The One Percent Show with Vishal Khandelwal

Ep. 7 - Saurabh Mukherjea on Compounding, Wealth Creation, and Seizing the India Opportunity

Sep 3, 2021

01:23:38

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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.

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Quick takeaways

India offers opportunities for wealth creation through long-term investing and identifying well-run businesses with sustainable comparative advantages.

Building relationships and people skills, along with trading less, are important lessons for success in business and investing.

Investors should approach investing like test cricket, focusing on simplicity, patience, and discipline for long-term success.

Deep dives

The Power of Long-Term Investing

The podcast episode emphasizes the importance of long-term investing and the potential for wealth creation in India. It highlights that India is currently in a period of integration and consolidation, offering opportunities for those who are mentally prepared to grab them. By identifying well-run businesses with sustainable comparative advantages, investors can position themselves for extraordinary wealth creation.

Introduction

2min

Lessons from Teenage Years in England

4min

Finding Honest Promoters and Barriers to Entry

19min

Investing and Cricket: An Analogy

7min

Investing in High-Quality Stocks for Long-Term Success

17min

Investing for the Long Term and Economic Consolidation

6min

Analyzing Decision-making and Succession Planning in Investing

2min

Investing in Bajaj Finance during the Covid Pandemic

2min

Succession Planning and Investment Frameworks

5min

10.

Importance of Capital Allocation and Investing

20min

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.

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The One Percent Show with Vishal Khandelwal

Ep. 7 - Saurabh Mukherjea on Compounding, Wealth Creation, and Seizing the India Opportunity