Only 51 Indian Companies Passed This Brutal Filter Saurabh Mukherjea x Salil Desai

Podcast: Coffee and Investing with Saurabh Mukherjea · Marcellus Investment Managers

Opublikowano: 2026-09-26

Invest with Marcellus: https://invest.marcellus.in/How do you tell a genuinely great company from one that has simply had a good decade? In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Salil Desai — his co-author on The Art of Enduring: How Great Companies Turn Crisis into Opportunity, and Marcellus' Head of Research — about the brutal filter the two of them built to answer that question.Ten years ago, The Unusual Billionaires screened India's listed universe on a decade of data, 15% return on capital employed and 10% revenue growth. The Art of Enduring goes harder. The reference period stre...