Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
Our CIO, Saurabh Mukherjea and our Economist, Nandita Rajhansa were recently at Litlive for the official book launch of our latest national bestseller, āBehold The Leviathanā. They shared insights into Indiaās extraordinary transformation over the past few decades, explaining why this evolution is capturing global attention!
Grab your copy of the book using the link below:
shorturl.at/eqjK1
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Consumption patterns show that Indiaās urban middle class is suffering and we believe that there are 3 reasons for this:
(a) In offices & factories, technology is replacing humans in jobs entailing routine work;
(b) The Indian economy is in the early stages of a cyclical economic downturn; and
(c) Household balance sheets in India appear to be in their worst shape in half a century.
Whilst the Indian economy should emerge from its cyclical downturn in a few quarters, the potency of the other two factors could likely make things worse before they get better.
Read our latest #MarcellusBlogs to learn more.
Link: tinyurl.com/2pxpwp97
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When we think of equity investing in the US, technology stocks often come to mind. However, there are many companies flying under the radar that boast exceptional businesses with competitive moats that are hard to replicate for competitors. One such company in our Global Compounders Portfolio is 'Copart'.
Founded in 1982 by Willis Johnson, who came from a humble background and dropped out of high school, Copart pioneered the e-auction marketplace for salvaged vehicles. Today, it operates as a powerful two-sided network, connecting buyers and sellers of salvaged cars through its online auction platform.
Discover how Copart continues to disrupt the industry and unlock value in ways most people donāt realize on the latest episode of our podcast series, Coffee and Investing with Saurabh Mukherjea. šš¼
Link to podcast: open.spotify.com/episode/3BJL39Pjb2iB34Zr2LUxYo
#GlobalCompounders #Investing #StockMarket #Copart #Eauction #BusinessMoats #InvestmentOpportunities #LongTermGrowth #EquityInvesting #MarcellusPodcasts
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š Our latest book, Behold The Leviathan, has become a national bestseller, earning praise not just from imminent thought leaders across industries but also from bibliophiles as well.
However, there was one facet that was missingā the authors, Saurabh Mukherjea and Nandita Rajhansa, candidly discussing the book, their journey of writing it and their learnings through the book amongst many more.
In the latest episode of our podcast series, āCoffee and Investing with Saurabh Mukherjeaā, we do just that!
Nandita quizzes Saurabh and makes him open up about the making of this bestselling book, the unconventional ways in which India is changing, why economists aren't always businesspeople, and why your holiday destination shouldnāt necessarily be your workplace. šļø
Tune in to the latest episode to hear more insights! āš¼
Link: https://youtu.be/qojhORLvCEE
#MarcellusPodcasts #BeholdTheLeviathan #SaurabhMukherjea #CoffeeAndInvesting #ModernIndia #BusinessInsights #Investing
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Our Global Compounders Portfolio recently achieved two significant milestones:
A. Two years since its inception
B. Reaching ā¹100 crores in Assets Under Management (AUM)
Join us on our hashtag#MarcellusWebinar where we share insights on the strategies that have driven our success, examine areas where we believe we can improve, and provide a clear view of where weāre headed next.
Date & Time: 21st Nov'24 at 5pm
Register for the webinar using the link below:
us06web.zoom.us/webinar/register/7917318134644/WN_ā¦
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As we had discussed in our previous newsletter, India is witnessing a growing prominence of companies who are plays on intellectual rather than physical assets. Smart companies are using intangible assets to build moats around their businesses which are difficult for competitors to replicate.
Watch our latest #MarcellusWebinar where our Fund Manager, Rakshit Ranjan dives deep into these aspects and helps us understand how CCP is a play on āCapitalism Without Capitalā!
Link to webinar: https://youtu.be/rAX5RYBO0vY
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At the launch of our national bestseller, 'Behold the Leviathan: The Unusual Rise of Modern India', the authors, Saurabh Mukherjea and Nandita Rajhansa explored the forces shaping Indiaās growth story.
#Marcellus #Beholdtheleviathan #IndiaRising
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The Big Are Getting Bigger and the Southern Ascendancy
Over the last 10 years, whilst India Incās PAT has grown at 17% p.a. on an average, the median Indian companyās PAT has grown at 15%. Delving into this gap between the average vs the median gave us two findings:
(a) larger companies have grown profits faster than smaller companies; and
(b) southern Indian companiesā profits have grown MUCH faster than companies from the rest of the country.
As we have explained in our bestselling book, āBehold the Leviathan: The Unusual Rise of Modern Indiaā, these two facts have become a central feature in Indiaās economic evolution.
Read our latest #MarcellusBlogs to learn more.
shorturl.at/YmKP3
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Whilst Modern India has witnessed rapid growth over the past few decades, its rise is both unusual and unexpected. Our National Bestseller, 'Behold the Leviathan: The Unusual Rise of Modern India', explores how India has transformed and changed its master narrative.
Join us on live on LinkedIn and YouTube where the authors, Saurabh Mukherjea, FRSA and Nandita Rajhansa, CFA interact with media houses and delve deep into the book.
Date: 12th November
Time: 11:45AM
Keep a tab on this space for more details!
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In recent years, India has seen earnings growth far outpace growth in physical assets. This shift reflects a larger global trend identified by Jonathan Haskel & Stian Westlake in their book, 'Capitalism Without Capital'. They argue that over the past 40 years, businesses have increasingly invested in intangible assetsāsuch as proprietary data, software, and brand valueārather than physical infrastructure.
These intangibles offer unique advantages:
1. Scalability: Once developed, they can be expanded indefinitely.
2. Sunk Costs: They often involve irreversible investments that yield long-term returns.
3. Spillovers: Benefits are often shared across industries, amplifying their value.
4. Synergies: Combining intangibles creates greater value than the sum of their parts.
This shift is reshaping Indiaās economy as well. In our Consistent Compounders Portfolio, companies like Narayana Hrudayalaya, Trent, and CMS Infosystems, Astral, Tube Investments are building competitive moats around intangible assets and in turn building a flywheel effect that is difficult for competitors to replicate.
In our latest #MarcellusNewsletter, we explore how this trend is impacting both corporate strategy and our portfolio. Read more using the link below:
tinyurl.com/yvsdwn6u
#IntangibleAssets #CapitalismWithoutCapital #IndiaGrowth #BusinessStrategy #Investing #EconomicTrends #CCP
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Welcome to the official YouTube channel of Marcellus Investment Managers, a SEBI regulated Portfolio Manager. Through this channel, we bring you a wealth of knowledge & insights from our webinars, panel discussions & other informative videos. Our aim is to provide valuable information about Investing, Portfolio Management Services, investment advice, wealth & asset management.
At Marcellus, we understand that every investor has unique goals & risk appetite. Our team of highly skilled professionals are committed to providing a comprehensive range of investment solutions through personalized portfolio management services tailored to your specific needs. We leverage our in-depth research & analysis to identify high-quality investment opportunities & construct portfolios that deliver sustainable long-term returns.
This handle is intended for non-US users. Access our US website in case you are based in USA.