Inside Consistent Compounders — Concentration, Conviction and Correction | @pgubbi , sits down with @RakshitRanjanM1 to unpack how his investing philosophy has evolved, especially when markets throw curveballs! From his career beginnings in equity research to managing

Earnings Growth in India - Sliding Nifty vs Rising CCP Amidst a broader economic slowdown, our Consistent Compounders Portfolio demonstrated resilience in FY25, achieving 14% EPS growth YoY compared to the Nifty50's 6%. In our recent webinar, our Fund Manager, @RakshitRanjanM1

Inside one of the World's Leading Luxury Conglomerate From 10 brands and around $2-3 billion in sales in the 90s to a colossal enterprise with roughly 75 brands and €85 billion in revenue today, LVMH's growth story is nothing short of extraordinary! 🚀 This incredible

Earnings Growth in India - Sliding Nifty vs Rising CCP While Nifty50's growth has slowed down to 6%YoY in FY25, our Consistent Compounders Portfolio's earnings is soaring in the mid-teens! In our latest webinar, Rakshit Ranjan dives deep into - The Nifty vs. CCP earnings

US Megacaps are driving the rebound, but what’s happening underneath the surface? In this episode of Marcellus Musings, we break down: ✅ Why the broader market isn't as hot as it looks ✅ How midcaps and smallcaps might be the real opportunity ✅ Whether the Fed will cut

The Power of Patience for Enduring Success! We're often told to be patient – as kinds waiting for our turn on the swing, for a promotion in the current job as adults, or even to build wealth like Warren Buffett. But if patience is so simple, why does it feel so hard to practice?

The entrepreneurial landscape differs between India and the US. The US boasts a developed ecosystem with ample funding and higher risk appetite. India offers a massive market, growing government support, and a knack for building cost-effective, localized solutions. With stable,

The broader market indices have declined by about 20% from their peak and many lenders are grappling with asset quality issues as well as a sudden growth slowdown. Despite these challenges, our Kings of Capital Portfolio has been outperforming the Bank Nifty & Nifty in FY25TD

The Potential Free Lunch in Wealth Creation - Power of Global Diversification! The world’s best-performing equity markets have shown low correlation with one another, creating powerful opportunities for those who can look beyond their home markets. Arindam Mandal and Jaibir

🚀 CCP has Compounded Earnings at ~18% per annum (FY19-24): Where do we go from here? 🚀 Over the past five years, CCP has achieved ~18% annual earnings growth (FY19-24), driving pre-fees returns of 17.4%. 📈 Over the years, we've also implemented key learnings around widening

🚀 CCP has compounded earnings at ~18% over FY19-24 - Where do we go from here? 🚀 Over the past five years, CCP has achieved ~18% annual earnings growth (FY19-24), which was also the primary driver for the portfolio’s pre-fees return of 17.4%. 📈 While EPS growth has remained

Wishing you all a holiday season filled with joy, peace, laughter, and plenty of festive cheers. We celebrated Christmas 🎅🏼🎉 and here’s a glimpse of it. Thank you for being part of our journey — we look forward to achieving greater success together in the coming year. 🎁✨

At the launch of our national bestseller, 'Behold the Leviathan: The Unusual Rise of Modern India', Saurabh Mukherjea and Nandita Rajhansa explored the forces shaping India’s growth story. #Marcellus #Beholdtheleviathan #IndiaRising

The Big Are Getting Bigger and the Southern Ascendancy: Over the last 10 years, whilst India Inc’s PAT has grown at 17% p.a. on an average, the median Indian company’s PAT has grown at 15%. Delving into this gap between the average vs the median gave us two findings: (a) larger

After a Trump-induced rally, what lies ahead for the Equity Market? Our Head of Global Equities, Arindam Mandal shares his views. Read the entire article, using the link below. https://t.co/AHgY4f7lBk

North vs. South: The Prosperity Debate! India has been on a rapid growth trajectory, but which region is truly thriving? While infrastructure is developing nationwide, the benefits aren't evenly spread. Peninsular India is shining bright. From FY14 to FY23, its per capita

Behold the Leviathan: The Unusual Rise of Modern India! Why are a vast majority of India's companies struggling to grow their profits, when a small minority of companies have gone on to build globe-girdling franchises worth tens of billions of dollars? In our soon to be

ASML - The most important tech company you might have never heard of! In the latest episode of our #MarcellusPodcasts series “Coffee and Investing with Saurabh Mukherjea”, Saurabh invites our head of Global Research at Marcellus, Jaibir Sethi. In this episode, Jaibir explains

Investing globally, particularly in the US, is often equated with technology companies. While the US is home to iconic tech giants, exceptional value creation has occurred across various industries. One often-overlooked theme we focus on is "NIMBY Investing." Couple of our Global

Modern India's rise is both unusual and unexpected. 1.5 billion Indians are combining to spectacular effect to create a range of social and economic outcomes which have no precedent in any emerging economy! So, what’s transpired this outcome? Our latest book, “Behold the