Two Bihar Ranji Trophy teams turn up on ground, start delayed
The Ranji Trophy is India’ premier first-class cricket tournament and Mumbai are the current holders of the trophy (and the team with the most number of Ranji Trophy wins). The competition is divided into two groups – the Elite group (where the top teams like Mumbai, Delhi, Tamilnadu, etc play) and the Plate group (where […]
In the stories of Asian Games’ medalists, the story of sport in India
At the Asian Games held in China last year, 256 Indian athletes won medals. Since this was India’s largest medals haul at the Games, what followed was much chest thumping in the world’s most populous nation. Mihir Vasavda’s carefully researched story points to a more bittersweet underlying reality behind these medals. He says, “Ninety-six athletes who […]
Active Patience
In his blog ‘The Seven Virtues of Great Investors’ that Jason Zweig wrote about last year, ‘Patience’ perhaps could be construed as the most obvious one, even cliched, given the inherent volatility in markets irrespective of one’s style of investing resulting in periods of weak performance (absolute, relative or both). What he doesn’t say is whether patience […]
How to get rich in the 21st century
To be sure, the title does not refer to us getting individually rich but to countries making the leap from a developing economy status to the rich world, measured by per capita incomes rising to levels that the IMF classifies as a developed economy. The 20th century saw some of the East Asian economies make the […]
JS: The iconic magazine which ‘invented’ the Indian teenager
Those of us who read a few books and writes 3 longs & shorts fancy ourselves as people who know a little bit about India. Then we come across a slice of India that we had never heard about before. That was broadly how we felt when we read this piece by Soutik Biswas about […]
The Rapid Rise of Female Entrepreneurs in India
Data from the RBI shows that women in India’s urban areas have more money in their accounts than men. Across all levels of the education system, Indian women are outnumbering and outperforming Indian men. Both during our travels and through our number crunching, we can see that urban women are getting wealthier, thanks to […]
Short read: Luke Littler, the ‘fearless’ 16-year-old making darts history – fuelled by omelette
Most of us would know of darts as a fun game played over beers at a pub. But it is indeed a sport with a world championship that just concluded. And it is even more famous thanks to its losing finalist – a 16yr old sensation Luke Littler. Littler has set the darts world on […]
Short read: Contrarian Investing with Michael Mauboussin
It is perhaps that time of the market cycle when we do feel the madness of crowds, at least when it comes to the Indian markets. The positive view on the Indian economy has become increasingly consensus with hardly any attempt to poke holes in the India story. This is even more apparent with flows […]
Short read: The changing face of trade: idea-driven companies come to the fore
Over the past decade, the nature of global trade has changed radically. In this article, the fund managers at Capital Group say that “Digitisation is behind the latest shift in trade patterns, with far-reaching consequences for economies, companies, and individuals. Many investors used to think of multinational companies as powerhouses in commodities or heavy industries, but […]
Long read: Tamil Nadu is the new China+1 for shoes. Crocs, Nike, Adidas foot India’s manufacturing push
China+1 often refers to the rearranging of global supply chains where western companies are looking to reduce their reliance on China (which hurt them when China locked itself up during Covid) and look for alternative sources for procurement since China has emerged as the factory to the world over the past four decades. India amongst […]
Long read: Five studies evaluating the impact on mental health and mood of recalling, reading, and discussing fiction
This is a heavy-duty academic article which was forwarded to us by a friend of Marcellus. It took us a bit of time to figure out the number crunching contained in the article but we persisted because of the nature of the hypothesis being tested i.e. does reading fiction confer any benefit upon the reader? […]
Long read: Electric cars are already upending America
Saahil Desai begins by saying that electric cars have reached tipping point in USA: “…electric cars are already upending America. In 2023, our battery-powered future became so much more real—a boom in sales and new models is finally starting to push us into the post-gas age. Americans are on track to buy a record 1.44 million […]
For more content on our strategy, visit the archives GO TO ARCHIVES