Sadhan Investing

🚀 Full Lollapalooza Effect in Action! Jash Engineering is now expecting to hit ₹1,000 Cr sales a year earlier than planned—thanks to a high degree of operating leverage! 📈🔥 The Lollapalooza Effect, a concept popularized by Charlie Munger, explains how multiple forces align to create explosive outcomes—and we’re seeing it play out here! We started covering this business back in August 2021—check out our last deep dive video 🎥 👉 https://youtu.be/j1QfYcmRqeI

Happy Eid !!

Mukul Agrawal Holds 1.07 Per Cent Stake: Aerospace & Defence Company Secures Major Order from Safran Aircraft Engines for LEAP Engine Cast Components https://www.dsij.in/dsijarticledetail/mukul-agrawal-holds-107-per-cent-stake-aerospace-defence-company-secures-major-order-from-safran-aircraft-engines-for-leap-engine-cast-components-id001-47758

🚀 Exciting things are happening in the renewable energy sector! 🌱 In my latest video, I dive into why Green Hydrogen is emerging as the next big investment theme. With its potential to decarbonize heavy industries and support energy storage, Green Hydrogen could be a game-changer in the fight against climate change. 🌍💡 💬 Join me as I chat with the Managing Director of Airox Negen to explore the innovations, challenges, and investment opportunities in this space. 🔗 https://youtu.be/ycDTj25DKv4 💚 #GreenHydrogen #RenewableEnergy #Investment #Sustainability #AiroxNegen

🚀 Back in September 2024, we did a deep dive on Welspun Corp (Sadhan’s Deep Dive) and the business have been growing beautifully despite the market crash! 📈🔥 But here’s the real deal… Welspun isn’t just a pipe manufacturer – it’s a hidden green hydrogen play! 💚⚡ There is a secret about every businesses which become clearer once someone dig deep in to it. On the same breathe we are releasing a railway microcap today at 12 PM for Sadhan Pro & Prime patrons. Additionally, this saturday we are going to have a Ask me Anything session with Sadhan Prime Community ! Stay tuned for our Stock of the Month – March 2025! You won’t want to miss this one! 👀🔔 13 Deep Dive Video library Link: https://www.youtube.com/playlist?list=UUMOH1CbIdTzFSVq788pIVKljg Disclaimer: This is sahred for educational purpose only ! Not a stock recommendation !

🚆 Railways to Increase Capex by 15% in FY27 🔹 Capex Target – ₹3 lakh crore projected for FY27, up from ₹2.62 lakh crore in FY26. 🔹 Key Investment Areas – Network expansion, rolling stock, safety, and station redevelopment. 🔹 Production Boost – Coaches: Increased from 3,731 (FY13) to 6,550 (FY24); 8,000 planned annually. Wagons: Tripled in the last decade; 30,000+ additions per year. 🔹 New Projects – Bullet trains, hydrogen trains, hyperloop, and advanced signaling. 🔹 Passenger Safety Focus – Expansion of Kavach, an indigenous automatic train protection system. 🚄 Railway modernization set to accelerate, enhancing logistics efficiency! 🚧

Recycling is a mega theme ,An interesting first hand account of battery recycling from Mobec Founder is here. https://youtu.be/tekGdJYyvsQ

✨ For the past 8 months, As Sadhan Family we have been coming together twice a month in our sacred space, strengthening our bond, sharing wisdom, and growing together. Our biweekly AMA sessions have become a cherished ritual, a time for learning, reflection, and connection. 💛 #SadhanFamily #BiweeklyRitual #consistency

🚆 Titagarh Rail Systems: A Growth Story! 🚀 From defence to shipbuilding and rail infra, Titagarh is expanding fast! Watch our analysis on its future potential: https://youtu.be/FoWAhXnUJnc 📺 Stay tuned as Sadhan covers interesting railway stocks in the "Revisiting Railway" series! 🔍🚄 #Titagarh #Investing #StockMarket #Railways #MakeInIndia #RevisitingRailway

Welspun Corp has sold a majority stake in ABG Shipyard to a Reliance Industries subsidiary for ₹376 crore—a positive development. We provided an exclusive, in-depth analysis of this stock at Sadhan learning Portal as well as Youtube community https://www.youtube.com/watch?v=y60LJ8FrzGw For a quick overview: Short Video : https://youtube.com/shorts/YjVNgc3JV4g

🚀 Understanding High P/E Investing in Cyclicals! 📊 Cyclical stocks follow economic & industry cycles, making traditional P/E valuation tricky. Buying when P/E is high can actually be the best strategy! Here’s why: ✅ Low earnings = High P/E → Best time to BUY! ❌ Low P/E = Peak earnings → Risky to buy at the top! 📷 Snippets from today’s Sadhan Mentorship session on Valuation! 📢 Want to learn more? Join our mentorship program now! 🔥 learn.amitabhvatsya.com/learn #StockMarket #Investing #Cyclicals #ValueInvesting

Watch out after 20 min onwards for the real stuff on RJ vs Shankar Sharma ! Recommended watch for people who are unable to sleep due to US recession. https://youtu.be/dcA9zGoAUhM?si=MDwbC6VT3w6wOl37

Many optionalities into one stock: JWL is also One of the producers of battery storage containers for data centers, supplying major industry players such as GE, Schneider, and Delta. https://www.autocarpro.in/news/jupiter-wagons-big-bet-on-electric-mobility-125223

Very important message for investors by a Zen Master

A potential beneficiary of 2 Rs 6000 cr Ropeway projects is Bharat Wire Ropes https://youtu.be/fLjmfJdcZwo

🚨 #Gensol: We warned about this earlier! ⚠️ Now downgraded to D by CARE, leaving 90,000+ shareholders trapped! 😨 A timely warning saves nine! ⏳ Were you paying attention? 📌 Original post: 🔗https://x.com/amitabhvatsya/status/1897143102747590725 #StockMarket #Investing #Gensol

🚀 We attended Elecrama 2025 and explored some incredible innovations in the transmission sector! ⚡️💡 In our latest update, we covered key developments from CG Power, Indo Tech Transformer, Schneider, Shivalik Bimetal, Apar Industries, Transformer & Rectifier India, Transrail, Danish Power, and more! 🔍✨ 👉 Stay ahead of industry trends! Join the Sadhan Community for exclusive insights & opportunities. 🔗http://learn.amitabhvatsya.com #Elecrama2025 #Transmission #SadhanCommunity #EnergyInnovation #PowerSector

Post Q3 Results Sadhan is back with 4 Interesting stocks 📈growing at > 30% ⬆️ 👉👉 https://youtu.be/T_V8LnsLA_E?si=iEAHQLNToprJP4vz ⬆️Updates on 1. Zen technologies 2. Welspun Corp 3. Senores Pharma 4. Shilchar Technologies Please share 🙏