Marcellus CCP Webinar: ‘Enterprising Compounders’ = Capitalism Without Capital

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Capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, is now increasingly prominent amongst Indian companies.

In this webinar, we will discuss how Marcellus’ CCP portfolio is actively participating in this theme - Intangible or intellectual assets provide advantages around: a) ‘Scale’ – e.g. Narayana’s tech stack; b) Spillovers – e.g. Trent’s differentiated procurement architecture that was built for Westside, but was leveraged by Zudio; and c) Synergies – e.g. CMS Infosystem’s multiple intangible assets collectively produce even higher returns than what they would produce individually.

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https://marcellus.in/wp-content/uploads/2024/04/Disclosure.pdf