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Products
Rising Giant
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Consistent Compounders
Marcellus’ Consistent Compounders PMS invests in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods of time.
newsletters
Acceleration in growth rates of CCP companies’ fundamentals-test
Mar 28
Test Newsletter
Mar 28
Consistent Compounders
How Volatile Funds Cost Investors Dear
Feb 01 · 3 MIN READ
Consistent Compounders
Getting Stronger With Every Covid Wave
Jan 18 · 3 MIN READ
Little Champs
How Little Champs Become Consistent Compounders
Jan 10 · 3 MIN READ
Consistent Compounders
The Benefits of Timing are Inversely Correlated with the Quality of Fundamentals
Jan 03 · 3 MIN READ
Blogs
Asian Paints vs Sherwin Williams: Different Paths to Dominance
Jan 25 · 3 Min Read
The Best Newsletters of 2021
Dec 29 · 3 Min Read
The Best of 2021
Dec 27 · 3 Min Read
3 LoNGs, 3 shorts
Short
Early concepts of intimacy: Young humans use saliva sharing to infer close relationships
Jan 30 · 3 Min Read
Short
Horses to helicopters, moustache to libraries — Dalit pride in Rajasthan has new wings
Jan 30 · 3 Min Read
Short
The High Cost of an Easy Job
Jan 30 · 3 Min Read
Long
The Trillion-Dollar Gambling Game
Jan 30 · 3 Min Read
Long
Why Competitive Advantages Die
Jan 30 · 3 Min Read
Long
Inside the mysterious downfall of India’s Cox & Kings
Jan 30 · 3 Min Read
VIDEOS
webinar
The Benefits of Timing are Inversely Correlated with the Quality of Fundamentals
webinar
Marcellus RG Webinar: How Rising Giants drive acceleration in compounding?
webinar
Mridula Ramesh, in discussion with the authors of ‘Diamonds in the Dust’