In the first episode of Market ki Baat, Groww ke Saath, host Neeraj Arora will speak to Saurabh Mukherjea – Founder and CIO of Marcellus Investment Managers Pvt Ltd. about his investment philosophy and investment strategy ‘Consistent Compounders'.
Saurabh shares his views on inflationary concerns, macroeconomic factors, and potential correction in the market due to recession fears. Saurabh also shares some of the key components an investor can look for to analyze the governance of a company, He will share his views on IPOs and how to analyze an IPO stock.
Later Saurabh will share his views on the portfolio of a Groww user and answer some rapidfire questions. Neeraj will conclude the show by sharing key learnings from today’s conversation according to him.
In the video:
0:00 Introduction
0:18 About Saurabh Mukherjea
1:15 Inflation's Impact on Stock market
4:15 Growth stocks
5:53 Best asset class to diversify
8:23 Is FD a good investment?
9:45 Foreign market diversification
12:38 Recession
15:54 Governance
16:52 How to assess promoters of a company Resources
20:56 How to spot top compounders with example
23:57 Small cap stock for research purposes
26:35 Saurabh's take on Zomato
30:18 Investing in IPOs
37:24 Stock which gave good returns to Saurabh
39:40 When to sell a stock with good returns
44:23 When to sell a stock?
47:00 Groww user's portfolio analysis
54:48 Rapidfire
59:13 Conclusion with learnings
Recommended watch:
Stock Market for Beginners: • Stock Market for Beginners
Top Stocks Detailed Industry Analysis: • Playlist
Groww Originals: • Playlist
Groww Masterclass: • Groww Masterclass
Mutual Funds for Beginners: • Mutual Funds for Beginners
Personal Finance for Beginners: • Personal Finance for Beginners
Groww reads Book Review: • Groww reads (Book Reviews)
Stocks Fundamental Analysis Series: • Stocks Fundamental Analysis Series
IPO Review: • IPO Review
Viral Reacts: • Viral Reacts
Thrive by Groww: • Thrive by Groww
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