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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30

issues

#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…

 
#22・

Newsletter of Amitabh Vatsya - Issue #22

Hi !The newsletter is back with 40+ days arduous fight with Revue team who had put my account under Review !Hope you guys are doing fine and staying healthy ! In this Covid times, I can clearly see change in terms of things moving from Lock down orbit to unlo…

 
#21・

Newsletter of Amitabh Vatsya - Issue #21

My Average Holding Period is 217 days (~7 months) in which I generated 64% Absolute Return. During the same period Sensex have moved from 47,860 to 54,270 that means 14 % absolute return. So #SadhanPortfolio have beaten the market by 50 % in past 7 months. On…

 
#20・

Newsletter of Amitabh Vatsya - Issue #20

You might be aware about my podcast on Gaana.com where I simplify investing and personal finance ! In this latest episode I am decoding the art of monitoring your investment. Tune in !

 
#19・

Newsletter of Amitabh Vatsya - Issue #19

When it comes to money and even remotely to finance, people get on the backfoot, saying -“Not my cuppa tea,” But in this show, I illuminates the path towards financial wellness by simplifying the complex coweb of financial jargons such as IPO/ Long/Bull/Bear …

 
#18・

Newsletter of Amitabh Vatsya - Issue #18

So what Lies for Steel Sector is summed up in this video for your quick reference:

 
#17・

Newsletter of Amitabh Vatsya - Issue #17

A brief snapshot of this portfolio is here:

 
#16・

Newsletter of Amitabh Vatsya - Issue #16

I have made fundamental analysis video on Alkyl Amine here:

 
#15・

Newsletter of Amitabh Vatsya - Issue #15

With Advancement of Ethanol Blending programme by 3 years this sector is stated to become a growth sector so watch out for traditional trustworthy Sugar stars such as #BalrampuChini & #DhampurSugar. Also look at this tweet before you move on:

 
#14・

Newsletter of Amitabh Vatsya - Issue #14

Happy to represent to you that We have launched “Follow My Portfolio” Services.Learn the essence of my 6 years of investing experience at one place and Alert on What I buy & Sell on daily basis so that you can create a #ModelPortfolio like #SadhanPortfolio

 
#13・

Newsletter of Amitabh Vatsya - Issue #13

If you are curious about 1. How Digital Programmatic advertising works?2. Difference between CPC/CPV/CPM/CPCU3. Value chain of Digital Ad Tech industry then you must watch this video

 
#12・

Newsletter of Amitabh Vatsya - Issue #12

The Other Portfolio is my Old Portfolio developed patiently over a period of 6 years. It also have 5 multibaggers in it.Salient Features

 
#11・

Newsletter of Amitabh Vatsya - Issue #11

We always fail to estimate complex systems such as Platforms and one such platform where an interesting mental model is at play is Affle India Limited ! The mental model I am referring to is Network Effect .The network effect is a phenomenon whereby increased…