Newsletter of Amitabh Vatsya
By Amitabh Vatsya
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Newsletter of Amitabh Vatsya - Issue #38
We are running a discount on the course . You can check about the details of the course below:
Newsletter of Amitabh Vatsya - Issue #37
Started reading Joys of Compounding and got an useful insight from @Gautam__Baid on What to read and what not to ! As Munger say Invert !Always Invert !!
Newsletter of Amitabh Vatsya - Issue #36
I call this small cap as hidden gem because of following factors:Quality Management with new age thinkingAn unlock play on rising demand of premium quality textile export China Plus One in Fast FashionMargin of Safety
Newsletter of Amitabh Vatsya - Issue #35
And I received a comment on Twitter below
Newsletter of Amitabh Vatsya - Issue #34
I have come across an interesting findings indicating that French were right about perceived benefits and widespread adoption #NuclearPowerPlant. Studies have coming out showing great multiplier effect for nuclear power plants and #greenenergy also !!
Newsletter of Amitabh Vatsya - Issue #33
Happy to share that our #youtubechannel #Sadhan has completed 2 years during which we identified and Simplified 12 #Multibaggers stocks in details :1.Shivalik Bimetals (10x)2.HLE Glascoat (6x)3.Balaji Amines (6x)4.Alkyl Amines (5x)5.Affle (4x)6. Godavari Powe…
Newsletter of Amitabh Vatsya - Issue #32
Part 1 :This video analyses the impact of a war between US & Ukraine and its sector wise impact on Indian Investor portfolio ! Is your portfolio ready for War? Mainly this video captures the impact of rising crude prices on Indian businesses!
Newsletter of Amitabh Vatsya - Issue #32
IndiaMart is also going through a strategic shift as the company has taken a bold step of acquiring a business by paying Rs 500 cr on full cash basis. I have covered the stock and its strategy in details here:
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
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 …
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?
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
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
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…
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…
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…
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…
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…
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 !
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 …