Mohnish Pabrai on The BEST Investor You've NEVER Heard Of (Rakesh Jhunjhunwala)

Рет қаралды 77,286

Күн бұрын

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In this video, I'll be reacting to clips from a recent Mohnish Pabrai Interview where he shares the investment strategy and portfolio of one of the best investors in recent times, Rakesh Jhunjhunwala. Rakesh was an investor/trader from India, and he had one of the most remarkable investing track records of all time. He compounded his net worth by roughly 30% a year for over 40years, and this was mainly due to buying and holding 2 high quality compounders, with long runways. Mohnish also shares the businesses that Rakesh owned and gives a quick breakdown on why they were huge multibaggers.
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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 Mohnish Pabrai, ET NOW
• Rakesh Jhunjhunwala: M...
/ mohnishpabrai
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Пікірлер: 67

@investingiq Жыл бұрын

Let me know below if you want me to do a breakdown on Rakesh's investment in Titan, and research the company back in the early 00's 😀

@TheHarveySpectre Жыл бұрын

Please do a full video on RJ.. it will be worth it.

@sidnani Жыл бұрын

Please do a video on titan and RJ

@investingiq Жыл бұрын

@@sidnani will do, it's my next video :)

@jerinegeorge96 Жыл бұрын

Rakesh Jhunjhunwala is well known in India . He is a legend here

@investingiq Жыл бұрын

Of course, and it's well deserved 😀 I meant no disrespect with the title, it was more for my subscribers.

@Yash_bhati01 Жыл бұрын

@@investingiq not to offend but he has been found doing insider trading a lot of time

@_psychopath_5623 5 ай бұрын

@@Yash_bhati01that was in late 80s and early 90s. Once he started value investing, he became a gem

@alverzenongkhlaw5688 Жыл бұрын

Big fan of Monish And Rakesh bhai...We miss Rakesh

@pramodkumarw Жыл бұрын

Rakesh jhunjhuwala is inspiration for equity market of all indian men

@godwilling6264 Жыл бұрын

He simply was the one of the greatest investors of all time

@investingiq Жыл бұрын

Agreed! :)

@bitspieces5668 Жыл бұрын

Would love a video about Rakesh!

@bwarner3567 Жыл бұрын

yes. do a full video on Rakesh......

@VijaySingh-wt1sp Жыл бұрын

Rakesh jhunjhunwala is better than buffet for the fact that he never managed others money but made all his money from stock market and his net worth is far more than recorded cause he never speaks about it all his net worth shown in is invested in stock but he was also a great real estate investor so we can say his net worth was approx 10 billion and also his new venture akasa air wich already has ordered 74 Boeing planes wich is started this year only and has already developed a good business can make him many more money folds then anyone else and if we see they have just talked about Titan but he is also one of the greate trader of world last year only he earned a ton of money via Zee merger trade and other small trades he do .

@pratyushsaboo9471 Жыл бұрын

air line industry is not profitable 😂😂

@VijaySingh-wt1sp Жыл бұрын

@@pratyushsaboo9471 it is across the world as of india it has a huge opportunity

@Sam-ir2te Ай бұрын

I like the formula of this channel. Alot of guest talking interspersed with brief summarisation from the host

@anderson6379 6 ай бұрын

Such an under rated channel - subbed

@CaioBarini 5 ай бұрын

Excellent video. Thanks 🙏🏻

@rpthanju 2 ай бұрын

Alppreciate your passion.

@jaypalnitkar4400 Жыл бұрын

Never heard ? He was one the richest stock traders in the world

@JamesonSharp 4 ай бұрын

Hey Mate- Your doing a Hell of a Job sharing Value investing segments and breaking down Mohnish and others vids. Thank you Brother. Your awesome man. Maybe I meet you one day at a Value investing event. 👍👏🙏

@babyprince84uk 13 күн бұрын

9:50 on why it is difficult to beat the index

@pavanjoshi9054 Жыл бұрын

Very very good video. Thank you very very much for bringing such great pieces of wisdom to us. 🙏🙏🙏

@investingiq Жыл бұрын

Thank you so much! I'm really glad you enjoyed it :) :)

@shashankkumar8448 Жыл бұрын

Please do a full video on Sir RJ!

@GrowwithAniket Ай бұрын

CA Rakesh jhunjhunwala is just amazing....

@joee5007 Жыл бұрын

Best investing is always simple.

@pratikmhatre5392 Жыл бұрын

Rakesh was smart person,He is well known in Indian investing community,He was rare combination of trader and investor a very rare combination,he kept them away like family time and Job.

@babyprince84uk 13 күн бұрын

I still cannot grasp the part when the investor should not sell the stock if the business exceeds its intrinsic value but is still getting better. I looked at Titan's stock price for the last 10 years and did not see any price difference. MCD, on the other hand, has doubled its revenue and the market's overall PE has increased. This explains why the stock price increased

@sidnani Жыл бұрын

To think that he started with no capital of his own, his return on investment is infinite!!!

@investingiq Жыл бұрын

I know, it's insane!

@vijaydev5569 Жыл бұрын

Titan was a watch maker which diversified in to jewelry

@sunilkumargarg9676 Жыл бұрын

Most better performing stock traders happen to be insider-traders first. It is all the same everywhere.

@gobisriparan Жыл бұрын

Love your videos bro :)

@investingiq Жыл бұрын

Thanks bro! Appreciate the kind words :)

@niladribanerjee2821 Жыл бұрын

Titan is now 80 pe, and still grow multiple times.

@sagarsaxena6318 3 ай бұрын

Titan has actually compounded at north of 40% since last 2 decades. RJ had invested his first lot in Titan when it's marketcap was 125 cr,he kept buying all the way till 3k cr marketcap or so. Today it's valued at 3.33 lk crore...year back closer to 2 lk cr. maybe in $ terms the CAGR is 30% or so.

@karamsulaiman6605 Жыл бұрын

If a company is overvalued (I.e. it doesn’t generate alpha) and therefore if it does, then it wasn’t overvalued to begin with…

@sagarsaxena6318 3 ай бұрын

Indeed. A stock should be worth buying at CMP if I am planning to hold it. But if it's just a hold then how can I expect other people(probably smarter than me) to consider it a buy? Stock can rise only if it has buyers at higher and higher prices.

@arnabbhattacharya6579 Жыл бұрын

Do one on titan

@nonexistent229 Жыл бұрын

This type of stocks are coind as Giant Consistent compounders of India by Sourav Mukherjee.

@pawanchaurasia2355 Жыл бұрын

Good job 👍

@investingiq Жыл бұрын

Thank you :)

@pradeeprawat8135 5 ай бұрын

As per Rakesh from record. He never did intraday trading. Those trading bets were more like bet on changing fundamentals of company. Although most of his wealth is generated through investing. He calls his trading activity as his mother of wealth. No one can generate great wealth without huge capital or a very long compounding runway. One needs to do short term trading based on fundamentals (and yes it's way harder than anyone can think).

@sagarsaxena6318 3 ай бұрын

You are absolutely wrong. He did a lot of trading & all his early capital was built via futures & options. He has said on multiple occasions that trading is the mother of his wealth.

@susymay7831 Жыл бұрын

Hidden gem channel 💎

@investingiq Жыл бұрын

Thank you so much :)

@piyushkumar-cv8co Жыл бұрын

Rakesh Jhunjhunwala has sold titan shares but he rebought those shares

@danbuffington75 6 ай бұрын

I think it is important to consider the difference in trading and investing. The Graham model was trading, and these are the "cigar butt" stocks that Buffett talks about. Buffett has built his business operating like Thomas W. Phelps and a lot of Buffet's witty jokes and observations come directly out of Phelps' 1972 book. That book is the real Buffett model, not Graham. Graham was a trader, not investor.

@lightskinkobe Жыл бұрын

He was referred to as the big bull of India

@mailmeabhilash Жыл бұрын

The comparison isn't apt to be Frank. He was under investigation multiple times by sebi and similar organization for insider trading, if he was an American, he wouldn't be celebrated like in India, but jailed, he started trading with close to 18% of interest rates & bet everything on it. He did twice like this and made close to 100x returns, he made his initial money using insider trading and then shifted to long term investing.

@GrowwithAniket Ай бұрын

His CAGR is 56% p.a.

@PavanKumarNarbolikar Жыл бұрын

Also look at 1992 Indian Stock market scam most money was minted during that era...

@Mri881 Жыл бұрын

Radakrishan damani do an video on him guru for rj

@RocksFan Жыл бұрын

RIP Rakesh

@ozcandemirci2020 Жыл бұрын

Charlie Munger Sculpture at the back!!

@investingiq Жыл бұрын

I really want one too! I know Mohnish does giveaways for a Munger bust now and again on his Twitter

@mageshwarp5122 Ай бұрын

Poor audio

@sakacocox267 4 ай бұрын

Not heard of? RJ is very popular than you think atleast within Indian subcontinent

@Thakurrajesh680 Жыл бұрын

Rakesh jhunjhunwala could hv beaten warren buffet ..if he lived more 10 years..or if 30 years... he could hv been biggest ..richest pvt portfolio holder

@investingiq Жыл бұрын

Hey Rajesh. I definitely agree. He was well on the way to becoming the largest ever with the best investment record