Blogs

How Investors Are Trapped By The Prisoner’s Dilemma

Published on 28 Aug, 2020

How Investors Are Trapped By The Prisoner’s Dilemma

Whilst there are dozens of books on how to invest like Warren Buffett, most investors spend their lives far away from the compounding heaven in which...

The Antifragility Test Applied to Consistent Compounders

Published on 21 Aug, 2020

The Antifragility Test Applied to Consistent Compounders

Antifragility is a much talked about virtue these days. However, what are the sources of antifragility? Why are some companies antifragile whereas...

The Difference Between Great and Good Investors

Published on 14 Aug, 2020

The Difference Between Great and Good Investors

Great investors differ from good investors in three key respects: (1) they are able to reduce mental clutter and thus focus more deeply on the key...

“The Victory Project” on Marcellus’ Second Birthday

Published on 07 Aug, 2020

“The Victory Project” on Marcellus’ Second Birthday

  This week we celebrate a triple triumph – Mumbai’s quiet victory against the ravages of Covid-19, Marcellus’ second birthday and the...

Introducing Kings of Capital – our financial sector PMS

Published on 27 Jul, 2020

Introducing Kings of Capital – our financial sector PMS

Over the past decade, India’s Financial Services sector has been hammered by demonetisation, the ILFS crisis, Yes Bank’s collapse and now the...

When Products Drive Profits

Published on 23 Jul, 2020

When Products Drive Profits

Some of the most inspiring entrepreneurial stories are written when professionals venture out on their own. Building on their education and/or...

The Rise of the Next Generation of Champion Franchises

Published on 18 Jul, 2020

The Rise of the Next Generation of Champion Franchises

Covid-19 is leading to rapid consolidation across a range of sectors in India, including sectors in which well-run small cap companies participate....

The Most Damaging Myths in Indian Investing

Published on 24 Jun, 2020

The Most Damaging Myths in Indian Investing

Portfolio construction based on grandmothers’ stories and advice from snake oil salesmen means that the vast majority of affluent Indians have...

Inside the Mind Of the Indian Monopolist

Published on 16 Jun, 2020

Inside the Mind Of the Indian Monopolist

All happy companies are different: each one earns a monopoly by solving a unique problem. All failed companies are the same: they failed to escape...

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