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April 26, 2026

Infographic title 'The Too-Hard Pile' with a horizontal bar chart showing values FY20–FY25, declining from 28 to 11 (FY25 in green).

The Too-Hard Pile: Charlie Munger’s Cognitive-Humility Discipline for Indian Value Investors

Charlie Munger's three-box discipline — In, Out, Too Hard — is the cognitive-humility skill that separates serious investors from confident commentators. Titan Biotech FY25's legible filings illustrate the opposite of a too-hard company.

April 24, 2026

Hero banner with title 'The Fat Pitch Principle' and green subtitle; below is a four-block grid labeled Trader (gray), Compounder (green), Drift (light gray), Speculator (orange).

The Fat Pitch Principle: Warren Buffett’s Ted-Williams-Inspired Rule for Swing Selectivity in Indian Value Investing

Why the 77-cell strike zone Ted Williams built and Warren Buffett later adapted remains the single most decision-disciplining mental model for Indian value investors — illustrated with Titan Biotech's FY25 numbers.

April 23, 2026

Hero section with a dark navy background showing a capacity utilisation bar chart from FY20 to FY25, ending at 11% for FY25 (green bar). The page title is ‘Capacity Utilisation’ with a subtitle about growth.

Capacity Utilisation: When Existing Plants Can Fund the Next Leg of Growth

Capacity Utilisation becomes more useful when investors translate it into audited numbers, cleaner disclosure, and better minority-shareholder readability.

April 23, 2026

Horizontal bar chart of yearly Manish Goel PMS (FY20–FY25): FY20 28, FY21 26, FY22 22, FY23 18, FY24 14, FY25 11 (FY25 bar in green).

Invert, Always Invert: Charlie Munger’s Cornerstone Mental Model for Avoiding Small-Cap Disasters in Indian Value Investing

Charlie Munger's favourite mental model — invert the question. Instead of 'how do I find the next multibagger?', ask 'how do I guarantee small-cap losses?' A disciplined Indian inversion checklist, illustrated by Titan Biotech's FY25 audited numbers.

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