In short: Case study #2 — a pre-IPO stake: "He invested $114 million. When [the] company went public, his shares were worth $859 million. That's a +650% return." The thesis was the market, not the company: rising healthcare costs, growing insurance awareness, a richer middle class. Fiscal.ai chart: revenue 15,951m (Mar '16) → 161,122m (Mar '25), a 29.3% CAGR, with a doubling in FY22. Cited as history; no view on the shares today.
Star Health sells health-insurance policies in India to individuals, families and employers. Few Indians have health cover, so the market has lots of room to grow as medical bills rise and incomes climb.
Jhunjhunwala invested $114 million before the company listed on the stock market, and his stake was worth $859 million when it did — about 7.5 times his money. The post uses it to show his habit of buying into a whole growing market early. It says nothing about whether the shares are worth buying now.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.