Snowflake’s IPO is a bet on companies using AI for everything
The most critical trait of a successful investor they say, is humility – the open mindedness that you could be wrong and change your view if need be. Who better to demonstrate that than the legend himself – Warren Buffett. In recent years, we have seen him change his stance on some long held beliefs. Having […]
The Billionaire Who Wanted To Die Broke . . . Is Now Officially Broke
We are living in an age where the word ‘billionaire’ may have lost meaning given the number of unicorns springing up all over the world and even more, the richest in the world are now worth over a hundred billion. But there are some who give meaning to their fortune and can be inspire many others […]
The ‘serendipity mindset’: how to make your own luck
Like in life in general, in investing too, you need an element of luck to succeed. At Marcellus, we make it a point to remind ourselves of that and try and separate the elements of skill and luck that contribute to an outcome, so we can refine our process that influence the factors in our […]
How China Controlled the Coronavirus
A few days ago, pictures of a massively crowded pool party at a water park in Wuhan went viral, leaving people across the world stunned as to how their lives could not have been more different – working from home, no or limited interactions with friends and family and certainly no events with mass social […]
India and China might not want war, but will not be able to will peace either
Whilst Pratap Bhanu Mehta has made the occasional error of judgement in the past (who hasn’t?), in this piece he is back to his level-headed analytical best when he says “…it is worth looking beyond the morality of the claims and counter claims, at the structural logic of the situation to see why India and China […]
Over and over and over again: Jimmy Anderson keeps on running
This long essay on the most successful fast bowler of all time, the one bowler that no Indian batsman (barring perhaps Virat Kohli) has mastered, Jimmy Anderson, is a tribute to many of the skills we have paid homage to in “The Victory Project: Six Steps to Peak Potential”. These skills include deep specialisation, clutter reduction, […]
How to spot naughty lenders in India?
Given the leveraged business model of lenders, investors need to be even more vigilant about accounting quality when investing in banks and NBFCs. We find a clear correlation between accounting quality and share price returns of Financial Services companies. In specific, companies with only the highest accounting quality have managed to generate positive returns over […]
BloombergQuint | Talking Point With Saurabh Mukherjea
Know Your 4C Fund Manager – Motilal Oswal Private Wealth Management
Declining COVID-19 Case Fatality Rates across all ages: analysis of German data
Amidst the alarmist reports about continued rise in Covid cases in India, here’s a positive set of research findings. Analysis of German data shows that death rates (Case Fatality Rate or CFR) from Covid have been consistently declining. One of the explanations for that had been that as testing became more widespread, more and more milder […]
5 Lessons on Coping and Thriving from Around the World
The philosopher, Eric Weiner, is the author of three bestselling books on philosophy – “The Socrates Express: In Search of Life Lessons from Dead Philosophers”, “The Geography of Genius: Lessons from the World’s Most Creative Places” and “The Geography of Bliss: One Grump’s Search for the Happiest Places in the World”. In this entertaining essay, […]
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