Publications

Coffee Can Investing

Type
Link
Cost
Paid
Published
2018
Full Name
Coffee Can Investing: The Low Risk Road to Stupendous Wealth

Most people invest in the usual assets: real estate, gold, mutual funds, fixed deposits, and stock markets. All they end up making is a measly 8 to 12 percent per annum. Saurabh Mukherjea puts his money where his mouth is. He follows the Coffee Can approach to high-quality, low-risk investing. His firm, Ambit Capital, is one of the largest wealth managers in India which invests with this approach and delivers stupendous returns. In Coffee Can Investing, Saurabh will show you how to go about low-risk investments that generate great returns.

The stocks considered must be filtered in the following manner:

  1. The company selected must have a market cap of at least 500 crores

  2. Revenue growth of the company must be at least 10% each year for the last 10 years

  3. The ROCE of the companies must be more than 15%


Benefits of Coffee Can Investing

  1. Minimum expenses

  2. No need for tracking the portfolio

  3. Not affected by volatility

  4. Outperformance by 8-10%


Contents

Introduction

  • Chapter 1: Mr. Talwar's Uncertain Future

  • Chapter 2: Coffee Can Investing

  • Chapter 3: Expenses Matter

  • Chapter 4: The Real Estate Trap

  • Chapter 5: Small is Beautiful

  • Chapter 6: How Patience and Quality Intertwine

  • Chapter 7: Pulling It All Together

  • Chapter 8: Designing Your Own Financial Plan

Appendix 1: Detailed Coffee Can Portfolios

Appendix 2: How Punchy Can the P/E Multiple of a Great Company Be?

Appendix 3: Should Investors Sell Coffee Can Stocks When Markets are Richly Valued?

Appendix 4: How Coffee Can Portfolios Outperform during Market Stress

Appendix 5: The Role of Starting Period Valuations in Determining Investment Returns