Blogs
May 7, 2026
Charlie Munger's lifetime discipline: every rupee must beat the next-best alternative use, on a risk-adjusted basis. How Indian long-term investors apply the hurdle-rate test using the 10-year G-sec, and why Titan Biotech FY25's audited RoCE spread illustrates the discipline.
May 6, 2026
Learn the CFO/EBITDA cash-conversion ratio — the 60-second test that separates real operating profits from accounting fiction — using Titan Biotech FY25's 103% audited reading as a positive illustration.
May 6, 2026
Warren Buffett's 1996 letter framework classifies businesses into Inevitables, Highly Probables and Hopefuls. Most Indian retail portfolios mistake tier three for tier one. Titan Biotech FY25's audited numbers read as a Highly Probable profile.
May 5, 2026
Ellen Langer's 1975 illusion-of-control experiments explain why 91.1% of Indian F&O traders lose money — and the 8-point counter-measure checklist serious long-term investors must install. Titan Biotech FY25's ₹3 Cr borrowings, 103% CFO/Operating Profit, and 36.4% independent-board ratio illustrate the corporate analogue of the anti-bias discipline (educational case study, not a valuation call).
