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Capacity Utilisation: When Existing Plants Can Fund the Next Leg of Growth

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Capacity Utilisation becomes more useful when investors translate it into audited numbers, cleaner disclosure, and better minority-shareholder readability.

Manish GoelApril 23, 2026 Blog Read more

Mean Reversion: Why Great Companies Can Still Deliver Poor Returns When Expectations Get Too High

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Mean Reversion becomes more useful when investors translate it into audited numbers, cleaner disclosure, and better minority-shareholder readability.

Manish GoelApril 22, 2026 Blog Read more

Switching Costs: The Invisible Lock-In That Protects Great Businesses for Decades

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Switching Costs becomes more useful when investors translate it into audited numbers, cleaner disclosure, and better minority-shareholder readability.

Manish GoelApril 22, 2026 Blog Read more

Translate:

My Portfolio CAGR is 112% as on 31.10.2024
My Contract Note of 28.06.2024 showing A.K. Spintex buying at 185 average

Telegram Link - https://telegram.me/longtermequityy

Manish Goel in ABP Live
Manish Goel in LiveMint
Bhopal Samachar

My Other Posts

  • Why I Hold Greenlam Industries — India’s Laminate Leader
  • Why I Bought HG Industries — and How It Became Greenlam (~3×)
  • Why I Bought Netlink Solutions — and Why It Multiplied ~3×
  • Why I Bought Hazoor Multiprojects — and Why It Multiplied ~10×
  • Why I Bought A.K. Spintex (Now Sunrakshakk Industries) — and Why It Multiplied ~10×
  • Why I Bought Solex Energy — and Why It Multiplied ~15×
  • Why I Bought Maithan Alloys — and Why It Multiplied ~29×
  • Why I Bought Sangam Advisors (Now Waaree Renewables) — and Why It Multiplied ~312×
  • Lease Liabilities and Right-of-Use Assets: How Ind AS 116 Dragged India’s Off-Balance-Sheet Debt Into the Open
  • The Share-Price Illusion: Why a ₹10 Share Is Not Cheap and a ₹1,00,000 Share Is Not Costly
  • The Cube of Gold That Cannot Grow: Warren Buffett’s Famous Lesson on Assets That Work and Assets That Just Sit
  • The Voting Machine and the Weighing Machine: Benjamin Graham’s Famous Lesson on Why Popularity Fades and Profits Win
  • Never Invest with Borrowed Money: Warren Buffett’s Simplest Rule for Surviving the Stock Market
Economic Times Industry Leaders Award for Manish Goel
In last 5 years, Out of my these shortlisted 30 companies, Hazoor Multiprojects Multiplied 21 Times in 2 Years, and Sangam Advisors (Waaree Renewables Technologies ltd) Multiplied 450 Times in 5 Years.
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