Nov 28, 2021

Newsletter of Amitabh Vatsya - Issue #28

By Amitabh Vatsya • Issue #28 • View online

Hi !

Warren Buffett have famously said : “In short term the stock market is like a voting machine but in the long term it acts as a weighing machine.”

So true indeed, that is the reason an intelligent investors should always focus on sticky metrics like Alexa Ranking for understanding the value of the online business in its true nature.

I had deliberated about it this week and here goes my findings about how to use free tool of Alexa ranking for your benefit as a long term investor.

How to use Alexa ranking for Stock Picking

Is ICICI Bank next HDFC Bank? What Alexa ranking suggests? The video explores the technology prowess of ICICI Bank vis a vis its peers !

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Video of the Week

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?

How to identify Next Construction Winner ? Sadhan !

Sadhan Portfolio Updates !

Why this 7 Bagger is 40% Down ! Solara Active Pharma Update

Do you depend upon Order wins track record for selecting construction stock? If yes, Then watch this

What L&T 10 years stock price movement tell us?

Why

#PNC Infratech is a risky bet?

Is all okay with #praj & KNR Construction?

Mindful Investing: Wisdom Series

If you are fan of wisdom of Buffett & Munger then this is a treasure you must check this out:

The definitive collection|||Buffett in his own words

The Warren Buffett Archive is the world’s largest collection of Buffett speaking about business, investing, money and life.

- 27 full Berkshire Hathaway annual meetings, going back to 1994, with a highlight reel for each year - 130 hours of searchable video, synchronized to 2800 pages of transcripts - 500 video clips covering scores of subjects - CNBC interviews,

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Stock of the Week

GreenPanel Industries : Upcoming Real Estate Proxy Stock

This video explains the business model , industry analysis and growth triggers in Green Panel Industries ✅ Follow My Portfolio : https://bit.ly/3yLUPc1✅ Jo…

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Thread of Week

Mindful Investor

@amitabhvatsya

#fermentation : Rise of new theme in API.

You might have heard #Solara, #lauruslabs talking about it :

Beneficiary: #praj with fermentor installation knowhow to help these CDMO take a leap !!

Amongst API suppliers who should benefit most?
@punitbansal14 @unseenvalue https://t.co/vFJF0zQzHA

1:48 PM - 24 Nov 2021

Blog of the Week

Common Stock & Uncommon Profit : An Indian perspective – Sadhan

Philip Fisher had been arguably the second largest influence on #warrenbuffett ! So let us dig deeper into his core philosophies detailed in his magnum opus - “Common Stock Uncommon Profit”. He gives a great investing framework looking at a business of any company and arguably called as earliest #venturecapitalists in USA. Check out the…

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Thanks

Amitabh Vatsya

Founder, Sadhan