Apr 2022 Published on 04 Apr, 2022
Mistakes, Lessons, and Strengthening of ...
Marcellus’ fund managers and research analysts continuously evaluate their...
Apr 2022 Published on 04 Apr, 2022
Marcellus’ fund managers and research analysts continuously evaluate their...
Mar 2022 Published on 01 Mar, 2022
Marcellus’ CCP companies grew their revenues in 3QFY22 (vs 3QFY20) at 19%...
Feb 2022 Published on 01 Feb, 2022
High volatility in an equity portfolio creates zones of ‘excitement’ and...
Jan 2022 Published on 03 Jan, 2022
The rate at which fundamentals of a company compound (and hence its share...
Dec 2021 Published on 01 Dec, 2021
Value addition from every initiative undertaken by a company follows an...
Nov 2021 Published on 02 Nov, 2021
There are four key drivers of free cashflow in a business – revenue growth,...
Oct 2021 Published on 03 Oct, 2021
Every stock market crash causes a dislocation in a portfolio of high-quality...
Sep 2021 Published on 01 Sep, 2021
Forecasts of the growth prospects of any business are based on several factors,...
Aug 2021 Published on 01 Aug, 2021
Longevity of free cashflow compounding is the most undervalued aspect of a...
Jul 2021 Published on 03 Jul, 2021
Capital reinvestments, including tech investments, drive incremental deepening...
Jun 2021 Published on 01 Jun, 2021
Marcellus’ CCP Portfolio delivered earnings growth of 74% YoY in 4QFY21 which...
May 2021 Published on 01 May, 2021
Modern Retail in India has a huge opportunity to modernize and consolidate this...
Apr 2021 Published on 05 Apr, 2021
Diversification in an equity portfolio reduces stock-specific risk but...
Feb 2021 Published on 28 Feb, 2021
Marcellus’ CCP Portfolio delivered earnings growth of 29% YoY in 3QFY21...
Feb 2021 Published on 01 Feb, 2021
Whilst there are various investment philosophies aimed at swapping disrupted...
Jan 2021 Published on 02 Jan, 2021
Over the past 25 months, investors who waited for a market correction before...
Dec 2020 Published on 01 Dec, 2020
Equity investing can be a complex business. The variables at play are numerous...
Nov 2020 Published on 01 Nov, 2020
Share price performance of the Nifty50 and Marcellus’ CCP portfolio...
Oct 2020 Published on 02 Oct, 2020
It is widely believed that new technology leads to disruptive innovation....
Sep 2020 Published on 01 Sep, 2020
All businesses face the event of succession of key management personnel,...
Aug 2020 Published on 01 Aug, 2020
Consistent compounding requires focus and discipline over long periods of time....
Jun 2020 Published on 30 Jun, 2020
The concept of ‘mean reversion’ is part of both, our everyday life as well...
Jun 2020 Published on 01 Jun, 2020
Most firms hike product prices to offset the impact of inflation in raw...
May 2020 Published on 01 May, 2020
The frequency of disruptions faced by businesses has been rising over the past...
Apr 2020 Published on 06 Apr, 2020
In FY20, Marcellus’ CCP PMS has delivered healthy absolute returns (+7.6% vs...
Mar 2020 Published on 01 Mar, 2020
The performance of Marcellus’ CCP portfolio over the past 12 months has been...
Feb 2020 Published on 02 Feb, 2020
The most sustainable way for a firm to compound profits over the longer term,...
Jan 2020 Published on 04 Jan, 2020
An investor looking to buy and hold stocks over a long time period, needs to be...
Dec 2019 Published on 01 Dec, 2019
Marcellus’ Consistent Compounders Portfolio consists of companies which have...
Nov 2019 Published on 01 Nov, 2019
Great lenders (banks as well as NBFCs), which are Consistent...
Oct 2019 Published on 01 Oct, 2019
The superficial approach of choosing winners from the recently announced tax...
Sep 2019 Published on 01 Sep, 2019
Marcellus’ Consistent Compounders portfolio has shown resilience since...
Aug 2019 Published on 01 Aug, 2019
Page’s promoters have used their experience in the Philippines to fortify...
Jul 2019 Published on 01 Jul, 2019
Without a deep understanding of a business’ fundamentals, valuation becomes a...
Jun 2019 Published on 01 Jun, 2019
In FY19, our portfolio companies reported 18% revenue growth, 16% earnings...
May 2019 Published on 01 May, 2019
The holy grail of investing in stock markets is to buy companies which can...
Apr 2019 Published on 01 Apr, 2019
Buying the Consistent Compounders and holding them for long time periods...
Mar 2019 Published on 01 Mar, 2019
Many investors try to time their investments basis the perceived impact of...
Feb 2019 Published on 01 Feb, 2019
Marcellus’ Consistent Compounders Philosophy identifies firms with high...