I Copied Peter Lynch's Investing Strategy to TRIPLE my Money | 46.2% CAGR | One Up On Wall Street
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Peter Lynch's Investing Rules and Strategy can be found in his two books - One Up on Wall Street & Beating the Street. In this video, I have extracted Peter Lynch's core strategies and applied them to the Indian stock markets. To my surprise, the approach yielded a 3 year CAGR of 46.2% -- which is another way of saying that the Peter Lynch investing strategy tripled my money in 3 years
Mathematically, for anyone to triple one's money in three years, it has to grow at 44.2% every year. The 32 stock portfolio that came out of employing Peter Lynch's stock selection criteria delivered a 3-year CAGR of 46.2% which doesn't even count dividends. In comparison, the benchmark returns (including dividend) in these past three years have been :
Nifty 50 TRI : 17.0%
Nifty Midcap 150 TRI : 25.5%
Nifty Smallcap 250 TRI : 27.1%
👉 Supporting material and resources:
‣ Book link: One Up on Wall Street (amzn.to/3uNqOZ5)
‣ Book link: Beating the Street (amzn.to/3uNcLCL)
‣ 32 Stock Peter Lynch Screener by Shankar Nath: www.screener.in/screens/86032...
‣ Peter Lynch Stock Screener: www.equitymaster.com/stock-sc...
‣ Berkshire Hathaway Cloning Study: papers.ssrn.com/sol3/papers.c...
‣ Economic Times articles on Peter Lynch strategy based small cap investing stock ideas: shorturl.at/asuwP, shorturl.at/dpuNX and shorturl.at/dpsDW
👉 Video Chapters:
00:00 Cloning Portfolio of Big Investors Works
01:19 Importance of Stories
03:04 Portfolio Building & Monitoring
03:42 Peter Lynch Stock Picking Strategy
03:55 1. Market Capitalization
04:27 2. PE Ratio
05:03 3. Earning Growth
06:16 4. PEG Ratio
08:13 5. Strong Balance Sheet
08:44 6. Institutional Ownership
09:01 7. Peter Lynch's Preferred Stocks & Sectors
09:40 8. Peter Lynch's Avoidable Stocks & Sectors
10:12 Applying Peter Lynch Stock Selection Criteria to Indian Stocks
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#shankarnath #peterlynch #smallcapstocks #growthstocks
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
Most under rated channel in the planet.
Thanks!
Hey! Don't just watch & like .. also SUBSCRIBE to my channel ❤
If you're wondering why I'm writing this :) .. here's a stat worth getting peeved about --- 85.9% of viewers have not subscribed
I first thought "maybe they didn't like the content" -- but the number of likes from non-subscribers is a lot higher than subscribers (59% vs 41%)
Not sure what is happening .. but if you are non-subscriber, please consider changing your status to "subscribed". Benefits include:
a) receive new content as soon as it is released
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Thanks!
So much value packed into a single video and amazing presentation. You are not only teaching finance but also how to put 100% into what anyone sets out to do.
Thank you Srikanth. Just trying to do my best, glad it's working for you
Agree man .. Real wonderful. Hope Shankar sir continues to post such content
@@shankarnathgg
Nó bảo 😅4😮
This is real content and teaching people to fish every day rather than to to go by gossip... making us to work to become informed decision. Way to go !!
Thank you!
This is what we call as masterclass. The way you explain, tells us how knowledgeable you are. Truly enlightening and helpful. Thank you so much for the beautiful content. A lot to learn from you. Thank you sir !
So nice of you. Thank you for your kind appreciation, Ishwar. Glad you like it!
Hey do you know which software he use at 05:30
This is one of the best videos I have seen on this subject - This shows your motto to genuinely help retail investors like us. Thank you !!!
Thank you very much for your kind appreciation, Sree
This is called real content to educate people. Only Shankar sir can create such a master piece...
Hat's off to you.
Thank you very much, Sandeep. I really enjoyed creating this video and learnt quite a bit in the process. It was fun funnelling those two books into 8 crystal clear strategies .. and then applying it on Indian stocks to see how it holds.
Agree. Very efficient strategy and ofcourse the query. Not to mention, Peter Lynch is a smart analyst and trader. No wonder if he is a role model.I am Inspired to read those books. Thanks for this video Shankar.
I always like the different perspective you take on your content and presentation. Loved the way you've applied Peter's ratios into Indian market and filtered out the companies. Thanks for another great video 🤩
I appreciate that Sachin. Happy to be a part of someone's financial journey and wellbeing .. I enjoy being a part of that and keeps me going. Thx
I have read both the books but never knew how to implement the parameters on a screener. Big thank you for the amazing content.
Happy to help! Please do apply these learnings in your own investing strategy .. and maybe a re-read of the book is warranted now as the concepts are fresh in your head
This is my first encounter with Mr Shankar Nath's YT Channel. I must say, this one is one of the most valuable videos on investing strategies on CZcams.
Pure class. No nonsense. Count me a fan, Sir.
Thank you!
Fantastic content. I bookmarked this video to watch it multiple times.
Glad you enjoyed it! and thank you Praveen for this nice gratuity. Much appreciated.
Do watch the video on REITs aswell. My research seems to suggest, there is a cyclical opportunity of making 10-15% on REITs at below average risk by purchasing units when the marketprice-to-NAV is less than 18% and selling it when that discount reach 5%. This 13% alpha is excluding dividends .. so overall an 18% return is plausible. The video offers a lot more .. enjoy!
The next video release is tomorrow (4th Jan), see you then :)
The formula is right there. start your production w/o wasting the time in rituals.
Just damn impressed for zero noise reflection of subject in the video and perfect articulation. Hope this continues even with your increase subscription count. :) Hard to find these kind of videos. Impressed!!❤
Thank you very much for your kind appreciation
Guruji, your content is so, so rich and very useful. One of the best educative series on investing. Thanks a ton for this video.
The icing on the cake is your soothing voice and gentle narration - a strange mix where one gets relaxed watching while also learning 😃
Thank you very much Chetan for your kind words of appreciation
your videos are so good that I keep referring back to them. thank you.
Thank you. Glad you are finding them information. It has helped me also quite a bit in improving my portfolio and picking stocks better
Feels really fortunate to found your channel sir, Superbb content!
Thank you very much! Much appreciated and happy that you liked it ☺️
A very much helpful video, I've seen seen a lot of fundamental analysis but this short and crisp way of explaining things is way better.
Great to hear and glad it was helpful!
Great fan of your videos. I have personally read these books, loved the way you have summarized and connected things to Indian market.
Glad you like them! Thanks for your appreciation, Rangaraj
Its amazing how you made so much information and compacted into a small video. Definitely worth subscribe. I'll have to watch ur other videos too. Others can take a note.
Thanks for your appreciation
I was missing your videos, and today found out you have your own channel. Thank you so much, liked subscribed
Welcome aboard! :)
Thank you so much for the video. It was one of the best explanations of how to filter/select stocks that I have found. Your style is easy to follow and informative. If you were a teacher, I would take your class! Keep up the great work!
You're very welcome! Thank you very much for your kind words
First time I feel that "investing is science"....amazing video...thank u sir.
Most welcome!
Hi Shankar! Excellent video , this is very very valuable , thank you for all you do , and the effort you put into each of your videos !
You're most welcome Arun. Yes, tiring but fun. Thx for the appreciation
Great content sir! You are doing a wonderful job spreading these gems around
Thank you! Glad you are finding these videos useful
You are one of the best on YT !!!
I am new to your channel, but I have watched the content of many other financial influencers for many years now...
Nobody comes even remotely close to you on depth of analysis and breadth of areas/topics.
Glad to have stumbled upon your channel.
Welcome aboard! Thank you very much for your kind appreciation!
Very informative video, and well described on different key ratios to consider while looking for the right set of stocks to invest. Very good work indeed. Keep it up.
Glad you enjoyed it! And found it informative
The REAL content creator finally here ! I have been following you since you were with ET Money. Thank you !
Thank you for your appreciation and continued patronage, Rajeswari
Thanks for the informative video... really liked it...
So nice of you. Glad you liked it
Thank you sir for this valuable video. And thanks again for providing the screeners.
Most welcome. I'm glad you found it useful
Thank you shankar sir ! Again such a wonderful detailed analysis with so much which we usually don't find in any other channel.🙂 and yes this time I noticed the football kept near you and I hope you are also following the fifa world cup apart from epl.
You're most welcome and thanks for the appreciation. I'm not a big inter-country follower with re: football but was supporting Spain and Senegal. Unfortunately they faltered inspite of playing well.
Sir one of the best video with meticulous elaboration I have ever watched. With Regards
Thanks a ton, Paritosh. Happy you found it useful
Your explanation is so easy to absorb and implement,Sir.
Great!
Very nice to hear that, Sabarish. Happy to play a small part in everyone's financial journey
Revisited this video for the 2nd time and it made much more sense. Thanks for sharing 👍
Great to hear! God has given us 2 ears for this purpose only .. so that we listen to some good twice and comprehend it better :)
Really very knowegable and easy to understand! Thank you & best wishes for upcoming ones 👍🎉
Most welcome!
@@shankarnath Is there any software to backtest the sceeners for lognterm investment? All i see is for intraday trading in streak or chartink but not for actual investment. Do you use any software for backtesting and showing us the results of CAGR?
@@darcsoul5087 No, I haven't come across a backtesting software yet
Superb content and the way you have simplified it to explain it to everyone. Great job Sir.
So nice of you. Thank you very much!
This is how a research is done. Big thumbs up. Keep these coming Shankar... Thank you.
Thank you
Amazing analysis. Great learning! Thank you so much 😊
My pleasure. Glad it was helpful! 🙌
This is very valuable advise being given out in such a lucid and comprehensive manner !! Thank you sirjee! Will watch all your videos.
So nice of you Summeer. Thank you very much and I'm glad you found the content useful
Top notch content sir !! So much knowledge in such a crisp video, thanks a lot!!
My pleasure! Glad you found it useful
I never seen a person who could break down 2 books and one man's life observation in this simple and understandable way. Your way of explanation and voice makes to us learn more. You are truly a great teacher. Thanks for your efforts. Nandri
Appreciate that. Glad it was helpful, Sudhakar
Its just awesome sir ..I used to watch all your ET money vids and I recently entered into the stock market. I am glad that you started uploading stock market vids.... I have told all my collogues and Frieds to subscribe to your channel.. may your channel reach 100k soon... keep doing the great work !
Thank you very much, Chiranjeevi. Wishing you the best too
You explain every topic in very simple words great job man 👍👍
Thank you so much 😀
Very beautiful presentation once again by you. Lot of intake in this video how a top fund manager like Peter Lynch does the magic with his selection criteria to create Alpha. I have read both the books and my fav too. With this video u have given me the missing piece of the puzzle which is implementation of such strategies in Indian context. Thanks a ton to you for doing such dedicated job.
Thank you very much! Yes, I too enjoyed decoding the book into easy-to-understand strategies. I guess once the process was clear, it was easy to try it out on a screener. Appreciate it!
Great work, Shankar. I really enjoy all your videos and it was an immediate subscribe and click on the bell notification.
Awesome, thank you!
Although I'm in my mid 30's, I'm very new to investing. Your video was very educational and interesting at the same time. Subbed 👍
Welcome aboard! And thank you for your kind appreciation
Very informative content Shankar. Lot of effort put into this and it shows. Subscribed :)
Thanks for the sub, Sanju! Well aboard
Really appreciate your informative video and in such clear and crisp way that you explain, you have definitely been a great guide in my investment journey. Thank you so much.
I appreciate that! Very happy to know you found my video helpful and informative 🙌
i generally dont subscribe just by watching one video.. but his video made me do it.. so much content, explained so clearly in such short time .. well done mr.shankar nath
Thank you sir, my pleasure!
Very practical application of the principles from Peter lynch. Thank you very much for sharing these useful insights
Most welcome, Naveen ji. Glad you liked it
As always great knowledge with a perfect pace!
Glad you think so! Thank you Abhishek
I am a financial industry professional myself but really enjoy your content. One channel which I guess appeals to novices as well as pros
Thank you for your kind appreciation. Yes, the persona I have in mind when creating content is beginners-plus .. someone who is atleast an year into investing (MF or stocks) and is keen to learn more.
This content is really amazing. Sir is getting insightful ideas with every video. Well done 😀
Glad you think so! Thanks for liking this video and for your encouragement
@@shankarnath I really appreciate Sir replying everyone individually. Hat's off. You know how to make people like you more. ❤️👍
hi Shankar this was a mind blowing video!! super content, really good learning value to a completely non-finance person like me. thank you so much. liked, subscribed and sharing this.
Thank you so much, Ravi .. glad you liked it! 🙂
This is ultimate. Best ever proper video on Investment. Thank You
Glad you liked it! Thanks
Thank you for such a wonderful presentation, this shows how much u have to prepare for this presentation.
So nice of you, thanks! Yes, it takes a lot of effort on my & my editor's part .. takes us 4.5-5 man-days to get one video out. This doesn't include the supplementary activities like commenting, thumbnails, descriptions & unnecessarily ogling at analytics.
Exactly what I was looking for. Thanks a lot.
You're welcome!
Superb content & value added. Hat's off.
Thanks a ton. Glad you like it!
I really enjoy your videos.Most of the investors have very basic knowledge of financial markets and cannot make prudent financial decisions.Your videos truly educate people on how to obtain financial freedom by following proven statistical and scientific methods used by finance gurus. Quick question on when you mentioned 3 year CAGR yielded 46.2% by following Peter Lynch strategy were the stocks weighted equally in the portfolio of 32 stocks? Appreciate for all your efforts in making videos with great content !!!!!
Thank you Sandeep for this kind gratuity and your appreciation. I'm myself curious to know how a lot of these work so there's a little discovery & a little excitement when making these videos, glad you liked them. Yes, the stocks were equal weighted by me in my analysis
Kindly watch my videos on Monopoly Portfolio and Ten Baggers. That along with this one on Peter Lynch will help you form a stronger view on what to look for in companies and stock. I myself am using that concoction in my own stock selection, it's still early days but there's a method to it and I like it that way.
Thanks again!
Love your work, looking forward to learn more from you
Awesome! Thank you for your kind appreciation, Rajeev .. happy to play a small part in your financial journey
Sir, loved the way you have explained.
Keep making such informative videos on finance.
Thank you very much!
Sir, I am relatively a newbie in the world of equities . Yet , your eloquent voice and such a simple yet precise communication makes me feel completely immersed in your videos. You are truly an inspiration. So , much to learn from you . ❤
So nice of you. Thank you very much!
@@shankarnath❤
Great job !!! Kudos to you for research analysis. 🙂
Thank you! 😃 Glad you liked it
Brilliant Presentation. Your channel will grow .Keep investing your knowledge in these videos, and you will have large community of followers and subscribers. Will follow you. Subscribed.
Much appreciated!
What a great video! Straight to the point.
Thank you! Glad you liked it
Really amazing video sir, I find your without any manipulations and just for the earning. There are half baked you tubers. 🙏👏👏
So nice of you. Thank you very much!
Watched 100s of such finance related videos, yours stand on the top bcoz you explain so well
Thank you very much. Glad you like my work
Very knowledgeable presentation... thank you very much for your analysis.
My pleasure
That was a good one.. To the point and excellent framework
Thank you!
I saw your video for the first time yesterday. Your voice is so soothing 😌
Thank you so much 🙂
Shankar, your videos are fantastic and you are a wonderful teacher. Thank you for putting so much time and thought into these lessons; they are so well structured and easy to follow. Question...Do you have any suggested screeners similar to the examples you provided for markets outside of India? I have found other screeners to either be very limited or so complex that they are impossible to use.
Thank you very much. Apologies, I don't work with outside India screeners (yet). Pls allow me to circle back to you if I find something relevant and useful
@@shankarnath That’s OK. I can keep looking, but thank you for the reply and great ideas!
I have more than 18 years experience in market .. in that more experience in investing than trading . Now days seen every second person has become analyst and making money in youtube .. but i noticed that u have good skill in fundamental analysis in companies .. thats good for every one who are looking to invest in stocks ..wish u for good video making such good ideas ..
Thank you very much. I'm still building my stock picking skills, the more I read the more it helps me.
Really helpful. Thank you so much Shankar Sir!
Most welcome! Glad you liked it
Gold mine of information compared to the similar 1000 other similar channels. Thank you
Great to hear!
Loved all the videos, Shankar. This should help investors to form their own strategies. Kudos to the team!
Thank you very much, Ankit
Amazing quality in both content and video.
Much appreciated!
Thank you so much for your efforts sir. All your content is very enlightening. I think this video is mostly about Stock selection. I would love to get to know and understand more about portfolio building and monitoring too. If you could make a video on that it would be so helpful. I also saw your interview with Groww. I would surely love to see videos about value investing and Sanjay Bakshi sir. Lots of love and respect. All the best sir.
Thank you very much, Omkar. And thanks for your suggestions. I will try to add your request to my content queue.
@@shankarnath sir index investing and MF portfolio for long term (30-40 yrs) pe pehle video bnaiye please kyuki mai omkar se pehle kai baar request kr chuka hu
@@sourabhpatel2391 "Index investing through ETFs is preferred" then MFs are costly to investor
I have read the book already....though u have summarised the whole book into this video in a pleasant way ...
first time on your channel liked it. good one!! ❣
Welcome aboard!
Sir, ur videos r awesome...
Full of learning content..
Thank you so much
Most welcome. Glad you like them
It's the first video on CZcams which replicated the same principles dictated in the book 📕
Very informative and eye opening video thanks for your effert🙏🙏🙏🙏
Glad it was helpful! Thank you Abhi Nomad for your kind words
Very Good gift for us. Thank you so much sir for making such valuable contributions and efforts by you. Thanks a lot
So nice of you. I'm happy you like my work 🙌
Just as usual very good quality content 👍
Much appreciated
THANKS Mr Shankarnath. You were very good and liked Peter Lynch's approach. It was really good and I am a bigner at early 70s.....
You are welcome!
Hats off to this video. U got a new subscriber today.
Welcome aboard!
Hello sir, Thank you so much. Very good content, so helpful. Can’t wait to apply the screener 😊
My pleasure! I'm happy you found it useful
Hell of a video.... Keep this great work going....
Thanks!
As always, just superb 👌
Thank you
Shankar Sir Your Content And it's Explanation Is Excellent.
Thank you so much 🙂
Deep research bro. Saved the screener you shared. Your videos are real food for thought. Best wishes.
Thank you very much
Hi Shankar, Thank you so much for this information in simple terms
You're most welcome
Awesome, thank you, Shankar.
Glad you liked it, MB 👍
Excellent Video..very well explained...Thanks
Glad it was helpful!
Crystal clear content and explanation.
Glad you liked it!
Much needed video..
Great video sir.. I have watched your video in ET also, and all were so great.
Thank you very much & appreciate your continued patronage 👍
Great content sir...hope to see more such video
Thx 👍
Wouldn't it be fair to check the screener on 5 year back data and than test the results instead of checking for current year and than back testing as the ratios might be different 5 years back and the companies might be different then what got selected?
You got a new follower from Portugal! Great work!
Welcome aboard!
It's first time I saw your video sir ....just click the subscribe button....so informative video .... looking for more video in detail for future 🙌🏻
So nice of you. Thank you Shubham, happy you liked it
Undoubtedly one of the best & informative videos to help retail investors to understand the methodology used by ace investors in simple language. Just one request, if you would have added names of a few companies out of those 32 would have been great.
Thank you so much for doing an in-depth analysis & educating retail investors.
Best Regards
Glad it was helpful and thanks for your appreciation. The screener link I have given in the video's description has the names of those 32 companies plus tons of more data. Are you unable to access it?
@@shankarnath I am sorry my bad, I didn't check the link earlier. Now, after reading your reply I did and it's working fine. Thank you so much sir 🙏
Very informative video. However Wanted to know if you have exited the stocks following any process. Will appreciate if you make a video on exit strategy
This is really amazing and startling that this man with immense knowledge has curated everything with the crystal clear presentation. ❤ Thank you Shankar Sir for educating us like a pro.
Glad you enjoyed it! 🙌