Published on 18 Jan, 2019
Marcellus: Reading VS Naipaul Will Make You Richer
Published on: 18 Jan, 2019 Intensely researched, well thought through non-consensus opinions are priceless. VS Naipaul’s final book on India is an...
Published on 11 Jan, 2019
Marcellus: Does Spirituality Help Improve Clarity of Thought?
Published on: 11 Jan, 2019 Any activity which entails making a call on the future is as much about managing emotions as it is about rational...
Published on 04 Jan, 2019
How Competitive Advantage Drives Churn in the Stockmarket
Published on: 4 Jan, 2019 The extent of competitive advantage possessed by a firm can fluctuate as the sector in which the firm operates grows...
Published on 28 Dec, 2018
Grand Fortunes and the Illusion of Competition
Published on: 28 Dec, 2018 Through the ages, the greatest and most lasting fortunes have been built on the back of commercial opportunism allied with...
Published on 20 Dec, 2018
Your memory will determine how much money you make
Published on: 20 Dec, 2018 Memory in all its avatars (perception, projection, intelligence) plays a big role in how we invest. The fragility of our...
Published on 09 Dec, 2018
Who is Marcellus and why does he matter
Published on: 9 Dec, 2018 We live in era defined by majoritarianism and social-media driven consensus. In such an age we seek inspiration from the...
Published on 02 Dec, 2018
System level thinkers
Published on: 2 Dec, 2018 The intellectual legacies of four titans show that the smartest thinkers of every epoch are able to understand how the...
Published on 28 Nov, 2018
Weak EPS growth and strong GDP growth can coexist
Published on: 28 Nov, 2018 There is needless angst in India about EPS growth staying weak even as the economy grows at 7%. Such a phenomenon is...
Published on 19 Nov, 2018
Have we hit Peak Finance
Published on: 19 Nov, 2018 The combination of a rising fiscal deficit & tighter monetary policy in the US is pushing the world’s risk free rate...