The One Percent Show with Vishal Khandelwal Ep. 7 - Saurabh Mukherjea on Compounding, Wealth Creation, and Seizing the India Opportunity
Sep 3, 2021
Saurabh Mukherjea, founder of Marcellus Investment Managers, talks about the opportunities in investing in India, finding honest promoters, and the power of investing in high-quality stocks for long-term success. He also discusses the decision-making process in investing, the challenges of succession planning, and the importance of capital allocation in investment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Lessons from Teenage Years in England
02:13 • 4min
Finding Honest Promoters and Barriers to Entry
06:20 • 19min
Investing and Cricket: An Analogy
25:32 • 7min
Investing in High-Quality Stocks for Long-Term Success
32:05 • 17min
Investing for the Long Term and Economic Consolidation
49:33 • 6min
Analyzing Decision-making and Succession Planning in Investing
55:10 • 2min
Investing in Bajaj Finance during the Covid Pandemic
57:22 • 2min
Succession Planning and Investment Frameworks
59:04 • 5min
Importance of Capital Allocation and Investing
01:03:39 • 20min