Coffee Can Portfolio
Based on Saurabh Mukherjee's Coffee Can — buy quality and forget. 10-year revenue and ROCE consistency with no need to monitor.
Screener.in Query
Copy and paste this directly into Screener.in
Sales growth > 12 AND
Sales growth 10Years > 12 AND
Return on equity > 20 AND
Average return on capital employed 10Years > 20 AND
Market Capitalization > 1000 AND
OPM > 18Step: Copy the query above → Open Screener.in → New Screen → Paste in the query box → Run
What It Finds
Companies with consistent 10%+ revenue growth and ROCE above 15% over 10 years — businesses you can buy and hold for a decade without monitoring.
Why It Works
The Coffee Can philosophy is to find businesses so good you can put them in a metaphorical coffee can and not touch them for 10 years. Quality companies compound best when you don't disturb them.
Best For
Best Market Conditions
Things to Watch Out For
- Returns require a full market cycle — at least 5–7 years
- Industries can be disrupted even for the best companies
- Concentration risk if all results are from the same sector
After Running the Screen
- 1Check each company's annual report and latest quarterly results.
- 2Verify the current valuation is reasonable — not just passing the screen.
- 3Look for insider ownership and promoter pledge levels.
- 4Always invest only what you can afford to hold for 3+ years.
About Collections Investing
Collections are curated multi-factor screens that apply the investment philosophies of legendary investors to Indian equity markets. Each represents a complete investment worldview, not just a filter set.
Warren Buffett built Berkshire Hathaway on one insight: find businesses with economic moats — structural competitive advantages that allow them to earn high returns on capital for decades, not just years. In Indian markets, that means consistent 20%+ ROCE over 10 years, low equity dilution (management isn't growing by constantly issuing new shares), minimal debt, and high operating margins. The number of stocks passing this filter is deliberately small: perhaps 20–40 across NSE and BSE.
Related Screens
High ROCE Compounders
Find businesses generating consistently high returns on capital over 10 years with low debt — the hallmark of a true compounding machine.
Debt Free + Profit Growth
Zero-debt companies with accelerating profit growth — financial fortress businesses that fund their own growth without borrowing.
Consistent Profit Growers (5 Year)
5-year consistent profit compounders with strong ROE and manageable debt — businesses proven to grow through multiple market cycles.
Disclaimer: These screens are for educational and research purposes only. Results are based on historical financial data and do not constitute investment advice. Past screen performance does not predict future returns. Always verify data on BSE/NSE and consult a SEBI-registered investment advisor before investing.