Saurabh Mukherjea
FollowThe latest interviews, podcast appearances, and blog posts from Saurabh Mukherjea, updated daily.
The New Crorepatis of India | Saurabh Mukherjea x Nandita Rajhansa
Who are India's new crorepatis? Not the salaried middle class.
These Companies CRASHED but They Came Back Stronger | Saurabh Mukherjea x Salil Desai
Why do great companies get stronger with age, when most things decay? And why do so few investors hold on to them long enough to benefit? The answer lies in what Salil Desai calls "befriending time".
Indian Stocks That Turned Crisis into Growth | Saurabh Mukherjea x Salil Desai
Why do crises make great companies stronger? Every company faces one sooner or later. Kodak and GE could not escape theirs, and more than 85% of India's NBFCs went bust in the late 1990s.
The Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai
Divi's Laboratories could enter a market worth more than $800 billion tomorrow. It has the chemistry. It has the customers. It has refused for 35 years.
Why Do Titan and Bajaj Finance Let Their People Fail? Saurabh Mukherjea x Salil Desai
If investing in talent is so obvious, why do so few companies do it?
Why Indian Consumption Is Booming Without the Middle Class | Saurabh Mukherjea x Nandita Rajhansa
If the middle class isn't spending, who is? Official data says consumption is growing at 7.7% a year, yet FMCG volume growth is just 4–5% and smartphone volumes are shrinking.
Exports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa
Like our philosophy? Invest with us: Exports are up 17%, so why does almost no investor own an Indian manufacturer?
How Ordinary Indians Can Build Wealth Rupa Venkatkrishnan on the Power of Compounding
Explore investment offerings from the house of Marcellus: does it take to build wealth when you don't start with wealth?
Only 51 Indian Companies Passed This Brutal Filter Saurabh Mukherjea x Salil Desai
do you tell a genuinely great company from one that has simply had a good decade?
Biotech Could Create India’s Next Big Investment Opportunities Saurabh Mukerjea x Ria Deshpande
if some of the most important technologies of the future are already living inside us?