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Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers outlines a simple model identifies companies that will outperform in the future. The model is unique to the characteristics of the Indian Market where incumbents sustain their advantages and new entrants are rare. The model posits that companies which grow consistently ( greater than 10% every year without a break) and a healthy ROIC ( greater than 15% every year) have consistently performed well. The model is articulated in this video by Saurabh Mukherjea at MOCA 2020 and the backtesting of the model is detailed in his book Coffee Can Investing