Blog

May 24, 2026

Hero title: "Wonderful Business at a Fair Price" with subtitle about Buffett and Indian compounds, on a dark blue background.

Wonderful Business at a Fair Price: The See’s Candies Pivot That Reshaped Buffett’s Mind in 1972 – and Why It Justifies Owning Quality Indian Compounders Today

In January 1972 Buffett wrote a $25 million cheque for See's Candies - the single most consequential trade of his career. Here is why Indian value investors must abandon cigar-butt thinking and pay for quality.

May 23, 2026

Headline: Marathon’s Capital Cycle Theory with a green accent bar and subtitle against a dark blue gradient background, centered donut chart labeled FY25 Reinvested at the bottom.

Marathon’s Capital Cycle Theory: The Supply-Side Framework That Spots India’s Next Multibagger Industries Before the Headlines Do

Marathon Asset Management's Capital Cycle Theory tells Indian value investors to count plants, not consumers — the supply-side framework that predicts industry returns better than any demand forecast.

May 22, 2026

Hero section introducing Chris Mayer’s 100-Bagger Framework with four quadrants labeled Trader, COMPOUNDER, Drift, and Speculator beneath the title.

Chris Mayer’s 100-Baggers Framework: The Seven Empirical Attributes Behind Every Hundred-Bagger Stock

Christopher Mayer's 365-stock empirical study extracted seven attributes that predicted 100x compounders. Titan Biotech FY25 illustrates five of the seven on a small-cap Indian balance sheet.

May 21, 2026

Hero section with the title 'Chuck Akre’s Three-Legged Stool' and subtitle 'The 25-Year Compounder Framework' on a dark blue background, featuring green accent lines and a 2x2 color grid labeled: Trader (gray), Compounder (green), Drift (light gray), Speculator (orange).

Chuck Akre’s Three-Legged Stool: The 25-Year Compounder Framework

Chuck Akre's three-legged stool — extraordinary business, exceptional management, glorious reinvestment runway — distils the compounder-picking framework. Titan Biotech's FY25 audited numbers map cleanly onto all three legs.

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