저자: PrateekRajpurohit · 외국인
요약 보기
라케시 준준왈라의 투자 여정을 소개하는 교육형 영상으로, 예측 발언보다는 과거 사례와 교훈 위주다. 핵심 결론: 인내, 리스크 감수, 실수에서 배우기, 시장에 대한 열정이 그의 성공 요인이라는 주장. 초기 경력: 1985년 5,000루피로 시작해 형 고객에게 2 lakh를 빌려 FD보다 높은 18% 수익을 약속하며 투자 자금 마련. 1986년 경기침체 공포 속 타타파워 매수로 순자산 50 lakh 달성. 1986~1989년 추가 투자로 약 1 crore 달성. 베단타(당시 Shasha Gava) 사례: 주당 28루피에 40만 주 매수, 이후 단계적 매도로 큰 수익 실현. 1989년 예산안: 기업 친화적 예산을 예상해 대규모 투자, 예산 발표 후 6개월 내 순자산이 수억 원대로 증가. 타이탄 사례: 2002~2003년 440만 주를 약 13.2 crore에 매수, 주가 80루피까지 올라 평가액 300 crore이었으나 매도하지 않았고, 이후 주가 하락에도 보유 유지. 영상은 현재 타이탄 가치가 약 2,000,000 crore 수준이라고 언급. 기타 언급: 루핀, 아우로빈도 파마, 크리실, 파라즈 인더스트리 등 투자. 2021년 9월 Zee Entertainment에 10 crore 투자 후 8일 만에 약 50 crore 수익 언급(합병 뉴스 이후 주가 상승). 말년 포트폴리오: 타이탄 11,000 crore, 타타모터스 1,700 crore, 크릴 1,300 crore, 페어스 헬스케어 898 crore, 연방은행 850 crore 등 44개 종목 보유 언급. 2022년 8월 7일 아카사 항공 출범 참여를 언급하며 적자 가능성을 알면서도 실패를 감수했다고 설명. 리스크 관리: 소형주 집중 투자 사례(셰샤 고아 등 순자산 대부분 투자)를 소개하며 리스크 감수를 강조하나, 영상 스스로 이를 권장하지 않는다고 함. 2005년 플랫 매각 후 27 crore 규모 주식 미매도 사례를 실수로 언급하며 교훈으로 제시. 결론: 장기 보유, 감당 가능한 실수 수용, 지속적 학습을 강조하며 투자 전략 자체보다는 인물 이야기 중심.
다듬은 글
Friends, in today's video we will neither understand any trading strategy nor any investing strategy, by looking at the thumbnail you must have understood on which topic this video is, so friends today we will know about that person who was also called the Big Bull of the stock market, yes friends we are talking about the legend of the stock market, Rakesh Jhunjhunwala ji, today we will know how he started his journey in the stock market and became such a big investor, friends before moving ahead in the video I, Prateek Rajpat, welcome us, if you are new to this channel then subscribe to our channel and press the bell icon so that you get notifications of more such information videos coming in the future, so friends Rakesh Jhunjhunwala ji started his career in the stock market in 1985 with 000, at the time when he entered the stock market, the Sensex was only at 150 points, whereas now he is no more in this world, the Sensex is above 60000 and his net worth is 40 It is around crores, so when he started with 5000 in 1985, he used this money to learn investing and after that when he gained confidence, he took a loan of 2 lakhs from his brother's client by promising him that he would give better returns than FD.
At that time, FDs also gave a return of 10% and he had said that he would give a return of 18% and using that money, Rakesh Jhunjhunwala ji went up to ₹ and by selling it, Rakesh Jhunjhunwala ji earned a profit of more than three times and from here his real journey started. After this, in 1986, when the fear of recession was going on and everyone was afraid of investing in the stock market, Rakesh Jhunjhunwala bought Tata Power stocks and from this he got so much profit that his net worth increased to 50 lakhs.
Then friends, between 1986 and 1989, he made different investments in the stock market. He earned another 20 to 25 lakhs, and his net worth had risen to around 1 crore. After that, he took a huge risk. What he did was, there was a stock called Shasha Gava, which you now know as Vedanta, at a price of 28.
He bought 4 lakh shares of it. As soon as he bought it, the share price rose to ₹100,000. Rakesh Jhunjhunwala sold approximately 1.5 lakh shares for ₹100,000. Then, after some time, the price rose to ₹100,000. He sold 1 lakh more shares, but a few years later, the price of that stock rose to ₹200,0000.
He believed that the budget would be business- friendly, and for this reason, he invested heavily. Before the 1989 budget, while Rakesh Jhunjhunwala's net worth was around ₹100,000, within just six months of the budget, his net worth had reached around 40 to 50 crores. Because, as he had imagined, the budget was business-friendly.
This saw a lot of growth in the business. After this, between the years 2002 and 2003, he made the most important investment of his life by buying 4.4 crore shares of Titan Company for ₹, that is, he must have invested around 13.2 crores in it. Shortly after this investment, the share price of Titan Company had increased to 80, meaning his net worth had reached 300 crores, but even then he did not sell a single share and after some time, the price of Titan shares fell to ₹10.
Now at such times, we people think that if I had sold it for 80, then today I would have been enjoying 300 crores and many people sell it for ₹10 thinking that friend, take whatever you are getting, but even then Rakesh Jhunjhunwala did not sell any shares and today the price of Titan shares is around ₹2000000 crores.
Apart from this, he has invested in Lupin Aurobindo Pharma, Crisil, Paraj Industries etc. You can also generate multibagger returns by investing. On September 15, 2021, Rakesh Jhunjhunwala invested ₹10 crore in Zee Entertainment and eight days later, news came that Zee Entertainment and Sunny Pictures would merge.
After this news, the share price of Zee Entertainment increased to Rs. 10 crore and Rakesh Jhunjhunwala earned Rs. 50 crore in 8 days. Rakesh Jhunjhunwala used to publicly launch 44 stocks in his last days, in which he had a holding of Rs. 11000 crore in Titan, Rs. 1700 crore in Ta Motors, Rs. 1300 crore in Krill, Rs.
898 crore in Phus Health Care, Rs. 850 crore in Federal Bank, Rs. 800 crore in Indian Hotel Company Limited, Rs. 500 crore in NCC Limited, Rs. 400 crore in Lush India Limited, Rs. 423 crore in Nazara Technology Limited and apart from this, there are many companies in which he had holdings. He launched his Aakash Adline on August 7, 2022 and He was well aware that the airline was running at a loss, but he still launched the company.
So, there must have been some reason for it. He even said that he was ready for failure. This was the investing journey of Rakesh Jhunjhunwala, the legion of investing. Now, friends, I'll share with you the lessons I learned from his investing journey and interviews. Listen carefully. The first is patience.
When Titan's price fell from ₹10 to ₹10, and Rakesh Jhunjhunwala had invested crores in it, he still showed patience by not selling Titan shares. This is a major reason for his becoming a Big Bull. The second is risk-taking. Observing his investing style, I've learned that he has taken significant risks in his life, such as taking a loan of ₹100,000 from his brother's client, which was a huge amount at the time.
I do n't recommend this, but it is a huge risk. Even after this, he invested around 80 to 90% of his net worth in Shesha Goa, which was a small-cap stock. Apart from this, if you look at his portfolio, you will see that most of his holdings are in small-cap stocks. His holdings in Titan Chrysler large-cap stocks were also done when that company was a small-cap stock.
Even now, his portfolio consists of Agro Foods, Bike Care, Maan Infra Construction, and many other small-cap companies. Rakesh Jhunjhunwala was never afraid of taking risks, and this is also one of the reasons for his becoming a Big Bull. The third thing I learned from him is to learn from your mistakes.
Rakesh Jhunjhunwala had said in one of his interviews that never be afraid of making mistakes, but make mistakes that you can afford and learn from your mistakes. Rakesh Jhunjhunwala had bought a flat in Chrysler Bar Hills in 2005, which he sold some time later for around 90 crores, but at that time he did not sell shares worth 27 crores.
Had he sold it, its value would have been around Rs 1000 crore today. Even on this, he had said in one of his interviews that I am not sad about this, but I have learnt from this mistake so that I do not repeat it again. Fourth, Rakesh Jhunjhunwala was very fond of the stock market. He was very happy in whatever he did.
He liked doing all this, that is why he was active in the stock market till his last days. Apart from this, taking bold decisions and learning regularly is also the reason for his success. So friends, these were our videos in which we got to know and understand about Rakesh Jhunjhunwala ji. I hope you liked this video.
If you liked the video, then do like and share it and subscribe to our channel so that you get notifications of more such videos coming in the future. So friends, see you in our next video. Till then, Happy Investing. Jai Hind, Jai Bharat.
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