Consistent Compounders

Long read: How businesses are actually using generative AI

Artificial Intelligence or AI has been threatening to disrupt our lives for long but never has it been closer to being reality than from the launch of GPT4 a year ago. Whilst some of us might have played around with ChatGPT in our individual capacities, how is the world adopting it at scale? Especially businesses […]

Apr 01 . 4 MIN READ
Consistent Compounders

Long read: How the Pentagon Learned to Use Targeted Ads to Find Its Targets—and Vladimir Putin

Byron Tau’s article helped us understand how badly constructed apps not only give third party advert providers a free ride on our time & attention but can also compromise our privacy (and give away the most intimate details of our lives). The central protagonist of the article is a US government contractor-cum-techie, Mike Yeagley. Through […]

Apr 01 . 5 MIN READ
Consistent Compounders

Short read: Rest Takes Hard Work

In response to a piece we featured a few weeks ago about why free time is so elusive despite working so hard, a reader shared this article on why we need to work hard towards our rest i.e, deliberate rest. Alex Soojun-Kim Pang, the author of the article says his study of people’s lives over the years […]

Mar 26 . 3 MIN READ
Consistent Compounders

Short read: How to Generate Good Idea

Whilst the author of this piece being an investor talks about idea generation in the context of investing, the essence is quite generic and applicable in any field of life. “Idea generation, in the investment business, has always been something of a dark art. Some managers prefer stringent quantitative screens to generate ideas. Others keep […]

Mar 26 . 3 MIN READ
Consistent Compounders

Short read: Electoral Bonds data by SBI needs different levels of inquiry: Ashok Lavasa

Ashok Lavasa is a retired IAS officer of considerable repute and a former Election Commissioner. Amidst the breathless excitement about the Electoral Bonds (EB) data published by the State Bank of India (SBI), Mr Lavasa has written a piece in The Print in which he lays out the three issues which deserve deeper probing. “First, […]

Mar 26 . 3 MIN READ
Consistent Compounders

Long read: Conviction and Quality

The Warren Buffett school of looking at permanent ownership of businesses or long-term investing in general inevitably requires high conviction as even the best of businesses tend to go through bouts of weakness, testing the investor’s patience. But what do we mean by conviction? How can we train ourselves to build it? This is an […]

Mar 26 . 4 MIN READ
Consistent Compounders

Long read: The magic of the mundane

Last week’s 3 Longs & 3 shorts featured a piece on how millions of people across the world are giving up on speaking to their native language and instead switching to speaking more widely spoken languages such as English, Chinese, Hindi and Arabic. That led us – and many of our clients – to ask […]

Mar 26 . 5 MIN READ
Consistent Compounders

Long read: How an airplane toilet works at 40,000 feet: The extraordinary science behind everyday flying

This long read answers all those questions you had about airplanes but were afraid to ask. Firstly, how does the toilet work in a plane. Short answer: a toilet in a plane works in a completely different way to the toilets in our residence. Julia Buckley of CNN writes: “Using water to flush airplane toilets is […]

Mar 26 . 4 MIN READ
Consistent Compounders

Portfolio performance and update on Fundamentals

*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure   Consistent Compounders Portfolio (CCP) In our recent CCP newsletter (click here ) we highlighted that long periods of […]

Mar 21 . 7 MIN READ
Consistent Compounders

Short read: Test cricket is what life is: R Ashwin

India’s recent test series win over England had plenty to highlight – the young Yashaswi Jaiswal’s player of the series winning 700+ runs (the only Indian after the great Sunil Gavaskar to do that), Jasprit Bumrah’s series setting spell in the second test or even the debate around England’s Bazball strategy. Yet the highlight for […]

Mar 18 . 3 MIN READ
Consistent Compounders

Short read: Pods, Passive Flows, and Punters

Albert Bridge Capital’s Drew Dickson has been putting out some insightful pieces and this one should rank right up there. It might sound familiar to readers of Marcellus’ newsletters where we keep banging on about fundamentals. In this piece, whilst Drew rants about why in the long run fundamentals matter, he raises three aspects why […]

Mar 18 . 4 MIN READ
Consistent Compounders

Short read: Bengaluru’s woes

Climate change is already having a life-changing impact on several parts of India. As we approach summer in India, water shortages have begun to kick-in across the nation with Bangalore being the most high profile of India’s increasingly parched cities. As per The Statesman: “The textile industry, a vital economic player in Bengaluru, is feeling the […]

Mar 18 . 2 MIN READ

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