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In this episode of Value Investing Talks, we follow the story of Hraday Jhala — a seventeen-year-old investor and author — who found value investing during the pandemic and later wrote The Worldly Wisdom of Value Investors, a book shaped by the principles of Graham, Buffett, Munger, and Pabrai. We cover his investing philosophy, the patterns he developed, his approach to portfolio building, and why management psychology plays a key role.
Key discussion points include:
• Hraday’s path from pandemic-driven curiosity to publishing a value investing book at 17
• Why true investing begins only when real money is involved
• How his thinking evolved from speculation to a Graham-Buffett-style framework
• His two-pronged strategy: liquidation opportunities & quality compounders with strong moats
• How to assess management tone, capital allocation, and long-term vision
• Why niche and under-the-radar companies offer the best opportunities
• Industries he avoids: fintech, pharma, banking — and his preference for simplicity
• Portfolio approach: high conviction, fewer than 10 holdings
• Practicing cloning: insights from Pabrai, Li Lu, Buffett
• A unique valuation habit: estimating market cap without seeing it
For more on Hraday’s book and value investing insights, check the links below:
• The Worldly Wisdom of Value Investors: https://www.amazon.com/Worldly-Wisdom-Value-Investing-Hraday/dp/B0DMSBVXQL
• Think & Invest Newsletter: thinkandinvest.com
• Hraday Jhala's LinkedIn: https://www.linkedin.com/in/hraday-jhala-3370711b5/
• Eugene Alexeev’s LinkedIn: https://linkedin.com/in/evgeniyalexeev
Disclaimer:
All content in this episode reflects personal experience and is not financial advice. It is provided for educational and entertainment purposes only.
In this episode of Value Investing Talks, we follow the story of Hraday Jhala — a seventeen-year-old investor and author — who found value investing during the pandemic and later wrote The Worldly Wisdom of Value Investors, a book shaped by the principles of Graham, Buffett, Munger, and Pabrai. We cover his investing philosophy, the patterns he developed, his approach to portfolio building, and why management psychology plays a key role.
Key discussion points include:
• Hraday’s path from pandemic-driven curiosity to publishing a value investing book at 17
• Why true investing begins only when real money is involved
• How his thinking evolved from speculation to a Graham-Buffett-style framework
• His two-pronged strategy: liquidation opportunities & quality compounders with strong moats
• How to assess management tone, capital allocation, and long-term vision
• Why niche and under-the-radar companies offer the best opportunities
• Industries he avoids: fintech, pharma, banking — and his preference for simplicity
• Portfolio approach: high conviction, fewer than 10 holdings
• Practicing cloning: insights from Pabrai, Li Lu, Buffett
• A unique valuation habit: estimating market cap without seeing it
For more on Hraday’s book and value investing insights, check the links below:
• The Worldly Wisdom of Value Investors: https://www.amazon.com/Worldly-Wisdom-Value-Investing-Hraday/dp/B0DMSBVXQL
• Think & Invest Newsletter: thinkandinvest.com
• Hraday Jhala's LinkedIn: https://www.linkedin.com/in/hraday-jhala-3370711b5/
• Eugene Alexeev’s LinkedIn: https://linkedin.com/in/evgeniyalexeev
Disclaimer:
All content in this episode reflects personal experience and is not financial advice. It is provided for educational and entertainment purposes only.