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...
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...
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...
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...
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...
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...
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....
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...
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...