📖 Iss Kitab Ke Baare Mein
Coffee Can Investing (2018) Saurabh Mukherjea, Rakshit Ranjan aur Pranab Uniyal ki landmark Indian investing book hai — Penguin Random House India ne publish ki. Yeh shayad pehli mainstream Indian-author finance book hai jisne Buffett-style 'quality compounding' framework ko Indian stock market data + Indian examples ke saath unlock kiya. Marcellus Investment Managers ki philosophy ki yeh public bible hai.
'Coffee can' naam Robert Kirby ke 1984 essay se aaya hai — pranai zamane mein log shares ke physical certificates coffee can mein chhupa ke chhod dete the, fir 10-20 saal baad kholne par massive wealth banti thi. Mukherjea team ne yeh philosophy Indian context mein test ki — Nifty 50, BSE 500 ke data par. Filter simple hain: company ka revenue 10%+ CAGR last 10 years, ROCE 15%+ har saal 10 years, debt manageable. In filters par fit hone wali companies ko buy karo, fir 10 saal mat dekho. Backtested result: 20-26% CAGR — Nifty se 8-12% better.
Indian companies jo iss filter pe historically pass hui hain: HDFC Bank, Asian Paints, Pidilite, Marico, Nestle India, ITC, Bajaj Finance, Hindustan Unilever, Titan, Britannia. Yeh wahi 'Marcellus Consistent Compounders' (CCP) portfolio ka backbone hai. Note: 2022-2024 mein quality-bias underperform kar gaya (smallcaps + PSU rally), aur Mukherjea ne khud honest performance reports mein yeh accept kiya — coffee can ka asli test 10+ years hota hai, 2 years nahi.
Kitaab ki strength yeh hai ki India-specific examples deti hai — Asian Paints ka 2003-2018 mein 50x return, Page Industries ka 100x in 12 years, Pidilite ka 30x. Yeh stories Hindi readers ko inspire karti hain. Weakness: kitaab English mein hai aur thoda dense — Hindi readers ke liye Mukherjea ke YouTube interviews (Zerodha Varsity, Akshat Shrivastava) zyada accessible hain. Lekin foundational thinking iss kitaab se hi aati hai. Jo SIP se aage badhna chahte hain — direct stocks ya PMS mein — unke liye Coffee Can Investing aur Diamonds in the Dust starting point hain.
Year
2018
Global Sales
Indian bestseller; 100,000+ copies (Marcellus public mentions)
In India
#1 Indian-author personal finance book on Amazon.in (2019-2021)

