Blogs

Do Brands Really Matter?

Published on 26 Nov, 2020

Do Brands Really Matter?

“For an incumbent to enjoy competitive advantages on the demand side of the market, it must have access to customers that rivals cannot match....

Deglobalization: The ultimate ‘fake news’ story

Published on 06 Nov, 2020

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...

How CAPM has hurt a Generation of Indian Investors

Published on 28 Oct, 2020

How CAPM has hurt a Generation of Indian Investors

The Capital Asset Pricing Model clearly does not work in India – neither in theory nor in practice – because in the Indian market, risk &...

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...

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