Reshoring supply chains: What does it mean for investors?
Whilst plenty of journalists, executives & politicians talk about China+1, very few people have data to hand which gives them a sense of the sheer scale of the transformation that is taking place in global supply chains today. This article by three investors from Capital Group, the Los Angeles headquartered giant of active asset management, […]
How to Succeed in Business Like Taylor Swift
There are many celebrities who have demonstrated their business acumen and made millions, some even billions. But the stand out among them is 33yr old Taylor Swift, the American pop music icon, whose ongoing “Eras Tour” is expected to become the biggest concert tour of all time, likely turning out over $1bn in revenues. So […]
Messi v Ronaldo: can either of them claim to be the greatest?
In this video, the venerable Simon Kuper, a man who has been writing about European football from the time we were in school over 30 years ago, answers two of the most important questions of our time. Firstly, between Ronaldo and Messi, who is the greater player? Secondly, is one of these two the Greatest […]
Fitter and stronger: how India women are working towards getting better
In any sphere of life, as the financial stakes go up, competition intensifies and the ‘ask’ for elite performers ramps up. Women’s cricket is currently going through a rapid phase of financialisation – courtesy the megabucks Indian women’s cricket is injecting into the global game – with the result being a sharp improvement in fitness […]
Why Nvidia Keeps Winning: The Rise of an AI Giant
Whilst we continue to learn more about AI – the hype vs reality, the biggest beneficiary of the AI narrative has been Nvidia, the world’s largest maker of GPUs – chips used for graphics and gaming and now expected to supply majority of the chips used for AI. Nvidia has quadrupled in market cap in […]
How to do Great Work
Paul Graham is an entrepreneur turned venture capitalist best known for founding the startup accelerator Y Combinator. But more recently known for his insightful essays such as this one on how to do Great Work, relevant for the young and the old alike. “The first step is to decide what to work on. The work […]
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 […]
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