Coffee and Investing with Saurabh Mukherjea

Saurabh invites his colleague Arindam Mandal to discuss the concept of global equity investing, exploring why it's crucial for Indian investors to grasp its nuances. They discuss the opportunities and challenges of investing in global markets, highlighting the potential for diversification and growth in the foreign stock market. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings along his colleague Ashvin Shetty to discuss the concept of Small Cap Investing and how investing in small-cap stocks can offer unique opportunities for capital appreciation. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings on his colleague Salil Desai to unravel the concept of Forensic Accounting. The duo shed light on its significance in today's complex financial landscape, as they navigate through the intricate web of financial investigations and fraud detection. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh invites his colleague Pramod Gubbi for a captivating discussion exploring the concept called Financialisation of Savings, as they give you a primer on how to move away from investments in the traditional asset classes and head towards financial assets. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh and Rakshit delve into a conversation about Polarization of Profits within the stock market, underscoring the significance of being well-informed for effective investment strategies. The stocks described in the podcast form a part of our Marcellus' portfolio except SBI & Manpro. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Rakshit Ranjan joins Saurabh for a deep dive into the concept of Competitive Advantage and how you can use it to help you on your investment journey. The stocks described in the podcast form a part of our Marcellus' portfolio except Unilever, Redmi, Maruti Suzuki, Samsung, Patym and Salesforce). So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Rakshit Ranjan, co-author with Saurabh, discusses Coffee Can Investing concept. They explore long-term growth strategy, success factors of Asian Paints, analyzing return on capital employed, innovative approaches in the jewelry industry, and explaining Coffee Can Investing with a cricketing analogy.

Coffee and Investing with Saurabh Mukherjea