Consistent Compounders

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 […]

Jun 19 . 12 MIN READ
Consistent Compounders

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 […]

Jun 17 . 2 MIN READ
Consistent Compounders

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 […]

Jun 17 . 2 MIN READ
Consistent Compounders

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 […]

Jun 17 . 2 MIN READ
Consistent Compounders

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 […]

Jun 17 . 6 MIN READ
Consistent Compounders

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 […]

Jun 17 . 2 MIN READ
Consistent Compounders

Long read: Learning to be happier

Bruce Hood is professor of developmental psychology in society at the University of Bristol in the UK. He’s also the author of ‘The Science of Happiness: Seven Lessons for Living Well’ (2024). In this insightful long essay, he explains why a lunchtime course he offered to the stressed out students at the prestigious university not only made […]

Jun 17 . 5 MIN READ
Consistent Compounders

Short read: India at Cannes: What does Payal Kapadia’s win mean for our film industry

India’s growing stature in the world is underpinned by the fact that it is the world’s fastest growing large economy. But alongside economic power comes its emergence in other fields such as in sport – whether it is its improving medals tally at the Olympics or churning out chess grandmasters, and the arts and culture […]

Jun 10 . 3 MIN READ
Consistent Compounders

Short read: The best business books aren’t actually about business

There has been an explosion of self-help books and business books over the years to the extent it is a challenge to filter. And it is important to filter content we consume as highlighted in a piece we featured recently. The other challenge about self-help and business books that this article highlights is the lack of context. […]

Jun 10 . 3 MIN READ
Consistent Compounders

Short read: What explains the rapid growth in myopia?

Increasingly we are seeing kids in primary school getting specs. Andrew Herbert, a vision scientist, notes that myopia is rising rapidly across the world: “Myopia, or the need for corrected vision to focus or see objects at a distance, has become a lot more common in recent decades. Some even consider myopia, also known as nearsightedness, […]

Jun 10 . 3 MIN READ
Consistent Compounders

Long read: In Indian real estate, senior living is still in the junior league

As economies evolve, new challenges and new opportunities present themselves. One such opportunity in India’s current stage of evolution economically and demographically is senior living. Old age homes have been around in India but with rising affluence and social acceptance, there is growing demand for a better quality of retired life for our seniors such […]

Jun 10 . 3 MIN READ
Consistent Compounders

Long read: Truth, Lies, and Statistics: Retraining economists in the age of AI

Barely a month goes by in China or in India without some macroeconomic data being published which leaves investors scratching their heads. However, before most investors have even had time to absorb the data release, macroeconomic forecasts based on the puzzling data is published by breathless economists working for brokerages. In this opinion piece, Pramit […]

Jun 10 . 4 MIN READ

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