The ancient drink that powers Indonesia
There is much to learn from the nations of South-East Asia who have achieved per capita income levels 3x that of India’s WITHOUT Chinese-style authoritarian rule and WITHOUT letting their indigenous culture being eroded by mindless imitation of Western cultural practices. No country epitomises this more than Indonesia, a country where the morning radio broadcast […]
Succession Planning is Critical for Disruptive Capital Allocation
Large businesses often face the risk of stagnating growth due to saturation of their core market or disruption from new innovators. One way to mitigate this risk is to invest in disruption, innovation & expansion of the business into adjacencies. However, successful execution of such capital allocation decisions is not dependent only on strategic decision-making […]
Modern Utilities Operating on a Global Scale Make for Lucrative Investments.
Marcellus’ Global Compounders Portfolio (GCP) focuses on investing in 25-30 highly fortified global companies listed mostly in developed markets. These companies align with global megatrends and possess robust moats built around process capability, research and development, and capital allocation. These factors play a pivotal role in driving the consistent compounding for GCP companies. Over time, […]
Was the last battle of the American Revolution fought in India? A growing number of historians think so
As America celebrated its independence earlier this week, days after the Indian PM’s visit to the US where the two countries committed to unprecedented levels of collaboration, here is a piece of historic trivia connecting the two nations. Whilst there are multiple schools of thought on most historic events, the author cites the growing consensus […]
Book review “Chaos Kings —How Wall Street Traders Make Billions in the New Age of Crisis”
For those who are interested in reading books on investors & investing, Scott Patterson is a familiar name thanks to his mega bestseller, ‘The Quants’. Now Katie Martin of the FT says that he’s back with a really interesting book on a specific, niche type of investor: “Bragging rights start kicking in when investors do well, […]
Sunil Chhetri: ‘I don’t know when will be my last game for India’
One of the daily challenges facing Marcellus’ fund managers and salespeople is that the vast majority of wealthy, highly educated Indians have no idea about who the CEOs of India’s biggest compounding machines are. If you ask 100 Indians who the CEOs of Asian Paints, HDFC Bank, Titan or Bajaj Finance are, you will be […]
Fear of Acorns
Ted Lamade is the Managing Director at The Carnegie institute for Science and has written some insightful guest pieces for the Collab Fund. In this piece, he addresses a topic that we have been featuring quite extensively at the 3L&3S of late – Artificial Intelligence. He first attacks the doomsayers who are calling AI will […]
Left-brain thinking will destroy civilisation
Dr Iain McGilchrist is a psychiatrist, best known for his book “The Master and his Emissary” which talks about the right and left hemispheres of the brain and how the overdependence of left-brain thinking in western culture is putting civilisation at risk. Freddie Sayers interviews him for the Unherd in this piece. The whole interview is a […]
‘Drought is on the verge of becoming the next pandemic’
Courtesy Mridula Ramesh’s book ‘Watershed: How we destroyed India’s water and how we can save it’, we learnt a couple of years ago that most of India’s cities are consuming more water than the monsoons can supply thus leading to Indians’ drawing down the nation’s groundwater resources at a rapid rate. Courtesy Tim Smedley’s long read in […]
Malthus and the misallocation of capital
Whilst climate change is real and needs to be arrested and possibly reversed, there is a school of thought that argues against mindless environmental activism which could potentially derail human progress in itself. Alexander Ineichen is one such voice who calls for a more nuanced approach. He cites the collapse of Sri Lanka and its […]
How India is heating up
In case you haven’t noticed it, India’s summers are increasingly becoming insanely hot. This is not the findings of a Western funded NGO which wants to scupper the ‘India Story’. Instead, this is the result of simply plotting the temperature data from India’s Met Department. If you click on the link shown in the source, […]
FIFA Women’s World Cup 2023: How Indian women’s football was built on barefoot dreams
In India, cricket gets 95% of the sponsorship money. As a result, athletes playing other sports are seen as children of a lesser god. And if these athletes are women, then they are often left asking whether god will ever come to their rescue. No, we are not talking about India’s women wrestlers; instead, we […]
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