Synopsis
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
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