How to Build a Coffee Can Investing Portfolio? 15-20 Indian Stocks for Long-Term | Saurabh Mukherjea
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Coffee Can Investing was popularized in India by Saurabh Mukherjea. In this video, we learn the genesis of coffee can investing, the stock selection criteria, what firms like Ambit Capital & Saurabh Mukherjea's Marcellus do and how one can go about constructing a 15-20 stock portfolio for the long-term
👉 I've put together a coffee can investment portfolio screen. In addition to sales growth & ROCE, I have included some additional metrics (valuation, leverage & shareholding) to help with funnelling. Further, unlike Ambit & Marcellus which are thick into large caps, I have included a mid cap and small cap list of potential coffee can stocks aswell. Here's the link: https://docs.google.com/spreadsheets/...
Video Chapters:
00:00 Introduction
02:34 Fundamentals in Building a Coffee Can Portfolio
05:22 Step-by-Step Process
06:54 Ambit Capital and Marcellus Investment Managers
09:35 Coffee Can Investing Options for Retail Investors
11:15 My Video Call with Gurjot Ahluwalia
13:30 Shankar Nath's view on Coffee Can Investing
Some other useful links/resources:
‣ Coffee Can Investing by Saurabh Mukherjea : https://amzn.to/3CjFO5w (affiliate link)
‣ Robert Kirby's article : http://csinvesting.org/wp-content/upl...
‣ Ambit Coffee Can Portfolio Factsheet (Jun 2022) : https://www.ambit.co/public/Coffee%20...
‣ Marcellus Investment Managers's CCP Factsheet (Nov 2022) : https://marcellus.in/wp-content/uploa...
‣ Gurjot Ahluwalia's Stock Screener : https://www.screener.in/screens/19297...
#shankarnath #coffeecaninvesting #saurabhmukherjea
Follow Shankar on https://bio.link/shankarnath
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5
► 26,000+ readers have joined my Investing Newsletter
Subscribe Now : http://shankarnath.com
Coffee Can Investing was popularized in India by Saurabh Mukherjea. In this video, we learn the genesis of coffee can investing, the stock selection criteria, what firms like Ambit Capital & Saurabh Mukherjea's Marcellus do and how one can go about constructing a 15-20 stock portfolio for the long-term
👉 I've put together a coffee can investment portfolio screen. In addition to sales growth & ROCE, I have included some additional metrics (valuation, leverage & shareholding) to help with funnelling. Further, unlike Ambit & Marcellus which are thick into large caps, I have included a mid cap and small cap list of potential coffee can stocks aswell. Here's the link: https://docs.google.com/spreadsheets/...
Video Chapters:
00:00 Introduction
02:34 Fundamentals in Building a Coffee Can Portfolio
05:22 Step-by-Step Process
06:54 Ambit Capital and Marcellus Investment Managers
09:35 Coffee Can Investing Options for Retail Investors
11:15 My Video Call with Gurjot Ahluwalia
13:30 Shankar Nath's view on Coffee Can Investing
Some other useful links/resources:
‣ Coffee Can Investing by Saurabh Mukherjea : https://amzn.to/3CjFO5w (affiliate link)
‣ Robert Kirby's article : http://csinvesting.org/wp-content/upl...
‣ Ambit Coffee Can Portfolio Factsheet (Jun 2022) : https://www.ambit.co/public/Coffee%20...
‣ Marcellus Investment Managers's CCP Factsheet (Nov 2022) : https://marcellus.in/wp-content/uploa...
‣ Gurjot Ahluwalia's Stock Screener : https://www.screener.in/screens/19297...
#shankarnath #coffeecaninvesting #saurabhmukherjea
Follow Shankar on https://bio.link/shankarnath
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
2 سال پیش
در تاریخ 1401/08/19 منتشر شده
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