Blogs | Multibagger Shares

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

Hero Page with Title the Ikea Effect and Four Colored Blocks Top left Lucky gray Top right Disciplined Investor green Bottom left Confused light Gray Bottom right Bias trapped orange

The IKEA Effect: Norton, Mochon & Ariely’s 2012 Discovery That Labour Leads to Love

In 2011, three behavioural economists at Harvard Business School and Duke University — Michael I. Norton, Daniel Mochon and Dan Ariely — conducted a series of […]

May 23, 2026

Infographic Employee Cost to revenue Ratio by Fiscal Year Rising from Fy20 14 to Fy25 22 Fy25 Bar is Green

Employee Cost-to-Revenue Ratio: How a Single P&L Line Reveals Operating Leverage, Wage Discipline & Hidden Margin Risk

The Employee Benefit Expense line is the cleanest fixed-cost intensity metric on any Indian P&L. Here is how to read it, benchmark it, and use it — illustrated with Titan Biotech FY25's audited markers.

May 23, 2026

Headline Marathons 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.