Newsletter of Amitabh Vatsya

By Amitabh Vatsya

I tweet about Financial Markets, Stocks, Mutual Funds and Personal Finance mostly & sometimes about Spirituality

I tweet about Financial Markets, Stocks, Mutual Funds and Personal Finance mostly & sometimes about Spirituality

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subscribers

42

issues

#42・

Newsletter of Amitabh Vatsya - Issue #42

We discussed IRFC in May 2022 when it was languishing at Rs 20. Our reason was very simple: It will benefit from rising interest rate scenario due to cost plus margin structure & it was available at cheap (at Price to book of 0.6 only). We actually bought…

 
#41・

Newsletter of Amitabh Vatsya - Issue #41

I am studying an NBFC as I think high inflation helps banking businesses as assets becomes costly so to purchase them people need bigger loans. But I have a very tight set of criterion before I buy any finance stock. But Good news is that finally found an NBF…

 
#40・

Newsletter of Amitabh Vatsya - Issue #40

Forging stocks which are export oriented namely, #MMForging & #RKForging shall remain in focus, as the Class 8 auto sales have seen a bumper month in September. The story have been playing out as per our thesis. More on this here

 
#39・

Newsletter of Amitabh Vatsya - Issue #39

Thanks for subscribing !ThanksAmitabh Vatsya

 
#38・

Newsletter of Amitabh Vatsya - Issue #38

We are running a discount on the course . You can check about the details of the course below:

 
#37・

Newsletter of Amitabh Vatsya - Issue #37

Started reading Joys of Compounding and got an useful insight from @Gautam__Baid on What to read and what not to ! As Munger say Invert !Always Invert !!

 
#36・

Newsletter of Amitabh Vatsya - Issue #36

I call this small cap as hidden gem because of following factors:Quality Management with new age thinkingAn unlock play on rising demand of premium quality textile export China Plus One in Fast FashionMargin of Safety

 
#35・

Newsletter of Amitabh Vatsya - Issue #35

And I received a comment on Twitter below

 
#34・

Newsletter of Amitabh Vatsya - Issue #34

I have come across an interesting findings indicating that French were right about perceived benefits and widespread adoption #NuclearPowerPlant. Studies have coming out showing great multiplier effect for nuclear power plants and #greenenergy also !!

 
#33・

Newsletter of Amitabh Vatsya - Issue #33

Happy to share that our #youtubechannel #Sadhan has completed 2 years during which we identified and Simplified 12 #Multibaggers stocks in details :1.Shivalik Bimetals (10x)2.HLE Glascoat (6x)3.Balaji Amines (6x)4.Alkyl Amines (5x)5.Affle (4x)6. Godavari Powe…

 
#32・

Newsletter of Amitabh Vatsya - Issue #32

Part 1 :This video analyses the impact of a war between US & Ukraine and its sector wise impact on Indian Investor portfolio ! Is your portfolio ready for War? Mainly this video captures the impact of rising crude prices on Indian businesses!

 
#31・

Newsletter of Amitabh Vatsya - Issue #32

IndiaMart is also going through a strategic shift as the company has taken a bold step of acquiring a business by paying Rs 500 cr on full cash basis. I have covered the stock and its strategy in details here:

 
#30・

Newsletter of Amitabh Vatsya - Issue #30

How We played Top 3 winner sectors this year:1. Textile (Jun): https://youtu.be/zG0m_N_qILE2. Building Material (Nov):https://youtu.be/6X8F39pApN83.Metal (Jan):https://youtu.be/46gIorfztQETabled with release month on our #YouTube

 
#29・

Newsletter of Amitabh Vatsya - Issue #29

Even during turbulent times, the power of research is shining bright with 2.7X returns, as #BorosilRenewables +166 % since video release on 13 April 2021. Get the power of research and discipline of a Mindful Investor (your's truly) by your side Please visit …

 
#28・

Newsletter of Amitabh Vatsya - Issue #28

Do you depend upon Order wins track record for selecting construction stock? If yes, Then watch this to know ! What L&T 10 years stock price movement tell us?Why #PNC Infratech is a risky bet?Is all okay with #praj & KNR Construction?

 
#27・

Newsletter of Amitabh Vatsya - Issue #27

Head I win Tail you lose !🔅 #Q2FY22results ahead of estimate. reported -1% volume growth with + 22% price realization.🔅Dolat Capital Expect take 5-10% price increase in Q3, believe up stocking ahead of price hikes would drive volumes

 
#26・

Newsletter of Amitabh Vatsya - Issue #26

Watch this interview of Mr Bharat Shah with Saurabh Mukherjea where he delves deep into the Science, Math and English of investing

 
#25・

Newsletter of Amitabh Vatsya - Issue #25

"Every Crisis is an opportunity" During crisis there are strong chances of encashing a good opportunity. Sometimes it may come at the expense of competitors not doing good due to the crisis. Coal shortage is no exception ! So let us understand who will win in…

 
#24・

Newsletter of Amitabh Vatsya - Issue #24

metals are getting hotter again due to #coalshortage at World's manufacturing hub i.e. China , but as the Chinese Saying goes: "Every Crisis is an opportunity", at Sadhan we are not afraid to take positions in alloy space which is extremely power intensive an…

 
#23・

Newsletter of Amitabh Vatsya - Issue #23

Alpha generation in market comes when you get rid of this GroupThinking mode from your mind ! As an mindful investor myself , I keep myself away from the herd mentality as the herd has picked GMM Pfaudler last year, but its closest competitor have decimated i…