Blogs

A great product nobody can find loses to an ordinary product that is everywhere. A plain-English lesson on distribution reach — the quiet, slow-built advantage that separates durable Indian businesses from the rest.

A share is not a ticket with a blinking price. It is a chair at the owners' table — with a report addressed to you, a vote that counts, a dividend that pays you, and a voice that lets you ask. A plain-English lesson on the quiet rights that come with a single share.

Before you ask which share, answer Benjamin Graham's older question: which kind of investor am I? A plain-English lesson on the defensive road, the enterprising road, and the muddy middle to avoid.

On 4 August 2023 I posted publicly that I had bought Titan Biotech (BSE 524717). Three years on it is up roughly 650%. Here is the thesis behind the buy.