Dec 2021 Published on 01 Dec, 2021
CCPs use more ‘S-curves’ to elongate ...
Value addition from every initiative undertaken by a company follows an...
Nov 2021 Published on 02 Nov, 2021
The Path to Consistent Compounding is...
There are four key drivers of free cashflow in a business – revenue growth,...
Oct 2021 Published on 03 Oct, 2021
How Portfolio Rebalancing Tools Enhan...
Every stock market crash causes a dislocation in a portfolio of high-quality...
Sep 2021 Published on 01 Sep, 2021
The Power of Quantifying the Qualitat...
Forecasts of the growth prospects of any business are based on several factors,...
Aug 2021 Published on 01 Aug, 2021
Amidst the Covid turmoil, CCPs invest...
Longevity of free cashflow compounding is the most undervalued aspect of a...
Jul 2021 Published on 03 Jul, 2021
CCP = 25% Free Cashflow CAGR = 25% Sh...
Capital reinvestments, including tech investments, drive incremental deepening...
Jun 2021 Published on 01 Jun, 2021
India’s Greatest Cash Generation Mach...
Marcellus’ CCP Portfolio delivered earnings growth of 74% YoY in 4QFY21 which...
May 2021 Published on 01 May, 2021
Why is it rare to find a free-cashflo...
Modern Retail in India has a huge opportunity to modernize and consolidate this...
Apr 2021 Published on 05 Apr, 2021
The Science Behind Portfolio Concentr...
Diversification in an equity portfolio reduces stock-specific risk but...
Feb 2021 Published on 28 Feb, 2021
“Consistent Compounders” Demonstrate ...
Marcellus’ CCP Portfolio delivered earnings growth of 29% YoY in 3QFY21...
Feb 2021 Published on 01 Feb, 2021
Disrupt, Dominate, Deliver Strong Fre...
Whilst there are various investment philosophies aimed at swapping disrupted...
Jan 2021 Published on 02 Jan, 2021
SIP vs Market Timers – Who Wins...
Over the past 25 months, investors who waited for a market correction before...
Dec 2020 Published on 01 Dec, 2020
The Maths, Science and Art of Investi...
Equity investing can be a complex business. The variables at play are numerous...
Nov 2020 Published on 01 Nov, 2020
Rewards of waiting for a ‘lower purch...
Share price performance of the Nifty50 and Marcellus’ CCP portfolio...
Oct 2020 Published on 02 Oct, 2020
The Role of Technology in Consistent ...
It is widely believed that new technology leads to disruptive innovation....
Sep 2020 Published on 01 Sep, 2020
The Criticality of Succession Plannin...
All businesses face the event of succession of key management personnel,...
Aug 2020 Published on 01 Aug, 2020
Importance of Lethargy Tests in Consi...
Consistent compounding requires focus and discipline over long periods of time....
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...
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...
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...
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...
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...
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,...
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...
Dec 2019 Published on 01 Dec, 2019
Are consistent compounders too big to...
Marcellus’ Consistent Compounders Portfolio consists of companies which have...
Nov 2019 Published on 01 Nov, 2019
The Lenders In Our Portfolio Will Gai...
Great lenders (banks as well as NBFCs), which are Consistent...
Oct 2019 Published on 01 Oct, 2019
Consistent Compounders benefit dispro...
The superficial approach of choosing winners from the recently announced tax...
Sep 2019 Published on 01 Sep, 2019
Why consistent compounders outperform...
Marcellus’ Consistent Compounders portfolio has shown resilience since...
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...
Jul 2019 Published on 01 Jul, 2019
Valuing longevity of healthy fundamen...
Without a deep understanding of a business’ fundamentals, valuation becomes a...
Jun 2019 Published on 01 Jun, 2019
Why are we underperforming the Nifty?
In FY19, our portfolio companies reported 18% revenue growth, 16% earnings...
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...
Apr 2019 Published on 01 Apr, 2019
‘Doing nothing’ is perhaps the most d...
Buying the Consistent Compounders and holding them for long time periods...
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...
Feb 2019 Published on 01 Feb, 2019
Why India is Blessed with Consistent ...
Marcellus’ Consistent Compounders Philosophy identifies firms with high...