Consistent Compounders

Marcellus: Non-Conformism Underpins Original Thought

Published on: 22 Feb, 2019 The more we get plugged into social & mass media, the harder it becomes to escape the echo chamber of consensus thought. In stark contrast, original thinkers – in Investing and beyond – have wide ranging interests beyond their profession, have a yearning to alter the status quo and a […]

Feb 22, 2019 . 9 MIN READ
Consistent Compounders

How a Naga tribe is challenging cliched notions of advancement, backwardness

Vrinda Shukla in her beautiful and eye-opening article questions the definition of backwardness. Vrinda shares her experience of visiting one of the remotest parts of India – ‘Mon’, a picturesque district of Nagaland, running along the Myanmar border and considered to be one of the most backward districts in the country. Residents of Mon celebrated […]

Feb 17, 2019 . 3 MIN READ
Consistent Compounders

Evidence deficit haunts billion-dollar brain trainers

In our quest to become smarter, many of us have to taken to using books, apps and trainers. In this piece, Anjana Ahuja says that there is no evidence that any of this stuff is actually of any use. “Scientists, though, have long been sceptical of the brain-training industry, forecast to be worth more than […]

Feb 17, 2019 . 1 MIN READ
Consistent Compounders

The two tribes of working life

Office goers, says this column in The Economist, can be split into two groups. The first tribe are called FOMO: people who love meeting other people and who are haunted by the fear of missing out (FOMO) lest they don’t attend a meeting, a networking event or a business trip. The second tribe are called […]

Feb 17, 2019 . 1 MIN READ
Consistent Compounders

India Proposes Chinese-Style Internet Censorship

The Indian Government’s proposed amendment to the IT act to regulate content on social media and messaging platforms has triggered a roaring debate among tech companies to freedom-of-speech activists to political parties. Whilst the headline of this NYT piece might have gone too far in comparing it with China (several countries including those from the […]

Feb 17, 2019 . 3 MIN READ
Consistent Compounders

The Extraordinary Science of Addictive Junk Food

A six year old article but a fascinating one nonetheless about the science that gets us addicted to junk food. Michael Moss who won the Pulitzer Prize in 2010 for his reporting on the meat industry, authored “Salt Sugar Fat: How the Food Giants Hooked Us”, a superb piece of investigative journalism, from which this […]

Feb 17, 2019 . 4 MIN READ
Consistent Compounders

Tribal World – Group Identity is All

25 years ago Samuel Huntington had taught those who read his controversial book “The Class of Civilisations and the Remaking of the World Order” that all of us are tribal people and will ultimately focus on looking after our own. All our education and our reading is merely a façade said the great intellectual (who […]

Feb 17, 2019 . 2 MIN READ
Consistent Compounders

Marcellus: The Nifty is No Longer a Play on the Indian Economy

  Published on: 15 Feb, 2019 Over the past decade, the Nifty’s earnings have not only grown at a much slower pace than the Indian economy, they have also trailed the S&P500’s earnings growth by a country mile (although the Indian economy is growing much faster than the American economy). This disturbing phenomenon has far […]

Feb 15, 2019 . 6 MIN READ
Consistent Compounders

Ikea furniture does not need to fall apart

In his succinct article, John discusses the adverse impact that consumption led growth has put on the environment and how recycling can reduce the burden on the environment. “Each person in the world draws about 10 tonnes of raw materials from metals to biomass annually into the economy to support consumption and production, according to […]

Feb 10, 2019 . 4 MIN READ
Consistent Compounders

Bridgewater’s Self-Obsession Actually … Works?

Eileen Murray, the co-chief executive officer of Bridgewater Associates, spoke at a hedge fund conference this week, and reiterated that what makes Bridgewater so successful is: “Bridgewater Associates has been so successful, year after year, Murray said, because of its unique and intense culture. Bridgewater’s ethos of “radical transparency” involves videotaping or tape-recording every conversation […]

Feb 10, 2019 . 2 MIN READ
Consistent Compounders

The Trump era could last 30 years

Gideon Rachman raises the question whether Britain’s vote for Brexit and America’s election of Donald Trump are a temporary aberration or a beginning of a new era. Gideon divides the post-war era into two periods each of which lasted roughly around 30 years– 1) from 1945-75, which was identified with a period of strong economic […]

Feb 10, 2019 . 5 MIN READ
Consistent Compounders

Why women win in the long run

This remarkable FT article takes us into the world ultra-long distance running where the results show that women don’t just beat men, they leave the men dozens of miles behind. Why exactly this is happening has become the subject of research by scientists. Scientists at the University of British Columbia in Canada have found that […]

Feb 10, 2019 . 2 MIN READ

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