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Blogs

May 4, 2026
Header with the Title the Gamblers Fallacy and Hot hand Fallacy and a Four panel Color Infographic Showing Lucky Confused Disciplined Investor and Bias trapped Beneath It

The Gambler’s Fallacy and Hot-Hand Fallacy: Tversky, Kahneman & Gilovich on the Misperception of Random Sequences

Tversky-Kahneman 1971 and Gilovich-Vallone-Tversky 1985 established that humans systematically misread short random sequences. Indian NSE/SEBI behavioural data show retail investors compound the error. A counter-measure checklist plus an illustrative Titan Biotech FY25 case study of process-over-pattern corporate behaviour.
May 4, 2026
Infographic Bar Chart Titled Peg Ratio Growth adjusted Valuation by Year Showing Fy20 38 Down to Fy25 16 with Fy25 Bar Highlighted in Green

PEG Ratio: Peter Lynch’s Growth-Adjusted Valuation Framework

Peter Lynch's Price-to-Earnings-to-Growth ratio reframes valuation: a high P/E may be cheap if growth is high, a low P/E may be a trap if growth is fading. Using Titan Biotech FY25 audited inputs (10-yr revenue CAGR ~15%, 10-yr PAT CAGR ~29%, CFO/Operating Profit ~103%) as a clean educational illustration.
May 4, 2026
Hero Header Announcing Walter Schlosss 16 Factors with a Two by two Grid of Panels Labeled Trader Compounder Drift and Speculator

Walter Schloss’s 16 Factors: How Graham’s Quietest Disciple Beat the Market for 47 Years Without Ever Meeting Management

Walter Schloss compounded 16% for 47 years from a back office, with no MBA, no Bloomberg terminal, and no management visits. Seven of his 16 factors illustrated through Titan Biotech FY25's audited balance sheet.
May 3, 2026
Hero Section with Title outside View Vs Inside View and Subtitle Below is a 2x2 Color Grid Labeled Top left lucky Top right discipined Investor Bottom left confused Bottom right bias trapped

Outside View vs Inside View: Kahneman & Lovallo’s Reference-Class Forecasting Discipline

Daniel Kahneman and Dan Lovallo's 1993 distinction between the Inside View (story-driven) and the Outside View (reference-class base rates) is the most powerful behavioural upgrade an Indian long-term investor can make. We illustrate it with Titan Biotech's FY25 audited numbers, presented strictly as an educational case study of management process — not a valuation call.
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