BU BÖLÜM HAKKINDA
Ditto:https://ditto.sh/9hmopbAbout Guest:Saurabh Mukherjea graduate of the London School of Economics with both BSc and MSc degrees in Economics, he has led key roles at Ambit Capital, Noble Group, and Accenture. With over two decades of experience across global markets, Saurabh is known for his sharp insights on investing, business cycles, and long-term wealth creation.In this podcast, Saurabh Mukherjea shares powerful insights on long-term investing, building trust-based businesses, and identifying high-quality companies in India. He discusses the importance of focus, first-principles thinking, and why predicting markets is less useful than recognizing patterns. Drawing from global economic trends, he explores India’s future, the China slowdown, and interest rate impacts—while emphasizing why challenger brands, discipline, and compounding are the keys to sustainable wealth creation.Timestamps:00:00 Introduction 01:55 Case Study: Alexia Problem Statement02:11 Finding Gaps for Challenger Brands02:22 Thinking About Niches03:02 Educational Content for Finance Professionals03:25 Ignoring Niches03:58 Dominating Niches05:23 Equity Investments in India05:50 Sports as a Growing Niche06:43 Ecosystem of Hobbies and Skills08:06 Importance of Health Insurance08:42 Investing and Predicting the Future11:48 Analyzing Market Data12:48 Real Estate Market Insights13:51 Defining a Healthy Economy14:05 Light Industrial Exports16:00 Observing Companies and Opportunities16:18 Understanding Compressors17:13 Investing in High-Quality Companies17:32 Analyzing the Union Budget19:26 Fundamentals of Investing22:42 First Leap into Startups24:33 Convincing the First Client27:40 Business of Portfolio Management31:05 Building Relationships with Promoters32:14 Favorite Fund Managers34:51 Challenger Brands in Retail36:47 Success Factors for Companies37:28 Inspiring Manufacturing Facilities38:42 Lowest Moments in Business39:54 Learning from John Casa42:02 First Principle Thinking44:58 Raising a Family45:55 Conclusion and Final ThoughtsCredits: Host: Shivank Joshi - https://www.linkedin.com/in/shivankjoshi-2001/Thumbnail: YaaSPost Production: YaaSSupport: Zerodha ( https://zero1byzerodha.com/network )Disclaimer:The views, thoughts, and opinions expressed by the speaker and host are their own and do not represent those of the Exploring Minds platform. The information provided in this podcast is for educational purposes only and does not constitute financial or investment advice. All products and company names mentioned are the property of their respective owners, and their use does not imply any endorsement or opposition.#SaurabhMukherjea #MarcellusInvestmentManagers #MarcellusInvesting #LongTermInvesting #IndianStockMarket #WealthCreation #InvestingInIndia #ValueInvesting #PortfolioManagement #PMSIndia #InvestmentStrategy #ChallengerBrands #CompoundingWealth #MarketCycles #IndiaGrowthStory #EquityInvesting #SmartInvesting #FirstPrinciplesThinking #FocusAndDiscipline #InvestorMindset #FinanceLeadership #StockMarketInsights #BuildWithConviction #GlobalMarkets #EconomicTrends #IndiaVsChina #InterestRates #TrustBasedBusiness #PredictPatternsNotEvents #SaurabhOnInvesting
