Blog · Page 11

Daily lessons in long-term investing

Plain-English lessons on judging businesses, reading annual reports and staying patient — 370 articles and counting, a new one most mornings. Educational only: none of these is a research report or a recommendation.

The Cannibals Strategy: Why Indian Companies That Aggressively Buy Back Their Own Shares Are About to Become the Hottest Wealth Creators of 2026 — How Smart Value Investors Can Profit From SEBI’s New Buyback Tax Regime Before the Crowd Wakes Up

On April 2, 2026, the Securities and Exchange Board of India (SEBI) released a consultation paper that quietly opened one of the most lucrative doors in…

Dividend Yield Traps: Why High-Dividend Indian Stocks Often Destroy Wealth — The 5 Forensic Tests That Separate Sustainable Payers From Silent Portfolio Killers

A deep dive into dividend yield traps in Indian markets: why an 8%+ yield is almost always a warning siren, how PSU, cyclical, and zombie-business traps…

The Dunning-Kruger Effect in Investing: Why the Most Confident Traders Are Almost Always Wrong — And How Humble Value Investors Quietly Build Generational Wealth

SEBI data shows 9 out of 10 F&O traders lose money — the Dunning-Kruger effect explains why overconfident retail traders consistently blow up while humble value…

Sum-of-the-Parts Valuation: How Smart Indian Value Investors Unlock Hidden Value in Conglomerates Like ITC, Reliance, and Grasim — The Underused Valuation Method That Reveals True Worth When P/E Ratios Lie and Market Caps Mislead

How smart Indian value investors use Sum-of-the-Parts (SOTP) valuation to unlock hidden value in conglomerates like ITC, Bajaj Finserv, and Grasim — the underused valuation method…

Bajaj Finance Transformation: The ₹10,000 That Became ₹3.23 Lakh — How Rajeev Jain’s 8 Strategic Pivots Turned a Sleepy Two-Wheeler Lender Into India’s Most Valuable NBFC and the Permanent Value Investing Lessons Every Indian Investor Must Learn Before Their Next Multibagger Hunt

Every Indian investor has heard the name Bajaj Finance. But very few truly understand the magnitude of wealth it has created, or the specific strategic decisions…

Pharma Sector Analysis Framework: The 8-Factor Checklist Every Indian Value Investor Must Use to Separate Quality Pharmaceutical Multibaggers from Regulatory Time Bombs — A Complete Guide to India’s Most Lucrative and Most Complex Sector

If you walk into any investor meet in Mumbai and ask ten participants what they think of the Indian pharma sector, you will hear ten completely…

Markets Recover on Banking Strength — But The Real Story Is What Quality Stocks Are Doing Quietly | April 10, 2026

Indian equity markets opened Friday’s session on a firm footing, shaking off the nervousness that had gripped traders through much of this week. The BSE Sensex…

Survivorship Bias: The Invisible Statistical Trap That Makes Indian Investors Overestimate Returns, Chase Past Winners, and Ignore the Graveyard of Failed Stocks — How to Think Clearly About Market Data and Build a Truly Resilient Portfolio

Every Indian investor has heard stories like this: “If you had invested ₹10,000 in Infosys in 1993, you would have ₹15 crore today.” Or: “Asian Paints…

Forensic Accounting Red Flags: How the Beneish M-Score and 8 Warning Signs Help Indian Investors Detect Earnings Manipulation Before It Destroys Their Portfolio

In the Indian stock market, where over 5,000 listed companies compete for your investment rupees, the ability to read financial statements is not enough. You must…

Why Do Intelligent Investors Actually Celebrate When Stock Prices Fall?

Most people panic when stock prices drop. They check their portfolios nervously, lose sleep, and many rush to sell — locking in their losses at the…

Loss Aversion: Why the Fear of Losing ₹1 Hurts Twice as Much as the Joy of Gaining ₹1 — How Indian Investors Can Overcome This Devastating Bias and Hold Multibaggers for the Long Term

Imagine two scenarios. In the first, you check your portfolio and discover you’ve made ₹1 lakh in unrealized gains today. In the second, you check and…

Recency Bias and Market Timing: Why Your Brain’s Obsession With Yesterday’s News Makes You Buy at the Top and Sell at the Bottom — How Indian Investors Can Overcome This Devastating Mental Trap and Build Long-Term Wealth

Yesterday, on April 8, 2026, Indian markets exploded higher — the SENSEX surged 2,946 points (3.95%) to close at 77,562 while NIFTY 50 rocketed 874 points…

EV/EBITDA: The Valuation Metric That Professional Fund Managers Prefer Over P/E Ratio — Why Every Indian Investor Must Master This Superior Tool to Find Undervalued Multibaggers

If you ask any retail investor in India how they value a stock, 9 out of 10 will say: “I look at the P/E ratio.” And…

Markets Slip After 5-Day Rally as Oil Rebounds and Geopolitical Tensions Resurface — Why Smart Investors Stay Calm While Others Panic (April 9, 2026)

After one of the most spectacular rallies Indian markets have seen in recent memory — with the Sensex surging nearly 2,950 points (3.95%) in a single…

Confirmation Bias in Stock Picking: The Deadly Mental Trap That Makes Indian Investors See Only What They Want to See — How to Build a Rational Investment Process That Challenges Your Own Assumptions

If your grandfather had invested just ₹10,000 in Asian Paints stock in 1990, that single investment would be worth approximately ₹78.75 lakh today — a staggering…

Anchoring Bias: The Invisible Mental Trap That Makes Indian Investors Buy High, Hold Losers, and Miss Multibaggers — How to Rewire Your Brain for Rational Stock Picking

Picture this scene: you bought shares of a mid-cap IT company at ₹850. Six months later, the company loses a major client, quarterly revenue drops 18%,…

Mastering the Market Cycle: Howard Marks’ Timeless Framework for Reading Market Psychology — How Indian Investors Can Use Cycle Positioning to Buy Low, Sell High, and Build Generational Wealth

Today’s market session tells a powerful story about cycles. The SENSEX surged to approximately 77,400 — up nearly 3.8% from yesterday’s close of 74,616 — as…

Interest Coverage Ratio: The Debt Safety Metric That Reveals Whether a Company Can Survive an Earnings Downturn — How Indian Investors Can Use ICR to Separate Fortress Businesses from Ticking Time Bombs

The Indian stock market — with the SENSEX surging past 77,198 and NIFTY at 24,006 today — is brimming with optimism. When markets rise, investors get…

Trump Tariffs Impact on Indian Stock Market 2026: What Smart Investors Should Do Now

Trump tariffs impact on Indian stock market 2026 explained. RBI holds rate at 5.25 percent. FIIs selling billions. Learn what smart investors like Manish Goel recommend…

Joel Greenblatt’s Magic Formula: The Simple Two-Factor System That Beat the Market by 100% Over 17 Years — How Indian Investors Can Apply This Proven Quantitative Strategy to Find Cheap, High-Quality Multibaggers

In 2005, a legendary hedge fund manager named Joel Greenblatt published a tiny book called “The Little Book That Beats the Market.” It was only 179…

How Asian Paints Created Generational Wealth: From a Mumbai Garage in 1942 to a ₹2.18 Lakh Crore Empire — The Complete Case Study Every Indian Value Investor Must Study

If your grandfather had invested just ₹10,000 in Asian Paints stock in 1990, that single investment would be worth approximately ₹78.75 lakh today — a staggering…

Markets Explode Higher: Iran-US Ceasefire + RBI Hold Sends NIFTY Soaring 3.36% — Why This Rally Proves Value Investing Works

Dalal Street witnessed one of its most powerful rallies in recent months today, as the Iran-US ceasefire announcement combined with the RBI’s steady hand on interest…

Why Healthy Corrections During a Structural Bull Run Are the Secret Fuel for the Next Big Leg Up — Timeless Wisdom Every Long-Term Investor Must Understand

Every long-term investor who has ever held a truly great stock — one that eventually delivered 10x, 20x, or even 50x returns — has had to…

Vijay Kedia’s SMILE Framework: How India’s Most Unconventional Multibagger Hunter Uses 5 Simple Criteria to Turn Small-Cap Unknowns Into 100x Wealth Creators — The Complete Blueprint Every Indian Investor Must Master

While most investors chase Reliance, HDFC Bank, and Infosys, one man has quietly built a fortune exceeding ₹500 crore by buying companies most people have never…

The securities quoted in these articles are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.