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April 11, 2026

Four-color infographic with a two-by-two grid: top-left 'Lucky' (gray), top-right 'DISCIPLINED INVESTOR' (green), bottom-left 'Confused' (light gray), bottom-right 'BIAS-TRAPPED' (orange).

The Disposition Effect: Why Indian Investors Sell Their Winners Too Early and Cling to Losers Too Long — The Behavioural Bias That Quietly Destroys Wealth on Dalal Street and the Complete Value Investor’s Antidote for 2026

The Disposition Effect is the single most documented bias in behavioural finance — and it is silently destroying Indian retail portfolios. Here's the complete value investor's antidote.

April 11, 2026

Hero section with a dark blue background, large white title “Mohinish Pabrai’s Dhandho Investor Framework” and a green subtitle beneath it; a two-by-two color block grid labeled Trader (gray), Compounding (green), Drift (light gray), Speculator (orange) sits below.

Mohnish Pabrai’s Dhandho Investor Framework: The 9 Principles That Built a $1 Billion Fund with ‘Heads I Win, Tails I Don’t Lose Much’ — How Every Indian Value Investor Can Apply This Gujarati-Rooted Low-Risk Playbook to Find Multibagger Opportunities on the BSE and NSE in 2026

MGMANISH GOEL PMS☰ HomePast PerformanceServicesMedia & PressBlogsAwards WhatsApp · 7380122211 VALUE INVESTING · BLOG Mohnish Pabrai’s Dhandho Investor Framework: The 9 Principles That Built a $1 […]

April 11, 2026

Infographic bar chart of yearly values FY20–FY25; blue bars, green for FY25, with end values 28, 26, 22, 18, 14, 11.

The Man Who Built Claude Just Told the World Where the Next Great Wealth Wave Is Coming From — Biotechnology

Dario Amodei, CEO of Anthropic, just declared on Nikhil Kamath's People by WTF podcast that biotech is about to have a renaissance driven by AI. Demis Hassabis, Sam Altman and Vinod Khosla independently agree — and are putting their own capital behind it. Here is what it means for the Indian long-term investor.

April 11, 2026

Infographic bar chart showing holding company discount from FY20 to FY25, decreasing from 38% to 16% with FY25 highlighted in green (16%). For context title: Holding Company Discount Decoded.

Holding Company Discount Decoded: Why Tata Investment, Bajaj Holdings & Kalyani Investment Trade at 40-60% Below Their Real Value — The Graham-Style Deep Value Opportunity Hiding in Plain Sight on the Indian Stock Market

Discover why Indian holding companies like Tata Investment, Bajaj Holdings, and Kalyani Investment trade at 40-60% discounts to their real NAV — and the step-by-step framework smart value investors use to separate genuine bargains from permanent value traps.