Why Saurabh Mukherjee Failed ??
Video description:
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Saurabh Mukherjea was once considered one of India’s most respected investing voices. But what went wrong with his Coffee Can Investing strategy and Marcellus Investment Managers?
In this video, we break down Marcellus’ rise and fall, its underperformance, expensive valuations, broken moats, key portfolio mistakes, backtested returns vs real-world performance, and the changing Indian market.
Most importantly, we look at the investing lessons behind Saurabh Mukherjea’s own admission: “We failed.”
This is not about calling anyone a fraud or declaring a strategy dead. It is about understanding how even a good investing philosophy can fail when valuation, timing, competition and changing market conditions work against it.
Topics covered: Saurabh Mukherjea, Marcellus Investment Managers, Coffee Can Investing, PMS, Consistent Compounders Portfolio, Relaxo, Asian Paints, Bajaj Finance, Little Champs, valuation mistakes, quality investing, stock market investing.
#SaurabhMukherjea #Marcellus #CoffeeCanInvesting #StockMarket #Investing #IndianStockMarket #PMS #ValueInvesting
via https://www.youtube.com/watch?v=c4niRudYfNc
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