Long read: Young People Face a Hiring Crisis. AI Is Making It Worse
Here is yet another manifestation of disintermediating main stream media. Derek Thompson, co-author of the recently published impactful book “Abundance” and one of the finest writers to have written for The Atlantic over the past 17yrs, just quit the magazine publisher to start his own Substack. And in his first post , he explains why he did […]
Long read: ‘The Mozart of the attention economy’: why MrBeast is the world’s biggest YouTube star
No other industry has been arguably disintermediated more by technology than media. Youtube, Instagram, TikTok and the likes have broken entry barriers for content creators and now have their own versions of the media behemoths of yore. The biggest of them all goes by the pseudonym “Mr Beast”. Most of us with teenage or even […]
Long read: The Allure of Autarky
Ben Chuis policy and analysis correspondent for the BBC. Previously, he was economics editor of Newsnight, the BBC’s flagship news and current affairs programme. He is the author of Chinese Whispers: Why Everything You’ve Heard About China Is Wrong (2013) and Exile Economics: What Happens if Globalisation Falls (2025). In this wide-ranging piece on a […]
The Seventh Commandment: Be Curious, Keep Learning, Ignore Credentialling
Summary: Focus on the ‘inner scorecard’ rather than the ‘outer scorecard’. Focus on continuous learning, knowledge & skill acquisition rather than credentialling. Look for new experiences, new opportunities to acquire knowledge and build new skills. [To find out what the Ten Commandments of Indian Entrepreneurship are, pls click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “We shall not cease from exploration […]
Earnings Growth in India: Sliding Nifty vs Rising CCP
Nifty50’s EPS growth moderated to 6% YOY in FY25 (from 24% CAGR over FY21-24) whilst valuations remain elevated (21x FY26 P/E for Nifty50). In stark contrast, Marcellus’ CCP portfolio’s earnings growth rate has been in the range of 17%-18% CAGR until FY24 and held firm at 14% YoY in FY25. Amidst a growing earnings growth […]
Portfolio performance and update on Fundamentals – May 2025
The NIFTY 50 is an Indian stock market index that represents the float-weighted average of 50 of the largest Indian companies listed on the National Stock Exchange. The BSE 500 index is designed to be a broad representation of the Indian market. Consisting of the top 500 companies listed at BSE Ltd., the index covers […]
Short read: Different Kinds of Smart
Success in investing isn’t as much dependent on your IQ as much as EQ – your emotional quotient. Indeed, too high an IQ could be detrimental as this ability to rationalise anything can make one delusional about the world and their ability to predict the future. In this article, Morgan Housel brings out the point […]
Short read: Air traffic control in the US still uses Windows 95 and floppy disks
Those of who spend our business lives on an aircraft vritually everyday of our lives were left doubly disturbed by the tragic crash in Ahmedabad of a colossal aircraft that we all assumed was un-crashable. Our perturbation has been heightened by what we have seen in America over the past couple of months where air […]
Short read: Are AI models cannibalizing their own creations? With the internet flooded by AI content, experts warn of a looming collapse
Over the past couple of years, we have been told that AI is the greatest thing to come along since the discovery of fire. Turns out that things are a little more complicated than that. Basis the views of a veteran tech journalist Steven Vaughn-Nichols, the ET Online team says: “A new report by VICE […]
Long read: Why birds don’t buy Bentleys and we humans will never fly
Human beings have been the dominant species on the planet for a while now. Not just dominance but also unique in terms of our ability to establish culture and transmit it from generation to generation, something that no other species has managed to come close to exhibit through evolutionary history. The only species or rather […]
Long read: Speak easy: How AI is giving voice to millions of Indians online
Speech recognition technology went mainstream with the likes of Amazon’s Alexa and Apple’s Siri. But its biggest use case in terms of adoption by the masses has been in India. India leapfrogged into mobile telephony at a time smartphones were becoming cheaper whilst data tariffs still remain one of the cheapest in the world. The […]
Long read: ‘Humans need solitude’: How being alone can make you happier
Many of us in Marcellus are geeks at heart and enjoy being by ourselves. For much of our lives we were told that there is something wrong with that, that we have to network, socialize, get to know people, go out more, make friends, etc. Now, all of a sudden however, solitude has become cool. […]
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