Blogs | Multibagger Shares

May 18, 2026

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Buffett’s Four Filters: The 1977 Berkshire Letter Acquisition Checklist Refined in the 1994 Owner’s Manual

Buffett's four filters — understandable business, favourable economics, able-and-trustworthy management, sensible price — applied step by step to Titan Biotech's FY25 audited numbers, in their canonical sequential order.

May 17, 2026

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The Ostrich Effect: Karlsson, Loewenstein & Seppi’s 2009 NBER Bias Behind Why Indian Investors Stop Checking Their Portfolios During Corrections

The Ostrich Effect — documented by Karlsson, Loewenstein & Seppi in 2009 — explains why Indian investors stop checking portfolios during market corrections. Brokerage logins fall 9.5% on down-1% days. We walk through the academic foundation, Indian SIP-discontinuation and demat-dormancy data, a seven-step counter-measure checklist, and Titan Biotech's FY25 disclosure architecture as an illustrative anti-ostrich case study.

May 17, 2026

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Board Meeting Frequency: SEBI LODR Regulation 17(2) and the Forensic Governance Engagement Test

Board meeting frequency is the cheapest forensic governance signal hidden in every Indian annual report. SEBI LODR Reg 17(2) sets the floor at 4, best-practice boards meet 8-12 times, and Titan Biotech FY25 illustrates the disciplined end with 14 meetings sitting alongside a fortress balance sheet.

May 17, 2026

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The Klarman Doctrine: Seth Klarman’s 1991 ‘Margin of Safety’ Three-Pillar Architecture — Why Absolute Returns, Bottom-Up Bargain Hunting, and Risk Aversion Define the Real Value Investor’s Edge

Seth Klarman's 1991 'Margin of Safety' rebuilt value investing on three pillars: absolute returns, bottom-up bargain hunting, and risk aversion. How Titan Biotech FY25's audited numbers illustrate all three.