Episodes
Join Saurabh and Arindam Mandal as they unravel the captivating story of Copart, the leading used car parts marketplace in the developed world. Discover the strategic decisions and innovative approaches that have driven Copart's extraordinary growth. Learn about the company's unique business model and its impact on the automotive industry.
Published 11/12/24
Join Saurabh as he brings on his colleague Jaibir Sethi as they take a deep Dive into the world of cutting-edge technology with our podcast focusing on ASML, the unsung hero of the semiconductor industry. ASML creates the advanced lithography machines that are crucial for manufacturing the world's most sophisticated computer chips.   The stocks Microsoft and ASML described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives...
Published 10/03/24
Join Saurabh as he brings along his colleague Keshav Binani to explore the incredible compounding journey of HDFC Bank. Delve into how HDFC has steadily built a legacy of trust, innovation, and financial excellence, becoming a cornerstone of India's banking sector. Learn how the financial giant continues to set new benchmarks in the ever-changing world of finance. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate...
Published 09/11/24
Join Saurabh and returning guest Tej Shah as they embark on a deep dive into the extraordinary compounding success story of Berkshire Hathaway, one of the world's largest conglomerates. They unravel the investment philosophies of Warren Buffett and the strategic decisions that transformed a struggling textile company into a global financial powerhouse. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate...
Published 08/23/24
Join Saurabh as he brings along his colleague and previous guest of the show, Rakshit Ranjan, as they navigate the remarkable journey of Trent, India's leading apparel brand. Discover how Trent has woven a legacy of growth and innovation in the fashion industry, and learn how this fashion powerhouse continues to set new standards and drive unparalleled success in the Indian retail market. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our...
Published 08/05/24
Join Saurabh as he brings on his colleague Jaibir Sethi as they go deep into the remarkable compounding success of Amazon, charting its meteoric rise from an online bookstore to a global powerhouse. Discover the secrets behind Amazon's exponential growth and explore the strategic decisions that have driven its unparalleled success. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and...
Published 07/22/24
Saurabh brings on his colleague Sudhanshu Nahta to decode the remarkable success story of Divi"s Labs, a powerhouse in the pharmaceutical industry. Together, they explore the innovative strategies and visionary leadership that have driven Divi's Labs to the top. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration...
Published 06/24/24
Join Saurabh and Arindam Mandal as they navigate the financial odyssey of the Danaher Corporation, and their journey to becoming the largest compounder in the developed world. Discover the secrets behind the company's extraordinary compounding success and explore the strategic decisions that have propelled the company to the top. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes...
Published 06/10/24
Saurabh invites his colleague Tej Shah to delve into the rich history of Bajaj Finance. Together, they dissect the innovative strategies and compounding principles that have propelled Bajaj Finance to become India's largest financier of consumer durables. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and...
Published 05/20/24
Saurabh invites his colleague Jaibir Sethi to dissect Microsoft's successful history, innovative strategies, and future prospects that make it a top choice for investors. Gain valuable insights into the reasons behind Microsoft's continued growth and why it's a key player in the market.The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks...
Published 05/08/24
Saurabh brings along his colleague, Deven Kulkarni to delve into the success story of Titan, one of India's most iconic stocks. They explore how the brand achieved household recognition and discuss its remarkable 1000x compounding journey. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only...
Published 04/30/24
Saurabh brings along his colleague Krishnan VR as they delve into the world of quant investing. They explore how data-driven strategies are revolutionizing the way we approach financial markets and how quantitative investing is shaping the future of wealth management. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for...
Published 04/22/24
Best-selling author and podcaster Anupam Gupta joins Saurabh for a candid and engaging discussion about the world of finance and investing. Gear up for a detailed primer on investing and how to make sound financial decisions. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not...
Published 04/15/24
Saurabh invites his colleague Nandita Rajhansa to delve into the remarkable journey of women in the Indian investing sector, exploring their rise to prominence and the pivotal role they play in shaping the country's financial landscape. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only...
Published 03/23/24
Saurabh invites his colleague Arindam Mandal to discuss the concept of global equity investing, exploring why it's crucial for Indian investors to grasp its nuances. They discuss the opportunities and challenges of investing in global markets, highlighting the potential for diversification and growth in the foreign stock market. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes...
Published 03/07/24
Saurabh brings along his colleague Ashvin Shetty to discuss the concept of Small Cap Investing and how investing in small-cap stocks can offer unique opportunities for capital appreciation. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.
Published 02/14/24
Saurabh brings on his colleague Salil Desai to unravel the concept of Forensic Accounting. The duo shed light on its significance in today's complex financial landscape, as they navigate through the intricate web of financial investigations and fraud detection. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and...
Published 02/06/24
Saurabh invites his colleague Pramod Gubbi for a captivating discussion exploring the concept called Financialisation of Savings, as they give you a primer on how to move away from investments in the traditional asset classes and head towards financial assets. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and...
Published 01/30/24
Saurabh and Rakshit delve into a conversation about Polarization of Profits within the stock market, underscoring the significance of being well-informed for effective investment strategies. The stocks described in the podcast form a part of our Marcellus' portfolio except SBI & Manpro. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.
Published 01/23/24
Rakshit Ranjan joins Saurabh for a deep dive into the concept of Competitive Advantage and how you can use it to help you on your investment journey. The stocks described in the podcast form a part of our Marcellus' portfolio except Unilever, Redmi, Maruti Suzuki, Samsung, Patym and Salesforce). So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.
Published 01/17/24
Saurabh brings along his colleague and co-author Rakshit Ranjan to have a discussion about how you can build sustained wealth using the Coffee Can Investing concept. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.
Published 01/17/24
Coffee and Investing with Saurabh Mukherjea
Published 01/16/24