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 […]
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 […]
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 – […]
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 […]
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, […]
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 […]
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 […]
With communication tools becoming handier, investors are increasingly confronted with the challenge of navigating through the uncontrolled barrage of information hitting them. A large part of this flow is either not relevant or more dangerously, is misinformation. Being sceptical and questioning is a simple and useful tool, as well as an important first step in […]
At Marcellus, we are ardent fans of ‘The Wall’ – Rahul Dravid, not least because of the similarities between our investing beliefs and his batting temperament – minimising risk, but also the statesmanship he exudes which makes his contribution to the game go beyond that as a player – someone who derives meaning and purpose […]
It was just a matter of time. Given the efficacy of contact tracing in flattening the curve so far, to execute contact tracing at a large scale, technology had to come to the rescue. Whilst Asian countries such as China, Korea and Singapore have been using mobile phone based surveillance for contact tracing, with Apple […]
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