How to Pick Indian Companies that Survive Every Crisis The Art of Enduring Saurabh x Salil

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Invest with Marcellus: https://invest.marcellus.inWhat separates a great company from the rest?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his co-author Salil Desai about their new book, *The Art of Enduring: How Great Companies Turn Crisis into Opportunity*.They discuss what makes certain businesses endure when the world around them is falling apart, and why the best companies don't necessarily try to beat every crisis. Instead, they focus on building competitive advantages, staying disciplined and letting time work in their favour.Saurabh and Salil revisit the companies featured in the book, including Bajaj Finance, Dr. Lal PathLabs, Tata Elxsi, Divi's Laboratories and Titan. They discuss how these businesses have navigated disruption, built formidable competitive advantages and continued to compound through periods of extraordinary uncertainty.The conversation also explores the idea of "befriending time" — a mindset inspired by Rahul Dravid's approach to Test cricket — and why patience, consistency and doing the simple things well can be powerful advantages in both business and investing.---💡 Key Takeaways⮞ What makes great companies endure: Why some businesses emerge stronger from crises while others fall by the wayside.⮞ Befriending Time: Why enduring companies focus on what they can control and allow time to work in their favour.⮞ Competitive Advantage: How innovation, brands, architecture and strategic assets can create advantages that strengthen over time.⮞ Learning from Corporate India: What Bajaj Finance, Dr. Lal PathLabs, Tata Elxsi, Divi's Laboratories and Titan can teach us about building enduring businesses.⮞ A Framework for Investors: How investors can use a structured approach to identify companies with durable competitive advantages.⮞ From Business to Investing: Why understanding how great businesses are built can improve the way we think about long-term investing.⮞ Consistent Compounding: Why owning high-quality franchises for the long term can matter more than chasing e