Masterclass: Investing Through the Masters, Buffett's Framework Applied to Indian Markets
A deep study of the Buffett framework for serious independent investors, portfolio managers in training and HNI investors who already know how to read a company and now want a coherent investing philosophy. You will trace the framework from Graham through Fisher and Munger, apply the circle of competence and Buffett's four filters to Indian sectors, compute owner earnings and returns on tangible capital, judge management through candour and capital allocation, and set intrinsic value and margin of safety at Indian valuations. The course then covers temperament through real Indian market crashes, concentrated portfolio construction under Indian tax rules, Buffett's landmark deals translated into Indian parallels, his admitted mistakes, and where the framework has to be adapted for India. It closes with a full Buffett checklist run on a listed Indian company.