JS

Jhingalala Sharma

@jhingalala

Value investor for 15+ years. I look for businesses with durable moats and management with skin in the game. Concentrated bets, long holding periods.

Joined Feb 20261 portfolio1 subscriber

Portfolios

Core Value Bets

INRBuy and hold quality at a fair price. I look for businesses with consistent ROE > 15%, debt-free balance sheets, and promoters with significant skin in the game. Minimum 3-5 year hold.5 holdings

+39.95%

1mo ago1

Recent Updates

Aug 15, 2024·Core Value Bets

Why I still hold Titan at these valuations

The case for holding Titan at 60x PE — why trust compounds differently.

Jul 10, 2024·Core Value Bets

Q1 FY25 Portfolio Review: Core Value Bets

Q1 FY25 update: STARHEALTH shines, CANBK averaged down, thesis intact across all positions.