20 Years of Finding Multibaggers in 60 Minutes | JSW, IHCL & TCP | Contra Investing | Parag Thakkar

Описание: What if you could consistently buy blue-chip stocks at a massive discount while the rest of the market is panicking?

Chapters:
00:00:00 - Highlights
00:01:24 - Meet Parag Thakkar: 20 Years of Investing Wisdom
00:02:27 - What is Contra Investing? (The Truth About Buying Cheap)
00:02:44 - The 3.5 Debt Rule & 15% ROCE Strategy to Filter Stocks
00:07:12 - JSW Steel Case Study: Buying During a Crisis
00:09:30 - ITC & Bajaj Auto: How to Buy Bluechips on Sale
00:13:42 - The "DNA Test": Betting on Top Promoters (Tata, ICICI, Airtel)
00:16:06 - The Hardest Part of Investing: Patience & Timing
00:19:10 - Why Good News & Good Stock Prices Never Come Together
00:21:00 - "Catching a Falling Knife": TVS Motors & Tata Consumer
00:28:28 - Indian Hotels (IHCL) Case Study: Profiting from the Crash
00:30:17 - "I Sold Too Early" - The #1 Mistake Destroying Your Returns
00:34:37 - The Threat of AI Disruption & IT Sector Outlook
00:40:28 - Tracking Promoter Buying: The Ultimate Insider Signal
00:42:48 - Bajaj Auto Case Study: Spotting the Buyback Opportunity
00:46:38 - The Low-Risk Formula for Retail Investors (HDFC & JSW Infra IPO)
00:51:27 - Nifty 50 Outlook: The Untold Truth About Indian Corporate Debt
00:56:56 - The FOMO Trap: Avoiding Overhyped Assets & "Trending" Stocks
00:58:26 - Audience Q&A: Why You MUST Stop Investing in US Stocks Now
00:59:11 - Audience Q&A: How to Handle Stocks That Test Your Patience
01:01:37 - Outro & Mandatory Risk Disclosures

In this exclusive episode of Moneytalks by Groww, we sit down with veteran fund manager Mr. Parag Thakkar, who brings over 20 years of institutional investing experience. We decode the exact mathematical frameworks (like the 15% ROCE and 3.5x Debt rules) the top 1% use to identify multibagger stocks during market crashes.

From raw, unfiltered admissions about his biggest investing mistakes (selling 10x stocks too early) to exclusive case studies on JSW Steel, Indian Hotels (IHCL), Bajaj Auto, and Tata Consumer Products, this 60-minute masterclass is the ultimate survival and wealth-creation guide for the Indian retail investor.

Plus, find out why Parag strictly warns against investing in US tech stocks and the AI bubble in 2026!

This episode was recorded on 25th July, 2026.

#StockMarketIndia #MoneytalksByGroww #MultibaggerStocks #ParagThakkar #InvestingForBeginners #Groww #ValueInvesting #Nifty50 #podcast #financepodcast #stockmarketindia #stockmarketnews #businessnews

About Groww

Groww is India’s Best Investment App and the Largest Stock Broker.

Find us here:

Android app: https://app.groww.in/v3cO/f9o4prne
iOS app - https://app.groww.in/v3cO/tu0yrc3e
Website - https://groww.in/

RA disclaimer link: https://groww.in/p/sebi-research-anal...
Name of the Research Analyst - Shreesha Ramesh Desai

Investment in securities market are subject to market risks, read all the related documents carefully before investing.

If you have any concerns with respect to Groww, please feel free to write to us at [email protected] or you can call us at +91 9108800000.

#groww #growwapp #finance #investing #stock market

Research Analyst disclaimer: https://groww.in/p/sebi-research-anal...