Blogs

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...

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....

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...

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...

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...

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...

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...

Published on 27 Jun, 2019

Marcellus: The Marvel that is Munger: Learning from the Legend

Published on:27 June, 2019 Charlie Munger, as much as Warren Buffett, has lessons for those who invest in Indian stocks. The central tenet of our 12...

Marcellus: Things Hidden Since the Foundation of the World

Published on 21 Jun, 2019

Marcellus: Things Hidden Since the Foundation of the World

Published on:21 June, 2019 In an insightful book written 40 years ago, French philosopher, Rene Girard, explains how in our desires, we are...

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