Published on 13 Sep, 2019
Marcellus: Rising Equity Inflows from Small Town India
Published on: 13 September, 2019 Amidst the gloom & doom of the economic downturn, we continue to see weekly inflows from small town India into...
Published on 05 Sep, 2019
Learning from Great Investigative Writers
Published on: 5 September, 2019 Like investors, investigative journalists are paid to uncover undiscovered facts and perspectives. The best...
Published on 31 Aug, 2019
Technology, for more than technology’s sake
Published on: 31 August, 2019 Once a new technology rolls over you, if you’re not part of the steamroller, you’re part of the road –...
Published on 27 Aug, 2019
Collaboration Across Vast Networks: Lessons from the Marwaris
Published on: 27 August, 2019 The Marwari community serves as a case study of durable and extensive collaboration without the need for a dominant...
Published on 19 Aug, 2019
Bruce Lee And The Rise Of The “Generalist”
Published on:19 August, 2019 Whilst David Epstein’s latest book, ‘Range’, has ignited the debate on Generalists vs Specialists, we believe that...
Published on 14 Aug, 2019
Asking Difficult Questions
Published on:14 August, 2019 Asking tough questions which shed new light on the opportunities and challenges facing companies is a non-trivial task....
Published on 07 Aug, 2019
Being Market Savvy Doesn’t Help Very Much
Published on:7 August, 2019 The Government of India allowed Marcellus to incorporate as a private limited company on 7th August 2018. We have...
Published on 30 Jul, 2019
The RBI Can Reverse the NBFC Crisis
Published on:30 July, 2019 Indian NBFCs are struggling not because of lack of liquidity in the system but because the money market has lost faith in...
Published on 23 Jul, 2019
The Mahabharata and the Ethics of Investing
(Pictured above: The Panchachuli peaks photographed from Saurabh’s decrepit phone) Published on:23 July, 2019 As investment managers, can we...