Collections Screens
Curated strategies inspired by legendary investors. Warren Buffett, Peter Lynch, Coffee Can — their principles applied to Indian markets.
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Warren Buffett Style
Moat businesses with 10-year consistent ROCE, minimal dilution, high ROE, and strong sales growth — Buffett's principles applied to Indian markets.
Coffee Can Portfolio
Based on Saurabh Mukherjee's Coffee Can — buy quality and forget. 10-year revenue and ROCE consistency with no need to monitor.
Recent IPO Outperformers
Recently listed companies showing explosive growth in both revenue and profits — IPOs that are outperforming the market post-listing.
Financial Infra IPO Peers
High-quality financial infrastructure companies — think CDSL, BSE, MCX, KFin — the picks-and-shovels of India's capital markets.
About Collections Investing
Collections are curated multi-factor screens that apply the investment philosophies of legendary investors to Indian equity markets. Each represents a complete investment worldview, not just a filter set.
Warren Buffett built Berkshire Hathaway on one insight: find businesses with economic moats — structural competitive advantages that allow them to earn high returns on capital for decades, not just years. In Indian markets, that means consistent 20%+ ROCE over 10 years, low equity dilution (management isn't growing by constantly issuing new shares), minimal debt, and high operating margins. The number of stocks passing this filter is deliberately small: perhaps 20–40 across NSE and BSE.
Saurabh Mukherjee's Coffee Can portfolio is the buy-and-forget strategy: find businesses so fundamentally strong that you can put them in a metaphorical coffee can and not open it for 10 years. The filter is simple but brutal — 10%+ revenue growth and 15%+ ROCE sustained for an entire decade. Businesses clearing this bar have proven they can compound through bull markets, bear markets, demonetisation, COVID, and regulatory changes.
Peter Lynch found his multi-baggers by looking for PEG ratios below 1 — paying less than 1x for each unit of growth. His insight: a fast-growing company trading at a PE below its growth rate is mathematically mispriced. These collections bring these legendary frameworks to life as Screener.in queries — ready to run in 30 seconds.