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Newsletter of Amitabh Vatsya - Issue #30

Newsletter of Amitabh Vatsya - Issue #30
By Amitabh Vatsya • Issue #30 • View online
Hi Friends !
Wish you a great New year !
2021 - What a year for stock market investors ! My Model portfolio has become almost 2X (91% up) whereas overall I have generated 72% return during the year!
Looking forward to 2022 with lots of optimism but a cautious approach is needed , hence my Investing Mantra is-“Invest Mindfully”
And always remember this wonderful saying from Phil Fisher:
“ In evaluating a common stock:
• Management = 90%
• Industry = 9%
• Other factors = 1%”
Let us look at our regular features :

Top 3 Sectors of 2021
How We played Top 3 winner sectors this year:
1. Textile (Jun):
2. Building Material (Nov):
Tabled with release month on our #YouTube
Video of the week
Top 5 Multibaggers from My Portfolio ! Must Watch Sadhan Video
Top 5 Multibaggers from My Portfolio ! Must Watch Sadhan Video
Tweet of the week
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 @amitabhvatsya by your side🪜

I won't go there Where I am Going to Die
Equitas SFB Vs Muthoot Finance ! How to Avoid Bad Investments in Banking sector ! हिंदी
Business Update- Bajaj Auto
Mindful Investor
#bajajauto -India's flag bearer in auto export !
zooming in on YTD nos

✅9M export volumetric growth 35%🔼
✅9M Commercial Vehicle volumes 45%🔼

However, my bearish stand on #auto continues .
Watch my sector view ▶️
Portfolio Update- Affle
Affle is back with a bang ! #afffle 65% 🔥 up since recommendation
Stock Update- Gland Pharma
#Jefferies Initiates Coverage On #glandpharma and #LaurusLab
Watch out the Targets:
Laurus-Rs 625
Gland - Rs 4566
Our coverage on Gland is here:
Business Update
Business Update- ACE
Mindful Investor
Rumor of IT raid is false.

#itraid was on #ACE Group which is a different NOIDA based builder , no relation to Faridabad based Action Construction !
BTW this raided ACE group is a JV partner to #GodrejProp :)
Sector Focus
Watch out for Sugar & Textile sectors particularly Spinning companies ! Good time to refresh the sectoral dynamics here:
Is Home Textile next Speciality Chemical ? Industry Analysis |हिंदी
Is Home Textile next Speciality Chemical ? Industry Analysis |हिंदी
That’s all for this week !
See you next week :)
Did you enjoy this issue?
Amitabh Vatsya

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

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