المدة الزمنية 18:24

What's In Store For Markets | Saurabh Mukherjea, Marcellus Investment Managers | The Market

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716

تم نشره في 2021/06/10

Sense of relief that the second wave is behind us. Good to see risk appetite, confidence returning to markets. Plenty of changes in consumption patterns post the pandemic. Have built investments in galaxy surfactants over last year. Strong R&D capacities making galaxy surfactants attractive. Have built substantial positions in galaxy surfactants. Relentless market share shift from public to private sector banks. Across financials, market share migrating to cleaner, bigger players. HDFC Life at powerful intersection of market share shift to private. Clear that there is a strong cyclical recovery globally. Expect to see a strong Capex recovery in India soon. Fundamental a bull market in commodities means input cost pressures. Watch the full interview with Saurabh Mukherjea, Marcellus Investment Managers on The Market! Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com

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تعليقات - 85

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@pranshuanand45603 years ago Galaxy surfactants. Buying right now and will hold for the next 3years. 5
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@d2e4U3 years ago I try to learn by watching saurabh interview.
Though I ignore the stock tip.
Though I do keep those stock in radar and when there is a fall of 5 to 10% then only intend to invest.
I bought bajaj finance at around 4500 3 month back now its 6k+. ... 17
@

@shivaramakrishnans48803 years ago Saurabh has made my job easier in deciding stocks...more than pe ratio it is the rate of cash flow compounding which needs to be looked at...any clean company compounding its free cash flow by 20 percent every year for the last five or ten year period is worth investing. ... 1
@

@Abhishek.553 years ago ET Now - Always ending abruptly. High time you guys invest in your tech team. 10
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@muralikalkar35543 years ago I really like watching Saurabh! He is very clear in his investing philosophy and he articulates it so well, even layman can get convinced! 3
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@vijetarvindpatil75793 years ago Sirji, ur thoughts are very simple! (But peoples like us like complicated things), as Charlie Munger and Peter Lynch Said: “The reason our ideas haven’t spread faster is they’re too simple.” Charlie Munger / “I want a company that’s simple. They don’t have to make seven brilliant decisions every six months to keep going.” Peter Lynch ... 9
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@manishrakundla82053 years ago GALAXY SURFACTANT - the key take away from this interview :-) 16
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@lalitajha49403 years ago Sir petronet lng my buy 249 hold ya sell
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@jateenjain3 years ago Didn't understand what anchor was saying pls put captions on
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@ashoke6303 years ago Saurabh after you mentioned Page, Asian Paints at mins, the audio went bad. Couldn't make out the name of the scrip which has been giving a cashflow compounding of 40-50%. Can you please share the name again. Thanks ... 1
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@okkamrazor95573 years ago "Volatility of that of a govt bond"
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@rsv15033 years ago I like you Saurabh. Last time you talked about Relaxo Footwear, Fine Organics etc. When those prices are up you stopped talking about them now from past 3 interviews you are talking about Galaxy Surfactants. You are talking about HDFC Life in all those interviews but the price is not up. You stop talking about them once they are up? I know you are long term investor and I follow your interviews. But after observing so many your videos I felt like this. I hope I am wrong. ... 7
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@supratimsarkar57103 years ago Sir, fine organic purchase current level
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@shreenidhinayak26273 years ago Its funny because hdfc amc owns SBI atleast 40% of their portfolio.
Hdfc bank is saturated, its bigger than goldman sacchs in market value, and yet it makes 50% less profit than goldman sacchs. 4
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@Shubham-gm3bt3 years ago He is just here to promote galaxy surfacants 1
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@sujitsharma43463 years ago It's all fine to hear what he says for a viewpoint but be wary of investing minimum Rs 50 lacs in his portfolios. He is a British citizen many don't know this. Can disappear overnight and noone in India can touch him. ...
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@ChandraAluru3 years ago Have lot of respect for Saurabh but, he probably doesn't have anything much to add beyond his point on why his franchises would continue to grow and justify his style of investing. We can almost preempt his answer for most of questions. No complaints as long as his PMS continues to deliver returns, will be interesting to see his reaction when they don't deliver. ... 1
@

@shubhamchugh44803 years ago Ever wonder why these managers publicize their thesis on the stocks they own? To make crowds demand those stocks, which in a way causes a bubble in these overpriced stocks with so called competitive advantage that Mr saurabh always highlights. These managers benefit the most when the crowd follows their stock tips. These managers don't give these interviews to educate public but for their own interest. ... 1
@

@neov97213 years ago the guy used to be a lot more realistic with his projections but over the past 12 months something has changed and has become the next big bull with blinded optimism and can only see reasons for markets to go up and up with no real time warnings forecasts of the pending short term correction of 20% since Sep'20. Listen to him at your own peril ... 1
@

@prashantdubey4153 years ago Why do he appear every week on TV. He has simple method, buy what is most expensive like P/B of 20 or 30 and PE of min 50. All his stocks are extremely costly. Then he justifies the business but valuation is not a concern for him. ... 3
@

@pranshuanand45603 years ago Galaxy surfactants. Buying right now and will hold for the next 3years. 5
@

@d2e4U3 years ago I try to learn by watching saurabh interview.
Though I ignore the stock tip.
Though I do keep those stock in radar and when there is a fall of 5 to 10% then only intend to invest.
I bought bajaj finance at around 4500 3 month back now its 6k+. ... 17
@

@shivaramakrishnans48803 years ago Saurabh has made my job easier in deciding stocks...more than pe ratio it is the rate of cash flow compounding which needs to be looked at...any clean company compounding its free cash flow by 20 percent every year for the last five or ten year period is worth investing. ... 1
@

@Abhishek.553 years ago ET Now - Always ending abruptly. High time you guys invest in your tech team. 10
@

@muralikalkar35543 years ago I really like watching Saurabh! He is very clear in his investing philosophy and he articulates it so well, even layman can get convinced! 3
@

@vijetarvindpatil75793 years ago Sirji, ur thoughts are very simple! (But peoples like us like complicated things), as Charlie Munger and Peter Lynch Said: “The reason our ideas haven’t spread faster is they’re too simple.” Charlie Munger / “I want a company that’s simple. They don’t have to make seven brilliant decisions every six months to keep going.” Peter Lynch ... 9
@

@manishrakundla82053 years ago GALAXY SURFACTANT - the key take away from this interview :-) 16
@

@lalitajha49403 years ago Sir petronet lng my buy 249 hold ya sell
@

@jateenjain3 years ago Didn't understand what anchor was saying pls put captions on
@

@ashoke6303 years ago Saurabh after you mentioned Page, Asian Paints at mins, the audio went bad. Couldn't make out the name of the scrip which has been giving a cashflow compounding of 40-50%. Can you please share the name again. Thanks ... 1
@

@okkamrazor95573 years ago "Volatility of that of a govt bond"
@

@rsv15033 years ago I like you Saurabh. Last time you talked about Relaxo Footwear, Fine Organics etc. When those prices are up you stopped talking about them now from past 3 interviews you are talking about Galaxy Surfactants. You are talking about HDFC Life in all those interviews but the price is not up. You stop talking about them once they are up? I know you are long term investor and I follow your interviews. But after observing so many your videos I felt like this. I hope I am wrong. ... 7
@

@supratimsarkar57103 years ago Sir, fine organic purchase current level
@

@shreenidhinayak26273 years ago Its funny because hdfc amc owns SBI atleast 40% of their portfolio.
Hdfc bank is saturated, its bigger than goldman sacchs in market value, and yet it makes 50% less profit than goldman sacchs. 4
@

@Shubham-gm3bt3 years ago He is just here to promote galaxy surfacants 1
@

@sujitsharma43463 years ago It's all fine to hear what he says for a viewpoint but be wary of investing minimum Rs 50 lacs in his portfolios. He is a British citizen many don't know this. Can disappear overnight and noone in India can touch him. ...
@

@ChandraAluru3 years ago Have lot of respect for Saurabh but, he probably doesn't have anything much to add beyond his point on why his franchises would continue to grow and justify his style of investing. We can almost preempt his answer for most of questions. No complaints as long as his PMS continues to deliver returns, will be interesting to see his reaction when they don't deliver. ... 1
@

@shubhamchugh44803 years ago Ever wonder why these managers publicize their thesis on the stocks they own? To make crowds demand those stocks, which in a way causes a bubble in these overpriced stocks with so called competitive advantage that Mr saurabh always highlights. These managers benefit the most when the crowd follows their stock tips. These managers don't give these interviews to educate public but for their own interest. ... 1
@

@neov97213 years ago the guy used to be a lot more realistic with his projections but over the past 12 months something has changed and has become the next big bull with blinded optimism and can only see reasons for markets to go up and up with no real time warnings forecasts of the pending short term correction of 20% since Sep'20. Listen to him at your own peril ... 1
@

@prashantdubey4153 years ago Why do he appear every week on TV. He has simple method, buy what is most expensive like P/B of 20 or 30 and PE of min 50. All his stocks are extremely costly. Then he justifies the business but valuation is not a concern for him. ... 3