Consistent Compounders

Long read: Why money and power affect male self-esteem

In Chapter 4 of our bestselling book “Behold the Leviathan: The Unusual Rise of Modern India” we highlight the vertiginous rise of Indian women in academics, entrepreneurship and in the workplace. As a result of this, Indian women usually have more money and have more assets under management than their husbands and increasingly earn more […]

Jun 02, 2025 . 5 MIN READ
Consistent Compounders

Long read: The India-Pakistan Conflict is Testing the Threshold for Nuclear War

Most people we have met in Delhi and in America over the past fortnight agree that it was Pakistan’s playing of the nuclear card that triggered America’s abrupt intervention in the recent Indo-Pak conflict. This piece in Bloomberg explains how Pakistan played the nuclear card in a way that hadn’t been done before by any […]

Jun 02, 2025 . 3 MIN READ
Consistent Compounders

The Fourth Commandment: Embrace Failure

Summary: Failure & success are like summer & winter i.e., they are a routine part of business life and should not be a source of exultation or heartburn. In fact, failure is an essential milestone en route to acquiring skills & learning along the way. To find out what the Ten Commandments of Indian Entrepreneurship […]

May 30, 2025 . 12 MIN READ
Consistent Compounders

Asset Class Diversification in Investing: Like a Well-Balanced Wholesome Meal

Ever been out to dinner at a restaurant and ordered just Paneer? No rice or breads – just a few servings of the famous chef-special Paneer Special? Probably not. A fulfilling wholesome meal needs a variety of food to balance flavours, textures and nutrition. So does your investment portfolio. Think of your portfolio like a […]

May 28, 2025 . 2 MIN READ
Consistent Compounders

Short read: India’s Banu Mushtaq makes history with International Booker win

For the second time in three years, an Indian author has won the International Booker prize. Unlike the Booker prize which is awarded to authors whose works are in English, the International Booker Prize includes works translated into English from other languages. Geetanjali Sree, a Hindi author won the prize in 2022. This year, it […]

May 26, 2025 . 4 MIN READ
Consistent Compounders

Short read: Gretchen Rubin: One sentence can change your life

Gretchen Rubin is one of the world’s most influential psychologists and she has written several outstanding books such as “The Happiness Project” and “Better than Before: How to Make and Break Habits and build a Happier Life”. Her latest book is titled “The Secrets of Adulthood”. In this interview she tells the BBC that: “There’s […]

May 26, 2025 . 2 MIN READ
Consistent Compounders

Short read: How Kolkata improved its air quality within 6 years

Until a few years ago, those of us who are regular visitors to the City of Joy believed that it deserved to be right up there with Delhi as one of the most polluted cities in India. Now, things have changed for the better. Adrija Datta writes for the Indian Express: “Over a span of […]

May 26, 2025 . 2 MIN READ
Consistent Compounders

Long read: Tom Gayner: «Warren Buffett and Charlie Munger Laid Out the Playbook»

Ever since Warren Buffett announced he will be stepping down from the helm of Berkshire Hathway, we have heard from many a Buffett disciple that Berkshire won’t be the same again. Here is one who thinks otherwise. Tom Gaynor, the CEO of Markel Group, also an insurer like Berkshire and invests part of the premiums […]

May 26, 2025 . 4 MIN READ
Consistent Compounders

Long read: Jayant Narlikar (1938-2025): The North Star in Indian astrophysics, he was ahead of his time — and space

Great investors are known to have the seemingly impossible twin traits of conviction to go against convention (the market) on the one hand and yet the humility to be open to the possibility that you could be wrong. Turns out it is no different with great scientists as this obituary of one of India’s most […]

May 26, 2025 . 3 MIN READ
Consistent Compounders

Long read: Joe Biden’s Decline: The Coverup and the Story Behind It

Jake Tapper and Alex Thompson have recently published a book titled “Original Sin: President Biden’s Decline, Its Cover-Up, and His Disastrous Choice to Run Again”. The editor of the New Yorker, David Remnick, interviews the authors of the said book. We learn several interesting things about Biden’s tumultuous final year in the White House – […]

May 26, 2025 . 4 MIN READ
Consistent Compounders

The Third Commandment: Be Patient

Summary: Be patient like Warren Buffett and play the infinite game. Know that is it likely that you will generate the vast majority of your wealth in the autumn of your life. [To find out what the Ten Commandments of Indian Entrepreneurship are, pls click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “Jamsetji Tata was born in 1839. He started his […]

May 23, 2025 . 7 MIN READ
Consistent Compounders

Portfolio performance and update on fundamentals

The NIFTY 50 is an Indian stock market index that represents the float-weighted average of 50 of the largest Indian companies listed on the National Stock Exchange. The BSE 500 index is designed to be a broad representation of the Indian market. Consisting of the top 500 companies listed at BSE Ltd., the index covers […]

May 22, 2025 . 10 MIN READ

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