Investment Frameworks
How the greats invest — and how to apply their playbooks to Indian stocks.
11
investor frameworks
35
lessons to study
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3 lessons
Kenneth Andrade: Coffee Can Investing
Kenneth Andrade — founder of Old Bridge Capital and former CIO of IDFC Mutual Fund — popularized the "Coffee Can" approach in India. Inspired by Robert Kirby...
3 lessons
Sanjay Bakshi: Behavioral Edge & Indian Value Investing
Prof. Sanjay Bakshi — professor at MDI Gurgaon and managing partner of ValueQuest Capital — is India's most respected value investing teacher. His genius lie...
4 lessons
Buffett: Economic Moats & Quality Investing
Warren Buffett — the "Oracle of Omaha" — has compounded Berkshire Hathaway at ~20% CAGR for 50+ years. His core philosophy evolved from Benjamin Graham's dee...
3 lessons
Philip Fisher: Scuttlebutt & Growth Investing
Philip Fisher — author of Common Stocks and Uncommon Profits (1958) — pioneered qualitative growth investing. While Graham focused on numbers, Fisher focused...
4 lessons
Benjamin Graham: Margin of Safety & Deep Value
Benjamin Graham — the "father of value investing" — wrote The Intelligent Investor (1949) and Security Analysis (1934). He taught at Columbia University wher...
3 lessons
Joel Greenblatt: The Magic Formula
Joel Greenblatt — founder of Gotham Capital — achieved 40% annual returns over 20 years. He distilled his approach into a deceptively simple "Magic Formula"...
3 lessons
Peter Lynch: Growth at a Reasonable Price (GARP)
Peter Lynch managed the Fidelity Magellan Fund from 1977 to 1990, achieving a 29.2% average annual return — making it the bestperforming mutual fund in the w...
3 lessons
Howard Marks: Second-Level Thinking & Market Cycles
Howard Marks — cofounder of Oaktree Capital Management — is known for his investor memos (read by Buffett!) and two seminal books: The Most Important Thing a...
3 lessons
Charlie Munger: Mental Models & Latticework Thinking
Charlie Munger — Buffett's partner and Berkshire Hathaway's vicechairman — is the thinker behind the "wonderful company at a fair price" evolution. His geniu...
3 lessons
Mohnish Pabrai: The Dhandho Framework
Mohnish Pabrai — Indiaborn, USbased investor and managing partner of Pabrai Funds — adapted the principles of Gujarati business families (the "Patels") into...
3 lessons
Nick Sleep & Qais Zakaria: Scale Economics Shared
Nick Sleep and Qais Zakaria ran the Nomad Investment Partnership (20012014), achieving 18.4% net annual returns vs 6.5% for the MSCI World — then returned al...