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

​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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[ramanbhandari]

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

[SavarkarManeTikhapan]

Saurabh is a master storyteller. A Dust on the Diamonds

[hemusinghjain]

Attending wonderful class after 33 years, thanks

[rajivnarula]

It is always a pleasure to listen to Saurabh.

[srabanidubey]

Saurabh you have demystified some very powerful investing Techniques in a simplified manner. Your presentation style is mind blowing.

[ellamezo]

My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.

[sumitmajumder]

So far this is the best speech of sourav that I have listened to.... so elaborate yet easy to my understanding....

[sujitkumar-qytl]

amazing the way saurabh explained about investing, which most of the people don't look at

[tejinderkumar]

You are great financial mentor of the world.

[noelmaskii]

A fascinating talk for anyone who wants to learn long term investing!

[Levelheadcal]

Absolutely amazing presentation Saurabh!👏👏

[sudarshannagaonkar]

The same book 'The Checklist Manifesto' talks about checklist used by Mohnish Pobrai for investment. I wonder why Saurabh would not mention this point during his talk.

[rouhithganesan]

Question & Answer session too please! @EDGE

[HerbRemedica-zfln]

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

[pankajbhatia]

Great content
First time SM explained forensic in detail ..thanks

[jamdamm]

Price to Free Cash flow of 5 to 6 of LTTS does not seems correct in the slide. Its much higher. Please check

[heyitsvibz]

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

[musiccrazyd]

D/E
ROCE
P/FC
OC/OP
provisioning for debtor
Contingent provisioning (banks)
Interest to cash
Auditor fees and quality
CWIP to gross block

[masoodurrahman]

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

[saurabhmehta]

Sir, If u can guide us website from where we can identify reinvestment figures again cashflows generated by a company