Saurabh Mukherjea is the founder and chief investment officer of Marcellus Investment Managers. He is a writer, a thinker, and a man full of new — and sometimes — contrarian ideas. He created a minor controversy when he said that P/Es (price earnings) don’t really matter. In an e-mail interview with Ami Shah, Mukherjea answered questions on everything from his style of investing to the music he enjoys. Excerpts:
Are you a value or a growth investor? Marcellus Investment Managers invests in high-quality companies that are trading at deep discounts to their intrinsic value.What are your learnings from a value investor like Warren Buffett? He also bought Apple at its peak and today it accounts for 40% of his portfolio.What we have learnt from Buffett is that a stock market is a wealth-transfer mechanism — it transfers wealth from the impatient to the
Uh-oh! This is an exclusive story available for selected readers only.
Worry not. You’re just a step away.
Exclusive Economic Times Stories, Editorials & Expert opinion across 20+ sectors
Stock analysis. Market Research. Industry Trends on 4000+ Stocks
Clean experience with
Comment & Engage with ET Prime community
Exclusive invites to Virtual Events with Industry Leaders
A trusted team of Journalists & Analysts who can best filter signal from noise