Consistent Compounders

R Ashwin: ‘I’ve always been good at assessing batsmen, but now I think I’ve taken it to another level

What Rahul Dravid is to the world of batting – a legend who reimagined what it means to win matches for India with quiet, sustained aggression – Ravi Ashvin is to the world of bowling – a modern legend who combines the use of technology and his cricketing brain to out-think the world’s best batsman. […]

Jan 02 . 4 MIN READ
Consistent Compounders

The Best Newsletters of 2021

The end of a year is always an opportunity to measure how much we have grown as individuals or as organisations. At Marcellus, one of the more important metrics of progress we measure is on the learning front. Every year, or for that matter, every day, we hope to learn something new or learn something […]

Dec 29 . 5 MIN READ
Consistent Compounders

The Best of 2021

The year 2021 was turbulent, to say the least. While it began with hopes of leaving behind Covid-19, by the middle of the year we were dealing with the devastating second wave in India. There will be a rare person who did not lose someone or who did not know someone who had lost a […]

Dec 27 . 4 MIN READ
Consistent Compounders

Anatomy of a GOAT: What makes Magnus Carlsen the world’s best chess player

Many sports are witnessing their current best players staking a credible claim on the GOAT (Greatest Of All Time) tag but few as credible as Magnus Carlsen in chess. Atleast, he himself believes that:“During a post-game press conference at the 2018 World Championships, Carlsen and Fabiano Caruana were asked to pick their favorite players from […]

Dec 26 . 3 MIN READ
Consistent Compounders

Why Elon Musk Will go Down in History

Elon Musk is the Time magazine’s ‘Person of the Year’ and who better to write about it than Walter Isaacson. Isaacson is best known for his biographies of other famous people who have made an indelible mark on humanity such as Einstein, Benjamin Franklin, Da Vinci, Steve Jobs and most recently Jennifer Doudna. In August this […]

Dec 26 . 3 MIN READ
Consistent Compounders

Clean energy from nuclear fusion is our planet’s best hope

A couple of weeks ago we featured a piece by Edward Chancellor on climate change which ended on a bit of a worrying note – “To kick the addiction to fossil fuels, as mankind must, and at the same time maintain high standards of living, new technologies are desperately needed – less resource-intensive batteries with greater storage capacity […]

Dec 26 . 3 MIN READ
Consistent Compounders

How Y Combinator Changed the World

The world of venture investing is going through its best ever period in history helping create businesses disrupting the status quo and scaling them to unprecedented sizes in years not even decades. Last week, we featured a piece on factors enabling the Indian startup ecosystem and how Indian start ups are set to raise over $25bn this year […]

Dec 26 . 4 MIN READ
Consistent Compounders

Corner Stores Are the New Darlings of the Global Tech Industry

In India, we are seeing a clutch of VC funded start-ups and large corporate funded efforts to become a supplier to the kirana store ecosystem. This article in The Atlantic explains that such businesses are mushrooming all over the world: “These stores are so mundane that it can be easy to miss the vital role […]

Dec 26 . 3 MIN READ
Consistent Compounders

Reviews of two related books linked by one powerful idea – “The Meritocracy Trap” by Daniel Markovits; and “The Tyranny of Merit” by Michael Sandel

These two books were published around 18 months ago but what has transpired in these 18 months makes it highly likely that the themes highlighted in these books will become the underpinning of political ideas not just in the USA (where the authors of both of these books are based) but in several other countries […]

Dec 26 . 5 MIN READ
Consistent Compounders

Three Essential Reads from our Investee Companies

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency” – Bill Gates (Capgemini, 2015). Over the past decade, the way successful companies are managed has changed. The most […]

Dec 21 . 8 MIN READ
Consistent Compounders

The three acts of entrepreneurship that accelerated India’s start-up ecosystem

India is going through a bull market of sorts for entrepreneurship with one of the most vibrant start-up ecosystems. Indian start-ups are likely to end the year raising over Rs 2lakh crore in capital. Of course, the easy liquidity has helped capital flow freely but this op-ed cites three factors whose convergence has created the […]

Dec 19 . 2 MIN READ
Consistent Compounders

Meet the Kidd Who Goes Toe to Toe with Warren Buffett

A couple of years ago, our colleague Tej Shah wrote a blog What comes first – Strategy or Structure? arguing why strategy should dictate structure and not the other way around like in majority of large organisations. At Marcellus, our endeavour is to find the few companies who retain the fluidity in their structure to let the strategy […]

Dec 19 . 2 MIN READ

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