Saurabh Mukherjea

Founder & CIO, Marcellus Investment Managers

Mukherjea is the Founder & CIO of Marcellus Investment Managers (https://marcellus.in/). A London School of Economics alumni, he has over two decades' experience in equity research and investment ...

Mukherjea is the Founder & CIO of Marcellus Investment Managers (https://marcellus.in/). A London School of Economics alumni, he has over two decades' experience in equity research and investment, and has spent much of his career figuring out the length and breadth of the Indian equity market. Someone described him as the missing piece of a sane thought leader in Indian equities. Mukherjea is author of the widely acclaimed book. Coffee Can Investing: The low risk route to stupendous wealth, besides two others -- The Unusual Billionaires and Gurus of Chaos. His newsletters on Indian markets and investment practices are most widely read.

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Stories by the author

• The Next Frontier: The mega opportunity in Indian megacaps

  
  20 Mar 2024 11:25 AM IST
• If I were FM: Saurabh Mukherjea’s list of 3 dos and 3 don’ts for Budget 2023

  
  17 Jan 2023 12:13 PM IST
• Japan 1970s, not USA 1970s, is the better guide to what lies ahead for India

  
  28 May 2022 10:48 AM IST
• View: High inflation helps the strong get stronger

  
  31 Jul 2021 12:18 PM IST
• Invested in quality financial services stocks? Just stay calm to win the race

  
  18 May 2021 03:22 PM IST
• When the Indian HNI realised land, gold not enough to fund retirement

  
  06 Apr 2021 11:20 AM IST
• Lessons investors can learn from Rahul Dravid’s cricket

  
  21 Jan 2021 12:03 PM IST
• Five non-finance books that every investor is likely to enjoy

  
  15 Sep 2020 01:33 PM IST
• What differentiates great and good investors?

  
  11 Aug 2020 01:06 PM IST
• The rise of GenNext Champions: How to identify quality smallcaps?

  
  21 Jul 2020 11:50 AM IST
• Strategies Indian businessmen use to build & sustain their monopolies

  
  06 Jul 2020 02:11 PM IST
• Most damaging myths in Indian investing: Perils of an Indian HNI

  
  23 Jun 2020 09:19 AM IST
• Why our valuation methods can’t forecast the future for an Asian Paints or a HDFC Bank?

  
  07 Jan 2020 12:13 PM IST
• Capture6

  
  07 Jan 2020 12:06 PM IST
• Capture5

  
  07 Jan 2020 12:05 PM IST
• Capture4

  
  07 Jan 2020 12:03 PM IST
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  07 Jan 2020 12:02 PM IST
• Capture2

  
  07 Jan 2020 12:01 PM IST
• Capture

  
  07 Jan 2020 12:00 PM IST
• Does Dalal Street allow a play on India’s real growth story any more?

  
  28 Nov 2019 02:04 PM IST
• Learning from creative people at work: Purposeful inquiry as core to investing

  
  01 Nov 2019 10:34 AM IST
• How to excel amidst disruption: India’s Khatri community shows the way

  
  29 Sep 2019 11:52 AM IST
• A ‘generalist’ Bruce Lee model to guide your investment style

  
  27 Aug 2019 12:31 PM IST
• Mahabharata lessons to handle ethical dilemma that Indian stocks present

  
  29 Jul 2019 02:33 PM IST
• What would it mean if you were to apply Munger’s investing style to Indian stocks

  
  27 Jun 2019 11:55 AM IST
• Why you should be happy crushing risk than chasing ephemeral high returns

  
  14 Jun 2019 04:15 PM IST
• From Asian Paints to HDFC Bank, how ‘Unusual Billionaires’ flip the paradigm

  
  30 May 2019 02:21 PM IST
• The most critical questions to ask your fund manager

  
  22 Apr 2019 11:51 AM IST
• For 99% of Indian stocks, value investing only route to decent returns

  
  25 Mar 2019 11:47 AM IST
• Why our fund managers would never own up to an error like Buffett did on Kraft Heinz

  
  18 Mar 2019 10:41 AM IST
• Why your Nifty is not reflecting state of the economy any more

  
  02 Mar 2019 12:32 PM IST
• A big change in small town India is telling you where to make money

  
  15 Feb 2019 12:28 PM IST
• Does major wealth generation require one to abuse law, corrupt govt?

  
  29 Jan 2019 08:31 PM IST
• How system-level thinkers define their eras that other investors can only copy

  
  09 Dec 2018 11:41 AM IST
• Why weak EPS growth for India Inc is not a bad thing after all

  
  05 Dec 2018 11:50 AM IST
• The outsider’s advantage in investing: How does it work?

  
  17 Nov 2018 08:57 AM IST