Saurabh Mukherjea's Current Investing Style: Talking Point

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Does a new world order compel Marcellus Investment Managers' Saurabh Mukherjea to change his investing style or will he continue to focus on high priced high-quality stocks? #BQLive

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Saurabh was as brilliant as ever.He is more of a teacher than anything else

ameykamat
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The only thing Saurabh missed here is that Niraj might not have a book shelf behind him, it's a background put up for the call.

spondonbasu
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excellent question from the host Neeraj, barring some run offs !! the reason i listen to bq prime is the quality of questions and my time well spent, i however hope that his grilling if even far more intense with Saurabh Mukherjee to bring out the finer details which when he is on other channels cnbc etc. we seldom seem to get to given to that those interviews are for few minutes.

Book background is fine frankly :)

ramansharma
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His Free Cash Flow explaination was spot on! But I am gonna take it with a pinch of salt 🤓

ArijitMukhopadhyay
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Saurabh has been saying the same thing a zillion times and yet "noise makers" never learn anything. He doesn't have to prove anything to anyone, his achievement in managing billions of dollars from nothing is a testament to that. Like Sanjoy said we humans cannot sit on our ass and let money work for us. Noise is only a source of entertainment over a cup of tea. Rock on Saurabh :)

stargazer
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Honestly hoping that Marcellus lists someday

arnabbhattacharya
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Lovely set of questions Niraj! Keep it up

irshadmaniyar
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Tough questions asked. Unlike just price target in CNBC or Zee

karankapadia
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Excellent discussion... SM is as eloquent as always at the time, the host was brilliant. Thanks for a nice tube.

bhupalsb
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21:01 Kings of capital portfolio is a theme based fund right??

ronit.pereira
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Whatever the question maybe, Saurabh has one standard answer 🤣

ManeeshSolankiYT
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The first question asked was made so complicated? Simple words and well organised thoughts is the need....

virenprj
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the book shelf behind is a virtual background lol

sanjib_paul
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The businesses mentioned in coffee can investing are.down.are they still good to hold...or. what are the new ones?

carcrazynishant
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It’s a treat to listen to Saurabh mukherjea

GagandeepSingh-nzuk
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Neeraj got irritated when saurabh misread his question..and his tone post that point changed completely..his friendlyness towards saurabh was gone..so sad

sanjaykale
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Ek din Saurabh sir k portfolio me Asian paints ka stock k details dekna hai... he's so obsessed with AP.. 😅
A truly BAAP stock for him...

ShaikhNadeem
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This is an anchor having typical new investor mind of searching for new businesses rather than investing already established businesses... Hater mentality towards SM as usual... Banda maan hi rha hai... Isko sugar stocks bechna tha shayad

priyabratanath
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Please fix your microphone. Audio quakity very bad

nitishbhatia
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SM is the badshah of all fund managers IMO

ambalavanant