D Street Talks

10DST : Saurabh mukherjea - Marcellus Investment Managers

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In this episode we have discussed about

Saurabh Mukherhjea Founder and CIO of marcellus Pms

Investment Philosophy 

Stocks From Consistent Compounders & Little Champs

  1. Asian Paints - Not a paint company, it's a tech giant. 
  2. Pidilite ltd. - Founders of Adhesive segment.
  3. Nestle India ltd. - Holding 97% of Baby milk market share.
  4. Amrutanjan ltd. - 2 Biggest pain balm company making deep routes in sanitary pads segment.
  5. Alkyl amines ltd. - Having huge moat around business with great growth potential.
  6. GMM Pfaudler - Major player in glass lined equipment. 

    7. Sources

    The Unusual Billionaires

    Coffee Can Investing: The Low Risk Road to Stupendous Wealth

    Marcellus Investment Managers Youtube channel

    Visit our Blog : https://www.toounce.com/post/mcx-bulldex


    Stay tuned and Happy Investing.


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    D Street TalksBy Kaushal Patil