Founder of Marcellus Investment Managers, Saurabh Mukherjea, advises investors to identify businesses with unique skill sets and distinctiv...

"There are zero competitive advantages in Indian auto. We have got Eicher Motors, Royal Enfield specifically. We think Siddharth Lal and te...

"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...

“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....

"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...

For the uninitiated, anything that makes a company’s business harder to disrupt or imitate is a competitive advantage or ‘moat’. For a corp...

"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 ...

“The whole space around supplying basic industrial chemicals to the pharma companies, to the processed chemicals industry and similarly sup...

“The financialisation of our country continues as the cost of capital structurally continues to go down. Three-four Fed hikes are not going...

“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...

"Asian Paints, Pidilite, Page Industries, or Titan -- all of these are part of our consistent compounder portfolio. They are pulling away r...