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Newsletter of Amitabh Vatsya - Issue #11

Newsletter of Amitabh Vatsya - Issue #11
By Amitabh Vatsya • Issue #11 • View online
Hi Investors !
I thank and welcome many new readers of Sadhan Investing newsletter which is aimed to simplify #stockmarket for #retailinvestors. Sadhan is an attempt to demystify and democratise long term investing !

Stock Focus: Affle India Ltd
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 numbers of people or participants improve the value of a good or service. The Internet is an example of the network effect. Initially, there were few users on the Internet since it was of little value to anyone outside of the military and some research scientists.
However, as more users gained access to the Internet, they produced more content, information, and services. The development and improvement of websites attracted more users to connect and do business with each other. As the Internet experienced increases in traffic, it offered more value, leading to a network effect.
The chief hurdle for any good or service that uses the network effect is gaining traction or attracting enough users initially so that the network effect takes hold. The amount of users required for significant network effects is called the critical mass. After Critical mass is attained, the good or service attracts many new users because the network offers utility or benefits to the consumer. In this way, the prospect of the network effect helps companies strive to become self-sustaining.
Therefore, In this video I am demystifying the jargons of Digital advertising space for Investors so that you don’t miss out on the this Network Effect in action at this stock ! Don’t miss watching this threadbare analysis of this #multibagger from #SadhanPortfolio
Watch the video here
Affle India Stock Analysis | Network Effect at Play | हिंदी
Is Route Mobile Genie in a Bottle? Watch Now !
Investment Sutra: Copper Sector
Steel & Copper are having a steller run and my Investment in Hindustan Copper @130 is hovering around Rs @180 now ! Still a lot of steam is left in the counter. You should learn the key driver of this stock by understanding the industry dynamics below in my blog
Is Copper New Gold? – Sadhan
Hindustan Copper:Opportunity or Growth Trap? How to analyse PSU share?
Sadhan Portfolio Update
Why Jefferies Sees Gujarat Gas More Resilient To Covid-19 Second Wave Than Peers
You can watch our coverage on Gujarat Gas below:
Gujarat Gas:Share Analysis|हिंदी |
That’s it for Today ! Let us meet next weekend !
Keep watching Sadhan & Keep Learning !
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Happy Investing !
Amitabh Vatsya
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Amitabh Vatsya

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

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