Saurabh Mukherjea

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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"I think 2023 will continue to bring good economic news, more foreign money and domestic flows. So I would not be surprised if the all time high story “sustains” right through the next…
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“If you aren't thinking about owning a stock for 10 years, don't even think about owning it for 10 minutes.” - Warren Buffett If you are one of the followers of Buffett's methodology of…
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For a smallcap investor, it’s a dream to see his hidden gem gradually turn into a much sought-after largecap stock and deliver multibagger returns in between. Citing market data,…
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With multiple global macro headwinds creating a perfect storm for the domestic equity market, almost 85 per cent of PMS funds, used by HNIs to park their surplus funds, failed to beat…
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As the interest rate cycle starts turning around across the globe, investors on Dalal Street are worried about the sucking out of liquidity by central banks. Star fund manager Saurabh…
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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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