Consistent Compounders

Long read: Rules for the ruling class

We have been highlighting the rise of a new elite in India in blogs such as this one. Here’s a well researched piece in The New Yorker talking about this phenomenon of elite circulation at the global level as well as throughout history. The sub-title of the article gives you a sense of what to expect […]

Jun 17 . 6 MIN READ
Consistent Compounders

Long read: 2024 Commencement Address by Roger Federer at Dartmouth

Roger Federer is endearing to many for reasons not just restricted to his tennis. His demeanour much like his game was full of grace. And his commencement address to the students of Dartmouth last week was no different – filled with wit, grace and humility. He talks about life lessons learnt from Tennis. One of […]

Jun 17 . 2 MIN READ
Consistent Compounders

Long read: Learning to be happier

Bruce Hood is professor of developmental psychology in society at the University of Bristol in the UK. He’s also the author of ‘The Science of Happiness: Seven Lessons for Living Well’ (2024). In this insightful long essay, he explains why a lunchtime course he offered to the stressed out students at the prestigious university not only made […]

Jun 17 . 5 MIN READ
Consistent Compounders

Short read: India at Cannes: What does Payal Kapadia’s win mean for our film industry

India’s growing stature in the world is underpinned by the fact that it is the world’s fastest growing large economy. But alongside economic power comes its emergence in other fields such as in sport – whether it is its improving medals tally at the Olympics or churning out chess grandmasters, and the arts and culture […]

Jun 10 . 3 MIN READ
Consistent Compounders

Short read: The best business books aren’t actually about business

There has been an explosion of self-help books and business books over the years to the extent it is a challenge to filter. And it is important to filter content we consume as highlighted in a piece we featured recently. The other challenge about self-help and business books that this article highlights is the lack of context. […]

Jun 10 . 3 MIN READ
Consistent Compounders

Short read: What explains the rapid growth in myopia?

Increasingly we are seeing kids in primary school getting specs. Andrew Herbert, a vision scientist, notes that myopia is rising rapidly across the world: “Myopia, or the need for corrected vision to focus or see objects at a distance, has become a lot more common in recent decades. Some even consider myopia, also known as nearsightedness, […]

Jun 10 . 3 MIN READ
Consistent Compounders

Long read: In Indian real estate, senior living is still in the junior league

As economies evolve, new challenges and new opportunities present themselves. One such opportunity in India’s current stage of evolution economically and demographically is senior living. Old age homes have been around in India but with rising affluence and social acceptance, there is growing demand for a better quality of retired life for our seniors such […]

Jun 10 . 3 MIN READ
Consistent Compounders

Long read: Truth, Lies, and Statistics: Retraining economists in the age of AI

Barely a month goes by in China or in India without some macroeconomic data being published which leaves investors scratching their heads. However, before most investors have even had time to absorb the data release, macroeconomic forecasts based on the puzzling data is published by breathless economists working for brokerages. In this opinion piece, Pramit […]

Jun 10 . 4 MIN READ
Consistent Compounders

Long read: Haryana’s bought brides are fighting back. ‘Why bring us from outside and insult us?’

Over the past year we have noted that Indian women are studying more than Indian men, getting better jobs, earning more money relative to the men and saving more (see for example: https://marcellus.in/blogs/urban-indian-women-have-more-money-than-men/). However, as is well known, in the less affluent strata of society, Indian women continue to struggle in what remains, for the most […]

Jun 10 . 5 MIN READ
Consistent Compounders

Short read: Do You Need Alternatives to Get Rich?

Nick Maggiulli writes an insightful blog on personal finance often with views backed by rigorous data analysis. In this blog, he talks about alternative investments which refer to private equity, venture capital, real estate funds, private credit and collectibles like art and the pros and cons of the same. “While each of the asset classes […]

Jun 03 . 2 MIN READ
Consistent Compounders

Short read: A great investor is a great rejector

We had the privilege of hosting Pulak Prasad over a webinar with our clients upon the launch of his brilliant book “What I Learned About Investing from Darwin”. The book is rich with investing insight drawn from the world of evolutionary biology. One specific lesson was about Type 1 (picking a bad stock) and Type 2 (missing […]

Jun 03 . 2 MIN READ
Consistent Compounders

Short read: Ashutosh Mukherjee: A centennial tribute

Ashutosh Mukherjee was a giant amongst the many glittering stars who featured in the Bengal renaissance. In this piece, Advocate V Sudhish Pai, highlights both the great man’s polymathic personality, his achievements as a jurist in Kolkata High Court and his role in creating Calcutta University: “If greatness comprises character and intellect of the highest order […]

Jun 03 . 3 MIN READ

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