Short read: Instead of Being Cynical, Try Becoming Skeptical
Business life in highly competitive free market democracies like India and the US can be a tough affair. Those who spend enough time in these sorts of economies working in senior management roles often become battle-hardened cynics. This book excerpt seems to have been written especially with such people in mind (which might be most […]
Long read: What makes entrepreneurs entrepreneurial?
Several business schools offer courses in entrepreneurship. Yet, none of the best entrepreneurs the world has known, seem to have undergone anything remotely scholastic a training to get there. Hence, the general belief that entrepreneurs are born and very rarely made, at least not from any formal training. However, can we work backwards and figure […]
Long read: ‘Midgets making widgets’: New paper says Indian factories are smaller than estimated, less productive
The last chapter of our forthcoming book, ‘Behold the Leviathan: The Unusual Rise of Modern India’ (to be published by Penguin on 21st Oct) uses data from the Government of India to dwell on why the vast majority of India’s smaller companies not only struggle to grow their profits, they also struggle to generate meaningful […]
Long read: Introducing the Managed-Service-as-Software (M-SaS) Startup
Last week we went to Silicon Valley to meet VCs and family offices which specialize in tech centric investments. Whilst we were learning about the latest developments in technology from these investor, this year’s Nobel Prizes for both Physics and Chemistry went to AI-centric thinkers. Not surprisingly therefore we learnt in the Valley about new […]
Short read: Rohit Sharma’s legacy: Rewiring his generation, encouraging the next
We’ve tracked the rise of Indian chess as a reflection of the rise in India’s economic fortunes. But there’s no better sport to demonstrate that than cricket. The Indian cricket team up until the early noughties (barring the 83 and 85 ODI wins) was notoriously known for capitulating under pressure, suggesting a lack of confidence […]
Short read: Buy Low & Sell High: Why Is It So Difficult?
Whilst we all would love to buy a stock before it rallies and sell before it crashes, in reality, sometimes we do buy a stock after it has had a decent run and sell when it has corrected. It does seem to go against the Buy Low and Sell High doctrine so popularised by Warren […]
Short read: Indian elephants lost genetic vigour as they moved north to south, 5 distinct populations exist: Study
Did you know that India’s elephants – all of whom originate in north India – now have five distinct populations? These and other fascinating findings are the result of a study conducted by a team of researchers from the Bengaluru-based National Centre for Biological Sciences (NCBS) and the Indian Institute of Science (IISc). Their research […]
Long read: Are We Too Impatient to Be Intelligent?
Rory Sutherland is the vice chairman of Ogilvy and Mather (O&M), the iconic advertising agency. He is an author most noted for his book Alchemy: The Power of Ideas That Don’t Make Sense. His articles and interviews are as entertaining as they are insightful. Much of these insights come from his work on Behavioral Science, […]
Long read: India’s air, water, land are all polluted. The government has failed to tackle this, says a new book
Subhash Chandra Garg is a former Finance Secretary of India and the Scroll has published an excerpt from his new book, “The Ten Trillion Dream Dented: The State of the Indian Economy and Reforms in Modi 2.0 (2019-2024)”, focusing on how little India’s central government and its state governments have been able to do with […]
Long read: Good, free, fun: The simple formula that has made Duolingo a daily habit for millions
The popular perception is that apps & online courses are helping smart people get better equipped with technical skills eg. big data analytics, AI, etc. In India, this perception has in part been created by the craze to get kids to learn coding early in life. The reality is that the internet is even more […]
Portfolio Performance and Update on Fundamentals – September 2024
Consistent Compounders Portfolio (CCP) Performance of Marcellus’ CCP portfolio has turned a corner in absolute returns over the last 18 months (31% CAGR) and in relative returns over the last six months (20.78% for CCP vs 16.58% for Nifty50 TRI). This is attributed to both the upgrades made to our portfolio construction approach as well […]
Short Read: Mithun Chakraborty, the Star, was Made on the Streets of Kolkata
This year’s Dada Saheb Phalke Award, India’s highest award in the field of cinema has been conferred on Mithun Chakraborty for his contribution to Indian cinema. Indeed, Mithun’s contribution couldn’t be more diverse – from winning three national awards including one for his debut to becoming a dancing superstar in mainstream Bollywood to owning the […]
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