Stripe wants to be a one-stop shop for small business
India’s most valued unicorn, Paytm happens to be a fintech, in particular a payments company. As the world turns digital, payments technology companies have disrupted one of the world’s largest businesses in terms of volumes. The incumbents Visa and Mastercard have also gained from this transition to be amongst the world’s most valued companies. This […]
A Short History of Chasing The Best Performing Funds
Past performance is not an indicator of future returns is a disclaimer well worth it as data shows very little persistency in fund performances. Yet, most investors tend to ignore this data and behave in exactly the opposite way – they pile into funds which have had a great run and exit after period of […]
The real Lord of the Flies: what happened when six boys were shipwrecked for 15 months
Last week, we featured a piece that talked about how human beings are evolutionally wired to be good as acts of kindness and charity have a positive effect on our physical health and well being and therefore should support the survival of the fittest i.e, the kindest theory. This is a heart-warming piece on similar […]
The Tim Ferriss Show Transcripts: Jerry Seinfeld — A Comedy Legend’s Systems, Routines, and Methods for Success
Jerry Seinfeld created with Larry David the most successful TV comedy serial ever, “Seinfeld”, which ran for nine seasons on American TV and garnered every conceivable award. Many professional comedians rate it as the best sitcom ever created. Remarkably, Jerry walked away from his creation right when ratings were at their highest. Subsequently, this creative […]
Fluid Thought: The Art of Exploring Without Expecting
We start the New Year with two contrasting pieces on creativity. The first piece argues against the sort of process driven structured work that folks like us at Marcellus have to do on a daily basis: “Much of the time, work is the process of actualizing whatever has already been constructed in the mind. We take […]
SIP vs Market Timers – Who Wins the Consistent Compounding Race?
Over the past 25 months, investors who waited for a market correction before deploying top-ups from their recurring income into Marcellus’ CCP PMS would have experienced a significant drag (of at least 3-5% on annualized returns, if not more) vs SIP based investments. This is due to a combination of three factors: a) low correlation […]
The Best of 2020
The Best of 2020 2020 has been such a remarkable year that it is now considered cliched to use the word ‘unprecedented’ to describe it. All of us have had different ways of dealing with increased stress levels from concerns about the safety of our loved ones, coping with working from home and from managing […]
Why being kind to others is good for your health
Human beings are wired to do good, says this piece in the BBC by Marta Zaraska, the author of Growing Young: How Friendship, Optimism and Kindness Can Help You Live to 100. Adam Grant said of Marta’s book: “If you care about the length and quality of your life but can’t stomach yet another diet or […]
Why Capable People Are Reluctant to Lead
We all know people who we believe would make great leaders but have failed to grab leadership opportunities that were theirs for the taking. Arguably, their reluctance itself could make them less worthy of the leadership role despite all other qualities being in place but this piece from HBR tries to address the former – […]
Masters in Business Interview with Tom Slater of Baillie Gifford
Many of our readers have suggested that given changes in how people consume information, we should also include videos and podcasts alongside the articles and blogs in 3L&3S. We did feature Sacha Baron Cohen’s famous Anti-Defamation League speech last year. This week we feature Barry Ritholtz’s podcast interview (we recommend listening to the podcast against reading the transcript) of […]
How an Elite Consulting Firm Helped America’s Opioid Epidemic From Bad To Worse
Plenty has been written about the opiod crisis in America wherein low income people are fed addictive drugs like OxyContin by greedy pharma companies. Therefore it should not surprise that some of these firms are paying massive fines to the US authorities: “Last month, the pharmaceutical giant Purdue Pharma pleaded guilty to charges related to the sale […]
Twenty20 in Premier League
It is said that all it takes is a generation for today’s fringe political ideas to become tomorrow’s mainstream thinking. For example, if you had told someone in the late 1970s that a generation hence the BJP will be a mainstream political party, you would have been laughed at. And yet by the turn of […]
For more content on our strategy, visit the archives GO TO ARCHIVES