In this chapter, the speakers discuss the power of investing in high-quality stocks for the long term. They explore the criteria for defining 'high quality' stocks and propose using common metrics such as return on capital and revenue growth. They also share their journey of applying this method to the Indian market and discuss its effectiveness for amateur investors.
Saurabh Mukherjea is the founder and CIO of Marcellus Investment Managers and author of notable books like Coffee Can Investing and Diamonds in the Dust. In this episode, Saurabh talks about the opportunities in investing in India and the wealth creation that lies ahead for those prepared to benefit from the same.