Value Investing Course
May 23, 2026
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.
April 22, 2026
ROIIC — not ROCE — is the metric Buffett, Munger, Fisher, Klarman, and Mauboussin converge on as the true long-term compounding signal. Here's how to calculate it on any Indian listed company, common mistakes to avoid, and a positive Titan Biotech FY25 case study with 9 audited disclosures.
