Blogs

Technology, for more than technology’s sake

Published on 31 Aug, 2019

Technology, for more than technology’s sake

Published on: 31 August, 2019 Once a new technology rolls over you, if you’re not part of the steamroller, you’re part of the road –...


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Collaboration Across Vast Networks: Lessons from the Marwaris

Published on 27 Aug, 2019

Collaboration Across Vast Networks: Lessons from the Marwaris

Published on: 27 August, 2019 The Marwari community serves as a case study of durable and extensive collaboration without the need for a dominant...


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Bruce Lee And The Rise Of The “Generalist”

Published on 19 Aug, 2019

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...


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Published on 14 Aug, 2019

Asking Difficult Questions

Published on:14 August, 2019 Asking tough questions which shed new light on the opportunities and challenges facing companies is a non-trivial task....


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Being Market Savvy Doesn’t Help Very Much

Published on 07 Aug, 2019

Being Market Savvy Doesn’t Help Very Much

Published on:7 August, 2019 The Government of India allowed Marcellus to incorporate as a private limited company on 7th August 2018. We have...


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Published on 30 Jul, 2019

The RBI Can Reverse the NBFC Crisis

Published on:30 July, 2019 Indian NBFCs are struggling not because of lack of liquidity in the system but because the money market has lost faith in...


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Published on 23 Jul, 2019

The Mahabharata and the Ethics of Investing

(Pictured above: The Panchachuli peaks photographed from Saurabh’s decrepit phone) Published on:23 July, 2019 As investment managers, can we...


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Published on 18 Jul, 2019

Small Data is More Important than Big Data

Published on:18 July, 2019 In the context of investing, the current fad for big data and machine learning seems overblown. Successful investing...


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Marcellus: Five Steps to Decluttering our Minds

Published on 10 Jul, 2019

Marcellus: Five Steps to Decluttering our Minds

Published on:10 July, 2019 The basic steps to reduce mental clutter appear to be relatively straightforward: (1) Start with your goals, (2) Then...


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