Marcellus: The Delicate Dance Between Politics, Religion & Investing
Published on: 29 March, 2019 The triangle of relationships – between politics/state on the first vertex, god/religion/ethics on the second vertex and commerce/investing/property rights on the third vertex – is a delicate interplay. The fact that over the last five decades, India’s GDP growth has been higher in every decade than in the one before, […]
Your Environment Is Cleaner. Your Immune System Has Never Been So Unprepared
When one of our readers sent this article to us, I immediately forwarded it to the missus to score a point in the endless debate over kids’ hygiene. But even the more relaxed amongst us are far more obsessed about cleanliness compared to our previous generations. Our fathers would have recommended applying a bit of […]
What makes a fulfilling career? Ask a teenager
When we are young, we want to do something creative, something fun in our lives. As we grow older, other considerations kick in and often we find ourselves stuck in a career which is anything but fund & creative. Janan Ganesh delves into why this happens and what we can do stop the next generation […]
Qantas Airways CEO Delivered a Masterclass in Leadership
The article describes a remarkable exchange of letters between Irishman Alan Joyce is the CEO of Qantas Airways and 10 year old, Alex Jacquot, the self-appointed CEO of Australia’s newest airline company, Oceania Express. Alex wrote to Alan Joyce a letter in which he posed a range of questions: “First, being on school holiday, Jacquot wonders […]
What the hell is going on?
Most of us would have observed and pondered over the effects of social media on various aspects of the society and economy alike. David Perell puts those observations in a framework that allows the reader to distinctly see these changes, especially focusing on the fields of commerce, education and politics and how the effects are […]
‘We spoke English to set ourselves apart’: how I rediscovered my mother tongue
Most of us in urban India often find it frustratingly amusing that how our kids can patiently respond in English to our endless questions intentionally thrown in the vernacular. In this beautiful piece in the Guardian, Adaobi narrates his experience of English versus the mother tongue in Nigeria, an experience that most Indians will be […]
Meet the safecracker of last resort
This story profiles Charlie Santore, a 48-year-old safecracker licensed in the city of Los Angeles. Charlie operates under the name Santore & Son and he goes about his business in a 1997 Mercedes so overloaded with safecracking equipment that its trunk nearly scrapes the ground. The author says: “I spent more than six months shadowing […]
Marcellus: Value Investing – The Indian Challenge
Published on: 22 March, 2019 Around the world, making money from stocks does involve a significant element of market timing. However, for a small minority of stocks in India, the classical value investing paradigm does not readily work. These companies are best understood using our ‘Consistent Compounders’ paradigm. “Given the way price multiples have expanded […]
China gains the upper hand over Germany
This perceptive piece from Wolfgang Munchau underscores just how powerful China has become relative to almost every other country in the world barring the United States. Chinese power is not so much about raw economic growth as it is about China’s growing technological prowess. Munchau writes that “Last week, a German business magazine reported that a […]
Do not fear flying on the Boeing 737 Max
This piece was written before Trump grounded the 737 Max’s in America but most other countries had. Still, John Gapper’s arguments in favour of automation in aviation or ‘fly-by-wire” as it is called, make a lot of sense. His key argument rests on the overwhelming data that most aerial accidents have been attributed to pilot […]
How Merrill Lynch is Planning for its Customers to Live to 100
As lifespans increase, there is good chance that many of us will live into our 90s. This is going to create new avenues for wealth managers to make money. Bank of America’s Merrill Lynch Wealth Management is seeking to latch on to these opportunities. “In 2014, the company convened multiple business lines for a strategic […]
People think that data is in the cloud, but it’s not. It’s in the ocean
With wireless internet becoming ubiquitous, most of us are oblivious to the fact that much of the data criss-crossing the internet travels through cables, mostly under-sea. And it isn’t just internet or telecom service providers, big tech including the likes of Google, Facebook, Amazon, etc are laying their own undersea cables to get proprietary infrastructure […]
For more content on our strategy, visit the archives GO TO ARCHIVES