CA Manish Goel

A big-city sweet chain, Grand Sweets, opens a shiny new shop in a small town of about 20,000 people. It has bright lights, a long glass counter, a printed menu of forty items and a large advertising budget. multibaggershares.com/the-ho…

In a village far from the highway, a man called Hari sells kerosene (a thin oil that burns in lamps) from a small shop. Every evening the village comes to him with bottles and tins. multibaggershares.com/the-la…

Imagine a new housing colony being built at the edge of a town. In the first year, 200 families move in. A man called Raju opens the first tea and snacks shop on the corner. Nobody has to tell him how to do business. multibaggershares.com/the-fe…

Imagine two shoppers at the same vegetable mandi (the wholesale market where traders and families buy fresh produce) early one morning. The first is the buyer for a chain of two hundred restaurant kitchens. multibaggershares.com/the-ra…

Sixer .. 😎

Meera and Rohan are cousins. Each has saved Rs 50 lakh, and each wants the money to earn something over the years. At the family dinner, the advice comes quickly. “Buy a flat,” says an uncle. “Property never goes out of style. multibaggershares.com/the-fl…

TITAN BIOTECH Q2 FY27 — RECORD QUARTER 🧬 (BSE: 524717 | results declared today) ▪️ Revenue ₹76.5 cr — up 41% YoY (vs ₹54.4 cr) and +29% even over last quarter — the highest quarterly revenue the company has ever reported ▪️ Net profit ₹11.3 cr — up 65% YoY ▪️ H1 FY27: Revenue ₹135.6 cr (+34%), PAT ₹20.8 cr (+60%) ▪️ PBT margin ~20% vs 17% last year — operating leverage kicking in as the new capacities scale ▪️ Balance sheet: total borrowings barely ₹4 cr against ₹190 cr net worth — effectively debt-free, and still paying dividends

Nisha and Tarun are old school friends. They are in their thirties and each has Rs 1 lakh to put away for retirement. They choose different funds, but the two funds hold much the same kind of businesses. multibaggershares.com/the-qu…

Imagine a neighbour in your housing society, a pleasant man known to everyone as Anand uncle. He tells a few families about a scheme he has joined. You put in Rs 1 lakh. Every month, on the first, Rs 3,000 arrives in your account. multibaggershares.com/the-li…

Suman’s mother bought tea in a small paper twist from the shop at the corner, a hundred grams at a time, weighed out loose on a scale. Suman is thirty now, with a steady job in the city. multibaggershares.com/the-st…

Happy to announce 📣 that I have acquired 0.45% stake in the new stock… Target is 0.98% stake.

Drink 2-3 Green Tea 🍵 daily .. Thank me later

Friends… I have been observing for the last many years that my personal portfolio outperforms others’ portfolios, especially during tough times… So I started thinking about why this is happening, and I found the answer. Because I invest only in the fundamentally best company in the sector… But how does this explain why my portfolio outperforms even more specifically during tough times, i.e., recessions? Because during economic downturns, the worst companies in the sector go bust and get closed down… and the market share released by those closed companies gets captured by the remaining surviving companies.

Tanvi and Rohan start their first jobs in the same month. They are made up for this story, but you probably know two people just like them. Both decide to invest a fixed sum every month and leave it alone. Tanvi is the sharp one. multibaggershares.com/the-bi…

There is a busy street outside a railway station. It is made up for this story, but you have seen a hundred like it. One juice seller sits at the corner. multibaggershares.com/the-ho…

Friends… All the middle-class and upper-middle-class people who think that they can become rich quickly through the stock market should understand that if you try to become rich quickly through the stock market, you may instead be demoted to the ‘poor’ category. Then what can the stock market do for you? Only and only the following thing is possible in the stock market (and that too through intelligent long-term fundamental investing): If you invest ₹10 lakh and this ₹10 lakh compounds at even 20% per year, then in 15 years, this ₹10 lakh will become ₹1.54 crore. If you agree to this kind of patient investing, then the only thing required is a company that has a long runway of 15 years and can compound your money at 20% per annum for these 15 years.

There is a town with two bus companies. Both are made up for this story. Town Bus Service is owned by the town council. Highway Travels is owned by a private family. They use the same kind of bus, the same roads and the same diesel pump. multibaggershares.com/the-ow…

Asha and Bhavin are neighbours, and each has Rs 1 lakh to invest. Everything about them and the company below is made up to teach one idea. They both put the whole amount into the same steady business. multibaggershares.com/the-ot…