Track Record of Identifying Rare Wealth Creators

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April 28, 2026
Dark blue hero area with a large white title 'The Maximum Pessimism Rule' and green subtitle; a 2x2 color grid shows top-left 'Trader', top-right 'COMPOUNDER', bottom-left 'Drift', bottom-right 'Speculator'

The Maximum Pessimism Rule: Sir John Templeton’s Contrarian Doctrine for Indian Value Investors

Sir John Templeton's 'buy at the point of maximum pessimism' rule is the most uncomfortable, most lucrative discipline in value investing. Here's how Indian value investors can apply it in 2026 — and why durable, debt-free compounders are the right business-side filter.
April 26, 2026
Infographic title 'The Too-Hard Pile' with a horizontal bar chart showing values FY20–FY25, declining from 28 to 11 (FY25 in green).

The Too-Hard Pile: Charlie Munger’s Cognitive-Humility Discipline for Indian Value Investors

Charlie Munger's three-box discipline — In, Out, Too Hard — is the cognitive-humility skill that separates serious investors from confident commentators. Titan Biotech FY25's legible filings illustrate the opposite of a too-hard company.
April 24, 2026
Hero banner with title 'The Fat Pitch Principle' and green subtitle; below is a four-block grid labeled Trader (gray), Compounder (green), Drift (light gray), Speculator (orange).

The Fat Pitch Principle: Warren Buffett’s Ted-Williams-Inspired Rule for Swing Selectivity in Indian Value Investing

Why the 77-cell strike zone Ted Williams built and Warren Buffett later adapted remains the single most decision-disciplining mental model for Indian value investors — illustrated with Titan Biotech's FY25 numbers.
April 23, 2026
Hero section with a dark navy background showing a capacity utilisation bar chart from FY20 to FY25, ending at 11% for FY25 (green bar). The page title is ‘Capacity Utilisation’ with a subtitle about growth.

Capacity Utilisation: When Existing Plants Can Fund the Next Leg of Growth

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