Consistent Compounders

Long read: The Right Kind of Stubborn

Last week, we featured a piece trying to help us distinguish between real experts vs imitators amongst people we encounter in our lives. Here’s another piece helping us distinguish between two kinds of stubborn – one the helpful kind or persistent, the other not so useful, the obstinate. And to help us clarify our thinking […]

Jul 22 . 5 MIN READ
Consistent Compounders

Long read: China’s vanishing banks are threatening social stability

Harshad Shah is a Chartered Accountant with an independent practice in India. We don’t know him personally but this long & hard hitting blog from Mr Shah was brought to our attention by a switched on civil servant in Delhi. Whilst we are not in a position to verify the facts & figures cited in […]

Jul 22 . 5 MIN READ
Consistent Compounders

Long read: The sperm whale ‘phonetic alphabet’ revealed by AI

One of the most visibly positive results of the proliferation of AI is the manner in which it is helping us humans decode the languages of animals. Sperm whales are the latest species to have their language decoded by various groups of scientists in Europe and America thanks to AI. As Katherine Latham and Anna […]

Jul 22 . 4 MIN READ
Consistent Compounders

Short read: Experts vs. Imitators

This article is adapted from Shane Parrish’s brilliant book “Clear Thinking: Turning Ordinary Moments into Extraordinary results”. With the advent and explosion of the internet and the blogosphere, access to content has become ubiquitous and we get exposure to a whole host of topics. And often we feel like we are experts in those, despite […]

Jul 15 . 2 MIN READ
Consistent Compounders

Short read: Why BYD’s Wang Chuanfu Could Be China’s Version of Henry Ford

The company at the leading edge of the electric car revolution may no longer be Tesla as the Chinese EV maker BYD is set to become the world’s largest this year. And it could well be because unlike Tesla’s iconoclastic leader Elon Musk whose attention is smattered across solving many of humanities’ problems, the BYD […]

Jul 15 . 2 MIN READ
Consistent Compounders

Short read: Why scientists think they may finally have found a way to recycle clothes

Did you know that it is actually impossible to recycle clothes? As a result, when we dump our old clothes, they either go into a landfill or have to be burnt. Either way, it is not a pretty situation. Now, however, things might change for the better. Nicolas Rivero’s article says “…scientists are coming up […]

Jul 15 . 1 MIN READ
Consistent Compounders

Long read: The Decline and Fall of the Petrodollar?

There has been increasing talk of global trade, especially oil, moving away from being priced in US dollars thereby ending the American monetary hegemony. This piece gives a bit of historical context to why ‘petrodollars’ exist in the first place and why it isn’t going away anytime soon. “Although “petrodollars” refers simply to oil priced […]

Jul 15 . 4 MIN READ
Consistent Compounders

Long read: The search for the random numbers that run our lives

On a given day, most of us end up entering at least a couple of OTPs into our devices. These OTPs are examples of how random numbers now run our lives. And yet these random numbers are not easy to generate. In this thought provoking piece Chris Baraniuk explains why that is. Part of the […]

Jul 15 . 3 MIN READ
Consistent Compounders

Long read: In A Parched Summer, India’s Water Stewards Show The Way Out

Before the rains came this year, the urban elite wrung their hands in despair – like they do every year – about the ongoing water shortage. Thankfully, in the real world, less privileged Indians whose lives and livelihoods hinge on access to water are redesigning their lives around reduced use of water. Azera Parveen Rahman’s […]

Jul 15 . 4 MIN READ
Consistent Compounders

Rising Giants: Spotlighting Eureka Forbes

In this month’s newsletter, we delve deeper into Eureka Forbes Limited (EFL) one of the new additions to the portfolio. We see several earnings growth levers for EFL over the next 5 years: (a) Increase in the water purifiers (WP) category penetration backed by improved tap water supply, and initiatives taken by the WP companies […]

Jul 08 . 14 MIN READ
Consistent Compounders

Short read: Good luck finding another Rahul Dravid

India’s cricket world cup win after more than a decade and a half has expectedly triggered plenty of tributes for the team and players. However, we chose to feature this piece on the man, we at Marcellus admire a lot for what he is both on and off the field – the coach and legend, […]

Jul 08 . 4 MIN READ
Consistent Compounders

Short read: The continuing relevance of Franz Kafka, 100 years after his death

Last month, the world remembered Franz Kafka on his 100th death anniversary with almost every author and publication across the globe paying their tribute. Indian publications haven’t been behind either with several tributes showing how far and wide the man’s impact has been a century after his death. “Born in 1883 in Prague, then part […]

Jul 08 . 2 MIN READ

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