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April 11, 2026

Hero header with title 'The Kelly Criterion' and green subtitle; four-color quadrant infographic labeled Trader (gray), Compounder (green), Drift (light gray), Speculator (orange) on a navy background.

The Kelly Criterion: The Mathematical Formula That Tells Indian Value Investors Exactly How Much Capital to Allocate to Each Multibagger Conviction — How Edward Thorp, Warren Buffett, and Charlie Munger Use This Bet-Sizing Secret to Compound Wealth Faster Than Anyone Else

Stock picking is only half the battle — bet sizing is the other half. Discover how the Kelly Criterion, the mathematical formula used by Warren Buffett, Charlie Munger, Edward Thorp and Mohnish Pabrai, tells you exactly how much capital to allocate to each high-conviction multibagger. The math behind concentrated investing decoded for Indian value investors.

April 11, 2026

Headline: The Cannibal's Strategy with a subtitle about aggressive share buybacks and a circular FY25 chart below on a dark blue background.

The Cannibals Strategy: Why Indian Companies That Aggressively Buy Back Their Own Shares Are About to Become the Hottest Wealth Creators of 2026 — How Smart Value Investors Can Profit From SEBI’s New Buyback Tax Regime Before the Crowd Wakes Up

MGMANISH GOEL PMS☰ HomePast PerformanceServicesMedia & PressBlogsAwards WhatsApp · 7380122211 VALUE INVESTING · BLOG The Cannibals Strategy: Why Indian Companies That Aggressively Buy Back Their Own […]

April 11, 2026

Hero image for an article titled 'Dividend Yield Traps' with a subtitle about high-dividend Indian stocks, featuring a dark blue horizontal bar chart of FY20–FY25. Bars show FY20 3.2%, FY21 2.8%, FY22 2.1%, FY23 1.6%, FY24 1.3%, and FY25 1.1% (green). Top-left label 'Manish Goel PMS', top-right 'MULTIBAGGER · DAILY EDITION'.

Dividend Yield Traps: Why High-Dividend Indian Stocks Often Destroy Wealth — The 5 Forensic Tests That Separate Sustainable Payers From Silent Portfolio Killers

A deep dive into dividend yield traps in Indian markets: why an 8%+ yield is almost always a warning siren, how PSU, cyclical, and zombie-business traps work, and the 5 forensic tests every value investor must use before buying any dividend stock.

April 10, 2026

Hero image: article title 'The Dunning-Kruger Effect in Investing' with subtitle and a four-panel infographic showing Lucky, Disciplined Investor, Confused, and Bias-Trapped.

The Dunning-Kruger Effect in Investing: Why the Most Confident Traders Are Almost Always Wrong — And How Humble Value Investors Quietly Build Generational Wealth

SEBI data shows 9 out of 10 F&O traders lose money — the Dunning-Kruger effect explains why overconfident retail traders consistently blow up while humble value investors compound wealth for decades. Learn the 5 practical habits to escape Mount Stupid.