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Today, I analyse one of Rakesh Jhunjhunwala's greatest investments over his legendary investing career - the investment in Titan stock back in 2001, which became a massive multibagger over the next 20 years. Similar to my Nick Sleep series, the purpose of this video is to go back in time (2001) and analyse a long term compounder, to see if it was an 'obvious winner' as Mohnish Pabrai would say. I think looking at past winners from great investors is a good exercise and it can give us some insights when looking at businesses today, especially if you follow a similar investing style to myself which is looking for long term compounders. This video is primarily aimed at long term buy and hold investors with long holding periods of 15+ years, which is why I focus almost all my attention on the Returns on Capital, the runway and moat. "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return-even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you'll end up with one hell of a result" - Charlie Munger
As always, this is just a past example for educational and entertainment purposes. This is NOT a buy/sell recommendation or stock analysis for Titan today.
Previous Rakesh Jhunjhunwala video: • Mohnish Pabrai on The ...
Video showing how to use spreadsheets:
My Checklist for finding Compounders - • My Checklist for Findi...
If you're interested, here's the link to download my ROCE and Reinvestment Rate Spreadsheet: docs.google.com/spreadsheets/...
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Book List Below:
Richer, Wiser, Happier by William Green - amzn.to/3iCp8Pu
The Psychology of Money by Morgan Housel - amzn.to/3EYQuXC
The Dhando Investor by Mohnish Pabrai - amzn.to/3ulAqtM
Rule 1 by Phil Town - amzn.to/3F3MJQJ
One Up on Wall St by Peter Lynch - amzn.to/3uoqCzo
The Intelligent Investor by Benjamin Graham - amzn.to/3F0kGkX
Influence by Robert Cialdini - amzn.to/3ulF2jJ
Poor Charlies Almanack: The Wit and Wisdom of Charles T Munger - amzn.to/3B3UbKg
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Artwork: Thumbnail+Background by Canva www.canva.com/
Footage Courtesy of Titan Watches, Tanishq, ET Now
/ etnow
/ titanwatchesindia
/ tanishq
www.titancompany.in/investors...
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Disclaimer: I am not a financial advisor and these videos are for entertainment purposes only. Please do your own due diligence before making any investing decisions. Investing IQ is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly
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Please note: Some of the links above are Amazon Affiliate links where I'll earn a small commission if you make a purchase at no additional cost to you.