These Companies CRASHED but They Came Back Stronger | Saurabh Mukherjea x Salil Desai

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

Opublikowano: 2026-10-24

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 4...