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

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 support@groww.in or you can call us at +91 9108800000. #groww #growwapp #finance #investing #stock market Research Analyst disclaimer: https://groww.in/p/sebi-research-anal...