Vijay Kedia: The Small-Cap Whisperer
From conductor jobs to a multi-thousand crore portfolio. The SMILE framework that powers Kedia’s small-cap picks.
Lessons from the legends: what built their wealth, what tripped them up, and what’s worth borrowing.
How the Big Bull built ₹40,000 cr from a small punt on Tata Tea, and the discipline most retail misses.
How a shy man with no MBA outlasted a generation of louder traders, and built DMart into a retail giant.
From conductor jobs to a multi-thousand crore portfolio. The SMILE framework that powers Kedia’s small-cap picks.
Three decades on Dalal Street and counting. The investing philosophy of CNBC’s most-quoted veteran.
How the founder of Lucky Securities became India’s most-tracked small-cap hunter, and what he looks for.
Buying the unloved, the overlooked, the broken. The Equity Intelligence playbook, and where it has stumbled.
The original long-term Indian investor. Why Nemish Shah holds for decades, and what that costs him in the short run.
The framework behind every value investor on this page, Mr. Market, margin of safety, and the intelligent investor.
The latticework of mental models. Inversion, second-order thinking, and the discipline of saying “no” more than “yes”.
From a paper route to Berkshire Hathaway. The principles that compounded ₹100 into a personal fortune of ₹100,000 cr+.
A husband-wife portfolio worth hundreds of crores, built one mid-cap at a time, with disclosures every retail watches.
The Magellan Fund manager who beat the S&P for 13 straight years, by buying companies he could explain to a child.