Introducing Little Champs – Marcellus’ Small Cap PMS
Given that each year 60 companies enter the BSE500, there are indeed strong economic drivers which help well run small firms explode into prominence. From an investors’ viewpoint, in the three-year run-up to entering the BSE500, new entrants outperform the index by a CAGR of 40%, indicating significant return opportunity before these stocks are discovered […]
Installing air filters in classrooms has surprisingly large educational benefits
Every winter, the problem of air pollution in Indian cities gets exacerbated with severe consequences on both short-term and long-term health of their residents. Whilst these consequences are bordering on survival issues, a new finding says improving air quality can in fact help societies prosper. This article in the Vox talks about a rumoured gas […]
Compounding Knowledge
At Marcellus, we are obsessed about the concept of compounding. Our purpose is to help our clients fulfil their financial goals by delivering healthy long term returns on their savings with our flagship “Consistent Compounders” investment strategy. Compounding returns is driven by compounding in earnings which in turn is driven by the compounded effects of several […]
Bartender School
Joshua Brown is yet another good writer from Ritholtz Wealth Management. Here he talks about what he learnt as a trainee bartender in a bartending school he had attended as a student. Whilst it wasn’t exactly a life changing experience, there was one thing he learnt from the bartending sensei that stayed with him: “There are […]
3 Reasons It’s So Hard to “Follow Your Passion
The most common advice young graduating students at the cusp of choosing their careers, in particular receive is to “Follow Your Passion”. This HBR article shows why following your passion is over-rated or atleast seriously misunderstood. The author cites the following three reasons: First, “passion is not something one finds, but rather, it is something […]
You’ll see the sky crawling”: Astronomers fear that satellites will crowd out stars
The term ‘space pollution’ is being increasingly used by astronomers as human interest and hence activity outside of the planet has risen. This piece in the Vox highlights that this is set to rise exponentially in future as Elon Musk and others launch a myriad satellites in their endeavour to deliver internet from the sky. […]
The Analog January Challenge
Thanks to two incredibly popular books – ‘Deep Work’ and ‘Digital Minimalism’ – Cal Newport’s status as a modern guru who can help us work smarter and think deeper is already well established. Here he comes up with a superb blog to get our engine started nicely for 2020. He says that if you really […]
How Can the NBFC Sector’s Ongoing Slide be Reversed?
With the money market continuing to show reluctance in terms of financing NBFCs, the balance sheet of the sector continues to shrink with obvious adverse consequences for the Indian economy. We suggest three remedies which the authorities should consider implementing in order to prevent the NBFC sector from unravelling further. The slide continues In its […]
At SoftBank’s Jewel in India: ‘Toxic’ Culture and Troubling Incidents
Softbank’s troubles don’t seem to be ending anytime soon. After the spectacular WeWork debacle, now fun and games have begun at another of its high-profile investments – Oyo, an aggregator of budget hotel rooms. Oyo is not only among the most valued privately-owned Indian companies and among the most successful startups alongside Flipkart and Ola, […]
The Top 20 Business Transformations of the Last Decade
Amongst many ‘looking back at the decade’ studies, this one is quite fascinating. A study by Innosight of the most transformative businesses of the decade inspired by the need to attach a purpose to business which then drives transformation. “the Business Roundtable [in August] released a statement signed by 181 CEOs stating that serving shareholders […]
Silicon Valley’ Exits With Serious Points About Big Tech
3L-3S has been prolific in featuring the growing dominance of big tech, fascinated by its ability to take mankind forward yet concerned about the perils associated with it including threats to competitive capitalism, data privacy, etc. It is only appropriate we feature a TV series titled Silicon Valley (featuring on Hotstar in India) that brings […]
Workism Is Making Americans Miserable
“Work is worship” is a popular saying attributed to several people from the 12th century philosopher Basavanna to Gandhi. Yet 20th century economists believed as humans trade off between work and leisure and they get more productive at work or as nations become richer, people will spend fewer hours working into the 21st century. However, that hasn’t particularly […]
For more content on our strategy, visit the archives GO TO ARCHIVES