Blogs

A Century of Rapid Recoveries in Consumption

Published on 21 Oct, 2020

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...

Five Non-Finance Books That Investors Will Enjoy

Published on 23 Sep, 2020

Five Non-Finance Books That Investors Will Enjoy

We spent two years reading extensively before we published the “The Victory Project”. The books which led to “The Victory Project” are the...

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....

1 2 3 11