How to Stop Overthinking Everything
We all end up making myriad decisions in our daily lives, be it our workplace or matters related to family or home. At times, we tend to get caught up a bit too much in the nuances trying to make the perfect decision as result end up not just losing productivity but also suffering from […]
How Does the Stock Market Perform When Interest Rates Rise?
Over the past couple of weeks, the markets globally have been volatile on the back of rising interest rates. Whilst central banks remain committed to keeping rates low for extended periods, bond markets have started factoring in rising inflation on the back of a strong economic recovery and hence demanding higher real interest rates, reflecting […]
How to have better arguments online
It is perplexing how conversations on social media tend to be a lot more vitriolic than those we experience offline with the same individuals. Apparently, there is a reason for it and understanding the same can help us have better and more civilised conversations online. This piece in The Guardian is an adaptation from Ian […]
Fraud and Deception Detection: Text-Based Analysis
Many of us in Marcellus are fans of Jason Voss’ book, “The Intuitive Investor” which explains how meditation helps investors became better at their job by allowing them to access higher levels of clarity of thought and intuition. In this piece, Jason – himself a very successful investor in the US – turns his mind […]
Nodeep Kaur: The jailed activist Meena Harris tweeted about
One of the most interesting features of challenges to the established order in India is that these challenges are coming increasingly from women – women from various parts of India and from the entire range of the social spectrum. Last week we had highlighted the landmark judgement of the Delhi High Court in favour of […]
“Consistent Compounders” Demonstrate Stellar Market Share Gains
Marcellus’ CCP Portfolio delivered earnings growth of 29% YoY in 3QFY21 backed by revenue growth of 19% YoY. Almost all stocks in the CCP portfolio gained significant market share over the past six months from both organized as well as unorganized competitors. The non-Financials part of the portfolio reported 45% YoY growth in earnings during […]
The Benefits of Moderate Exercise
Recent years have advocated vigorous physical activity with sufficient recovery periods, such as the High Intensity Interval Training or HIIT, especially for weight loss and fat burn. This piece in the NYT highlights a recent study that compared benefits of short, intense, interval training with those of longer but moderate workouts and found the latter more […]
Why Cathie Wood is the fund manager of the moment
At Marcellus, we are wary of the size problem in fund management – fund managers after a string of good performances tend to attract more capital only to eventually see their performance taper off. But the most spectacular scaling up of assets under management must be the now iconoclastic Cathie Wood’s ARK Investment Management which […]
Why Making Our Brains Noisier Feels Good
There is no doubt growing awareness of mental health issues, accentuated by the onset of the pandemic. As a result, the world is also learning more about the possible cures for chronic depression and anxiety. In last week’s 3L&3S we featured a piece highlighting the overuse of anti-depressants when simple aerobic activity could help equally […]
Why Does the Pandemic Seem to Be Hitting Some Countries Harder Than Others?
A recent spike in cases in India notwithstanding, the pandemic’s impact in certain countries such as India has been significantly lower than expected, certainly lower on a per capita basis compared to several developed countries, especially the US and Western Europe. Like many things about the coronavirus, there is still no clear explanation for this differential impact […]
Priya Ramani – Wikipedia page and the MJ Akbar judgement
Unless you have been in outer space for the past three years, you would have heard about Priya Ramani’s long running legal battle (over allegations of sexual harassment) with now-Former Minister of State for External Affairs, M J Akbar. In a landmark judgement the Delhi High Court said on 17th February 2021 that “the right of reputation […]
The Road by the Sea
Mumbai is in the midst of an epic infrastructure build with six metro lines being built simultaneously alongside new flyovers on the Eastern and Western Expressways and the most challenging project of them all – the $1.5bn Coastal Road. It is highly unlikely that any other city with 15 million people has seen so much […]
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