Saurabh Mukherjea & the Power of Consistent Compounders | Marcellus Investment Managers скачать в хорошем качестве

Saurabh Mukherjea & the Power of Consistent Compounders | Marcellus Investment Managers

🤝 Download the PowerUp Money app https://app.powerup.money/xDsX/shanka... ► Join 60,000+ investors reading my newsletter Subscribe at https://shankarnath.substack.com/ Marcellus is a premier investment management firm dedicated to identifying consistent compounders in the Indian and global markets. Founded in 2018 and led by Saurabh Mukherjea, Marcellus Investment Managers employs a meticulous process to construct its portfolio. In this video, we uncover the guiding principles of Marcellus, how the team constructs its portfolio, how the different portfolios have performed and my own views on the Marcellus philosophy Marcellus combines extensive bottom-up research with a top-down perspective to identify companies with robust growth potential. The portfolio (Consistent Compounders Portfolio, also known as CCP) is designed to strike a balance between risk and reward, ensuring optimal performance for investors for wealth generation over extended period. These consistent compounders are the backbone of Marcellus' investment strategy. 👉 Video Chapters: 00:00 Should I Invest My Money in Marcellus 00:19 About Marcellus Investment Managers 01:19 1. Polarization 02:37 2. Great Businesses run by Great People 03:22 3. Consistent Compounders 05:16 4. Valuation 06:28 PE Ratio is Not Redundant per Value Investors 08:19 Different Marcellus Portfolios 08:50 Marcellus Investment Portfolios: Clean Accounting 09:54 Marcellus Investment Portfolios: Capital Allocation 10:31 Marcellus Investment Portfolios: Competitive Advantage 13:14 Performance of Marcellus Funds 14:33 Shankar's Viewpoint 👉 Additional Resources and Reading Material: ‣ Financial Shenanigans (book) : https://amzn.to/45gGmG3 ‣ Marcellus Investment Philosophy : https://marcellus-us.com/investment-p... ‣ Marcellus Consistent Compounders Portfolio (May 2023) : https://marcellus.in/wp-content/uploa... ‣ Marcellus Rising Giants (May 2023) : https://marcellus.in/wp-content/uploa... ‣ Marcellus Little Champs (May 2023) : https://marcellus.in/wp-content/uploa... 🔥 Top Videos on My Channel (don't forget to subscribe) ‣ Build a Monopoly Stocks Portfolio (27% Return) :    • How to Build a Portfolio of Monopoly Stock...   ‣ Coffee Can Investing :    • How to Build a Coffee Can Investing Portfo...   ‣ Peter Lynch's Strategy of Stock Picking :    • I Copied Peter Lynch's Investing Strategy ...   ‣ Magic Formula Strategy for Indian Stocks :    • Magic Formula Investing | 30% Returns | Ma...   🙌 Join my community on: ‣ Youtube:    / @shankarnath   ‣ Instagram:   / shankarnathofficial   ‣ LinkedIn:   / shankarnath   ‣ Twitter:   / shankarnath   #saurabhmukherjea #marcellus #marcellusinvestmentmanagers Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented