Siddharth has 17 years of experience in managing technology cutting across core development, Infrastructure, DevOps, Engineering and Automation. Prior to joining Marcellus, Siddharth worked with Nomura for over a decade where he provided Technology consultation and solution to a wide variety of Business functions including Investment, Trading, Operations and Risk. His area of expertise includes building IT from the ground up and delivering complex transformation projects.
Qualification: Siddharth is an Engineering graduate from Rajeev Gandhi University.
Investors’ decision making is often underpinned by a key psychological trait – loss aversion. As explained by Noble laureate Daniel Kahneman, the result of ‘loss aversion’ is that our pain from losses is more than twice the joy from equal amounts of gain. Juxtaposing this idea to the CCP investing approach discussed in our book […]
This month we place the spotlight on Vijaya Diagnostic Centre Limited (Vijaya), a leading diagnostic player in Andhra Pradesh and Telangana, and one of the few organised players to offer an integrated offering of pathology (2/3rd revenue contribution) and radiology (1/3rd share of revenues). Vijaya has consistently outperformed its integrated diagnostic peers (FY18-22 average EBITDA margin nearly […]
Great franchises in modern India are increasingly defined not by their physical capex & infra investments; rather they are determined by how much and how well they invest in intangible assets and reap non-linear benefits thereof. In the decade ending 2012, approximately 50% of the ten biggest wealth creators in the Indian stock market belonged […]