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 – February 2024

*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
Consistent Compounders

Long read: War in space is no longer science fiction

In the recent past, we have featured a few pieces on the emergence of space-tech, more in the context of investment opportunities related to innovation in the world of space exploration. Of course, the likes of SpaceX by Elon Musk and Blue Origin by Jeff Bezos are now well-known private companies with heavy investments in […]

Mar 18 . 4 MIN READ
Consistent Compounders

Long read: Chennai startup finds a solution for ‘overqualified housewives’. No more motherhood penalty

Nobel Laureate Claudia Goldin famously identified the ‘motherhood penalty’ i.e. the price women pay (in terms of compensation foregone) for having a child. She wrote, “Women earn less than men, and that is especially true of mothers relative to fathers. Much of the widening occurs after family formation when mothers reduce their hours of work.” (Source: https://www.nber.org/papers/w30323) “According […]

Mar 18 . 4 MIN READ
Consistent Compounders

1. Long read: Disappearing tongues: the endangered language crisis

As many Indians know, language evokes intense emotions in many parts of India. What most of us might not know is, “At present, about half of all languages are spoken by communities of 10,000 or fewer, and hundreds have just 10 speakers or fewer. On every continent, the median number of speakers for a language is […]

Mar 18 . 5 MIN READ
Consistent Compounders

The Rise of the Woman Voter Has Big Investment Implications

  Amongst registered Indian voters, more women today are voting than men. The rise in women’s active participation in politics (despite lower representation in Parliament) is a culmination of greater access to information and to business opportunities and greater availability of free time. All of these have been, in part, facilitated by positive policy changes. […]

Mar 15 . 11 MIN READ
Consistent Compounders

Short read: Why you should never retire

The FIRE movement, standing for ’Financial Independence, Retire Early’ has become popular across the world. Whilst financial independence truly gives you freedom to pursue your passions or ideas even if they were not financially rewarding, retiring early could have its own problems. Of course, one is not talking about retiring from jobs or careers you […]

Mar 11 . 3 MIN READ
Consistent Compounders

Short read: How Ameen Sayani Helped Unite the Soul of India

India’s most famous RJ, the iconic Ameen Sayani, passed away on 20th February at the age of 91 after living a life that most of us would envy. The Wikipedia page on this remarkable man says, “Ameen Sayani was born on 21 December 1932 into a Gujarati Muslim Khoja Ismaili family in Bombay (now Mumbai). His parents […]

Mar 11 . 3 MIN READ

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