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The Marcellus Perspective

Three Essential Reads from our Investee Companies

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency” – Bill Gates (Capgemini, 2015). Over the past decade, the way successful companies are managed has changed. The most […]


Dec 21 . 5 MIN READ
Accounting fraud and liquidity crunches are bedfellows

Published on: 29 Sep, 2018 Major accounting frauds typically come to light when liquidity tightens. Given the over 2% point jump in money market rates in India in the last 12 months, the probability of major accounting fraud coming to light in the Indian stockmarket is growing. “In many ways, capital markets are designed to […]


Sep 29 . 5 MIN READ
Three Essential Reads from our Investee Companies

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency” – Bill Gates (Capgemini, 2015). Over the past decade, the way successful companies are managed has changed. The most […]


Dec 21 . 8 MIN READ
Accounting fraud and liquidity crunches are bedfellows

Published on: 29 Sep, 2018 Major accounting frauds typically come to light when liquidity tightens. Given the over 2% point jump in money market rates in India in the last 12 months, the probability of major accounting fraud coming to light in the Indian stockmarket is growing. “In many ways, capital markets are designed to […]


Sep 29 . 5 MIN READ
Bruce Lee And The Rise Of The "Generalist"

Published on:19 August, 2019 Whilst David Epstein’s latest book, ‘Range’, has ignited the debate on Generalists vs Specialists, we believe that the ideal recipe is a combination i.e. in any competitive profession the people who will rise to the top are those who have: (1) the skills/experience to deal with a wide variety of challenges; […]


Aug 19 . 8 MIN READ
Deglobalization: The ultimate ‘fake news’ story

It has become fashionable to say that we are in the age of de-globalization driven by hyper-nationalist politicians. Thankfully, the data simply does not support such an alarmist narrative. Instead the data on trade and on capital flows shows that globalization continues to progress apace. The creation of a false narrative 2016 was the year […]


Nov 06 . 5 MIN READ
A Century of Rapid Recoveries in Consumption

Whenever the economy is hit by a mega-crisis, consumption proves to be far more robust than most people expect it to be. Furthermore, financially strong, dominant franchises consolidate market share during such crises. And finally, stockmarkets tend to perform well in the decade following major crises. In the opening quarter of CY20, stock markets crashed […]


Oct 21 . 5 MIN READ

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