Jun 2020 Published on 30 Jun, 2020
Mean Reversion: Universal Truth or Hu...
The concept of ‘mean reversion’ is part of both, our everyday life as well...
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Jun 2020 Published on 01 Jun, 2020
CCPs avoid price hikes to strengthen ...
Most firms hike product prices to offset the impact of inflation in raw...
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May 2020 Published on 01 May, 2020
Enduring Greatness in a Disrupted World
The frequency of disruptions faced by businesses has been rising over the past...
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Apr 2020 Published on 06 Apr, 2020
Consistent Compounders fall less and ...
In FY20, Marcellus’ CCP PMS has delivered healthy absolute returns (+7.6% vs...
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Mar 2020 Published on 01 Mar, 2020
CCP’s performance in FY20 fully suppo...
The performance of Marcellus’ CCP portfolio over the past 12 months has been...
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Feb 2020 Published on 02 Feb, 2020
Prudent Capital Allocation is Critica...
The most sustainable way for a firm to compound profits over the longer term,...
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Jan 2020 Published on 04 Jan, 2020
The conventional DCF method undervalu...
An investor looking to buy and hold stocks over a long time period, needs to be...
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Dec 2019 Published on 01 Dec, 2019
Are consistent compounders too big to...
Marcellus’ Consistent Compounders Portfolio consists of companies which have...
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Nov 2019 Published on 01 Nov, 2019
The Lenders In Our Portfolio Will Gai...
Great lenders (banks as well as NBFCs), which are Consistent...
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Oct 2019 Published on 01 Oct, 2019
Consistent Compounders benefit dispro...
The superficial approach of choosing winners from the recently announced tax...
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Sep 2019 Published on 01 Sep, 2019
Why consistent compounders outperform...
Marcellus’ Consistent Compounders portfolio has shown resilience since...
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Aug 2019 Published on 01 Aug, 2019
Page Industries – Why do we continue ...
Page’s promoters have used their experience in the Philippines to fortify...
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Jul 2019 Published on 01 Jul, 2019
Valuing longevity of healthy fundamen...
Without a deep understanding of a business’ fundamentals, valuation becomes a...
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Jun 2019 Published on 01 Jun, 2019
Why are we underperforming the Nifty?
In FY19, our portfolio companies reported 18% revenue growth, 16% earnings...
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May 2019 Published on 01 May, 2019
Risk-reward arbitrage of investing in...
The holy grail of investing in stock markets is to buy companies which can...
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Mar 2019 Published on 01 Mar, 2019
Quantifying the futility of timing th...
Many investors try to time their investments basis the perceived impact of...
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Feb 2019 Published on 01 Feb, 2019
Why India is Blessed with Consistent ...
Marcellus’ Consistent Compounders Philosophy identifies firms with high...
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