Pramod Gubbi

Presenting Marcellus Global Compounders Portfolio. Our new fund invests in stocks listed in developed markets, based on rigorous bottom-up research around moats, capital allocation & sustainability of cash generation over the long term #MarcellusGCP marcellus.in/newsletter/glo…

1/ Get a cup of coffee. In this thread, we'll explore the question: As investors, how often should we check stock prices? To answer this, we'll draw on key ideas and concepts from many different fields -- probability, information theory, psychology, etc.

1/ Get a cup of coffee. In this thread, I'll walk you through the P/E Ratio. Why do some companies trade at 5x earnings and others trade at 50x earnings? When I first started investing, this was hard for me to understand. So, let me break it down for you.

This is almost unbelievable… The MSCI China Index total return (ignoring any fees, taxes, etc…) since its 12/31/92 inception is approaching a 0% nominal cumulative return China is 30% of $EEM

“The Power Law”, by Sebastian Mallaby is the Marcellus Book of the Month. This insightful book helps the reader go to heart of why venture capital (VC) investing transforms economies and disrupts conventional investing as much as it disrupts industries. #MarcellusBOTM (1/10)

Marcellus is now an SEC-registered investment advisor! We are excited to start offering our services to Indians residing abroad. NRIs can invest in any of our 3 strategies - Consistent Compounders, Rising Giants & Kings of Capital. Pls visit marcellus.in for details!

The road to free cash flow (FCF) compounding is filled with several challenges related to the strength of the business model as well as the capability of the management to grow the business profitably bit.ly/3GHcu87

In #LCPNewsletter for Dec '21: Why FCF, rather than measures like earnings, should be the primary input for determining the intrinsic valuation for Little Champs bit.ly/3FddD6o

In Dec '21 #CCPNewsletter: Data shows that the rate at which biz fundamentals compound (& hence the share price) over the long term is inversely correlated with the benefit that can be achieved by perfectly timing purchases at every bottom of the stock! bit.ly/32J6VYP

As the year draws to a close, we wish to thank everyone from whom we learnt something valuable in 2021 - our investors, distribution partners, investee cos & our Twitter friends🙏. We share 5 newsletters that capture some of these learnings. Happy 2022! bit.ly/3EIJ6xq

This Wednesday 22nd Dec @ 4.30 PM, We are hosting an exclusive webinar on the topic "India: A Billion Opportunities Now” led by #Saurabhmukherjea, @RakshitRanjanM1 & @pgubbi from @MarcellusInvest Register: pmsbazaar.com/Webinar #pms #aif #webinar @PallavarajR @gpmdaniel

In #LCPNewsletter of Nov '21: We spotlight Galaxy Surfactants, the world’s leading producer of oleo-chemical based surfactants. Galaxy's products impart critical functional properties, texture, & market-positioning attributes to a range of FMCG products. bit.ly/3pvc3ao

The audiobook version of Marcellus' "Diamonds in the Dust" is now available!! You can now get the most of the book while on your drive, or run or when you simply want to rest you eyes. Audible: bit.ly/3y7mHIn Google Play: bit.ly/3y8bEhW #DiamondsInTheDust

A business which delivers longevity of consistently healthy free cashflows, will have a significantly higher value vs a company whose fundamental outlook is uncertain. Read to know how CCP companies add more 'S' curves to drive longevity of growth & profitability? #CCPNewsletter

It was a fantastic conversation with @LisaPBarbora on all things equities. We discuss identifying moats, assessing capital allocation, when high quality companies 'miss' quarter result estimates + more. And also, why at Marcellus we love cricketing analogies! #DiamondsIntheDust

How can a quality company add new dimensions to its growth and escape the fate of most businesses that go through a cycle of investment-growth-fade? Read more in #CCPNewsletter 👇

We feature 6 curated reads from around the world in Marcellus #3Longs3Shorts every week. This week's reads range from Apple's new repair options, to why CEOs are getting weirder, to perspectives on inflation, among others. Subscribe @ marcellus.in for inbox deliveries

India has not only produced more 'Consistent Compounders' than China, these have delivered more than twice as much shareholder return as their Chinese counterparts! Why does this happen? We discuss more in #MarcellusBlogs. bit.ly/3l5NCia

We are honoured to have #saurabhmukherjea from @MarcellusInvest as an Esteemed Speaker at the "PMS & AIF Summit 4.0" Register Your free Virtual Seat :bit.ly/3FrP5XQ #alternativeinvestments #pmsaifsummit #4thedition #marcellus #pmsaif @RakshitRanjanM1 @pgubbi

Recording of #MarcellusWebinar - we discuss why investors should focus on free cashflows to achieve consistent compounding. Plus, an update on the portfolio and its stock holdings, and answers to investor queries. #MarcellusCCP marcellus.in/video/why-inve…