Saurabh Mukherjea portfolio

Saurabh Mukherjea, Founder, Marcellus Investment Managers, says ROC and free cash flow are proxies. While ROC can drive, Divi’s promoter has distinctive capabilities. One has to look…
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“You buy more when share prices of companies that have been consistently compounding earnings year after year, are not moving or are going down. You buy more. Just look at HDFC Bank. In…
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“You buy more when share prices of companies that have been consistently compounding earnings year after year, are not moving or are going down. You buy more. Just look at HDFC Bank. In…
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The Reliance transformation continues to progress in a positive direction tilting the company from an old style chemicals and refining business to a new economy company; but as yet we…
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