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10DST : Saurabh mukherjea - Marcellus Investment Managers
Manage episode 323929598 series 3250560
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In this episode we have discussed about
Saurabh Mukherhjea Founder and CIO of marcellus Pms
Investment Philosophy
Stocks From Consistent Compounders & Little Champs
- Asian Paints - Not a paint company, it's a tech giant.
- Pidilite ltd. - Founders of Adhesive segment.
- Nestle India ltd. - Holding 97% of Baby milk market share.
- Amrutanjan ltd. - 2 Biggest pain balm company making deep routes in sanitary pads segment.
- Alkyl amines ltd. - Having huge moat around business with great growth potential.
- GMM Pfaudler - Major player in glass lined equipment.
Sources
Coffee Can Investing: The Low Risk Road to Stupendous Wealth
Marcellus Investment Managers Youtube channel
Visit our Blog : https://www.toounce.com/post/mcx-bulldex
Stay tuned and Happy Investing.
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