This chapter discusses the challenges and debates regarding succession planning in investment portfolios, including the weight it should carry in assessing a franchise. The speaker emphasizes the importance of common sense, experience, and team collaboration in making critical decisions in this area.
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.