In short: Case study #1 — "Rakesh's most famous investment," a 700-bagger held 20+ years. Bought "in the early 2000s for about ₹3 ($0.034) each." "The biggest and most trusted shop in India for watches, jewelry, and glasses" (Titan, Tanishq, Fastrack), and argued as a business today: "a powerful brand, leading positions in its markets, and outstanding management backed by the Tata Group. As more Indians spend on lifestyle and fashion, Titan is well positioned to benefit." Slide: Tanishq alone sits in the ~₹50,000 cr gross-UCP band (FY25), CaratLane and Titan watches ₹1,000-5,000 cr. No valuation.
Titan is India's best-known seller of jewellery, watches and glasses. Its biggest business by far is Tanishq, a jewellery chain Indian families trust for gold — in a country where gold jewellery is how many households save and celebrate weddings, trust in the purity of the metal is worth a lot. It also owns Titan and Fastrack watches and the Titan Eye+ optical chain, and is part of the Tata group.
Jhunjhunwala bought it for about ₹3 a share and held it for over 20 years, until it had multiplied roughly 700 times — the single stock that made his name. The post's point is that one such holding is enough, and it still calls Titan "a fantastic business" set to benefit as Indians spend more on lifestyle. It gives no price or valuation, so this is admiration, not a buy call.
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