Blogs

Published on 18 Jan, 2019

Marcellus: Reading VS Naipaul Will Make You Richer

Published on: 18 Jan, 2019 Intensely researched, well thought through non-consensus opinions are priceless. VS Naipaul’s final book on India is an...


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Published on 11 Jan, 2019

Marcellus: Does Spirituality Help Improve Clarity of Thought?

Published on: 11 Jan, 2019 Any activity which entails making a call on the future is as much about managing emotions as it is about rational...


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Published on 04 Jan, 2019

How Competitive Advantage Drives Churn in the Stockmarket

Published on: 4 Jan, 2019   The extent of competitive advantage possessed by a firm can fluctuate as the sector in which the firm operates grows...


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Published on 28 Dec, 2018

Grand Fortunes and the Illusion of Competition

Published on: 28 Dec, 2018 Through the ages, the greatest and most lasting fortunes have been built on the back of commercial opportunism allied with...


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Published on 20 Dec, 2018

Your memory will determine how much money you make

Published on: 20 Dec, 2018 Memory in all its avatars (perception, projection, intelligence) plays a big role in how we invest. The fragility of our...


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Published on 09 Dec, 2018

Who is Marcellus and why does he matter

Published on: 9 Dec, 2018 We live in era defined by majoritarianism and social-media driven consensus. In such an age we seek inspiration from the...


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Published on 02 Dec, 2018

System level thinkers

Published on: 2 Dec, 2018 The intellectual legacies of four titans show that the smartest thinkers of every epoch are able to understand how the...


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Published on 28 Nov, 2018

Weak EPS growth and strong GDP growth can coexist

Published on: 28 Nov, 2018 There is needless angst in India about EPS growth staying weak even as the economy grows at 7%. Such a phenomenon is...


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Published on 19 Nov, 2018

Have we hit Peak Finance

Published on: 19 Nov, 2018 The combination of a rising fiscal deficit & tighter monetary policy in the US is pushing the world’s risk free rate...


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