Consistent Compounders

The “new” trend of 8D audio explained; what is it and how is it achieved?

At 3L-3S, we have featured the developments in audio tech, especially as it gets personalised with headphones and earpods and how musicians are adapting their output to these changes. Earlier this week, social media went viral with the message: “Listen to this song with headphones (put on the 2 headphones). It is the new music of […]

Mar 29 . 2 MIN READ
Consistent Compounders

The Hardest Part of a Buy & Hold Strategy

Whilst Marcellus strategies have significantly outperformed during this fall, they too have fallen considerably in absolute terms. What has been a pleasant surprise though is our clients actually continuing to invest into this fall and new investors rushing to open their accounts. From our conversations with other fund managers in India and elsewhere, it seems […]

Mar 29 . 3 MIN READ
Consistent Compounders

Denmark’s Idea Could Help the World Avoid a Great Depression

By now we have seen most countries come up with stimulus programs to help prevent a catastrophic economic collapse caused by forced lockdowns and social distancing. However, as early as last week, Denmark rapidly stitched up with a plan which still remains the most radical of stimulus programs. Stimulus might be a misnomer given the […]

Mar 29 . 3 MIN READ
Consistent Compounders

The Computer Pioneer Who Built Modern China

We often meet people in India who look at China in admiration and say wistfully that “if only we too had an authoritarian government which could prioritise economic development over everything else, we too would be like India.” This tendency to look at a successful company or country and come up with a one-dimensional view […]

Mar 29 . 5 MIN READ
Consistent Compounders

How the Pandemic Will End

As the world grapples with the here and now of the challenges posed to human life and the economy alike, here is a rather well thought through attempt by Ed Yong in The Atlantic at looking into the future broken into three phases: 1) The Next months; 2) The Endgame and 3) The Aftermath. Ed […]

Mar 29 . 3 MIN READ
Consistent Compounders

The Foundations of India’s Economic Recovery Are in Place

Four times in the last 40 years, a US recession alongside falling US bond yields and falling oil prices has been followed by a strong economic recovery in India. In fact, India has NEVER witnessed an economic recovery without a US recession preceding it! Now, all three conditions for an Indian economic recovery – a […]

Mar 22 . 8 MIN READ
Consistent Compounders

Why What Does Not Kill Us Makes Us Panic

When we were college in the 1990s, “risk” was something that only Risk Management Professionals did. They even had (and still have) exams for such people. As we have grown older we have realised that all of us have to be risk managers at home, on the road and in the office. And the bad […]

Mar 22 . 3 MIN READ
Consistent Compounders

Too Busy? Make Time To ‘Do Nothing’

Many of us think that when in our leisure time we read stuff on the internet or on social media, we are not “working”. Such distinctions between work and leisure are actually meaningless says this piece from David Greene which is based on a new book called “Do Nothing: How to Break Away from Overworking, Overdoing […]

Mar 22 . 3 MIN READ

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