In short: Case study #3 — a crisis buy: "In 2020, he bought Tata Motors shares during the COVID-19 crash. As the stock rose over 5x, he made over $71.6 million." The bet was "the long-term growth of India's car industry and… the comeback of Tata Motors." Slide (FY25 consolidated): revenue ₹439.7K cr (+1.3%), EBITDA margin 13.1% (−100 bps), record PBT (bei) ₹34.3K cr, auto FCF ₹22.4K cr, wholesales −2.8%. The post describes the pre-demerger group; the row uses the successor that kept JLR. Cited as history; no view today.
Tata Motors was India's big carmaker and truckmaker, and it also owns Jaguar Land Rover in Britain. Since late 2025 it has been split in two: the cars-plus-JLR company (which this row tracks) and a separate trucks-and-buses company.
Jhunjhunwala bought it during the COVID crash in 2020, when car stocks were at their most hated, betting on both India's car market and a turnaround at the company; the shares rose more than fivefold and he made over $71 million. It illustrates his "swing heavily when the chance comes" rule. The post does not note that car-making is capital-hungry and cyclical — the opposite of the low-capital-intensity businesses the newsletter usually favours — so the lesson here is the timing of the purchase, not the quality of the business.
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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.