Coffee and Investing with Saurabh Mukherjea

In this insightful episode, our Founder and CIO, Saurabh Mukherjea, hosts Vishal Dhawan, the founder of Plan Ahead Wealth Advisors, to break down the essential elements of lasting financial success. Vishal shares his journey and reveals why the advisory model you choose is more important than your next stock pick.

In this episode, we break down the government's massive ₹8 trillion capital expenditure program (an astonishing 34% per annum growth from 2021-24) and analyse its real-world impact.

You've heard of the S&P 500 Index and the MSCI World Index. But do you know about the companies behind them? S&P Global and MSCI are two of the most powerful, yet least understood, giants in finance. Their decisions quietly shape trillions of dollars in global investments. Listen to the podcast to learn more.

What's the point of building wealth if it doesn't build a happier life? In a special episode of Coffee and Investing, Saurabh Mukherjea flips the script. He's not giving the answers; he's asking the questions to one of the most thoughtful minds in Indian investing, Amar Pandit, founder of The Happiness Factory.

​The very engine of wealth creation—the family business—often becomes an illusion of safety, leading entrepreneurs to neglect the fundamental principle of wealth preservation: Asset Allocation. In this episode of our podcast series, Saurabh and Manish dive deep into the financial mistakes Indian business families make and the ways to overcome them.

That 'useless' trash you throw away every day? It's the foundation of a multi-billion-dollar empire. In this podcast, Saurabh and Mayank dive deep into the company and help us understand how Waste Connections became a ~$45Bn company.

How can one get away from this distraction and make the most of their time and money? In this episode, Saurabh and Nandita not only dive into these alarming trends but also discuss the path forward. A key solution to counter these risks is building a disciplined financial plan to achieve your goals. At Marcellus, we’ve developed an Asset Allocation Tool to help you navigate the world of investing...

In our latest "Coffee and Investing" podcast, Saurabh and our Global guru, Arindam, dive deep into why it's a great time for Indians to start investing in quality global companies. It's a strategy that not only complements your Indian investments but also aligns with the way you're already spending your money.

To understand the complexities Affluent Indians face, we collaborated with Dun and Bradstreet on a comprehensive survey. Join us for an in-depth analysis of its findings.

In this episode, we pull back the velvet curtain on LVMH – one of the world's leading luxury conglomerates. Join us as our CIO, Saurabh Mukherjea and our Global Analyst, Prashant Mittal explore how Bernard Arnault built an empire, from iconic fashion houses like Louis Vuitton and Dior to champagne, jewelry, and hotels. They uncover LVMH’s shrewd business strategies, acquisition secrets, and wh...

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 opp...

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;...

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 offe...

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 ho...

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 Co...

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 abo...

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...

'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 pa...

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 p...

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...

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...

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 Marcell...