Saurabh Mukherjea, FRSA LinkedIn Posts

Marcellus: What they don’t tell you about high P/E stocks
P/E multiples are deceptively damaging for anyone seeking long term gains from equity investments.

Marcellus: The Mega Opportunity in Indian Megacaps
Although India’s 20 most profitable listed companies (the ‘Megacaps’) account for around 50% of the profits generated

Marcellus Little Champs: Spotlighting Rainbow Children’s Medicare
In this month’s Little Champs newsletter, we delve deeper into Rainbow Children’s Medicare (Rainbow), one of the

Marcellus MeritorQ: Rebalancing and the Value Effect
In this newsletter, we quantify the contribution of rebalancing to overall returns by breaking down the portfolio

My podcast with my colleague, Ashvin Shetty, on Smallcap investing is out now on Spotify. We discuss both the promise and the peril

Marcellus Global Compounders: Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-30 deeply moated global companies aligned with megatrends, fostering a consistent mid

Marcellus: The Polarization of Corporate Profits in India is Reducing
In the decade running up to Covid-19, corporate profits were increasingly polarized in India

Our podcast on forensic accounting is out now on Spotify. My colleague, Salil, and I unravel the concept of Forensic Accounting and explain

Marcellus' Double Engine Compounding webinar. Our portfolio managers describe how they use Indian and Western stocks to drive compounding...here is the recording:  https://bit.ly/42tNldn

Our Spotify podcast on how "Competitive Advantage" plays out in corporate life in India is out now. My colleague, Rakshit, joins me for

Marcellus Webinar - Revisiting Double Engine Compounding i.e. Global Compounders PLUS Consistent Compounders
Date: Saturday 3 Feb 2024
Time: 10:30 AM India
Speakers for the session:

Kings of Capital portfolio manager, Tej Shah, CFA, discusses in this webinar how the tight liquidity situation in India is impacting the banking

In my latest Spotify podcast, I host bestselling author and award-winning podcaster Anupam Gupta. We discuss Anupam's career in Indian equities, how he

A Brilliant Must-Read, First-Hand Account of the Client - Coach Relationship:

I am not a professionally certified coach like most Executive Coaches are. Executive

Marcellus Kings of Capital newsletter: How Will Tight System Liquidity Impact KCP?
Given consistently strong credit demand and weak deposit growth, we are now

Marcellus: The Underdog Ascends: The Rise of a New Indian Elite
The joining up of India, digitally and physically, has democratized access to economic

Marcellus' Kings of Capital webinar is on Friday 12 April at 5pm. Portfolio Manager, Tej Shah, will lay out the reasons for the

Marcellus' Kings of Capital webinar is on Friday 12 April at 5pm. Portfolio Manager, Tej Shah, will lay out the reasons for the

"The Rise of Indian Women" is the theme of my latest podcast on Spotify with my colleague, Nandita Rajhansa. As Marcellus' economist, Nandita,

The Next Frontier -The mega opportunity in Indian megacaps!

As the country joined up, profits got democratized. As is well understood now, over the