About Guest
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. Saurabh is a Founding Director of the Association of Portfolio Managers in India, a trade body. He continues to be part of multiple SEBI working groups whose role is to review and reform the rules governing portfolio management in India.
Credits:
Host: Shivank Joshi - https://www.linkedin.com/in/shivankjoshi-2001/
Editor of Video and Thumbnail Abhishek - https://www.linkedin.com// abhishek-tiwari-599546244
Timestamps:
00:00 Teaser
01:07 Books Saurabh is reading nowadays and on his bucket list.
03:50 Qualitative and quantitative approach to understanding Management of a Company.
07:16 Saurabh's Investing Framework & John Kay's IBAS Competitive Advantage Framework.
11:10 How can a 22-year-old build a competitive advantage in commoditized and make an impact?
13:12 How do you gain insights about a business while travelling?
15:06 Art of Story Telling & Learnings from Warren Buffet & Narendra Modi.
24:17 Learning from Wrong Bets & Mistakes.
25:55 AI, Productivity and it's Impact on Investing.
27:26 How do billionaires get insights? Common traits of Rich People.
30:11 Saurabh's fascination with Chanakya, Abraham Lincoln, Gandhi Ji, Nandan Nilekani & Rahul Dravid.
32:33 Certain things Saurabh derives pleasure from?
33:41 What is Saurabh teaching his kids?
Disclaimer:
The views, thoughts, and opinions expressed are the speaker’s and host's own and do not represent the views, thoughts, and opinions of the Exploring Minds. The material and information presented here are for general information and educational purposes only. The name of products, companies and institutions and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The content presented in this video is intended for informational and educational purposes only. This content's creators, producers, and distributors want to clarify that no copyright or intellectual property infringement is intended.
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