Short read: Rohit Sharma’s legacy: Rewiring his generation, encouraging the next
We’ve tracked the rise of Indian chess as a reflection of the rise in India’s economic fortunes. But there’s no better sport to demonstrate that than cricket. The Indian cricket team up until the early noughties (barring the 83 and 85 ODI wins) was notoriously known for capitulating under pressure, suggesting a lack of confidence […]
Short read: Buy Low & Sell High: Why Is It So Difficult?
Whilst we all would love to buy a stock before it rallies and sell before it crashes, in reality, sometimes we do buy a stock after it has had a decent run and sell when it has corrected. It does seem to go against the Buy Low and Sell High doctrine so popularised by Warren […]
Short read: Indian elephants lost genetic vigour as they moved north to south, 5 distinct populations exist: Study
Did you know that India’s elephants – all of whom originate in north India – now have five distinct populations? These and other fascinating findings are the result of a study conducted by a team of researchers from the Bengaluru-based National Centre for Biological Sciences (NCBS) and the Indian Institute of Science (IISc). Their research […]
Long read: Are We Too Impatient to Be Intelligent?
Rory Sutherland is the vice chairman of Ogilvy and Mather (O&M), the iconic advertising agency. He is an author most noted for his book Alchemy: The Power of Ideas That Don’t Make Sense. His articles and interviews are as entertaining as they are insightful. Much of these insights come from his work on Behavioral Science, […]
Long read: India’s air, water, land are all polluted. The government has failed to tackle this, says a new book
Subhash Chandra Garg is a former Finance Secretary of India and the Scroll has published an excerpt from his new book, “The Ten Trillion Dream Dented: The State of the Indian Economy and Reforms in Modi 2.0 (2019-2024)”, focusing on how little India’s central government and its state governments have been able to do with […]
Long read: Good, free, fun: The simple formula that has made Duolingo a daily habit for millions
The popular perception is that apps & online courses are helping smart people get better equipped with technical skills eg. big data analytics, AI, etc. In India, this perception has in part been created by the craze to get kids to learn coding early in life. The reality is that the internet is even more […]
Portfolio Performance and Update on Fundamentals – September 2024
Consistent Compounders Portfolio (CCP) Performance of Marcellus’ CCP portfolio has turned a corner in absolute returns over the last 18 months (31% CAGR) and in relative returns over the last six months (20.78% for CCP vs 16.58% for Nifty50 TRI). This is attributed to both the upgrades made to our portfolio construction approach as well […]
Short Read: Mithun Chakraborty, the Star, was Made on the Streets of Kolkata
This year’s Dada Saheb Phalke Award, India’s highest award in the field of cinema has been conferred on Mithun Chakraborty for his contribution to Indian cinema. Indeed, Mithun’s contribution couldn’t be more diverse – from winning three national awards including one for his debut to becoming a dancing superstar in mainstream Bollywood to owning the […]
Short Read: A Stimulus Is Good, But China Still Faces a Hard Slog
Over the past two weeks, the Chinese stock markets have been on a tear with benchmark indices rallying over 30%, also resulting in China’s weight in emerging market indices bouncing after a steady decline. The reason being a bazooka of a stimulus announced last week. The size of the stimulus is in someways an acknowledgement by the […]
Short Read: Traders Losing Big in India’s Derivative Market are Under 30, Low Income, Small-City Men: Report
We like to believe that the financialisation of wealth in India is a good thing as it suggests that affluent Indians are shifting their trillions of $ from physical to financial assets. TCA Sharad Raghavan’s piece suggests that a such a reading of the recent boom in stockmarket trading would be incorrect. His piece – […]
Long Read: Buggy Messy Simple Robust – Anand Sridharan’s talk at IIMA
Anand Sridharan, an investor at Nalanda Capital has been putting out some insightful essays on various aspects of investing over the years, some of which have been featured here in the 3L&3S. In this post, he puts them all together, which makes it a truly compelling read. The post is a set of slides he […]
Long Read: ‘How Much Land Can We Keep Giving to The Ocean?’
Whilst we sit in our air-conditioned living rooms and agonise about what to do about climate change, the phenomenon is already wrecking the lives and livelihoods of millions of people. Arunima Kar’s story is a glimpse of how climate change is ripping through India. Ms Kar writes with intensity, with detail and her writing packs […]
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