Consistent Compounders

Short read: India’s Chief of Information War during Op Sindoor night was fact-checker Mohammed Zubair

Innes Tang views himself as a patriot in HK. We see Mohammad Zubair as an Indian patriot. As Antara Baruah of The Print informs us, Mr Zubair stepped up to the plate when accurate information on a volatile situation was in short supply: “The aftermath of India’s military strikes in Pakistan and Pakistan Occupied Kashmir […]

May 19, 2025 . 2 MIN READ
Consistent Compounders

Gaming or Gambling? Young Indians are getting addicted to ‘opinion trading’, and losing huge sums

Humans in general and Indians in particular love to wager a bet every now and then. But we Indians seem to take our punting instincts a bit too seriously. Until the regulator imposed restrictions recently, Indian traders had made the Indian derivatives market the world’s largest by volume by a healthy margin. India claims to […]

May 19, 2025 . 3 MIN READ
Consistent Compounders

Long read: An Astonishing Sixty Years: The Legacy Of Hiroshima

This is a 20yr old lecture referring to the American dropping of the atom bomb on Hiroshima in 1945. Hence the astonishing sixty years in the title; now still an astonishing eighty years indeed. Astonishing because the world hasn’t seen a single incidence of the use of nuclear weapons over what is a reasonably long […]

May 19, 2025 . 5 MIN READ
Consistent Compounders

Long read: Hong Kong pro-China informer: ‘Why I’ve reported dozens of people to police’

Patriotism can mean different things to different people. For some people, patriotism means reporting to the authorities the “unpatriotic” activities of neighbours & colleagues. This article from the BBc profiles one such patriot – a former banker named Innes Tang – in Hong Kong. The BBC writes: “From a woman waving a colonial-era flag in […]

May 19, 2025 . 4 MIN READ
Consistent Compounders

The Second Commandment: Simplify your life

Summary: Simplify your day-to-day life into a series of routines and processes which allow you to work hard, work intensely, work collaboratively and yet find time to relax, refresh and be creative. [To find out what the Ten Commandments of Indian Entrepreneurship are, pls click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “Studies of the lives of great minds tell us […]

May 16, 2025 . 7 MIN READ
Consistent Compounders

The First Commandment: Take Risks

Summary: Take entrepreneurial risks. Train yourself to take EV (expected value) positive bets early in life and then spend your life making as many EV positive bets as you can. Make small bets initially but once you realize that the odds are in your favour, load up and go as big as you can afford […]

May 14, 2025 . 8 MIN READ
Consistent Compounders

Short read: Pope Francis and the soul of economics: Rethinking global priorities

Plenty of tributes have poured in over the past three weeks celebrating the papacy of Pope Francis who passed away on 21st April. The tributes have focused on his progressive thinking about inclusivity, notably LGBTQ among others. This piece in the Business Standard focuses on his critique of the modern economy for having created inequality, […]

May 13, 2025 . 3 MIN READ
Consistent Compounders

Short read: Avoid Unforced Errors and Stay Humble: Warren Buffett’s Leadership Lessons

Last weekend, we heard the inevitable – Warren Buffett announced his decision to step down as the chief of Berkshire Hathway later this year. Buffett’s contribution to the world of investing and business goes beyond the immense amount of wealth creation for Berkshire shareholders over several decades. As this piece in the WSJ shows, several […]

May 13, 2025 . 3 MIN READ
Consistent Compounders

Short read: Bringing up Vaibhav Suryavanshi – from net practice behind Samastipur home to IPL arclights

A month ago, a team from Marcellus visited the interiors of Bihar and was astonished to find not only a road network superior to that of Maharashtra (supposedly, one of India’s more developed states) but also high-quality sports facilities. Then a week ago we saw the 14-year Bihari prodigy astonish the world with a 35-ball […]

May 13, 2025 . 2 MIN READ
Consistent Compounders

Long read: The U-bend of life

This 15 yr old article got featured in The Economist’s Sunday edition of its daily newsletter a couple of weeks ago in the most read list, having been originally featured in the 2010 Christmas specials. And why not, the takeaways would surely bring Christmas cheer, particularly if you are over the hill. The article based […]

May 13, 2025 . 5 MIN READ
Consistent Compounders

Long read: The great Indian GDP controversy needn’t have arisen

First the bad news. India is a country where the last census took place in 2011 when a quarter of the current population wasn’t even born. And India remains a country where corporate earnings are growing at single digits quarter-after-quarter even though the official statistics show that nominal GDP is growing at double digits. Now […]

May 13, 2025 . 4 MIN READ
Consistent Compounders

Long read: Manufacturing and war: Lessons from WW II

It is fashionable these days to say that “we want to go to war”. After all, that’s what real men like Vladimir Putin do. The punchline of this well researched blog by Yogesh Upadhyaya is that “If you go to war without a strong manufacturing base then God help you”. Why? Because in a prolonged […]

May 13, 2025 . 5 MIN READ

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