Episode 5: Warren Buffett’s India Connection — Why He Would Love Indian Small-Caps
Welcome to Episode 5 of the Complete Value Investing Course for Indian Investors, brought to you by Manish Goel at manishgoelpms.com.
Warren Buffett, born in 1930, started investing at just 11 years old. He studied under Benjamin Graham at Columbia University and went on to become the greatest investor in history, with a net worth exceeding $130 billion — built entirely through investing, not inheritance or business operations.
What You’ll Learn in This Episode
Buffett’s Investment Philosophy: While Graham focused on buying cheap stocks, Buffett learned from Charlie Munger to buy wonderful businesses at fair prices. He looks for economic moats, honest management, and his favourite holding period is forever. Quality companies deserve a premium — don’t just chase low PE stocks.
Why Buffett Would Love Indian Small-Caps: India’s GDP grows at 6-7% annually. Indian small-caps are severely under-researched, creating inefficiencies that Buffett exploited early in his career. Many Indian companies deliver ROCE above 25%. Titan Biotech, trading around ₹368 with market cap of about ₹1,230 crores, consistently delivers high returns on capital — exactly the kind of business Buffett built his early fortune on.
What Buffett Avoids: Never invest in what you don’t understand. Buffett called derivatives “weapons of mass destruction” — exactly what F&O trading is for retail investors. SEBI data confirms 90% of F&O traders lose money. Stop gambling, start investing.
Buffett-Style Compounding in India: Titan Biotech’s journey from ₹8 to ₹368 is exactly the kind of patient, long-term compounding that made Buffett the richest investor in history. With Nifty near 23,000 and market volatility high, disciplined value investors can find incredible opportunities.
Apply Buffett’s Wisdom
Study businesses, not stock prices. Look for ROCE above 20% and growing earnings. Check promoter holding. Buy quality and hold for 5-10+ years. Let compounding work its magic.
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📺 Complete Value Investing Course Playlist (30 Episodes)
This is Episode 5 of 30 in the Complete Value Investing Course for Indian Investors. Subscribe to our YouTube playlist for all episodes.
Disclaimer: This content is for educational purposes only. Please do your own research before making investment decisions. Past performance is not indicative of future results.
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