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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends
Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers, chip equipment makers, and industrial distributors, alongside defence and aerospace firms like Airbus, and ultra-luxury brands, driven by distinct megatrends.
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economictimes.indiatimes.com
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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends
Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers,…
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We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh Mukherjea
India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earnings growth. Artificial intelligence is…