Closing schools for covid-19 does lifelong harm and widens inequality
The lives vs livelihood debate has become louder through the lockdown across the world with increasing calls to ‘reopen the economy’. But much of these calls have been towards helping the economically less fortunate to get back to a means of livelihood. In other cases, helping small businesses which don’t have the wherewithal to survive […]
The staggering rise and incredible fall of a billionaire
Whilst all of us have read about what happened in Café Coffee Day or Gitanjali or Amtek Auto or DHFL or IL&FS, it is rare to read about an accounting blowup in the NRI community let alone a blowup which makes local Indian promoters look like babes playing in the wood. This ET story profiles […]
The economic crisis will expose a decade’s worth of corporate fraud
Every single day in Marcellus we tell our clients that at least 80% of Indian companies have suspect accounts. Further, as we have explained in this blog – https://marcellus.in/blogs/accounting-fraud-and-liquidity-crunches-are-bedfellows/ – in a crisis may of these companies find that their time is up. In the article, the Economist makes a similar point for the world at large: “Booms […]
Enduring Greatness in a Disrupted World
The frequency of disruptions faced by businesses has been rising over the past three decades. While most of these disruptions have been around technology, an event like Covid-19 will also be added to this list. While such events can potentially topple market leaders, Consistent Compounders use these events to disrupt their competitors. Key characteristics which […]
How a pandemic affects mental health
Much has been written about the rise of mental illnesses caused by the fear of pandemic and exacerbated by the depressing effects of a lockdown. But this piece by Utkarsh Amitabh hits the nail on the head by highlighting common issues that most of us can relate to and hopefully can do a better job […]
Disney+ has a big fan: Netflix CEO Reed Hastings
We have often found that CEOs who build great businesses tend to have utmost respect for their competition. In what promises to be the mother of all rivalries, the crowded video streaming industry features the punch up between perhaps the greatest entertainment company ever – Disney versus perhaps the greatest disruptor of all time – […]
It’s time to build
Marc Andreessen, perhaps ranks right up there with a Bill Gates or a Steve Jobs in terms of having an impact on humanity in the digital age. Andreessen is best known as the founder of Netscape, the company that gave the world the tool to make the best of the internet – the browser. He […]
COVID-19: What’s wrong with the models?
With the number of daily new cases plateauing if not declining, some people are questioning all those models which predicted millions of deaths and therefore our understanding of the threat from this virus. Some others on the other hand are attributing the decline to the lockdowns and other similar measures. This blog by Peter Attia, […]
Why this crisis is a turning point in history
In the wake of Covid, many people have written “it is the end of the world as we know it” essays. This piece by John Gray is amongst the most ambitious, the most sweeping in its attempt to describe how the world will change post-Covid. Whilst we don’t necessarily subscribe to the viewpoint of most […]
Keirin School: Inside the strict and secret world of bicycle racing in Japan
For anyone pursuing excellence in life or at work, Japan, its people and its society are an endless source of inspirational anecdotes. This BBC story reveals a side of Japan we had never heard about: very high stakes professional track cycling. It is called Keirin and it is a big deal in Japan: “…in Japan, it’s […]
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