Build A Strong Portfolio With “Coffee Can Investing”.

“Coffee Can Investing” by Saurabh Mukherjea, Rakshit Ranjan, and Pranab Uniyal gives simple strategies to build a sound base for our financial plans and portfolios. The authors introduce two characters, Mr. Talwar and Mr. Sanghvi, as financially clueless. Their spending habits leave their finances in shambles. Readers learn with them as the book progresses. The authors educate about the ups and downs of the markets. They also explain the magic of compounding and the power of systematic financial planning. The book gives practical tips for a robust financial foundation.

The book focuses on the Coffee Can Investing philosophy. It promises to:

• Deliver results,
• Simplify portfolios, and
• Grow wealth.

The authors suggest a three-tiered plan for investing in Indian markets. They advocate a blend of:-

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1. Exchange-Traded Funds(ETFs) for large-cap stability,
2. Coffee Can Portfolio to tap the growth in large and mid-caps,
3. Selective stock picking in the small to mid-cap domain to seek high returns with high risks.

The authors suggest a balanced approach to growth and risk. They aim to capitalize on opportunities in India’s growing economy. Saurabh Mukherjea, Rakshit Ranjan, and Pranab Uniyal view small-cap investments as both risky and promising. Their advice is to seek expert guidance for sound decisions.

“Coffee Can Investing” educates about Indians’ preference for Real Estate and Gold. The authors challenge established conventions. The authors point out liquidity issues with real estate investments. They promote the benefits of investing in stocks – which are more liquid and offer higher yields. They encourage a shift in perspective. They advise investors to diversify their investments and add dynamic financial instruments to portfolios.

“Coffee Can Investing” focuses on high-quality stocks. The authors advise carefully choosing them using two filters: consistent revenue growth and high ROCE. The “Coffee Can Portfolio” is inspired by Robert Kirby. It supports a buy-and-hold approach. The authors emphasize patience and compounding, which boost wealth over time. It aligns with long-term financial goals.

“Coffee Can Investing” explores the evolution of India’s stock market rules. It covers the challenges due to a lack of market leaders. Warren Buffett’s investing inspired parts of the book. It suggests choosing businesses with good long-term potential, ethical leadership, and reasonable prices.

Sometimes, the author’s firm seems too much advertised in the book. But the advice offered is practical and solid. The authors have not shied away from their criticisms of physical assets in gold and real estate. Some readers may not appreciate this. These preferences are due to our past tendencies for both these asset classes, a fact the authors highlight.

“Coffee Can Investing” is a sound guide backed by solid arguments and research. For the average investor in India, it provides great insights and confidence. The authors have carefully tried to blend theory with valuable tips. Readers can apply them right away. Advice on investing in Large and Mid-Cap ETFs instead of similar MFs was eye-opening. ETFs have lower expense ratios. The authors’ argument is sound in this regard and makes total sense. Saurabh Mukherjea, Rakshit Ranjan, and Pranab Uniyal have successfully conveyed complex investment concepts in an accessible manner. The book offers excellent advice to investors. It is a testament to the deep understanding and experience of the Indian Markets shown by the authors.

My Rating:- ★ ★ ★ ★ ★

Coffee Can Investing: The Low-Risk Road to Stupendous Wealth: Goodreads Rating: 4.06

Reviewed On:

• e-book
• Total Pages: 367
• Genre: Non-Fiction/Finance
• Coffee Can Investing: The Low-Risk Road to Stupendous Wealth: Saurabh Mukherjea, Rakshit Ranjan, and Pranab Uniyal.