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Hi guys, this is Janardan Dhiman. Friends, in today's video of Rakesh Jhunjhunwala, who turned an investment of ₹5,000 into Rs 65,000 crore, you are going to learn investment strategy. Just think friends, what would be the mindset of that person ? Which turned an investment of ₹5,000 into ₹65,000 crore.
How would he select stocks? What will be its holding time period? How would he have dealt with the market crash? Friends, in today's video you will get complete knowledge about Rakesh Jhunjhunwala's investment strategy. So friends let's start the video without wasting a time. Now friends, the thing to understand here is that whether it is Indian stock market or foreign market, whether it is a small investor or a big investor.
The biggest problem faced by investors who make long term investments is how to select good stocks? Meaning, if they select good stocks, only then they will get multibagger returns in the future and only then their wealth will be created. Now friends here, whether it is a small investor or a big investor, if he invests in the right stock, then it will give him multibagger returns in the future.
But if he chooses the wrong stock, all his capital will be wasted. If you choose Asics Mot , if you choose Bajaj Finance, if you choose Titan then you will get multibagger returns here. But if you people choose Vodafone , Yes Bank or Sujelon even by mistake, then your ruin in the stock market is certain.
So friends, here all the different types of investors, big and small, use different methods for stock selection. So friends, in today's video, we are going to tell you what Rakesh Jhunjhunwala used to look at before investing in any stock. So friends, here you can see what Rakesh Jhunjhunwala ji used to look at before investing in any stock.
So here we are going to see the strategy of Rakesh Jhunjhunwala ji. How to invest means how Rakesh Jhunjhunwala ji used to invest. So friends, here Rakesh Jhunjhunwala ji used to invest only in those companies whose business was strong. If you go and track his investments, you will find that he always invested in companies whose business was strong.
This means that the company sells some product or service which can be expanded in the future. There should be demand for it in the future. So friends, you should always invest in such companies whose business is strong. Like it became pharma. Apart from this, EV is running now. Apart from this, there is a data center which has a strong business here, so you friends should invest in such companies here.
Apart from this, friends, Rakesh Jhunjhunwala ji used to invest in such companies whose profit and revenue continuously increased. Now friends, this is a simple concept of stock market. The stock price will increase only if the company grows. So friends, here how do we see the growth of the company, from the profit and revenue growth of the company, so friends, you should always invest in such companies whose average annual growth is here, you should see the growth of the last 5 years.
At least there should be a 25% increase in compounding cell growth. Compounding profit growth should increase by more than 20% here. Friends, you should invest in such companies which will lead to growth of the company in the future and due to this the price of your stock will also increase here and Rakesh Jhunjhunwala ji also used to give it first priority.
We used to invest in such stocks whose profit and revenue always increased. Apart from this, friends, Rakesh Jhunjhunwala ji always paid a lot of attention to this matter. He used to invest in such companies whose management was honest and capable. Meaning, before investing in any company, Rakesh Jhunjhunwala ji used to meet the board of directors of that company.
The management of the company used to see how capable and honest the management of the company was. If they liked the management of the company, then they would invest and this was their biggest reason for investing in Titan because it was a T Group company and its management was very good and that is why friends, Rakesh Jhunjhunwala ji had invested in Titan here.
So here Rakesh Jhunjhunwala ji gives first priority to management. Apart from this, friends, Rakesh Jhunjhunwala ji sees that whatever revenue is coming in the company or the funds that the company is collecting through fresh issue, how is it allocating it. So here Rakesh Jajwala ji used to lay a lot of emphasis on capital allocation as to how the management of the company, the board of directors of the company allocate the capital here.
So friends, here capital allocation is a very important point which decides how the company will grow in the future. Meaning how the money coming into the company is being utilized. So friends, this is the biggest point and Rakesh Jhunjhunwala ji also gave first priority to this. Apart from this, friends, if we talk, Rakesh Jhunjhunwala ji also used to track promoter activity.
He used to see what stand the promoter of any company had regarding his company. Now friends, suppose there is a company in which the promoter is running away after selling his goods and he is luring the retail investors. So friends, here Rakesh Jhunjhunwal ji used to avoid such companies. He always used to see here what was the activity of the promoter towards his company.
What is that promoter's stand towards his company? Only after that, friends, Rakesh Jhunjhunwala ji invests here and you too should see this. You must have seen that there are many companies in which the promoter would be selling the goods but here friends, you will see that the retail investor would be buying.
So friends, there is no future growth in such a company. Your money is sure to be lost here. Keep this in mind. Apart from this, friends, Rakesh Jhunjhunla ji used to invest in such companies which had the potential for growth plus scalability. Meaning, we used to invest in such companies which not only had growth but also their product or service was such that we could expand and explore it across India and later abroad.
What happens with this, friends? The company's revenue will increase, profits will increase and the share price will also increase. So friends, these are some of the things that Rakesh Jhunjhuala ji used to see here. Before making any kind of investment, you guys should also see all this because only if we learn from the legendary investor, we will be able to make good money in the stock market.
Now here friends, these were some things which you should see. Rakesh Jhunjhunwala ji also used to look before investing in any stock. But now the second question arises friends, when did Rakesh Jhunjhunwala ji buy stocks and you people should also learn from this. Now friends, here suppose the management of a company is very good.
The company is growing very well. Promoter activity is good. Friends, here the question arises that if a company is performing so well, should we immediately buy the share price of that company ? This should not be done. Friends, Rakesh Jhunjhunwala ji asks us to avoid doing this. What they mean is friends, let's give the valuation here.
Valuation is also important. Friends, if the management of a company is very good. If the growth of a company is very good, it does not mean that you have to immediately go and invest in the share price of that company. You people have to wait for the right time. Rakesh Jhunjhun ji says that it is not right to buy a good company at any cost.
Friends, you should buy the right company at the right price. Now friends, you will say that brother, how will we know the correct price of any company ? So friends, for this, Rakesh Jhunjhunwal ji gives a formula here. Intrinsic value means you have to find out the intrinsic value of any stock here and if you are getting the right price according to the intrinsic value, then you have to buy the shares of that company.
Meaning you people have to buy the right company at the right price. Now, in a good company, buyers buy in large numbers. What happens is that it becomes very overvalued. So you people should also avoid such companies. Meaning, you should buy the right company at the right price and for this, Rakesh Jhunjhunwala ji gives the concept of intrinsic value here.
Now you will say that brother, how will we know what is the intrinsic value of which stock? Now for this, friends, let me tell you about a website. It is absolutely free. There is no paid promotion. Ok? You can go there and write the name of any stock and the website will tell you what is the price of the stock and what is its intrinsic value.
Now friends, for this the name of the website is alpha.com, okay, if you go and write this on Google, it will come up and here now you have got the option of search bar in front of you. Here you will see that there is a search option. Now simply friends, you have to write the name of any stock in this search bar and this website will tell you what its interesting value is.
Now here I write Reliance. Ok ? Here, if I write Reliance, Reliance Industries has come here. Now friends, if you see here, what is its actual price right now ? Running around 1279. This means that the share price is currently around ₹1280 and its intrinsic value is ₹126. That means it would be right to buy it at this price.
Meaning, if you get Reliance shares at the price of ₹126, then you should buy them because right now its interesting value is ₹126. Meaning, right now this 4% stock is overvalued here. Apart from this, friends, if you want to see more shares then here I write DXON. Ok? Like here I write Discon. Ok? So here I write dicon technology and here friends, if you see, its current price is ₹13,000 but this is also overvalued.
You will see that this stock is currently trading at 14% overvaluation. What is its actual price? ₹11,932 means if you get it at this price then you should buy it because the actual price of this company is currently ₹11,000. So friends, you go here and find out the intrinsic value of any stock. Apart from this, friends, if we look at any other stock, then here I write TCS.
Now here I write TCS here. So here you can see that this stock is currently undervalued. That means you people are getting this stock 16% cheaper. Its actual price is ₹2719 but right now it is available to you at the rate of ₹2296. Meaning this stock is currently available cheaply. So friends, you will enter the name of any stock here and you will actually know whether the current price of the stock is correct or not.
Friends, this is intrinsic value. Through this you can know whether the price of any stock is correct or not. Apart from this, friends, Rakesh Jhunjhunula ji gives another method here to buy any stock. Friends, they say that when there is a panic situation in the market, then you people get opportunities here.
That means when the market crashes by 10 to 15%, you get good shares here at cheap rates. That means when there is an atmosphere of fear in the market, you people get good companies here at cheap rates. You should go shopping at that time. Rakesh Jhunjhunwala ji has a famous court here, Buy when others are fearful, meaning when people are selling here, people are scared, then you people should buy, it simply means friends, when the market crashes by 10 to 15% here, then the good stocks fall by 20 to 25%, so you people should buy in good companies at that time.
So friends here Rakesh Jhunjhunwala says the first thing that you should look at the intrinsic value of any stock before buying it. Secondly, when the market crashes by 10 to 15%, then you people should buy good companies. Ok? And here friends, apart from this, if we talk then Rakesh Jhunjhunwala ji says that after buying, you people do not have to buy and sell here again and again.
You people should avoid buying and selling. What they mean is you guys have to look at good companies. Those who have good growth and good management. You people have to invest little by little money in it and invest it for the long term. That means you have to hold any stock for 5 to 10 years and let the compounding work happen.
Meaning, let the magic of compounding happen in that stock. Only then will you people create wealth here. Meaning it is a simple formula. If you invest in any stock, hold it for 5 to 10 years. One should avoid buying and selling every day. And the third point he says is let compounding do its work. Only then will you people create wealth here.
So friends, you have to keep this thing in mind if you want to follow the strategy of Rakesh Jhunjhunwala ji. Apart from this, friends, if we talk about the bonus step, then here Rakesh Jhunjhunwala ji says that you people should also do risk management. This does not mean that you should put all your money into one or two stocks.
You should keep at least 10 to 15 or 20 stocks in your portfolio here. Meaning you people should do risk management. You should invest small amounts of money in a lot of shares. Meaning you should keep 15 to 20 shares here in your portfolio. After that Rakesh Jhunjhunwala ji says that if you make a mistake, accept the loss and if by mistake you people have chosen a wrong stock then get out of it.
It means that you people invested in a company but you are not getting any returns for many years. If the company is not growing and you incur losses, then sell that share and get out. After that, you people have to move in the stock market like this. After that, here he talks about patience that you should continue investing in good companies for many years.
So friends, the simple formula is that if you invest in any company then hold it for a long time. If any company is making money for you then you guys have to invest money in it here. There is no need to buy and sell repeatedly. So friends, by following all these things, you can become a big investor like Rakesh Jhunjhunwala ji.
Now friends, here if we look at the portfolio of Rakesh Jhunjhunwala ji, then here you can see that today the net worth of Rakesh Jhunjhunwala ji is around Rs 66000 crore. He has invested his total shares in 27 stocks here. I mean, what is the simple formula of Rakesh Jhunjhunwala ji, I will show it to you here.
Now friends, if you see here, then 10 years ago his net worth was Rs 8400 crores but now it has become Rs 66000 crores. Now friends, you can see some of his share holdings here. He has bought the bank. Baj stall has been bought in retail. Raghav has done business in Productivity Insider. You can see here the stocks in which he has bought recently.
Now here friends, if we look at his top holdings, that is, where he has invested the maximum amount of money, then that is Titan here friends. Then there's Invention Knowledge. You guys can see it here. So you all know about Titan. For example, if we look at his other stock here, his investment in this stock is around Rs 15,000 crore.
Now friends, if we see here, how have they worked in this? So if we look here, the name of the stock is Inventrus Knowledge. If we look at its history here, then you will see what Rakesh Jhunjhunla ji has done in this stock ? Year 2024 18 December 204 Bought 3 lakh 90 thousand shares here. After that, 2 crore 91 thousand shares were purchased here.
After that they kept buying it. We have been buying it and here is a simple formula friends. I am buying continuously and I am still buying it. Meaning, when a dip is seen in the stock here, then buy it. And if you look at today's time, Rakesh Jhunjhunwala's holding in this company is 49%. This means that Rakesh Jhunjhunwala has been included in the list of biggest promoters of this company.
So what did Rakesh Jhunjhunwala do here ? Choose a good company. Looked at the fundamentals, looked at the growth. He simply invested in it and kept buying stocks little by little and now he has become the promoter of the company. So if I simply tell you how Rakesh Jhunjhunwala ji works here ? What is their strategy?
So what did he do? So their first step is to choose any company with good management which has good growth. After that we track what is the reaction of the promoter towards that company, what is his action? How is he doing at work? If they like the company, they invest little by little and keep investing.
And later friends, what happens is that Rakesh Jhunjhunwala becomes the promoter of that company. And gradually friends, when the magic of compounding happens here, then after a few years their investment becomes multi billion. So friends, this process is followed here by Rakesh Jhunjhuwala ji. Now friends, here in the past I had talked about Mukul Mahavir Agarwal.
what did they do? He used to invest in small cap stocks. But Rakesh Jhunjhunwal does not do this. He invests in mid-cap companies here. We do it in large caps but in very heavy quantities. They don't buy too many stocks. But what did Mukul Mahavir Agarwal do ? He used to invest a lot in stocks. So friends, this was the investment strategy of Rakesh Jhunjhunwala ji.
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