Talking Point With Marcellus Investment Managers' Saurabh Mukherjea

Not every theme will help you ride the growth recovery wave. Saurabh Mukherjea lays out what Marcellus Investment Managers looks for in a stock before investing. #BQLive

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[nishitdm]

Saurabh is life influencer my out look is changed
No one speaks this clearly about anything just forget about share market
I am in love with his thinking

[gajendrajadhav]

Awesome discussion. Thanks to both Neeraj and Sourabh. Both are gem in their own domains 👍.
So far investing has been fun to me. I am doing it from the year 2015 and believe me I had similar understanding as Sourabh even before I started watching his videos. Even my portfolio corrected approx 22% in March 2020 fall but never sold a single stock in fact added more from March to Nov 2020 as I am salaried employee. Now the portfolio has grown to new heights with 3 companies giving stock split benefits (Eicher Motors, Alkyl Amines and Vaibhav Global in just 1 yr).
Long way to go 👍

[manishrakundla]

Thanks Neeraj for conducting an excellent interview.
Very pertinent questions asked....and we the viewers and investors benefit a lot from it.
Saurabh at his candid best as always.
An evergreen fund manager

[muralikalkar]

i am big fan of both Saurabh and Niraj! Just loved this interview, Saurabh's clarity of thought is simply amazing.
Niraj - pls interview @unseenvalue soon.

[samirgandhigreenergysolar]

Very logical & analytical approach by Mr.Mukharjee & his team. Best luck to them & many thans to Niraj ji for such a good treat🙂👍

[adhirajmukherjee]

Okay!! This is crazy!! Previously his story was even if the PE halves you can make money if you have a >20% EPS growth. That made absolute sense. But now it changed to even if the interest rates rise, PEs won't plummet!!! WOW!

[gk]

Eagerly awaiting ur book Mr SM👏🏻 SM is the most hated & envied upon fund manager by his peers and also self proclaimed experts in the Industry!! That takes enourmous amount of intellect and potential to achieve that stature☺️☺️Enjoyed this enlightening conversation as always 👏🏻👏🏻Thanks to Mr. Neeraj for yet another great session of talking point🙏🏻

[ShivamGupta-wfni]

SM is becoming everyone favourite.
The way this guy explains is brillant in simple language.

[abhijitchaterji]

Saurabh is the Jhumpa Lahiri of stock market, true story teller

[JitendraKumar-ihkq]

Nice conversation with Saurabh, and it helps to reduce noise in these days 👍👍

[angshumanpandey]

It's a pleasure listening to both of you, thankyou

[kanishkkumar]

Saurabh ji is candid. Soft spoken, doesn't mince words. Niraj can we have Arora ji and Sharma jee on BQ

[sabyasachisarkar]

An introduction to this extent for the ' monarch' of the evolving investment world..yes, only Neeraj Shah can deliver.

[cristianouzumaki]

Saurabh is admirable . Never changes his investing strategy no matter how many times you call them boring.

[sudhanshudas]

Eagerly waiting for the book .. Dimond in the dust!!

[gopalakrishnakini]

Fantastic, logistic, mind blogging presentation. it is very much absorbing Tanushree, I shall pass on this information to my friends

[rishi]

Would love to hear about Deepak Nitrite from SM

[vhedgfhew]

It's always great to listen to SM. Nice session 👍

[sagarmane]

Niraj is retailers spokesperson!! Excellent...

[debasisbhattacharyya]

Amazing chat with Saurabh, eye-opener for many 🙏