How Slack ruined work
Technology has made the world smaller & closer but there is a flip slide to it. Instant messaging apps like Slack, WhatsApp and others have changed the way we communicate with each other. Today, people feel more comfortable in picking up the phone and messaging rather than meeting face to face or getting on a […]
China Spins a Trade-Deal Trap in Bad Debt Market
Like India, China’s financial system is also grappling with a mountain of bad debts which now stands at a staggering USD 319bn. China has found a silver lining in the trade war with America by opening its struggling financial sector to US institutions by allowing them to apply for asset management licences. Previously, foreign investors […]
Boeing Hands Over Internal Employee Messages Describing 737 Max as “Designed by Clowns”
A month ago we highlighted a long essay on how Boeing went from moated CCP-type franchise to a company run by cost cutters. Last week, even as news broke of Boeing’s CEO being shown the door, Slate published another piece which sheds more colour on the descent of this once luminous franchise. The piece is […]
A World Without Pain: Does Hurting Make Us Human?
Joanne Cameron, a 72-year old retired school teacher living in a village in the Scottish Highlands, suffers from a rare genetic mutation. An Indian doctor – who used to work in the Indian Navy and now works for Britain’s NHS – upon discovering this mutation realised that Ms Cameron’s rare condition (which has never been […]
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 […]
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