Summary of Market Live: Saurabh Mukherjea’s Investing Mantra; Time To Buy Or Wait For A Dip? | Hot Stock Bets

00:00:00 - 00:30:00

Saurabh Mukherjea, CEO of Kings Capital, discusses his investment mantra, which is to buy quality companies with good management and tight technology only when the market is priced right. He also notes that the current markets are unfavorable for companies with no income or consumption.

• 00:00:00 Saurabh Mukherjee discusses the current market conditions and why he believes that the global Back Road risks are now decisively behind us. He also discusses the quality of companies he looks for and how share prices have kept up with free cash flow compounding over the last few years.
• 00:05:00 In this video, Saurabh Mukherjea discusses his investing mantra, which is to buy or wait for a dip in a company's stock price. He believes that the current banking story is very different from 10 years ago, and that public sector institutions have had a great run. He also mentions that if a company does not make money in terms of free cash flow, it is difficult to invest in it.
• 00:10:00 In this video, Saurabh Mukherjea discusses his investing mantra, which is to buy cyclicals that consistently give free cash flow growth or profit growth. He also talks about htfc bank, which he believes has done an excellent job in the past four years.
• 00:15:00 Saurabh Mukherjea, CEO of Kings Capital, gives his investing mantra for the market, which is to buy stocks when they are undervalued and to avoid investing in banks that are facing MPA problems. He also mentioned that HDFC Bank is a good investment given their strong compounding and their access to the sticky home loan market.
• 00:20:00 This video is about Saurabh Mukherjea's investing mantra, which is to focus on the fundamental strength of a company's franchise and buy its stock only when it is at a fair price. He also notes that banks have had a good recent run, so in his portfolio, size is based on the strength of the bank's franchise and not on the stock's current price. If the stock price falls, he will ramp up his position and buy the stock. He believes that the company's management is excellent and that the market is underestimating Asian paints' growth potential.
• 00:25:00 Saurabh Mukherjea discusses his investment mantra, market trends, and the strategy behind investing in rate management teams. He also discusses the importance of hiring good people and having a competitive corporate culture.
• 00:30:00 The author of the video shares his investing mantra, which is to buy quality companies with good management and tight technology, when the market is priced right. He also notes that the current markets are unfavorable for companies with no income or consumption.