EDGE Masterclass with Saurabh Mukherjea - A Checklist for the Modern Indian Investor | Q&A

​In this Masterclass, Saurabh Mukherjea will discuss how one can follow an automated investment checklist which when applied regularly, can reduce the chances of making investment mistakes and in turn maximize the potential of wealth generation for investors. This Masterclass would help us in selecting undervalued stocks and overweighting them in the portfolio combined with regular rebalancing.

​As Warren Buffet once said, “Investing is simple but not easy”. Most of us don’t spend time dwelling on our errors. But if we did, we could create checklists that would eliminate those errors. To adopt a checklist is to embrace humility and admit our own fallibility. So please join us in this Masterclass as we do exactly that!

Renowned journalist Govind Ethiraj will be hosting a Q&A with Saurabh Mukherjea after the Masterclass.

​Key points we will be discussing:
- How to build a long-only portfolio with a Quantitative fundamentals approach based on good investing principles.
- Hold 35-45 stock portfolio diversified across large, mid and small-cap segments and factors (quality and value).
- The contribution from each portfolio construction steps to the back-tested performance.
- The advantages of the quantitative approach followed which allow us to analyse and rank over a large universe of companies and avoid common behavioural errors in investing like “availability bias”
- How to address cognitive biases and capitalize on the behavioral and analytical errors of other investors.

​About EDGE Community:
EDGE is a constellation of leaders, creators & professionals from across different disciplines - committed to helping each other thrive. EDGE Memberships are based on recommendations only. The purpose is to create a gated community of highly trusted individuals who have a track-record of being intellectually curious, adventurous, warm, compassionate, and highly engaged individuals who can add value stemming from each-others domains.

About Saurabh Mukherjea:
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). Prior to setting up Marcellus, Saurabh was CEO at Ambit Capital and was working in the sell side in London at Clear Capital. He continues to be part of multiple SEBI working groups and writing various books such as Gurus of Chaos, The Unusual Billionaires, Coffee-Can investing, and more!
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[wolf]

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.

[manojchoudhari]

Every time I listen to Saurabh there is new learning. I don't own any of his stocks. But applying his framework to my portfolio really helps.

[amanpreetsingh]

I've downloaded this video, whenever I think I have made some mistake while investing, then I watch it again nd again to know my mistake, and solve most of my mistakes ...

[Pochiraju]

This is the most valuable info no one would usually share. One doesnt really need to care about what stocks one mention. But this framework is very powerful and safest way to invest. At the end everyone would have their personal interests. It is our responsibility to to that due diligence.

[BeNOone]

Seems many didn't have patience to listen to this Gem. Gratitude:-)

[vishnudurghaprasaad]

Whenever saurabh elaborate about a stock, it gives a instinct to sell that stock if it's there in our portfolio😂. Because whenever he talks repeatedly about a stock - It's an indication of him dumping it in nearby future 😅

[vivekshivdasani]

It is not sad that those filters remain. The more dead bodies there are in the investing arena, the greater the profits for the survivors. Mr. Market is a harsh and ruthless taskmaster but I still love him.

[visvisweswaran]

Incredible knowledge backed by totally ethical approaches

[vkmohanan]

Very fantastic presentation.
Go Merciless about these crooks and rascals of the term I should not use!

[rajendrajasathy]

Hi Saurabh, Is RoCE sector dependent ? Say for IT the good RoCE is say 25 ~ 30%, where as for defense the good is 9 ~ 15%.

[RohitMusaleCFA]

A fund manager makes more money managing funds than he does from owning stocks. There is a difference between a fund promoter and an investor.

[rudj.]

After 10 years..

He will be a billionaire with other people’s money & when 10x returns wont appear..

He already has his disclaimers in place…


Clients ko milke inko bolna chahiye…

10 saal baad… ek saath fees le lena… jo performance ho.. uske upar…

Fir dekho…

[curioussravi]

The same spoke about relaxo previously.

[JatinV]

We do have national Aggarbatti player i, e Cycle Aggarbatti

[rajendrajasathy]

Actually this is quite detailed, need to watch couple of times.

Also I checked icicidirect and screener the FCF (net cash flow) for most of the industries is hardly single digit. For a yea it will be +ve and another it goes -ve.

Can you show via some popular sites where FCF is also show the calculations you are explaining via actual figure downloaded from site.

[chittibabuvakati]

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

[sivakumarraju]

A Stock That Fell 90 percent First Fell 80 percent And Then Halved.

[jayachanderrao]

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

[prasada]

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

[SharePaah]

Everything looks great but ony till you dont invest, the day you invest loss is your friend and its proven with Mukherjea. New investors beware!!