Short read: Successful entrepreneurs don’t worry about being different
When six years ago the founders of Marcellus put their life’s savings on the line to create the firm, they realised that becoming an entrepreneur is not everyone’s cup of tea. This short piece by the broadcaster Evan Davis struck a chord with us: “In the interview series The Decisions That Made Me a Leader, […]
Short read: For Bengalis who left their home in Bangladesh, a new tour can take them to their desher bari
Several of us in Marcellus are the children or grandchildren of those who migrated to India during the Partition. In such families, discussion regarding the ancestral home (or “desher bari” as it is known in Bangla) takes on an almost mythical dimension. An enterprising company in Kolkata has built a business around this yearning that […]
Long read: Learning to Slow Down Time
We often complain how time flies. Implicit in this is a feeling that we are not able to make the most of what is a limited lifespan. This blog highlights research which explains why that happens and what we can do to ‘slow down’ time and make the most of our lives. The author talks […]
Long read: The Great American Poisoning
Last month, we featured this piece about how ultra-processed foods are affecting our bodies. This piece builds on it by showing how the processed food industry is actually incentivised to cause harm. Before that, the article reiterates the gravity of the situation: “In 1990, zero states had obesity rates above 20%. As of 2018, zero states had […]
Long read: How the West has been misreading China for years
In the ranks of experts on China, Frank Dikotter is in the premier league thanks to the insightful books he has published on Chinese politics and society over the past four decades. Mr Dikotter is the author of the “People’s Trilogy” about China under Mao Zedong and has been chair professor of humanities at the […]
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 […]
Performance of Marcellus PMS products vis-à-vis respective benchmarks as of 31st May 24
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure Consistent Compounders Portfolio (CCP) Marcellus’ CCP Portfolio is almost entirely exposed to five sectors of the […]
Short read: Like people, elephants call each other by name
We, human beings, might consider ourselves to be the most powerful species on the planet. But as the introduction to this article puts it, science keeps questioning that. Something that we believe is unique to us – our names for identifiers, is apparently not that unique either. The article talks about research by Michael Pardo […]
Short read: What does coffee do to your body?
Coffee has been consumed for the past 1500 years and it is the most widely consumed psycho-active drug in the world. Its impact is so great that it is thought to have stimulated the birth of the ideas which led to the Enlightenment in the Western world. Today, 2 billion cups of coffee are consumed […]
Short read: How Much Do Parties’ Digital Campaigns Cost?
The Wire has managed to collect data on how much India’s political parties spent on their digital campaigns for the 2024 General Elections. Whilst some of this data is on expected lines (eg. “India’s ruling Bharatiya Janata Party emerged as the primary spender of Google Ads, spending Rs 116 crores within the initial five months of […]
Long read: Rules for the ruling class
We have been highlighting the rise of a new elite in India in blogs such as this one. Here’s a well researched piece in The New Yorker talking about this phenomenon of elite circulation at the global level as well as throughout history. The sub-title of the article gives you a sense of what to expect […]
Long read: 2024 Commencement Address by Roger Federer at Dartmouth
Roger Federer is endearing to many for reasons not just restricted to his tennis. His demeanour much like his game was full of grace. And his commencement address to the students of Dartmouth last week was no different – filled with wit, grace and humility. He talks about life lessons learnt from Tennis. One of […]
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