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SAURABH MUKHERJEA NYKAA
With new-age tech stocks grabbing eyeballs, here’s how MFs placed their betsWhile mutual funds marginally reduced their holdings in One97 Communications and PB Fintech, money managers have overall held a positive vi...- What to expect from HDFC Bank merged entity? Saurabh Mukherjea answersRemember, India buys $100 billion every year of imported defence equipment. The government is trying to get 30-40% of that back into India ...
- Share price action to catch up with earnings growth as inflation cools down: Saurabh MukherjeaCentral banks moved to hike rates aggressively but such is the strength of the Indian and the American economy, such is the strength of the...
- Saurabh Mukherjea is gung-ho on 2 pharma stocks; adds Prudent Corporate. Here’s whyFounder of Marcellus Investment Managers, Saurabh Mukherjea, advises investors to identify businesses with unique skill sets and distinctiv...
- Saurabh Mukherjea on why he exited Relaxo and steers clear of most auto cos"There are zero competitive advantages in Indian auto. We have got Eicher Motors, Royal Enfield specifically. We think Siddharth Lal and te...
- We are back to the grind, back to normal markets; there is no easy pickings: Hiren Ved"Wherever there was a little bit of over pricing, there is always a trigger, where if that over pricing was going to take a much longer per...
- Still not ready to move into Reliance & Nykaa but going strong on Relaxo: Saurabh Mukherjea“We continue to be impressed by how they are executing on the telecom opportunity. Till five-six years ago, this was not a telecom company....
- Most new-age stocks are ponzi schemes, warns Saurabh Mukherjea"We do not take any sector views. We invest in clean companies with good capital allocation and having a dominant franchise. All of these a...
- Which listed new age company has the biggest moat? Saurabh Mukherjea’s team answersFor the uninitiated, anything that makes a company’s business harder to disrupt or imitate is a competitive advantage or ‘moat’. For a corp...
- Nykaa most likely to emerge as great biz in 5-10 years; still not investing in Reliance: Saurabh Mukherjea"Most of the new age tech do not make any money and have not ever made any money. Nykaa seems to be the best of these companies. But it is ...
- Saurabh Mukherjea on where to look for hidden gems for portfolio“The whole space around supplying basic industrial chemicals to the pharma companies, to the processed chemicals industry and similarly sup...
- Saurabh Mukherjea on why he is excited about midcap lenders & bought this newly listed company“The financialisation of our country continues as the cost of capital structurally continues to go down. Three-four Fed hikes are not going...
- Only 1 out of 10 IPOs will become great compounders: Saurabh Mukherjea“Consolidating decade after decade and generating high amounts of cash flow is so tough that out of 5,000 listed companies, barely 50 are a...
- Invest in master franchises as inflation sets in, says Saurabh Mukherjea"Asian Paints, Pidilite, Page Industries, or Titan -- all of these are part of our consistent compounder portfolio. They are pulling away r...
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