Inside the mind of Jeff Bezos
Earlier this week, Jeff Bezos announced that he will no longer be the CEO of Amazon handing over the baton to one of his lieutenants who ran Amazon’s hugely successful web services (AWS) business. So, it is an occasion to look at the journey of the world’s largest company, all built in 25yrs and the […]
Disrupt, Dominate, Deliver Strong Free Cash Flows and Repeat!
Whilst there are various investment philosophies aimed at swapping disrupted incumbents with new disruptors, such investments entail taking speculative risks around the future dominance of the new disruptor. At Marcellus, we believe that dominance cannot be sustained without disruption, and disruption is not worth investing into if it doesn’t generate substantial free cash flows for […]
Why you’re more creative in coffee shops
It is almost a year of WFH (working from home) for many of us. Some of us feel we have become more productive in the quiet isolated comforts of our home. Some of us are not so lucky with other distractions around family, kids, home errands and are longing to get back to our office. […]
How to be lucky
In his incredibly fascinating book Loonshots, Safi Bahcall discusses how serendipity plays a role in most big inventions. Whilst that might make life seem largely accidental, it turns out we can actually create our own luck. Christian Busch, the author of the book – Serendpity Mindset, in this piece in the Psyche talks about a process that […]
Keith Gill Drove the GameStop Reddit Mania. He Talked to the Journal
This week will likely go down in history as the time when the power of the internet shook yet another aspect of our lives – financial markets. Social media’s ability to give power to the common people against the elite has been seen in society and politics. But the mania around trading in the stock […]
Cipla’s Yusuf K Hamied is India’s medicine man
The success of the Indian IT services industry in outsourcing gave us the adage of being the ‘back-office to the world’. An equally successful Indian industry at the global level has been the Indian pharmaceutical industry which has proven itself of delivering cost-effective and high-quality generic drugs globally, giving India the moniker – the ‘pharmacy to […]
Only surprise is that anyone can compete with India at all
Greg Chappell is a former Test Cricket legend, a former Australia captain, a former India team coach and a former Australian cricket team selector. Basically, he’s a one man authority on the coaching and development of world class cricketers. Post the Australian team’s humbling at the Gabba at the hands of the Indian team, Chappell […]
The Unauthorized Story of Andreessen Horowitz
Last year when we invested in a listed asset management firm in India, our analysts produced data showing that there is little or no impact of investment performance on fund flows in the Indian mutual fund industry. What matters far more than performance is the extent to which the public trusts the brand of the […]
COVID-19 and the Proliferation of Junk Science
Over the past year a plethora of strategies to combat COVID-19 were put into action. However very few of these strategies were backed by publicly available credible data. In fact, even as COVID-19 cases per 100 tests dropped sharply through spring 2020, alarmists published misleading studies and governments took policy action basis these studies. These […]
The secrets of successful listening
Irrespective of our profession, most of us are in effect selling something (including ourselves) to someone or in other words persuasive skills are almost a necessity. And persuasion is not simply about smooth talking your idea over but also to be able to listen well to appreciate what you can say that can actually influence […]
Stop Keeping Score
This is a lovely short piece from Arthur Brooks on how to set proper goals in life that can sustain our motivations. Often, we end up setting extrinsic goals, which are in effect, validation by others of our success or capabilities. Arthur cites research studies that show how such goals fail to sustain our motivations […]
From Hawick to Hawick: The story of The Economist founder James Wilson
It is that time of the year when market participants and the media alike go beserk making predictions about the Budget – something that is meant to be annual account of the government’s finances. But yet this year the Budget is indeed of significance given the government like most across the world had to bust […]
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