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e-mail: sales@marcellus.in
Marcellus Investment Managers
929, DBS Business Centre, B Wing, Kanakia Wall Street
Andheri-Kurla Road, Andheri - East, Mumbai - 400 093
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Please reach out to us at
Board Line : 022 6267 6872
Sales Desk: 022 6267 6876
e-mail: sales@marcellus.in
Marcellus Investment Managers
929, DBS Business Centre, B Wing, Kanakia Wall Street
Andheri-Kurla Road, Andheri - East, Mumbai - 400 093
MeritorQ uses forensic ratios to evaluate the accounting quality of Indian companies. As we highlighted in our February newsletter – Forensic Accounting Using Quant Methods Boosts Returns – our accounting checks can identify accounting frauds well in advance of the actual drawdown event. Using the specific examples of two companies in this newsletter, we discuss how accounting […]
CCP portfolio companies’ valuations have become 30-35% cheaper over the last 12 months. Given that Free Cashflows of these companies have compounded at 5-7% higher run-rate compared to their earnings consistently over the last 5-10 years, their current valuations (on a Price to Free Cashflow basis) are significantly cheaper than where they were 3 or […]
P/E multiples are deceptively damaging for anyone seeking long term gains from equity investments. If we take the 21 stocks which have had consistently “high P/Es” over the past 13 years, their median compounded returns have been 17% p.a. (vs the Nifty’s total return of 11% p.a.). Furthermore, if we were to look at a […]
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