Blogs

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...

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...

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...

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...

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...

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...

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...

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...

Published on 11 Nov, 2018

The role of Outsiders in investing

Published on: 11 Nov, 2018 The success of non-establishment figures in reshaping the investment landscape in America over the past 40 years gives...