Coffee and Investing with Saurabh Mukherjea

Not only is entrepreneurship in India very different from what it is in the United States, but it is also a different ball game as compared to salaried employment in the world's fifth largest economy. With stable, salaried employment in the public and in the private sector a thing of the past, the core of the Indian middle class needs attitudinal retuning if it is to capitalize on the economic opportunities posed by this vast, underdeveloped free market economy.In this podcast, Saurabh and Nandita cover multiple aspects about Entrepreneurship in India. Saurabh also shares his journey as an entrepreneur. Listen to the podcast to learn more.

In this episode of Coffee and Investing, our CIO, Saurabh Mukherjea and our Head of Global Research, Jaibir Sethi explore the fascinating world of IDEXX, a company at the forefront of animal health diagnostics. Tune in to discover the science and impact of IDEXX and gain a new appreciation for the technology behind your companion's well-being and beyond!

Join the conversation with Saurabh Mukherjea and Nandita Rajhansa about a profound change in India: the middle class' pivot from predictable employment to the dynamic world of entrepreneurship!Traditional white-collar roles face challenges from automation and slower growth, but this is fueling an unprecedented rise in new ventures led by educated professionals. This isn't just about jobs; it's reshaping wealth and influence, demanding a new mindset focused on long-term vision, skill development, and a greater appetite for risk.Learn about the "employee vs. owner" differences and how adapting can lead to success, not just in startups but also at the highest levels of corporate India.

Over the past few years, Indian consumer spending on foreign goods and education has risen drastically. With aspirations rising and our expenditure increasing in foreign currency, this creates the need for Indians to now start looking for investment opportunities abroad as well. This raises a question of which other free markets to invest in other than India?A US portfolio of such companies offers a free lunch that no other market offers to your Indian portfolio. Reason? They are the two least correlated equity markets globally.Tune into this podcast where Saurabh Mukherjea and Arindam Mandal help us understand the importance of asset allocation, the benefits of diversification and why the US should be your best bet to complement your Indian investments.

Over the past decade, not only have Indians borrowed at an increasing rate whilst their incomes have stagnated, but now they are also one of the most indebted people across the world (excluding mortgages), surpassing the US and China. Most worryingly, most of these retail loans are NOT for creating assets but for satisfying daily consumption needs. To put this in historical context, India's NET household financial savings (as a % of GDP) is at its lowest level in the last 50 years due to a steep rise in household financial liabilities.

In this episode Saurabh Mukherjea and Arindam Mandal delve into the strategies, leadership, and operational excellence that have propelled this company to the top of the less-than-truckload industry. Join us for insights into their success and lessons for the US transportation sector.Disclaimer: The stock ODFL (OLD DOMINION FREIGHT LINE) described in the podcast is part of our Marcellus Global Compounders Portfolio(GCP), the strategy Marcellus GCP, which invests in the US and developed European markets, is managed by the IFSC Branch of Marcellus Investment Managers Private Limited from GIFT City and regulated by IFSCA. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stock. The described stock is for illustration and educational purposes only and is not recommendatory.The views and opinions expressed in this podcast are those of the speakers/authors and do not necessarily reflect the official policy. This podcast is for informational purposes only and should not be considered as financial, investment, or other professional advice. Copyrights for the discussed/presented books are exclusively reserved by the respective authors/publishers. The inclusion of any book does not imply endorsement or recommendation by the speaker or the producers of this video.The discussion may include references to investments in global markets. These references are not endorsements or recommendations and should not be construed as such.

Join Saurab Mukherjea and Deven Kulkarni as they explore the remarkable journey of Dr. Lal PathLabs, one of India's leading diagnostic and healthcare testing service providers. Discover how a single-location laboratory established in 1949 by Dr Major S.K. Lal transformed into a nationwide network of collection centers, revolutionizing healthcare diagnostics in India. In this episode learn more about how Dr. Lal PathLabs pioneered standardized diagnostic testing across India.

Join Saurab Mukherjea and Prashant Mittal as they dive into the story of Hermès, the iconic French luxury brand that has redefined elegance since 1837. Discover how a small Parisian harness workshop transformed into a global luxury powerhouse renowned for its exceptional leather goods, timeless design, and unparalleled craftsmanship. Explore the strategic innovations and artistic vision that have made Hermes a symbol of luxury, from its legendary Birkin bags to its celebrated silk scarves.

'Behold the Leviathan' is a book authored by host Saurabh Mukherjea and Marcellus Economist, Nandita Rajhansa which speaks multiple aspects about the Rise of Modern India.

Join Saurabh and Arindam Mandal as they unravel the captivating story of Copart, the leading used car parts marketplace in the developed world. Discover the strategic decisions and innovative approaches that have driven Copart's extraordinary growth. Learn about the company's unique business model and its impact on the automotive industry.

Join Saurabh as he brings on his colleague Jaibir Sethi as they take a deep Dive into the world of cutting-edge technology with our podcast focusing on ASML, the unsung hero of the semiconductor industry. ASML creates the advanced lithography machines that are crucial for manufacturing the world's most sophisticated computer chips.   The stocks Microsoft and ASML described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purposes only and not recommendatory

Join Saurabh as he brings along his colleague Keshav Binani to explore the incredible compounding journey of HDFC Bank. Delve into how HDFC has steadily built a legacy of trust, innovation, and financial excellence, becoming a cornerstone of India's banking sector. Learn how the financial giant continues to set new benchmarks in the ever-changing world of finance. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Join Saurabh and returning guest Tej Shah as they embark on a deep dive into the extraordinary compounding success story of Berkshire Hathaway, one of the world's largest conglomerates. They unravel the investment philosophies of Warren Buffett and the strategic decisions that transformed a struggling textile company into a global financial powerhouse. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Join Saurabh as he brings along his colleague and previous guest of the show, Rakshit Ranjan, as they navigate the remarkable journey of Trent, India's leading apparel brand. Discover how Trent has woven a legacy of growth and innovation in the fashion industry, and learn how this fashion powerhouse continues to set new standards and drive unparalleled success in the Indian retail market. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Join Saurabh as he brings on his colleague Jaibir Sethi as they go deep into the remarkable compounding success of Amazon, charting its meteoric rise from an online bookstore to a global powerhouse. Discover the secrets behind Amazon's exponential growth and explore the strategic decisions that have driven its unparalleled success. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings on his colleague Sudhanshu Nahta to decode the remarkable success story of Divi"s Labs, a powerhouse in the pharmaceutical industry. Together, they explore the innovative strategies and visionary leadership that have driven Divi's Labs to the top. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Join Saurabh and Arindam Mandal as they navigate the financial odyssey of the Danaher Corporation, and their journey to becoming the largest compounder in the developed world. Discover the secrets behind the company's extraordinary compounding success and explore the strategic decisions that have propelled the company to the top. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh invites his colleague Tej Shah to delve into the rich history of Bajaj Finance. Together, they dissect the innovative strategies and compounding principles that have propelled Bajaj Finance to become India's largest financier of consumer durables. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purposes only and not recommendatory.

Saurabh invites his colleague Jaibir Sethi to dissect Microsoft's successful history, innovative strategies, and future prospects that make it a top choice for investors. Gain valuable insights into the reasons behind Microsoft's continued growth and why it's a key player in the market.The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purposes only and not recommendatory.

Saurabh brings along his colleague, Deven Kulkarni to delve into the success story of Titan, one of India's most iconic stocks. They explore how the brand achieved household recognition and discuss its remarkable 1000x compounding journey. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings along his colleague Krishnan VR as they delve into the world of quant investing. They explore how data-driven strategies are revolutionizing the way we approach financial markets and how quantitative investing is shaping the future of wealth management. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory. BASL Advertisement Approval Number: 15054

Best-selling author and podcaster Anupam Gupta joins Saurabh for a candid and engaging discussion about the world of finance and investing. Gear up for a detailed primer on investing and how to make sound financial decisions. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh invites his colleague Nandita Rajhansa to delve into the remarkable journey of women in the Indian investing sector, exploring their rise to prominence and the pivotal role they play in shaping the country's financial landscape. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh invites his colleague Arindam Mandal to discuss the concept of global equity investing, exploring why it's crucial for Indian investors to grasp its nuances. They discuss the opportunities and challenges of investing in global markets, highlighting the potential for diversification and growth in the foreign stock market. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings along his colleague Ashvin Shetty to discuss the concept of Small Cap Investing and how investing in small-cap stocks can offer unique opportunities for capital appreciation. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings on his colleague Salil Desai to unravel the concept of Forensic Accounting. The duo shed light on its significance in today's complex financial landscape, as they navigate through the intricate web of financial investigations and fraud detection. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh invites his colleague Pramod Gubbi for a captivating discussion exploring the concept called Financialisation of Savings, as they give you a primer on how to move away from investments in the traditional asset classes and head towards financial assets. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh and Rakshit delve into a conversation about Polarization of Profits within the stock market, underscoring the significance of being well-informed for effective investment strategies. The stocks described in the podcast form a part of our Marcellus' portfolio except SBI & Manpro. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Rakshit Ranjan joins Saurabh for a deep dive into the concept of Competitive Advantage and how you can use it to help you on your investment journey. The stocks described in the podcast form a part of our Marcellus' portfolio except Unilever, Redmi, Maruti Suzuki, Samsung, Patym and Salesforce). So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Saurabh brings along his colleague and co-author Rakshit Ranjan to have a discussion about how you can build sustained wealth using the Coffee Can Investing concept. The stocks described in the podcast form a part of our Marcellus' portfolio. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stocks. The described stocks are for illustration and education purpose only and not recommendatory.

Coffee and Investing with Saurabh Mukherjea