What Actually Went WRONG at Marcellus & What I'm Buying Now | ft. Saurabh Mukherjea
86K views · Sep 18, 2026 · Education
Comments · 196
@akashkumar3924 · 12 days ago
Finally, people can comment in his video 😂… in his channel, he has restricted comments out of fear 😂
61
@visweswarraokasturi6556 · 12 days ago
If it took them 4 yrs to realise the wealth destruction they did for their investors, can they identify managements which are nimble, with high moat and integrity? I doubt
57
@padmanabhanr4242 · 12 days ago (edited)
CCP = Consistently Crashing/Collapsing Portfolio from a great story teller.
28
@hariharan-ly3ig · 12 days ago
Finally, someone with the guts to ask him about his fund performance.
33
@AnoopR-t4u · 11 days ago
This guy said US market can never give returns like India and missed out the US bull market . Now talking about US market when it’s all time high
11
@sureeize · 12 days ago
He is the guy who has argued P/E does not matter...now he changed his tone....what a guy!!
29
@prashantgeet · 10 days ago
Only reason I am listening to this podcast is to do exactly opposite of whatever he is saying.
15
@Anonymous-yr1er · 12 days ago
I trusted this man and invested my 80% of savings on his so called "diamonds in the dust". I missed the whole bull run rally. I genuinely hate this man. I thank my father for not hearing my advice and invested his retirement funds in buying village farm lands
32
@ganeshshete3724 · 11 days ago
On TCS, SM said earlier that any big Tech giant developes, they have to reach out to TCS for IT and TCS deploying entry level Engineers as their moats as if TCS has best training institute. He is a sweet talker & should be in sales rather than managing funds 😊
6
@swaditi1 · 7 days ago
such an humble guy<br>so well articulate
@DV-lh2ov · 12 days ago
Great interview. Show how he operates. I wouldn't give my money to him.
26
@swapniljagtap9173 · 11 days ago
margin of safety in terms of entry price point, if hypothesis goes wrong was missing
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