If you have ever wondered not only about why only 10% of the population is left-handed but also why left-handers’ have a higher propensity to be born in certain families (which already have several left-handers) then you might want to watch this short BBC video. Ultrasound scans show that we become left or right handed […]
China is today clearly front and center of geopolitics, global supply chain and financial markets and the interplay between the three. To that extent, we continue to look for insights from those who know better. Here’s an interview with Anne Stevenson-Yang, who has published her new book “Wild Ride: A Short History of the Opening and […]
One of the standout features of the technology era has been the dominant ‘monopolies’ – from Microsoft in operating systems to Amazon’s ecommerce to Apple’s iPhones. Yet the most dominant of them all has to be Google in ‘search’ driven advertising. And this monopoly now seems to be under threat with ChatGPT and Generative AI […]
Our colleague in America sent us this eye-opening article from the NYT which says that rather than obsessing about whether we are having too much by the way of fats, carbs or sugar what we should really worry about is whether we having too much “Ultra Processed Food” (UPF). So what is UPF? And why […]
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure Consistent Compounders Portfolio (CCP) The investment philosophy at Marcellus’ CCP portfolio remains unchanged around portfolio […]
Jim Simons is arguably the only investor talked about in the same breath as Warren Buffett in terms of greatness. Indeed, his returns have been way ahead of Buffett’s – a spectacular 66% p.a over three decades. Few people knew about him until Gregory Zuckerman’s 2019 book – The Man Who Solved the Market . Even then […]
If you have ever watched wildlife videos, chances are that the voice over in one of them was from the legendary David Attenborough. This is Smithsonian’s preview of an upcoming BBC series titled ‘Mammals’ (check out the teaser video with Coldplay playing in the background), which features Attenborough who seems to be going strong at 98. […]
For several years now, Pramit Bhattacharya has been writing outstanding pieces for Hindustan Times and Mint. His latest column is about one of India’s greatest economist’s, KN Raj. Raj’s son, Gopal Raj allowed Pramit to go through some of Raj’s correspondence (much of it has been destroyed) during a trip to Thiruvananthapuram last year, and […]
All of us here at Marcellus’ Mumbai offices are quite excited about tomorrow – where we get to exercise our franchise, the power to elect the people who govern our country. Indeed, elections are much like festivals – a celebration of democracy. There’s plenty of discourse and banter among the contestants, their supporters and the […]
Over the past year we have commented on and invested into the rise of roughly a million super rich Indians (super rich not just by Indian standard but also by Western standards). We call such Indians octopi – see https://marcellus.in/blogs/the-octopus-ascends-the-rise-of-crazy-rich-indians/ One by-product of the rise of the octopi is that niche high value products are increasingly […]
A political scientist who specialises in the Chinese political system mailed us this riveting paper authored a couple of years ago by two academics – Meg Rithmire of HBS and Hao Chen of the University of Southern California. The core thesis of the paper is so close to home that it can serve as the […]
India’s methodical build of digital public goods, starting with Aadhaar, followed by Jan Dhan (bank accounts for all), and accompanied by affordable mobile connections (courtesy Jio) has led to successes such as the Unified Payments Interface (UPI). The next step in this journey seems likely to be to ensure that India Stack becomes truly transformative […]
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