Blog | Multibagger Shares

April 23, 2026

Horizontal bar chart of yearly multibagger shares (FY20–FY25): 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 FY20–FY25; 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 21, 2026

Hero header titled "Manish Goel’s Information Decay Theory" with a green subtitle on a dark blue background, and a 2x2 color grid: Trader (gray), COMPOUNDER (green), Drift (light gray), Speculator (orange).

Manish Goel’s Information Decay Theory: Why the Warren Buffett Quotes You Hear on Every YouTube Podcast Can Never Make You Rich

Millions of YouTube finance podcasts. Zero documented life changes. Yet numerous followers of my work report their financial lives have changed, and my CAGR is in higher triple digits — believed to be the highest among 20 crore Indian investors over the last 8 months. The reason is a theory I have developed: the Information Decay Theory. The value of any insight falls the moment too many people come to know it.

April 21, 2026

Hero section with the title 'The Scuttlebutt Method' and subtitle, plus a four-block grid labeled Trader (gray), Compounder (green), Drift (light gray), and Speculator (orange).

The Scuttlebutt Method: Philip Fisher’s Original Framework for Verifying Management Claims — How Indian Value Investors Can Use Primary-Source Checks to Separate Storytelling From Substance

Philip Fisher's 1958 Scuttlebutt Method — the discipline of verifying management claims against customers, suppliers, ex-employees and trade journals — remains the most underused primary-research tool for Indian value investors in 2026. Illustrated with Titan Biotech FY25 audited disclosures.