Here are the books we read, and in many cases reread in 2021. These were featured in Marcellus Book of the Month, a series we started in March this year.
Which ones did you read too and liked the most? Please let us know!
#MarcellusBOTM
Thread 👇
Which ones did you read too and liked the most? Please let us know!
#MarcellusBOTM
Thread 👇
March '21: ‘Capital Returns’, a collection of reports written by analysts at Marathon Asset Management
A must-read for all - the book explores the The Capital Cycle approach to investing and much more
A must-read for all - the book explores the The Capital Cycle approach to investing and much more
https://twitter.com/MarcellusInvest/status/1368468806616584194
April '21: ‘Investing for Growth’ by Terry Smith
Terry Smith is the CEO of the $46bn AUM firm, Fundsmith. The book is a compilation of newsletters, essays & articles written by Smith over a decade.
Terry Smith is the CEO of the $46bn AUM firm, Fundsmith. The book is a compilation of newsletters, essays & articles written by Smith over a decade.
https://twitter.com/MarcellusInvest/status/1378277987653541892
May '21: ‘Black Box Thinking’ by Matthew Syed
All of us know the simple fact - learn from mistakes. But just how difficult it is to do that, esp in an institutional set up? This super read has lessons for business, investing, & life!
All of us know the simple fact - learn from mistakes. But just how difficult it is to do that, esp in an institutional set up? This super read has lessons for business, investing, & life!
https://twitter.com/MarcellusInvest/status/1388791728157577217
Jun '21: ‘Competing in the Age of AI’ by Marco Iansiti & Karim Lakhani
Business models are changing rapidly as a new breed of data and AI-driven firms are disrupting traditional business models. How does one compete in this new era?
Business models are changing rapidly as a new breed of data and AI-driven firms are disrupting traditional business models. How does one compete in this new era?
https://twitter.com/MarcellusInvest/status/1401164669780303874
Jul '21: ‘Capitalism Without Capital’ by Jonathan Haskel & Stian Westlake
Since the early 2000s, major economies have been investing more in design, brands & software vs hard assets like factories. How does it impact businesses & the economy?
Since the early 2000s, major economies have been investing more in design, brands & software vs hard assets like factories. How does it impact businesses & the economy?
https://twitter.com/MarcellusInvest/status/1411601780970975232
Aug '21: ‘Noise: A Flaw in Human Judgement’ by Daniel Kahneman, Oliver Sibony and Cass Sunstein
After his seminal “Thinking, Fast and Slow”, Daniel Kahneman is back with another great book on how our minds think and work.
After his seminal “Thinking, Fast and Slow”, Daniel Kahneman is back with another great book on how our minds think and work.
https://twitter.com/MarcellusInvest/status/1421656468411928576
Sep '21: ‘Good Strategy Bad Strategy: The Difference and Why it Matters’ by Richard Rumelt
An insightful read to understand what strategy really means and how its widely misunderstood, giving way to what is ‘bad strategy’.
An insightful read to understand what strategy really means and how its widely misunderstood, giving way to what is ‘bad strategy’.
https://twitter.com/MarcellusInvest/status/1434132994579595267
Oct '21: ‘Thinking in Bets – Making Smarter Decisions When You Don’t Have All the Facts’ by Annie Duke
This book is about knowing that great decisions don’t always lead to great outcomes & given this uncertainty, how to make better decisions
This book is about knowing that great decisions don’t always lead to great outcomes & given this uncertainty, how to make better decisions
https://twitter.com/MarcellusInvest/status/1444565100170383366
Nov '21: ‘Harsh Realities: The Making of Marico’ by Harsh Mariwala and Prof. Ram Charan
The book traces the journey of Marcio from being part of a traditional family business, to becoming a global Indian FMCG company.
The book traces the journey of Marcio from being part of a traditional family business, to becoming a global Indian FMCG company.
https://twitter.com/MarcellusInvest/status/1456908964373749771
Dec '21: ‘The Brains & Brawn Company: How Leading Organizations Blend the Best of Digital and Physical’ by Robert Siegel
The book explores how great businesses focus as much on building physical as well as they do on digital assets
#MarcellusBOTM
The book explores how great businesses focus as much on building physical as well as they do on digital assets
https://twitter.com/MarcellusInvest/status/1467083162463260677
#MarcellusBOTM
Jun '21:
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