Dissecting new SEBI Rules, Q2 Corporate Results & Valuing Consistent Compounders

We at Marcellus have received a lot of queries on SEBI’s new rules (announced on 20^th Nov 2019) regarding PMS investments and the seemingly expensive valuations of Consistent Compounder companies. How does Marcellus see all of this? And what does it mean to your investments in Marcellus Consistent Compounders? We believe no question is small or irrelevant and hence to answer these questions along with analysing Q2 corporate results, Marcellus invites you to its Webinar on the 26^th of November at 5.00pm IST. Look forward to seeing you participate actively with lots of questions – no question is too trivial when it comes to looking after your savings. We would like to be as transparent as we can when it comes to communicating our investment philosophy. Alongside the weekly blogs and the monthly newsletters where we share with you openly our thoughts and beliefs around investments, we would like to help answer any questions on your mind that we may not have addressed in any of our communiques. If you are not receiving our blogs and newsletters, pls write to pramod@marcellus.in and we shall make sure they reach you. You can also access all our past blogs, webinars and newsletters on our website www.marcellus.in