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...
Read more
Read more
Dec 2019 Published on 01 Dec, 2019
Are consistent compounders too big to...
Marcellus’ Consistent Compounders Portfolio consists of companies which have...
Read more
Nov 2019 Published on 01 Nov, 2019
The Lenders In Our Portfolio Will Gai...
Great lenders (banks as well as NBFCs), which are Consistent...
Read more
Oct 2019 Published on 01 Oct, 2019
Consistent Compounders benefit dispro...
The superficial approach of choosing winners from the recently announced tax...
Read more
Sep 2019 Published on 01 Sep, 2019
Why consistent compounders outperform...
Marcellus’ Consistent Compounders portfolio has shown resilience since...
Read more
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...
Read more
Jul 2019 Published on 01 Jul, 2019
Valuing longevity of healthy fundamen...
Without a deep understanding of a business’ fundamentals, valuation becomes a...
Read more
Jun 2019 Published on 01 Jun, 2019
Why are we underperforming the Nifty?
In FY19, our portfolio companies reported 18% revenue growth, 16% earnings...
Read more
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...
Read more
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...
Read more
Feb 2019 Published on 01 Feb, 2019
Why India is Blessed with Consistent ...
Marcellus’ Consistent Compounders Philosophy identifies firms with high...
Read more