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Newsletter of Amitabh Vatsya - Issue #20

Newsletter of Amitabh Vatsya - Issue #20
By Amitabh Vatsya • Issue #20 • View online
“Do you think the Tatas propose to make steel rails to British specifications? I will eat every pound of steel rail they succeed in making!”
-Sir Frederick Upcott, Chief Commissioner, Indian Railway Board (British India)
During 1914-1940 Tata Steel supplied 3,00,000 tonnes of steel to the British for the two world wars. 1500 miles of rails manufactured from it!
The story of steel is very interesting , but in recent times like every other industries,steel making also has changed and so has #tatasteel. I recommend watching a 20 min video capturing
🚀 Three Trends in Tata Steel
-Decarbonisation
-Operating Leverage
-Technology bets
🚀 Market Analysis
🚀 Financial Analysis
🚀 Investment Thesis

Tata Steel : A trading opportunity or long term bet?
Tata Steel : A trading opportunity or long term bet?
Some Tweets you should not miss:)
Amitabh Vatsya
#COROMANDEL & #DEEPAKFERT seems to have a great run amongst fertiliser companies.
All eyes on Deepak Fertilisers
Going to benefit from China + 1 substitution also in Nitric acid (largest domestic capacity)
and LDAN demand is good due to Steel and cement activity rising https://t.co/jZTVoJLmfN
Amitabh Vatsya
Beware of companies in Promotion Phase :)
Classic #Buffett Management Quality Filter
#rattanindia #ElectricVehicles https://t.co/7wOk8WHaSc
Blog
A Midcap Star: ACE – Sadhan
Podcast
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 !
Ep 04 - How To Monitor Your Investment
Sadhan on Finmedium
FinMedium.com
How to Find a Compounding Multiplier?

Written By: @amitabhvatsya

Talks About:
🚀 What are Compounding Multipliers?
🚀 Bharat Shah on Compounding Mtipliers
🚀 Winners & Aspirers
🚀 Case Studies

@Vivek_Investor

https://t.co/1DPLrPUJdg
Know What I Buy & Sell Follow My Portfolio
If you like the content and if it helps you in decision making in any way then Please Share this Newsletter with your friends and most certainly on social media :)
Happy Investing !
Amitabh
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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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