Blogs

Asking Difficult Questions

Published on 14 Aug, 2019

Asking Difficult Questions

Published on:14 August, 2019 Asking tough questions which shed new light on the opportunities and challenges facing companies is a non-trivial task....


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Being Market Savvy Doesn’t Help Very Much

Published on 07 Aug, 2019

Being Market Savvy Doesn’t Help Very Much

Published on:7 August, 2019 The Government of India allowed Marcellus to incorporate as a private limited company on 7th August 2018. We have...


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The RBI Can Reverse the NBFC Crisis

Published on 30 Jul, 2019

The RBI Can Reverse the NBFC Crisis

Published on:30 July, 2019 Indian NBFCs are struggling not because of lack of liquidity in the system but because the money market has lost faith in...


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The Mahabharata and the Ethics of Investing

Published on 23 Jul, 2019

The Mahabharata and the Ethics of Investing

(Pictured above: The Panchachuli peaks photographed from Saurabh’s decrepit phone) Published on:23 July, 2019 As investment managers, can we...


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Small Data is More Important than Big Data

Published on 18 Jul, 2019

Small Data is More Important than Big Data

Published on:18 July, 2019 In the context of investing, the current fad for big data and machine learning seems overblown. Successful investing...


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Marcellus: Five Steps to Decluttering our Minds

Published on 10 Jul, 2019

Marcellus: Five Steps to Decluttering our Minds

Published on:10 July, 2019 The basic steps to reduce mental clutter appear to be relatively straightforward: (1) Start with your goals, (2) Then...


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Marcellus: The Marvel that is Munger: Learning from the Legend

Published on 27 Jun, 2019

Marcellus: The Marvel that is Munger: Learning from the Legend

Published on:27 June, 2019 Charlie Munger, as much as Warren Buffett, has lessons for those who invest in Indian stocks. The central tenet of our 12...


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Marcellus: Things Hidden Since the Foundation of the World

Published on 21 Jun, 2019

Marcellus: Things Hidden Since the Foundation of the World

Published on:21 June, 2019 In an insightful book written 40 years ago, French philosopher, Rene Girard, explains how in our desires, we are...


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Published on 14 Jun, 2019

Marcellus: Crushing Risk is More Rewarding than Chasing Returns

Published on:14 June, 2019 High flown theories of Finance & Investing don’t work in India. What works in the Indian stockmarket is risk...


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