Saurabh Mukherjea - Investment Strategies: 10x in 10 Years
86.2 هزار بار بازدید -
2 سال پیش
-
Here at MoneyWiseSmart, we focus
Here at MoneyWiseSmart, we focus on owning high quality businesses after in-depth research. Those companies can potentially grow free cashflow and compound shareholder wealth over time.
The first step in fully appreciating this philosophy is to understand the relationship that does most of the heavy lifting in the world of investing, which is the relationship between free cashflow, return on capital employed and (opportunity) cost of capital, and how it affects business valuation.
We have not come across too many investors who embody and explain this philosophy better than Saurabh Mukherjea. Usually his track record and his books do the talking, but when we get an opportunity to hear Saurabh speak, we drop everything else to listen to him and learn from his wisdom.
We were very excited to host Saurabh Mukherjea as our guest speaker for our Knowledge Series Discussion, which was held on Monday, 28th March.
Saurabh is the Founder and Chief Investment Officer of Marcellus Investment Managers.
Saurabh has also written several bestselling books such as The Unusual Billionaires (2016), Coffee Can Investing: The Low Risk Road to Stupendous Wealth (2018), and Diamonds in the Dust: Consistent Compounding for Extraordinary Wealth Creation (2021).
Topics discussed in the Knowledge Series Discussion:
00:00 Introduction
03:05 About Marcellus and team
04:46 Forensic ratios to uncover dubious companies
11:43 How to identify companies with superior capital allocation
13:53 India's 20 largest profit generators deliver 70% of India's profits
21:12 Growth in free cash flow compared to share price over the long term
25:34 Case study: Relaxo Footwear (India's largest footwear manufacturer)
33:25 Q&A
47:28 Quiz time and announcement of winners
More on share buybacks and how they help you as an investor (the video that Rupam mentioned during the Q&A session):
How Share Buybacks Help You as an Inv...
Check out our free Research Series to get an insight into high-quality compounder businesses for free:
https://bit.ly/MWSFreeResearchSeries
Check out our free Option Series preview to learn how to use options to complement long term investing:
https://bit.ly/MWSFreeOptionSeriesPre...
Join our Facebook investment group (where we discuss interesting investment topics & great businesses):
Facebook: moneywisesmart
Check out our blog with interesting investing content:
https://moneywisesmart.com/blog/
Check out our comprehensive course on Investing Fundamentals suitable for beginners as well as for advanced levels. It includes easy-to-watch short videos & case studies, which will provide you with step-by-step guidance and a roadmap towards becoming a better investor. You will learn to confidently search for, analyze and invest in great businesses with the tools that we provide in this program:
https://moneywisesmart.com/courses/
DISCLAIMER:
This video is purely for informational and educational purposes and NOT investment advice. This video is distributed with the understanding that our representatives are not engaged in rendering legal, accounting, investment, or other professional services. If the viewers require expert financial or other assistance or legal advice, a competent professional should be consulted. We have carried out the research based on our own interest in this company and we cannot guarantee the accuracy of the information contained here in the video. We disclaim any responsibility for any liability, loss, or risk, professional or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the contents of the video.
#MoneyWiseSmart #SaurabhMukherjea #KnowledgeSeriesDiscussion
The first step in fully appreciating this philosophy is to understand the relationship that does most of the heavy lifting in the world of investing, which is the relationship between free cashflow, return on capital employed and (opportunity) cost of capital, and how it affects business valuation.
We have not come across too many investors who embody and explain this philosophy better than Saurabh Mukherjea. Usually his track record and his books do the talking, but when we get an opportunity to hear Saurabh speak, we drop everything else to listen to him and learn from his wisdom.
We were very excited to host Saurabh Mukherjea as our guest speaker for our Knowledge Series Discussion, which was held on Monday, 28th March.
Saurabh is the Founder and Chief Investment Officer of Marcellus Investment Managers.
Saurabh has also written several bestselling books such as The Unusual Billionaires (2016), Coffee Can Investing: The Low Risk Road to Stupendous Wealth (2018), and Diamonds in the Dust: Consistent Compounding for Extraordinary Wealth Creation (2021).
Topics discussed in the Knowledge Series Discussion:
00:00 Introduction
03:05 About Marcellus and team
04:46 Forensic ratios to uncover dubious companies
11:43 How to identify companies with superior capital allocation
13:53 India's 20 largest profit generators deliver 70% of India's profits
21:12 Growth in free cash flow compared to share price over the long term
25:34 Case study: Relaxo Footwear (India's largest footwear manufacturer)
33:25 Q&A
47:28 Quiz time and announcement of winners
More on share buybacks and how they help you as an investor (the video that Rupam mentioned during the Q&A session):
How Share Buybacks Help You as an Inv...
Check out our free Research Series to get an insight into high-quality compounder businesses for free:
https://bit.ly/MWSFreeResearchSeries
Check out our free Option Series preview to learn how to use options to complement long term investing:
https://bit.ly/MWSFreeOptionSeriesPre...
Join our Facebook investment group (where we discuss interesting investment topics & great businesses):
Facebook: moneywisesmart
Check out our blog with interesting investing content:
https://moneywisesmart.com/blog/
Check out our comprehensive course on Investing Fundamentals suitable for beginners as well as for advanced levels. It includes easy-to-watch short videos & case studies, which will provide you with step-by-step guidance and a roadmap towards becoming a better investor. You will learn to confidently search for, analyze and invest in great businesses with the tools that we provide in this program:
https://moneywisesmart.com/courses/
DISCLAIMER:
This video is purely for informational and educational purposes and NOT investment advice. This video is distributed with the understanding that our representatives are not engaged in rendering legal, accounting, investment, or other professional services. If the viewers require expert financial or other assistance or legal advice, a competent professional should be consulted. We have carried out the research based on our own interest in this company and we cannot guarantee the accuracy of the information contained here in the video. We disclaim any responsibility for any liability, loss, or risk, professional or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the contents of the video.
#MoneyWiseSmart #SaurabhMukherjea #KnowledgeSeriesDiscussion
2 سال پیش
در تاریخ 1401/01/10 منتشر شده
است.
86,221
بـار بازدید شده