Products
Marcellus’ MeritorQ PMS takes a rules-based approach to screen for companies with low leverage, consistent profitability and which pass the Marcellus’s quantitative forensic accounting framework.
High quality mid-sized companies have been amongst the biggest wealth creators in Indian equities over the last 3, 5 and 10 years.
newsletters
When ‘Loss Aversion’ Meets ‘Time Horizons’ in Equity Investing
Feb 06 . 8 MIN READ
Little Champs: Spotlighting Vijaya Diagnostic
Jan 31 . 10 MIN READ
Boring Companies Compound Profits At 20% p.a.
Jan 23 . 8 MIN READ
The Cheaper They Get, The More We Buy
Jan 18 . 9 MIN READ
MeritorQ: The Power of Checklists
Jan 11 . 10 MIN READ
Divis: Greatness in Indian Pharma
Jan 06 . 11 MIN READ
Blogs
Exit Traditional Capitalism, Enter ‘Capitalism Without Capital’
Feb 07 . 19 MIN READ
The Best Blogs of 2022
Dec 28 . 5 MIN READ
The Best Newsletters of 2022
Dec 27 . 6 MIN READ
3 LoNGs, 3 shorts
The price of ‘sugar free’: are sweeteners as harmless as we thought?
Feb 06 . 4 MIN READ
Everything You Can’t Have
Feb 05 . 2 MIN READ
Eoin Morgan: ‘In the shorter format, every batter has the ability to play aggressively’
Feb 05 . 3 MIN READ
Mewat women have found freedom online. Men can stare, taunt, misuse pics, they won’t sign out
Feb 05 . 3 MIN READ
Bruce Greenwald on the Future of Value-Oriented Investing
Feb 05 . 6 MIN READ
Spread of railways, WWII demands—How USHA sewing machine came to dominate Indian markets
Feb 05 . 5 MIN READ
VIDEOS
webinar
Marcellus MeritorQ Webinar in GUJRATI – The Power of Checklists
webinar
Discussion with Nandan Nilekani & Saurabh Mukherjea – “How Digital Public Goods are Changing India”
webinar
Marcellus “Kings of Capital” Webinar – Update on the KCP Portfolio.
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