How To Pick Stock For Your Coffee Can Portfolio | Ft. Saurabh Mukherjea

Original: How To Pick Stock For Your Coffee Can Portfolio | Ft.Saurabh Mukherjea

21.7K views · Jul 16, 2022 · 3:28 min · Watch on YouTube ↗

Takeaway

Coffee Can investing distills stock picking into three filters: clean accounts, essential products, and monopolistic market positions.

Summary

Saurabh Mukherjea's simple Coffee Can filter: 15% minimum ROCE every single year for 10 years in a row AND 10% revenue growth every year for 10 years
Only 12-15 Indian companies pass this test; holding them 3-5-10 years compounds ~20% annually with volatility lower than govt bonds
Advanced framework for CA/finance-trained investors: filter out fraudsters first - 80% of Indian listed promoters cook books per Mukherjea's 'Unusual Billionaires'
After clean accounts, look for essential everyday products (basic staples, baby milk powder, undergarments, blood medicine, painkillers) because India is poor
Final filter is monopolists - Indian monopolies generate ~45% ROCE and reinvesting that compounds wealth at steady 20%+

Coffee CanSaurabh MukherjeaROCE

Original description

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Good Books On Investing & Stock Markets:

Learn to Earn: A Beginner's Guide to the Basics of Investing: https://amzn.to/2nm86sn
Beating the Street(Peter Lynch): https://amzn.to/2njBUWJ 
Value Investing & Behavioural Finance(Parag Parikh): https://amzn.to/2njMa19
Common Stocks & Uncommon Profits(Philp Fisher) : https://amzn.to/2XLtg2r
The Little Book That Still Beats the Market (Joel Greenblatt): https://amzn.to/3i90z75
One Up On Wall Street (Peter Lynch) : https://amzn.to/31pNFL8
Competition Demystified: A Radically Simplified Approach to Business Strategy: https://amzn.to/3fuupkI
The Unusual Billionaires (Saurabh Mukherjea): https://amzn.to/2XLuXNl
Coffee Can Investing (Saurabh Mukherjea): https://amzn.to/2Dd5PIg
How to Avoid Loss & Earn consistently in Stock Market: https://amzn.to/2o4Xs9H
The Intelligent Investor: https://amzn.to/2oMKJZn
Bogle on Mutual Funds: https://amzn.to/2o9G5nT


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