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Masterclass

Masterclass: Long Term Compounding, Case Studies of 20 Year Holders

A case-study masterclass on the rarest skill in Indian investing: buying a great business and holding it for 20 years. Start with the maths of decades, how CAGR, re-rating, dividends, taxes and inflation really add up over a holding period that spans multiple market crashes. Then dissect real NSE and BSE compounders across consumer, financial and industrial sectors, reconstructing what the business looked like at the start, what an early holder had to believe, and the drawdowns they had to sit through. Study the holders as much as the stocks, from Chandrakant Sampat's patience to Rakesh Jhunjhunwala's Titan, and confront the other side of survivorship bias: former darlings that went to zero or went nowhere for a decade. Finish by building your own compounder checklist, sizing and review rhythm, and a tax-efficient 20-year holding plan under current Indian capital gains rules.

Long Term CompoundingBuy and Hold InvestingIndian Case StudiesInvestor Behaviour

MODULES

7

DURATION

~6 hrs

TRACK

Value Investing

What You'll Master

Decompose any 20-year stock return into earnings growth, re-rating and dividends

Recognise the traits shared by Indian compounders and the warning signs in the ones that failed

Hold through deep drawdowns with a written thesis, review rhythm and clear sell rules

Build a tax-efficient long-term portfolio plan using current Indian LTCG rules

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: The Mathematics of Two Decades

4 Lessons

Why 20 Years Changes Everything: CAGR, the Rule of 72 and the Back-Loaded Payoff13 min read

Decomposing a 20-Year Return: Earnings Growth, Re-rating and Dividends15 min read

The Silent Leaks: Inflation, Taxes, Costs and Churn Over Two Decades13 min read

Base Rates: How Rare 100-Baggers Are and Why the Nifty Is Hard to Beat14 min read

Chapter 2: Case Studies in Consumer Compounders

4 Lessons

Asian Paints: Distribution, Data and Decades of Reinvestment15 min read

Titan and Rakesh Jhunjhunwala: Holding a Winner Through Every Crash15 min read

Page Industries: A Licence Moat and the Price of Perfection14 min read

Hindustan Unilever and Nestle India: Great Businesses, Ordinary Decades14 min read

Chapter 3: Case Studies in Financial Compounders

4 Lessons

HDFC Bank: Boring Consistency as a Competitive Advantage15 min read

Bajaj Finance: From Two-Wheeler Lender to Consumer Finance Giant15 min read

Kotak Mahindra Bank: Founder Ownership and Capital Discipline13 min read

When Lenders Break: Yes Bank and DHFL as Cautionary Tales14 min read

Chapter 4: Case Studies in Industrial and Cyclical Holds

3 Lessons

Eicher Motors: The Pruning Decision That Built a Compounder15 min read

Havells and Astral: Category Creation and Execution Over Decades14 min read

Can You Buy and Hold a Cyclical? Tata Steel, L&T and the Limits of Patience14 min read

Chapter 5: The Holders, Not Just the Stocks

4 Lessons

Chandrakant Sampat and the Roots of Indian Buy-and-Hold Investing13 min read

What a 60 Percent Drawdown Feels Like: 2008, 2020 and the Holder's Mind14 min read

The Investor Return Gap: Why Most People Never Get the Stock's CAGR13 min read

When to Sell a Compounder: Thesis Breaks Versus Price Moves14 min read

Chapter 6: The Other Side of Survivorship Bias

3 Lessons

The Graveyard: Suzlon, Unitech, Reliance Communications and Jet Airways15 min read

Dead Money: Great Companies That Went Nowhere for a Decade14 min read

Survivorship Bias: Reading Every Compounding Story With the Right Denominator12 min read

Chapter 7: Building Your Own 20-Year Portfolio

4 Lessons

The Compounder Checklist: Traits Shared by Every Winner in This Course15 min read

Sizing, Letting Winners Run and Rebalancing Without Killing Compounders14 min read

Tax Efficiency Over 20 Years: LTCG, Dividends, Buybacks and Never Selling14 min read

Capstone: Writing a 20-Year Holding Thesis and Review Rhythm16 min read