Please educate me. I am so much interested in investing but i don't want to make mistakes and loose my money. Can you pls connect me with your Adviser?
Gabriel alberto william is the licensed adviser I use. Just research the name, you will find the necessary details to work with
Thanks for sharing. I curiously searched the web with his full name and his website popped up immediately. I looked through his credentials and did my due diligence before contacting him
Saurabh is the gem in India's investing fraternity
I see many folks dissing him in comments. But u also should credit him for good calls. I bought Trent when he started coverage few years back and look where we are headed to. This is life a mix of good and bad calls.
Do just opposite what he is saying and you would do Fine
His time has just come ,it was Bhagad Cap times after COVID with all type of manipulation in third class stocks including PSUs,now small investors have all PSUs and Small Bhangad cap in portfolio,market will melt like ice ,before them knowing
@@devendersingh4303 lol 😂 seems you don’t listen to him much , hdfc amc he sold and it it went into galaxy. No return on hdfc , Kotak , divi’s , tcs etc: I can go on and on. Won’t make mistake to trust this guy again. He plays for the gallery
Es baar ye sahi bol rha hai Boss.
@@gauravbansal2062 bolta toh hamesha sahi hee hai 😂
RHIM, he existed 👏👏👏.. Now started moving higher 😂
Buy what he sells
Sell what he buys
You'll make money.
Interesting to see Mint calling a guy to give advice who has destroyed investors wealth
Ok. You can't afford his services.
Yes I agree
@@RockyBalbova-d3b I can. I did. I repented. Regardless of whether @zionzach9586 can afford his services or not, he is right. If you want to debate with me, come on. I have invested with Marcellus and they are a disaster
Performance of all Marcellus PMS schemes - amongst the bottom quartile
He's the Underperformer.
Excellent Commentary on the Indian market. Here is a guy who spots trends and does his research
Though he has not performed well in recent past, but his philosophy is logical and practical.
what gives this man the confidence to keep appearing on various media outlets and impart gyaan? Key takeaway here is: Learn how to sell yourself.
Your suggestion on Relaxo burnt my hand. You're just a good speaker, that's it.
14:10
3 things drive Economic Cycles . 1. higher interest rates slows economy, with 12 month lag Banks, NBFCs report high NPAs. 2. Reducing Fiscal Stimulus 3. job creation slow down. These cause Cyclical Economic Down turn
Im taking notes....of what NOT to buy
bro dont be arrogant....even a broken clock is right twice a day...just follow the trend...all the brst
thanks Mint. It is a nice interview. Wish Saurabh Mukherjea very best of luck in his high quality stocks investment. How to make India world's most developed country should be the goal of our leaders and how to actively work for Sabka Saath sabka Vikas slogal. Long Live India.
Boss what returns have u given in last 4 years to your investors ?
He made good money
Jab market 15-18% diya.. iss bande 5-8% diya hai
Yeh Banda ITC exit Kiya.. ITC 150 se 500+ bhaga
Alkyl amines sabko dilaya 4000+ tak.. aur ab 2000 pe chal raha
Yeh Banda wrong number hai
Bro was trying to impress the anchor😂😂
he is married. plus, he is bengali, high in ethics. So, no question of ******
Aye you sure about bengali ethics?? Do people of Bengal have ethics?? What happened to doctor case??
He picked good speaking and writing skills. Now he just need to learn stock picking.
Always a privilege to listen to you!
The first question should have been when will relaxo stock recover? 😂
He exited that 2 year's ago. I also lost 5 percent over relaxo😢
Bhai sahi bole ho
Relaxo, GMM Pfaudler, Mold Tek..... list is endless.
@@abhuditgreene relaxo isliye yaad aata hai because is bande ne ek chapal banane waali company ko monopoly boll Diya tha.
I mean MoldTek aur GMM firr bhi aise sectors mein hai jha pe haar koi ghus nahi sakta. But saying a footwear company is a monopoly is too far fetched.
@abhuditgreene he is bad Bola feku .. creation of media
Almost one lakh views and counting , Sourabh and mint are doing great
Loved the conversation
Good interview ... boom cycle has cooled off and will remain soft for next 2 qtrs atleast. Invest cautiously..choose businesses cautiously..
Very good educative video Tq sourabhji
simple and straight .. i will always do that which people say not to do ... and luckily this trick is quite successfull for me...
jese broker ko choose krne k liye hi example lelo ... log blte hai shoonya esa hai wesa hai.. but mere liye shoonya hmesha kaam aaya hai and best app hai or brokerage to hai hi
Wtf
Relaxo, pidilite,Nestle, Asian paints
Very wise piece of gyan from Saurabh sir, awesome
Saurabh Bhai's analysis is very good with convincing logic.🎉
Only stock picking needs some work 😂
@@bon_jovi933😂😂😂😂
Chappal bhai
Great learning with Excellent information shared …. Thanks 🙏
Lovely conversation!!
If india is growing at 7.2% then why our companies are giving poor results?
I would suggest to have a learned interviewee when you bring these kind of underrated market interpreters.
She could have got a lot out of him if she would have little more knowledge about market.
After a long time saw that mint Channel shown guts to invite him.
Phadganju se mene bhi relaxo kharida tha 50 percent loss pr becha
Fan of this wise man❤
Who is the wise man 😂😂😂😂
Excellent Sir Thanks 🙏
FMCG will have lower profits. IT will do well because of US investing in AI. Buy Aster hospitals, this has become 2nd biggest hospital chain after Apollo hospitals.
Do not look at his funds’ pathetic performance. Or you will not be able NOT to feel heartfelt sympathy and pity for a lot of his hapless customers who completely missed this golden opportunity to make money from 2020 onwards. None of his funds really succeed. In fact a couple of them are almost in red in two to three years! If there is one thing you appreciate about Saurabh, it is his academic and rhetorical skills. He may not have made any money for his hapless customers but he has educated a lot of viewers. He still has the courage to come in front of TV and talk about equity markets. Hats off to him. And hats off to TV channels also.
He is a good speaker, intellectually exciting but not good money manager....lot of lessons learned by asking him to manage money....never doing it again
Narratives and stories drive markets. It's bound to be irrational. Agree with the first two points about him and waiting for a few years (2030) to find out if he's a good fm or not. He made the valuation mistake and found out too late
Everybody thinks that "one strategy" works all the time during an upcycle and find out it doesn't once the cycle turns. Happened with quality in 2020/21. Now, everyone is investing in PSUs, defence, capital goods, railways, low float small caps etc. This cycle will turn too. Quality stocks are now performing well in 2024 after 4 years of no returns due to stretched valuations.
Excellent interview skills. Waohhh !!!!
Thanks madam and soroub sir wishing you both a very Happy Diwali
All of his interviews are full of information/data based .
And his stock picks are void of it😂😂😂
Its pure comedy show 😅
Simply Superb
The bulk of the new retail investors will stop their SIPS if the index falls by 15 %
No they won’t
Excellent.. worth to hear.. I like his views in different angles..
Coffee Can cracked, leaked and almost empty now..
What a nice conversation.
VERY MEANINGFUL CONVERSATION..HAPPY DIWALI TO ONE AND ALL...❤❤...
Very nice information. Thanks a lot for bringing it
Anchor not required make sound while he talks. May it disturb the audience,
Anyway ur voice is awesome ☺️
Tharki
Very helpful video
Try aadivasi oil bhai sahab. Gaurav arya is also distributor. You can buy from him 😊
Very interesting and useful discussion ... have a great Diwali, Sir ...
Very Nice Podcast
Thanks for an excellent insight for an investor
Why people called him "CHAPPAL BABA"🤔
Because of relaxo footwear stock
He was showing his chappal of relaxo during the seminar
Ek number
Great, thanks for sharing the sectors we should avoid.
Just do exactly the opposit of what he tell everyone, you will make money. This is because his real clients sell when he tells others to buy.
Now is probably the best time to buy his type of companies. The last 3 years weren't. The p.e. reversal + revenue growth is expected to help them. But Saurabh can't time the market, so he didn't churn a lot for the last 3 years.
Coforge he admitted buying around 5000. Stock rallied to 7660 in 21/2 months🎉
Quality doesn't make returns without growth.
I come here to see the comments taking shots at SM. Its pure comedy 🤣
I think it's Carysil Ltd.
Wonderfully explained thanks
Saurabh Chhapal ji😊😊
Do totally opposite.. I'm watching only to stay away from those sector/stocks
Request to all, do not depend at all on any finfluencer's advice. Use your due diligence before investing. You will never know when such crooks will lift some stock by heavy buying and sell when their targets are achieved and you will be trapped.
Inflation is too high,
Taxes too high,
Unemoloyment,
No household saving,
consumption is decreasing too much
His stocks are always well researched, the problem is the price at which they trade, wait for correction in his stocks and you are good for the long term.
😂😂😂😂😂
@@YTS_Boom You seems to be in all comments, looks like you are a investor in his PMS going through some huge underperfomance 😅
Is this cyclicals down turn? Or we are now not reliable for FIIs than China.
Every one want rbi to cut rates.. So putting pressure... See banks share price
Anchor voice is so sweet.
Excellent 👌 💐
The comment section shows how unforgiving it can be when you underperform. From 1995 to 1999 Berkshire performed so bad that Investors thought Buffett lost his golden touch. By March 2000, the IT bubble busted and those same investors give Buffett a standing ovation. No Investment manager performs forever without periodic fluctuations. India is same as USA. High Quality stocks is what you own no matter size of the company. Time will tell how the punters dancing today will swim naked when the tide turns. I have lived through 90% corrections in low quality stocks. So beware. Charlie Munger once said “why it should be easy to get rich” and “ if someone tells you getting rich in stock market is easy, he is lying to you and run away from him as far and as fast as you can”. I’m sure Saurabh know better then most common man investing from one stock to another every few days, weeks and months.
He is charging fees for his underperformance. I would like you to invest with him and then we will see how you will justify underperformance. You have no skin in the game. Buffett had reputation and results to bank on, what does this guy have blabber!
Loved your dialogues towards ❤, kind of showing mirror
Quality correct less
Trent PE 200
Hitachi energy PE300😊
Relaxo , hdfcbank .. Kiya huwa bhaiya
First thing AP did after retirement is to sell all his hdfc bank stocks. Certainly he knew better than fund managers. But no one is infallible. AP's solara became a dud and strides now showing improvement. ( of course his investment in these two is my guess only).
Thanks 🎉🎉🎉
There are lots of errors in subtitles, it would be better to review it before publishing.
Only fund manager who openly disclosed his stocks ❤
But not in full😊
how many have made money
Again he came out mutual funds are doing much better than these portfolios he is managing,kindly focus on investor money.
What is samvat 2081 means? Can someone explain...
Year as per Hindu calendar. It is related to Deepavali which is auspicious
@@Kps123-j6tthanku
@@Kps123-j6t Thanks brother for explaining.
He is a fraud😂. He says buy at any price! He is a good orator but a terrible investor. His results speak for itself!
I really love how he expresses his love about knowledge. Sincerely he is a genuine person. This is what we should achieve in life. He has a deep knowledge as well as polite nature. More power to you sir. ❤
This guy doesn’t understand anything about equity. His PMs are one of the worst performing in India. Only talking and talking. Avoid his advice if you don’t to lose money in equity 😂
why does he never talk about the marcellus performance?
many ppl have 2-3 demat accounts. Some open only for ipo in their family person names
" We have beaten index by 100 bps" and charged 200 bps from clients which eventually means lower than index returns.. stop destroying people's wealth by becoming so called 'Gurus'
Saurabh Mukherjee ka bhi ek jamana tha. Rajesh Khanna se kam nahi. Now lost full loyal based.
Do we need to stay away from company in which he becomes bullish
he is at best good with data and concepts. iska fund poor performance de raha hai.
Please comment on Relaxo😢
Don't listen to him just do opposite you will make good money
Why is his flagship product called CONSISTENT compounders, anyone?