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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
Economic Goodwill: Warren Buffett’s 1983 Berkshire Letter Appendix on the Real Source of Compounding
Buffett's 1983 appendix split goodwill into two: the accountant's residual on the balance sheet, and the inflation-resistant economic goodwill that compounds wealth. Titan Biotech FY25's high returns on a modest tangible base read like the second.
May 4, 2026
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
The Twenty-Punch-Card Rule: Warren Buffett’s Lifetime-Scarcity Discipline for Indian Value Investors
Buffett's twenty-slot punch card forces selectivity, patience and conviction in a single mental model. Titan Biotech's FY25 audited numbers — debt-to-equity 0.02x, ~16.9% RoCE, 103% CFO/operating profit, 55.87% promoter holding — illustrate the discipline.
