Published on:8 June, 2019 British neuroscientist, Sarah-Jayne Blakemore, has shown that the human brain continues to learn, evolve and adapt throughout its life. Her work on the plasticity of the human brain is a tonic for those of us who are keen to learn new skills and push our minds to places it has not […]
Published on:7 June, 2019 We navigate day-to-day life, making decisions mostly based on our intuitive thinking, which is formed by years of experience in understanding and judging events. However, many important decisions in life, especially in investing, require thinking beyond the obvious, what is called System 2 thinking. This summer, I went tiger sighting at […]
There are around 25 dominant franchises in the BSE500. Most of them have been created by “Unusual Billionaires – promoters or CEOs who saw their sectors through a very different lens than everybody else and then proceeded to flip the competitive paradigm to create an enduring competitive advantage. “…And they shared an interesting set of […]
Inspite of the origins of meditation in the East, it is Western investors who are highlighting to a sceptical world the significant benefits that meditation confers upon practitioners whose day jobs are highly stressful. “I am so busy today that…I am going to meditate for two hours instead of one.” ― Mahatma Gandhi Meditation: definitions & origins […]
Published on:17 May, 2019 Pathbreaking work has at its core very hard work, often done in the midst of a well-defined schedule and usually done in solitude. Research shows that the greatest minds of the past three hundred years have used a surprisingly similar template to grind their way to success. “I must have liked […]
Published on:10 May, 2019 For millions of professionals, the tussle between what they feel they should do (because of financial or societal reasons) and what they must do (in order to fulfill deeply felt urges) is the defining tussle of their lives. Life does not have to be like that. “The two most important days […]
Published on: 3 May, 2019 The renewed easing of monetary policy by the Fed is unsustainable. Therefore, we believe it is prudent to prepare for the end of accommodative monetary policy in the US. For India, such a regime change, would increase the cost of capital, hurt Indian real estate and those who finance the […]
Published on: 26 April, 2019 Even though habits account for 40% of the decisions that we make, the “thinking” part of the brain does NOT control our habits. Understanding the auto-reflex element of habit-driven decision making is central to nailing down why some promoters consistently allocate capital better than others. [Marcellus is offering internships to […]
Published on: 18 April, 2019 The rapidly growing sharing economy, and the availability of easy credit for pursuing ‘dreams’ and ‘desires’, together are shaping the attitude of young Indians towards buying assets. The impact is most visible in the waning demand for assets that demand long-term financial commitments and where options exist to delink usage […]
Published on: 17 April, 2019 The clients who ask us the most probing questions tend to have well organised work lives and a fierce focus on doing what is most useful and most enjoyable for them. Everything else is edited out of their lives. Such clients are not just successful capital allocators, they are also […]
Published on: 12 April, 2019 Over the last 40 years, India has seen the largest internal migration that any country has witnessed in any era. Even on conservative assumptions, India’s 100 million internal migrants are sending ‘home’ vast sums of money, eight times larger than the Government of India’s healthcare and education budgets combined. “Work-related […]
Published on: 5 April, 2019 Self-belief is known to be a magical catalyst with a proven track record of delivering transformational results in sport, in business and in investing. The roots of self-belief lie as much in the environment in which an individual finds herself in as in the innate characteristics she’s born with. “The […]
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