Three Longs & Three Shorts

Aug 2021
  • Week 4
  • Week 3
  • Week 2
  • Week 1
Short Read

Published on 22 Aug, 2021

The Best Advantage in Life

Warren Buffet talked about the ‘ovarian lottery’ i.e, the biggest influence on the average human’s life will be...

Published on 22 Aug, 2021

How Google bought Android

How Google built and retains its monopoly in search and uses the cashflows from search to expand into adjacencies is a...

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Published on 15 Aug, 2021

The Rushmore Yardstick

We are living in a world of information overload and especially for an investor who seeks to build an informational...

Long Read
Short Read

Published on 08 Aug, 2021

The New Cold War

Last week, we featured a piece on why China is smashing its tech industry which drew inferences from China’s...

Long Read

Published on 08 Aug, 2021

Everything Is a DCF Model

The value of a business lies in the cashflows it generates over its life, adjusted for time value or what is called the...

Short Read

Published on 01 Aug, 2021

Invert, Always Invert

In a recent podcast, Howard Marks recalled his chat with a pension fund manager who said that his fund was “never...

Published on 01 Aug, 2021

What it Means to be Rich

Last week, we featured a piece by Morgan Housel on a perspective of wealth. Almost as a follow up, this week Ben...

Long Read
Jul 2021
  • Week 4
  • Week 3
  • Week 2
  • Week 1
Short Read

Published on 25 Jul, 2021

The Highest Forms of Wealth

We at Marcellus are in the business of wealth creation. But what underlying purpose does wealth creation serve often...

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Published on 18 Jul, 2021

Beware the IP-Ohs

Retail investor participation has skyrocketed across the world as seen with the surge in accounts at Robinhood and...

Long Read

Published on 18 Jul, 2021

Master Series: David Rolfe

If you enjoy learning from other investors, John Garrett’s Masters Invest website is a goldmine with a vast library...

Short Read

Published on 11 Jul, 2021

Is gaming good for kids?

With the schools on full term break and the monsoons in full swing here in Mumbai forcing the kids to stay indoors...

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Published on 04 Jul, 2021

Technology saves the world

Almost a decade ago, Marc Andreessen, the creator of the internet browser Netscape and more famously the founder of the...

Long Read
Jun 2021
  • Week 4
  • Week 3
  • Week 2
  • Week 1
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Published on 13 Jun, 2021

Add Crypto to IndiaStack

A lot of us fundamental-types tend to dismiss off crypto as a fad and hence unwittingly form a barrier to our...

Short Read

Published on 06 Jun, 2021

Why Time Horizon Works

You might have heard that people these days are getting all worked up about P/E multiples. Morgan Housel comes to their...

Long Read

Published on 06 Jun, 2021

How to operate

This is a power packed 46 minute video that we enjoyed watching. The presenter is Keith Rabois who was part of the...

May 2021
  • Week 5
  • Week 4
  • Week 3
  • Week 2
  • Week 1
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Published on 23 May, 2021

Distribution and Demand

Last summer, following Jio’s slew of deals with global investors and tech companies, Ben Thompson, one of the more...

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Published on 02 May, 2021

In Praise of Bitcoin

Many of us who prefer to look at things from a fundamental perspective have been natural skeptics of Bitcoin or...