Masterclass: Rakesh Jhunjhunwala's Investing Philosophy

A deep masterclass on the investing philosophy of Rakesh Jhunjhunwala, the chartered accountant who started with ₹5,000 in 1985 and became India's best known investor. Start with the story and the two engines behind it, trading and long-term investing, and his unshakeable bet on the India growth story, along with an honest look at what his record can and cannot teach a retail investor. Work through his core tenets: buy right and sit tight, backing the right promoters, hunting for scalable businesses with long runways, buying when India is out of favour, and respecting the market enough to accept losses. Learn how he read businesses through consumption and demographic themes, how he paid for growth without overpaying, and how cycles and PSU bets fit his playbook, then build Jhunjhunwala-style screens on screener.in. Study the winners, including Titan, CRISIL, Lupin, Tata Tea and his late-career IPO bets, and the losses and controversies, including the Aptech SEBI settlement and the 2008 drawdown. Finish with how he sized, held and sold positions, why copying superstar shareholding disclosures fails, and a complete Jhunjhunwala checklist you can run on any NSE-listed company.