The program
Super 30 teaches specific Investment processes. Supported by LIVE case studies.
Four frameworks, each one a complete decision loop rather than a screen or a tip: the same loop applied to a commodity producer, a demerger, a category creator, and finally to your own portfolio.
What to buy
The business characteristics that have to be present before anything else matters.
When to buy
Timing read from evidence in the business, not from the price chart.
When to sell
The exit decided in advance, so it is not made in the middle of a drawdown.
Cyclicals
Every cyclical business tells the same story in a different commodity. Price leads earnings, earnings invite capacity, and capacity ends the cycle. The work is knowing where on the curve you are standing.
Reading the cycle from supply rather than sentiment: capex announcements, utilisation, inventory and imports, rather than the last quarter’s earnings.
Why the cheapest-looking point of a cycle is usually the most expensive place to buy, and what the low-cost producer looks like on a balance sheet.
Exiting into strength: the signals that show up well before the downgrade cycle starts and the story turns.
WHAT TO BUY
The lowest-cost producer with a balance sheet that survives the trough.
WHEN TO BUY
When capacity is being shut down, not when it is being announced.
WHEN TO SELL
When the incremental capacity gets funded and the cycle prices itself in.
Special situations
A conglomerate is priced as one story. A demerger forces the market to price two. Most of the value in special situations sits in the gap between one multiple and two.
Why a holding structure trades below the sum of its parts, and what specifically has to change for that discount to close.
Reading the scheme of arrangement: record dates, entitlement ratios, and the mechanics that create forced sellers on listing.
Separating a genuine re-rating from a discount that was always deserved. Some parents are cheap for good reason.
WHAT TO BUY
The business that was invisible while it sat inside the parent.
WHEN TO BUY
Before the market has given that business a price of its own.
WHEN TO SELL
Once both entities are priced honestly on their own merits.
Blue oceans
In a red ocean, everyone sells the same thing to the same customer and price is the only lever left. A blue ocean is a market a business has largely created for itself. The same capital earns very different returns in the two.
Telling a blue ocean from a temporary lead: what keeps the water uncontested once the numbers get noticed.
Why red-ocean businesses look cheap on every screen you will ever run, and stay cheap for a decade.
Pricing power as the cleanest available evidence that the ocean is still blue.
WHAT TO BUY
Businesses defining a category rather than fighting for share in one.
WHEN TO BUY
While the market still values it as one competitor among many.
WHEN TO SELL
When the water turns red: new entrants, discounting, falling margins.
Alpha capture
Alpha capture is a scan, not a hunch. It looks for businesses that are already up by more than 100% in the last 12 months.
% of Stocks that have doubled on a rolling 12 month basis
Where aggressive growth shows up first: order books, capacity additions, and revenue running well ahead of the sector.
Separating growth that is genuinely compounding from a single good quarter, a low base, or an acquisition.
Running the scan on a schedule, so a name is caught while it is still growing rather than after the re-rating.
WHAT TO BUY
Companies already growing aggressively, with that growth visible in reported numbers.
WHEN TO BUY
While the growth is in the numbers but not yet in the price.
WHEN TO SELL
When growth decelerates, whatever the story says.
Sixteen hours
How the time is spent
01
The four frameworks
Cyclicals, special situations, blue oceans and alpha capture, each taught as a full loop: framework, live case, your turn.
02
What not to buy
The exclusions that do most of the work: models, valuation zones, timeframes, and stories that belong in the pump-and-dump bucket.
03
Position sizing
How conviction translates into weight, and how a portfolio is built so that being right is actually paid for.
04
Data and screens
The filings, disclosures and screens each framework actually needs, and how to run them without drowning in noise.
05
Post-mortems
Real mistakes taken apart in public. Every framework has a failure mode, and knowing it is most of the protection.
06
Questions and follow-up
Open sessions with the cohort, plus the checklists and templates to take back to your own portfolio.
Tentative Schedule
Live session timeline
Four Live Weekend Sessions
Cyclicals
Supply-side cycle tracking, trough balance sheet durability, capacity additions, and peak exit signals.
Demergers
Special situations, conglomerate holding discounts, scheme of arrangement mechanics, and forced selling windows.
Blue Ocean
Category creators, structural moats, early pricing power, and untracked market expansion opportunities.
Alpha Capture
Aggressive operational screening, momentum validation, earnings acceleration triggers, and portfolio sizing.
* Dates are tentative and subject to minor adjustments. Full recordings and resource materials are shared with cohort members after every session.
Thirty seats. Then it closes.
Batch 4 runs as a single cohort of thirty. Four frameworks, sixteen hours, and the discipline to use them long after the sessions end.
- ✓50% off upcoming sectorial webinars for the period
- ✓Access to all our previous sectorial webinars
- ✓Access to the Demergers tracker
Thirty seats per cohort
Fee, all inclusive
₹7,999
Thirty participants per batch. No repeats, no recordings sold later.
Super30 is an educational program. Nothing taught in it is a buy or sell recommendation. Investing in securities is subject to market risk, and past performance is not indicative of future results.
Our community
Still not convinced? Here is what our community has to say
“The program stood out because it shifted the focus from collecting knowledge to actually applying it in real decisions. It helps turn scattered information into clear thinking and builds conviction instead of confusion. Grateful for the guidance and the shared journey.”
Mohit L · Enterprise Architect
“The workshop was a solid value add. What really stood out was learning alongside people who have been in the markets far longer. The biggest plus was the community connecting with people you can continue discussing ideas with even after the workshop ends.”
Rishabh Gala · Performance Analytics Consultant
“He started with all live examples currently playing out in the market. There is a sense of calmness in his approach, clarity of mind, ability to listen and also to teach. I would recommend this program as a worthwhile very small investment in your life.”
Nand Kishore Agarwal · MSME Business Owner
“I attended the first batch and it was really value adding. Got opportunity to interact with a lot of intelligent investors. Not to be missed. Thanks Rahul for doing this. ”
Rohit M · HNI Investor
“Being someone with really less experience in markets and a lot of confusion I was fortunate to join this program. It allowed me to connect with individuals who know their way around the markets. The sectoral workshops helped a lot in understanding multiple sectors in a structured way.”
Ritik · Budding Investor
“Very few people possess the ability to deeply understand how businesses operate, how industries evolve over time, and how companies should be valued. I found this unique combination in Rahul Rao. His structured teaching has significantly shortened my learning curve in equity investing.”
Chirag Shah · Senior Analyst - Family Office
Included with the batch
Wait, that’s not all: we have some bonus for you
50% off on upcoming sectorial webinars during the period
Access to all our previous sectorial webinars.
Access to the Demergers tracker
The running list of announced and in-progress demergers we watch, with the dates that matter.