Track Record of Identifying Rare Wealth CreatorsTrack Record of Identifying Rare Wealth Creators

Blogs

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.
May 22, 2026
Horizontal Bar Chart of Yearly Values from Fy20 to Fy25 Fy20 28 Fy21 26 Fy22 22 Fy23 18 Fy24 14 Fy25 11 Final Bar is Green

Choice Overload & The Paradox of Choice: Iyengar & Lepper’s 2000 Jam Study and Sethi-Iyengar-Huberman-Jiang 2004 401(k) Evidence

Iyengar & Lepper’s 2000 jam study and Sethi-Iyengar’s 2004 401(k) evidence show that wider option sets paralyse decision-makers. With ~1,500 MF schemes and 5,000+ listed stocks, Indian retail investors face an extreme choice-overload landscape. A four-step counter-measure checklist, and an educational case study on how Titan Biotech (BSE: 524717) FY25’s focused specialty-biotech portfolio reads as anti-choice-overload corporate behaviour.
May 22, 2026
Blue Gradient Hero with the Title ceo to median employee Pay Ratio and a Horizontal Green Milestone Timeline from Fy21 to Fy25 Compliance Disclosure Audit Clean Board Change All Boxes Multibagger Shares Branding Above

CEO-to-Median-Employee Pay Ratio: Companies Act §197(12) Read With Rule 5(1)(i)

The CEO-to-Median-Employee Pay Ratio mandated by Companies Act Section 197(12) read with Rule 5(1)(i) is one of the highest signal-to-noise governance disclosures in any Indian annual report. This educational piece decodes the metric, shows how to read its three-to-five-year arc, and illustrates the disciplined Pattern-A signature using Titan Biotech (BSE: 524717) FY25 audited markers — purely as a teaching case, not as a buy/sell view.
May 22, 2026
Hero Section Introducing Chris Mayers 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.
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