100 Baggers - Further Reading

Jan 19, 2026

Further Reading:

Motilal Oswal 100x Report
- Check what was the initial market size / revenue of those companies which went 100x. Check which year it was and if I need to adjust to current level for inflation. I am wondering if 100 crore is a good place to start with.
- From the book 100 Baggers: “The median sales figure of the 365 names in the study was about $170 million. This is unadjusted for inflation. It simply shows you that 100-baggers can start off as sizable companies. Sales of $170 million makes for a substantial business in any era.”
Motilal Oswal Annual Wealth Creation Report
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success *
Research companies in 100 Baggers Outsiders next recommendation : Page 97 onwards
Michael Mauboussin, a strategist at Credit Suisse, has also done some good work on moats. “Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation” is a 70-page report on the issue. (You can find it free online.)
- Also check https://www.youtube.com/watch?v=pEZP7RGJYr8&t=5s
Book Value Investing (https://www.amazon.in/Value-Investing-Graham-Buffett-Finance/dp/0471463396#:~:text=%22A%20must%2Dread%20for%20all,’%20Value%20Investing%20is%20better.%22&text=%22Greenwald%20is%20an%20economist%20(PhD,I%20think%20he%20ought%20to.%22&text=%22Greenwald’s%20book%20is%20a%20lively,Warren%20Buffett%20and%20Mario%20Gabelli.%22&text=%22Essential%20reading%20for%20anyone%20looking,analyzing%20companies%20and%20selecting%20investments.%22)
Agentic AI for finance : https://rpc.cfainstitute.org/research/the-automation-ahead-content-series/agentic-ai-for-finance#4257225834-3138560699