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Saurabh Mukherjea was once considered one of India’s most respected investing voices. But what went wrong with his Coffee Can Investing strategy and Marcellus Investment Managers?
In this video, we break down Marcellus’ rise and fall, its underperformance, expensive valuations, broken moats, key portfolio mistakes, backtested returns vs real-world performance, and the changing Indian market.
Most importantly, we look at the investing lessons behind Saurabh Mukherjea’s own admission: “We failed.”
This is not about calling anyone a fraud or declaring a strategy dead. It is about understanding how even a good investing philosophy can fail when valuation, timing, competition and changing market conditions work against it.
Topics covered: Saurabh Mukherjea, Marcellus Investment Managers, Coffee Can Investing, PMS, Consistent Compounders Portfolio, Relaxo, Asian Paints, Bajaj Finance, Little Champs, valuation mistakes, quality investing, stock market investing.
#SaurabhMukherjea #Marcellus #CoffeeCanInvesting #StockMarket #Investing #IndianStockMarket #PMS #ValueInvesting
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You have mentioned that hero motocorp is gone at its bottom last year.😂😂😂😂
Basant Maheshwari, Akshat Shrivastava bhi issi keh jaise daale influencer hai
wonderful video…very nicely explained…your getting better video by video
Indian large caps can't grow after a scale is due to lack of innovation. Our companies are based on consumption, connections with govt for infra projects or exploitation of natural resources.
USA has mostly innovative product companies which will continue to grow at any scale
Maja aya prasad
All old wines is not always good wines.
Half Research Video😊
My investment in Little Champs have given me 0% return in 3 years
Such a failure guy
I followed his strategy and ended up in negative. I am sure my one year old baby would have chosen better stocks and given some actual returns. Anyway, his storytelling skills are phenomenal.
The confidence with which he spoke about the companies, it seemed like he wanted to give the impression, that he had more knowledge about the firm than the promoter. Full confidence….and then exit from the company few months later…
🤣
I think he provides exit to black money by making loss on top of losses
Saurab is like Rahul Gandhi of investing 😂
Coffee can padhte hi mujhe laga… Iss coffee can ka expiry date jaldi aaraha hai.. 😂
Thanks Prasad!
Me smallcase k through invest nhi krta hu, par jab bhi koi online youtube vagera pe stocks recommend krta hai to me uske naam se portfolio bna leta hu, kabhi kabaar apne aap ko judge karne k leye bhi apne naam se us date ka smallcase bna leta hu. Aapka diwali wala smallcase bhi bnaya hai. So 4 sep 2022 ko saurabh mukharjee k naam se smallcase bnaya tha , vo almost 4 saal baad -14.5 % ka negative return de rha hai aur usse 19 din baad 23 sep 2022 ko maine khud ki pasand se stock select kre the, vo aaj 123.5 % ka positive return de rha hai. So I also want to expose him, how bad he is in stock investing. If you wish I can provide you screenshot also.
Indian large cap companies are predominantly doing business in India, however US large cap companies are basically doing business globally and are truly global companies, aggressively present in every continent of the world.
Birla opus..our jsw paint ne aishan paint ki lanka laga di
Fund Managers like Kennith Andrade, Sandeep Tandon etc. can eat 1000 Of such writers in breakfast
13:37 पूर्वी तंत्रज्ञानाचा बदल सावकाश व्हायचा त्यामुळे कंपन्यांची Growth दीर्घकालीन असायची. आता तंत्रज्ञान खूप वेगाने बदलत आहे. त्यामुळे कोणतीही कंपनी कमी काळामध्ये वर जाईल किंवा खाली जाईल. त्यामुळे Coffee Can investing आता Outdated झाले आहे.
😂😂😂 gyan pe gyan pela Mukherji ne ab naye aaye