Blogs | Multibagger Shares

April 23, 2026

Horizontal Bar Chart of Yearly Multibagger Shares fy20fy25 Fy20 28 Fy21 26 Fy22 22 Fy23 18 Fy24 14 Fy25 11 fy25 Bar in Green

Invert, Always Invert: Charlie Munger’s Cornerstone Mental Model for Avoiding Small-Cap Disasters in Indian Value Investing

Charlie Munger's favourite mental model — invert the question. Instead of 'how do I find the next multibagger?', ask 'how do I guarantee small-cap losses?' A disciplined Indian inversion checklist, illustrated by Titan Biotech's FY25 audited numbers.

April 22, 2026

Infographic Titled Switching Costs Horizontal Bar Chart of Yearly Costs Fy20fy25 Values 28 26 22 18 14 11 with Fy25 Bar in Green

Switching Costs: The Invisible Lock-In That Protects Great Businesses for Decades

Switching Costs becomes more useful when investors translate it into audited numbers, cleaner disclosure, and better minority-shareholder readability.

April 22, 2026

Hero Header with Title the Endowment Effect and Subtitle Followed by a Two by two Color Grid Labeled Lucky Disciplined Investor Confused Bias trapped on a Dark Blue Background

The Endowment Effect: Why Indian Investors Overvalue What They Already Own

Richard Thaler (1980) and Kahneman-Knetsch-Thaler (1990) explain why Indian retail investors cling to inherited, IPO-allotted, and COVID-era holdings. SEBI, NSE and IIM Bangalore data + a six-step de-biasing checklist from Graham/Buffett/Munger/Klarman, with Titan Biotech (BSE:524717) FY25 audited numbers as the illustrative anti-endowment corporate case study.

April 22, 2026

Infographic Showing Roic by Year with Horizontal Bars Fy20 28 Fy21 26 Fy22 22 Fy23 18 Fy24 14 Fy25 11 Fy25 Bar in Green Highlighting Final Value

Return on Incremental Capital Employed (ROIIC): The Single Most Important Compounding Metric in Value Investing

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.