Investing Through a Crisis: A Handbook from Marcellus Investment Managers
When stock markets crash during an economic crisis, the move to the bottom is usually so fast, that investors seldom get a chance to react in a rational manner. With panic all around, many end up exiting their investments at or near the bottom. Further, with uncertainty on when the economy will recover, its hard […]
Covid is teaching us that force of nature is bigger than combined force of science and technology
Despite being a political appointment, the Reserve Bank of India has been blessed with some illustrious Governors at the helm. Dr Duvvuri Subbarao was one of them. In this oped for the Indian Express, he does a compare and contrast with the current Covid driven financial crisis to the subprime mortgage led Global financial crisis […]
Mathematics of investing and life
Nalanda Capital is one of the most successful investment firms that have come up in the last couple of decades and one that has been an inspiration and source of learning for many of us at Marcellus. Anand Sridharan, an investor at Nalanda writes an entertaining yet enlightening blog on LinkedIn. This one, as the title says, […]
Is your strategy good enough to move you up on the power curve?
Earlier this week, we published a blog about the rising concentration of profits in India amongst a handful of companies – the 20 most profitable firms in India now generate 70% of the country’s profits, up from 14% thirty years ago. In response, one of our readers shared this piece from Mckinsey which shows similar findings from […]
The Price of Discipline
The proliferation of the blog scene has thrown several interesting writers but few can combine original thought and content with an equally strong ability to articulate in prose. David Perell is one of them. Indeed, David takes an online course on writing. In this passionate blog on how our rigid education systems have created unhappy kids who […]
How the face mask became the world’s most coveted commodity
This long read from The Guardian encapsulates all that is right about global capitalism (eg. lightning fast responses to business opportunities and human needs which can be monetised) and everything else which gives it a bad name (eg. the ever pressing need to loot the needy). Samanth Subramanian explains that even now nobody is clear […]
The Man Who Thought Too Fast
The greatness of the New Yorker lies not just in writing well researched articles on well known people (eg. Yuval Noah Harari on whom the New Yorker published a brilliant cover story a few months ago) but also in the magazine’s manifest ability to write carefully crafted pieces about important but less celebrated people eg. […]
Behold The Leviathan: The Remaking of Indian Capitalism
The 20 most profitable firms in India now generate 70% of the country’s profits, up from 14% thirty years ago. The rise of India’s networked economy (highways, cheap flights, broadband, GST) has allowed large, efficient firms to use superior technology & better access to capital to squash smaller competitors. In line with what is being […]
Shanghai Disneyland Sells Out Of Tickets For Post-Shutdown Reopening
Just earlier this week, the FT’s Alphaville wrote about ‘Introducing, the Disney Park Indicator’ as ‘the ultimate economic indicator of whether the world has returned to its 2019 “normality”’ – citing that ‘a visit to Disney, and in particular Florida’s Disney World, requires that a consumer does everything they’re not doing right now’. Going to Disney is an expensive affair (avg […]
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