As the investment landscape around us becomes more volatile and several get-rich-quick schemes try to sway us left, right and centre, it becomes a necessity to develop a sound financial mind.
Join Saurabh Mukherjea, founder of Marcellus Investment Managers, and author of “Coffee Can Investing”, as he takes you on a captivating journey through the world of investments, peppered with anecdotes and success stories.
Saurabh, along with his cohort of financial experts come together to simplify and condense years of investment knowledge with real life case studies on how to build your wealth.
These Companies CRASHED but They Came Back Stronger | Saurabh Mukherjea x Salil Desai
Why do great companies get stronger with age, when most things decay? And why do so few investors hold on to them long enough to benefit? The answer lies in what Salil Desai calls "befriending time".In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his colleague and co-author Salil Desai in their fifth conversation on The Art of Enduring.Great companies don't panic when the environment turns against them. They wait it out, focus on their core strengths and come out fitter. Time matters just as much for investors: in Salil's illustration, ₹1 growing at 15% a year becomes ₹268 in 40 years, but only ₹16 in 20. The catch is that great companies never compound in a straight line, and most investors bail out during the falls. Saurabh and Salil discuss how to tell a temporary blip from a structural decline, and why panicking at the first alarm is like leaving a Christmas party before lunch.Chapters00:00:00 Coming Up00:00:55 The Art of Enduring So Far00:02:19 What Is Befriending Time?00:04:00 Why Investors Must Befriend Time00:04:46 Time Sits at the Top00:06:19 The Portfolio-Level Effect00:08:49 Why Long-Term Investing Is Hard00:11:54 Why Great Companies Get Better With Age00:13:58 How Old Are the World's Top Companies?00:15:42 The Journey Is Never Linear00:19:10 Blip or Structural Decline?00:21:25 A Christmas Party Lesson00:24:05 Investing in Great CompaniesInvest with Marcellus: https://ccp.marcellus.in?utm_source=Spotify&utm_medium=organic&utm_campaign=DrawdownsAreAFeature&utm_product=CCP&utm_id=PodcastMarcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. Discover our approach to investing here: www.marcellus.in
14 Oct 2026
Indian Stocks That Turned Crisis into Growth | Saurabh Mukherjea x Salil Desai
Why do crises make great companies stronger? Every company faces one sooner or later. Kodak and GE could not escape theirs, and more than 85% of India's NBFCs went bust in the late 1990s. What separates the good from the great is how they tackle it.In this episode of Coffee & Investing, Saurabh Mukherjea and his colleague and co-author Salil Desai discuss the third trait of great companies in their book, The Art of Enduring: taking crisis head-on.When the global financial crisis hit, Tata Elxsi's clients cancelled contracts within weeks and its profits plunged. Rather than lay people off, its leaders held a candid town hall, kept their engineers and went on to win a do-or-die deal, after which revenues and profits ramped up for a decade. Divi's Labs, shut out of the US by an FDA import alert, leaned on decades of trust with big pharma customers to get the alert lifted in record time.Chapters00:00:00 Coming Up00:00:52 The Third Trait of Great Companies00:01:33 Why No Company Escapes a Crisis00:03:15 The Question Readers Keep Asking00:04:45 Survive, Steady, Rebuild00:08:08 Tata Elxsi's Early Struggles00:09:53 The GFC Hits Tata Elxsi00:11:24 A Candid Town Hall00:13:07 The Do-or-Die Deal00:15:21 Great Companies, Deep Drawdowns00:17:52 Divi's Labs and the FDA Import Alert00:21:07 Investing in Such FranchisesInvest with Marcellus: https://ccp.marcellus.in?utm_source=Spotify&utm_medium=organic&utm_campaign=HowGreatCompaniesUseCrisis&utm_product=CCP&utm_id=PodcastMarcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. Discover our approach to investing here: www.marcellus.in
7 Oct 2026
The Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai
Divi's Laboratories could enter a market worth more than $800 billion tomorrow. It has the chemistry. It has the customers. It has refused for 35 years.Saurabh Mukherjea and his co-author Salil Desai, Marcellus' Head of Research, on why that refusal is the first trait in their new book, The Art of Enduring.Divi's makes active pharmaceutical ingredients — paracetamol is the API, Crocin is the tablet built around it — and supplies roughly 70% of the world's dextromethorphan. It will not make the tablet, because the companies that do are its customers, and it has said so in print since its 2007 annual report. From FY06 to FY25, revenue and profit after tax both grew at around 20% a year.Chapters00:00:00 Coming Up00:01:30 Three Traits of Enduring Companies00:02:19 Trait One: Knowing Your Core00:02:33 Why Focus Is So Hard00:04:22 Bruce Lee on the Same Kick00:04:59 Divi's Laboratories and the API Business00:06:18 70% of the World's Dextromethorphan00:06:30 Why Not Make the Tablet?00:08:20 The Cardinal Sin in Business00:12:06 Contrast Media and Nutraceuticals00:15:05 Why Focus Lifts Returns on Capital00:23:09 Investing with MarcellusInvest with Marcellus: https://invest.marcellus.in/auth?utm_source=Spotify&utm_medium=organic&utm_campaign=ArtOfEnduringCoreStrengths&utm_id=PodcastMarcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. Discover our approach to investing here: www.marcellus.in
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