Consistent Compounders

Pratilipi is the biggest boom for women writers. Malayalam, Bengali, Hindi rule

India’s women are ascending at a rapid rate although you would not know that if you relied on mainstream media commentary in India. Our colleague, Nandita Rajhansa, wrote a piece on this subject a fortnight ago – see https://marcellus.in/blogs/educated-employed-and-empowered-the-rise-of-indian-women/ Validation of Nandita’s point of view comes from an unusual source. As this piece in The Print […]

Nov 20 . 5 MIN READ
Consistent Compounders

The New York City Marathon Is an Engineering Marvel

In last week’s edition of 3 Longs & 3 Shorts, we had a piece which delved into the physics of the tragic stampede in Seoul three weeks ago (see https://www.wired.com/story/how-peaceful-crowds-turn-into-a-deadly-crush/). In response, one of our clients shared a piece on how mega events like the New York Marathon are carefully planned so as to avoid mishaps. […]

Nov 20 . 5 MIN READ
Consistent Compounders

Are we really prisoners of geography?

Across the world, a wave of bestsellers – from a variety of authors – is spreading the message that a country’s geographic location defines its destiny. As this long read in The Guardian says “…as faith in an open, trade-based international system falters, map-reading pundits such as Tim Marshall, Robert Kaplan, Ian Morris, George Friedman and […]

Nov 20 . 4 MIN READ
Consistent Compounders

Rising Giants’ Road to Antifragility

Brinton Johns & Brad Slingerlend’s 2014 paper, ‘Complexity Investing’, discusses how it’sfutile to forecast extreme event like pandemics, stockmarket crashes and tech disruptions. These events belong to complex ecosystems with unpredictable outcomes and a tendency towards polarization i.e. a few winners prevail – those who constantly adapt, keep building on their strengths and thus end […]

Nov 15 . 12 MIN READ
Consistent Compounders

How Peaceful Crowds Turn Into a Deadly Crush

The recent crowd tragedy where more than 150 people died at a Halloween get together in Seoul following similar recent disasters in Indonesia and Houston have prompted the need for authorities to factor in the inherent risks in crowding and manage these events better. The WIRED features Martyn Amos, a professor at Northumbria University who […]

Nov 13 . 3 MIN READ
Consistent Compounders

Do nothing dammit

A month ago, Anand Sridharan of Nalanda Capital wrote a lovely blog about how the term ‘value investor’ has been misused and why they would rather call themselves a ‘Business Owner’. Whilst many would think that is easier said than done, Anand has followed up with another brilliant piece about how the ‘Business Owner’ mindset helped the […]

Nov 13 . 3 MIN READ
Consistent Compounders

Data goes private

In this succinct edit piece for the Business Standard, TN Ninan makes a very astute observation. He highlights that over the past few years, for a variety of reasons – Covid, political meddling, etc – macroeconomic data made available by the Government of India has become more sporadic and less reliable. This has created a […]

Nov 13 . 2 MIN READ
Consistent Compounders

I spent 10 days in a secret Chinese Covid detention centre

China’s Zero-Covid policy has received much criticism elsewhere when the rest of the world has learnt to live with it whilst China is taking the unique route to fighting it despite claiming to be 90% vaccinated. But how exactly is this Zero-Covid policy being implemented. Here’s a first-hand account from a Financial Times Shanghai Correspondent […]

Nov 13 . 3 MIN READ
Consistent Compounders

That Reusable Trader Joe’s Bag? It’s Rescuing an Indian Industry

When we visit the US on work, we do a tour of American supermarkets to understand how modern retail could evolve in India. One of the shops we frequent is Trader Joe’s because it offers a curated collection of food and condiments from across the world. In this piece, NY times journalist Sameer Yasir, describes […]

Nov 13 . 3 MIN READ
Consistent Compounders

Lessons from the Rise and Fall

When Jack Welch handed charge of GE to Jeff Immelt in 2001, GE’s share price was $480. Today it is $80. Immelt, who was sacked in 2017 after destroying 80% of its shareholder value, claims that Welch handed him a “bag of shit”. Several commentators disagree – they see Immelt as the primary protagonist in […]

Nov 13 . 3 MIN READ
Consistent Compounders

Educated, Employed, and Empowered: The Rise of Indian Women

As India reaps the benefits of a decade long infra build and economic reform journey, Indian women – more than Indian men – are emerging as gamechangers. The rapid growth of a Service-oriented economy, the spread of affordable education, and the mushrooming of smartphones and social media have helped Indian women rise more rapidly over […]

Nov 09 . 12 MIN READ
Consistent Compounders

The end of Apple’s affair with China

One of the most frequently used buzzwords in business and political circles these days is deglobalisation. The end of an era as highlighted in one of the features from last week, referring to the end of four decades of globalisation when China emerged as the factory to the world, is best epitomised by this piece […]

Nov 06 . 4 MIN READ

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