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| Fecha | Crecimiento de Suscriptores | Menciones | Canales | |
| 01 julio | 0 |
Publicaciones del Canal
Two years ago, we highlighted this marine business when hardly anyone was paying attention.
🎥 Looking back: https://youtu.be/3WCXhK6jWBE
Fast forward to today, and mutual funds have started taking notice and building positions.
This is a reminder that investing rewards patience, deep research, and conviction—not chasing what's already popular.
Early research. Patient capital. Compounding conviction.
Disclaimer: Sadhan or Amitabh Vatsya is Not a SEBI registered RA . This is for educational purpose !
#Investing #StockMarket #ValueInvesting #Sadhan
| 2 | https://youtu.be/DMBUMo7__zE New Video released | 803 |
| 3 | New video coming today. Stay Tuned | 817 |
| 4 | 🚀 New Video Alert: Growth Stocks with Operating Leverage
India’s manufacturing, infrastructure, and energy sectors are hitting a massive inflection point. To play this trend safely, we analyzed 36 companies and shortlisted the 13 stocks backed by rock-solid management guidance and high earnings visibility.
Skip the guesswork and watch the fundamental breakdown now:
Link: https://youtu.be/ISQ8CRvFmeA
Watch till the end and share your favorite pick from the list! 📈 | 1 032 |
| 5 | 🚀 New Video Alert: Top 7 Growth Stocks for the Capex Cycle!
India’s manufacturing, infrastructure, and energy sectors are hitting a massive inflection point. To play this trend safely, we analyzed 36 companies and shortlisted the Top 7 stocks backed by rock-solid management guidance and high earnings visibility.
Skip the guesswork and watch the fundamental breakdown now:
🎥 Link: https://youtu.be/ISQ8CRvFmeA
Watch till the end and share your favorite pick from the list! 📈 | 1 |
| 6 |  Mega ₹3 Lakh Crore Energy Shift: Is This India's Next Big Multi-bagger Sector?
Investments are all about thinking ahead of the curve and identifying themes early. Now, a massive paradigm shift is taking place in India's energy landscape with a ₹37,500 crore government subsidy boost triggering a ₹3 Lakh Crore opportunity in Coal Gasification.
We have just dropped a comprehensive Sectoral Deep Dive breaking down the entire ecosystem—from moving away from burning raw coal to extracting cleaner SynGas, Ammonia, and Methanol. If you want to understand the technology landscape and find out which EPC players, pump manufacturers, and heavy-fabrication companies are poised to win, this video is a must-watch!
👉 Watch the full sectoral breakdown here: https://youtu.be/4ODO9BWFcio
We just released a Special Members-Only Video featuring a deeper structural breakdown of the company leading this clean energy transition.
👉 Members, tap here to unlock the exclusive deep dive: https://youtu.be/9fFK9xw2lu4 | 1 627 |
| 7 |  Sin texto... | 1 |
| 8 |  JNK India has doubled since our year end contrarian call !!
At the time, mutual funds were selling in bulk, creating an opportunity that the market was largely ignoring.
Not all order books are created equal.
While investors often focus on the size of the order book, the real differentiators are:
• Technical complexity of projects
• Engineering and design capabilities
• Management's execution track record
A company executing highly complex projects deserves a different lens than one executing relatively straightforward orders.
Based on my interactions with industry participants, JNK India appears to have built a strong execution culture and has earned considerable respect within its niche.
Disclosure: Invested since around ₹200 levels. This idea was shared with Sadhan Members before it became widely recognized
Link: https://youtu.be/V5L0QK80Uc4
We also made a public video in April Link: https://youtu.be/RUSihRHSVEk
As always, please do your own research before investing. | 583 |
| 9 | https://youtu.be/ISQ8CRvFmeA | 2 074 |
| 10 | https://youtu.be/TGEWra4s6QM | 1 453 |
| 11 |  "Buy when there is blood on the streets" is easy to say, but hard to execute.
Look at #JNKIndia around Dec 2025. As seen below, the stock bottomed out right near ₹225.
Why? Because mutual funds were aggressively dumping their shares. As highlighted
Kotak Multicap trimmed from 4.66% down to 2.73%
HDFC Defence Fund cut from 4.28% to 1.90%
LIC MF Manufacturing completely exited their 1.41% position by March
When institutional selling creates panic, it creates the perfect entry for retail investors who do their homework.
We had shared this idea about it being a bumper bargain first in a members only video: https://youtu.be/TGEWra4s6QM
Full deep dive on this wonderful business: https://youtu.be/RUSihRHSVEk | 1 190 |
| 12 |  🚨 PRIME & PRIME PLUS MEMBERS EXCLUSIVE 🚨
Hey Sadhan Community!
The exclusive deep-dive video is now LIVE for our Prime and Prime Plus members! 📈
In this video, I am breaking down 5 highly interesting businesses that are showing strong structural tailwinds. We are analyzing their recent business performance, earnings growth, and fundamental changes in their value chains.
From sector stalwarts like JNK India and Jash Engineering to three other micro-cap/growth businesses, we cover everything you need to know about their order books, operating leverage, and upcoming runway.
If you are a Prime or Prime Plus member, grab your notepad and watch the full breakdown here:
👉 https://youtu.be/hLpPFrw98Hg
(Not a Prime member yet? Click the 'Join' button on our channel homepage to get instant access to exclusive research videos, member-only community posts, and live interactive AMAs!) | 1 344 |
| 13 | Visited this company back in 2007 to onboard them for Tata Motors. Now? They are pivoting to a massive growth sector.
Not auto. Railways.
The structural shift is happening fast—let’s catch the train before it runs away!
📈 Track the full story here: 🔗 https://youtu.be/i3RBbf0c_vU | 2 386 |
| 14 |  Exclusive perks are lined up for our monthly #livestream tomorrow! 🎁
To gear up for tomorrow's session, make sure to review our latest analysis. We are breaking down a fascinating nuclear proxy monopoly business that is structurally positioned for an exponential rise.
If you haven't watched the deep dive yet, catch up here before we go live:
👉 https://youtu.be/VX492Qpdj6s
See you all tomorrow! Make sure your notifications are turned on so you don't miss the stream. | 1 630 |
| 15 | Good Article updating the prospects of Coal Gasification Coal gasification can help substitute imports of up to ₹3 lakh crore, says Union Coal Minister G. Kishan Reddy - https://www.thehindu.com/business/Industry/coal-gasification-can-help-substitute-imports-of-up-to-3-lakh-crore-says-union-coal-minister-g-kishan-reddy/article71034046.ece For the best experience read this on The Hindu App. https://bit.ly/THNewsApp | 1 850 |
| 16 | https://youtu.be/yZZNO_o-tII | 1 878 |
| 17 |  Watching this video again: https://youtu.be/bkwhU1_LEYE
Latest results make one thing clear — Affle management is not just talking about the AI-led adtech opportunity, they are backing it with capital.
Our conviction grows alongside the promoter’s ₹1,100 Cr preferential investment via warrants at ₹1,487/share. That’s a serious bet on the next phase of growth.
Key themes management keeps highlighting:
• AI-driven ROI advertising
• First-party data intelligence
• Human vs bot traffic filtration
• Vertical/geographic expansion
• Acquisition-led growth
Interesting part is they are raising capital specifically for acquisitions, with multiple targets already under due diligence.
The combination is important:
AI tailwinds + promoter skin in the game + inorganic expansion intent.
Yes, valuations may still look expensive optically, but management clearly sees a much larger global adtech opportunity emerging in the AI era.
Disclaimer: Invested since 2019. For educational purposes only. | 1 817 |
| 18 |  Stars are out BUT There is no seller at UC !
CMP: 940
ATH: 1820
Power of mindful holding 🧘♀️
https://youtu.be/BrEGJsgvUrU
Disclaimer: Invested since 265 | 1 550 |
| 19 | 🚨 Part 2 of the Coal Gasification Deep Dive is NOW LIVE!
We’ve peeled back the layers of this ₹3 Lakh Crore energy transition theme. After covering the technical landscape in Part 1, we are now turning our focus to the Stock & Value Chain Winners.
This isn't just about the massive government subsidy push; it’s about identifying which engineering proxies are best positioned to capture the hardware demand, manage high-ash coal technicalities, and scale up for the 2030 targets.
📺 Watch the members' only full analysis here: https://youtu.be/9fFK9xw2lu4
🚀 Exclusive Sadhan Watchlist for Prime Plus Members:
The deep-dive stock analysis and our top pick for Electric Vehicle value chain is here
👉 Access the exclusive breakdown here: https://www.youtube.com/post/UgkxxlT2ZQ49-4WtGRiPnXH2nFVjs1rcLKsN | 1 681 |
| 20 | 🚨 India's Next ₹3,00,000 Crore Energy Transition Theme: Coal Gasification
While the retail crowd is chasing overhyped green energy narratives, a massive structural shift just received a cabinet-level trigger. The Government has approved a ₹37,500 Crore subsidy push—a massive 4x jump from previous allocations—to rapidly scale up Coal Gasification.
If you like catching megatrends early (just like the early days of the Railway capex cycle), this is a value chain you cannot afford to ignore.
💡 The Core Investment Thesis
From Burning to Molecular Breakdown: India sits on over 400 Billion tons of coal. Instead of direct thermal burning (which faces global environmental pushback), the future lies in molecularly breaking it down into clean Syn Gas using heat, pressure, and oxygen.
True Import Substitution: India heavily imports Methanol, Ammonia, and Natural Gas. Gasification lets us use cheap domestic coal to create these identical chemical building blocks, shielding our economy from West Asian crude/geopolitical shocks.
The Capex Multiplier: This policy is projected to mobilize ₹2.5L to ₹3 Lakh Crore in capital investments to hit a target of 100 Million Tons of capacity by 2030.
⚙️ Decoding the 8-Step Engineering Value Chain
The real money isn't just made by the asset owners; it’s captured by the highly specialized engineering proxies supplying the critical hardware:
Slurry Handling & Heavy Pumps: Crucial for managing the pulverized coal feedstock (e.g., KSB)
Air Separation Units (ASU): Extracting ultra-pure cryogenic oxygen required for commercial viability (e.g., Inox India, Linde)
High-Pressure Reactors & Heat Exchangers: The actual heart of the gasifier plant working under extreme stress (e.g., L&T, Thermax, Anoop Engineering)
Steam Cycles & Turbines: Waste heat recovery systems to optimize plant efficiency (e.g., Triveni Turbine, Isgec)
📈 Mega Projects & Corporate Commitments
The big boys are already moving their capital:
Adani Group has outlined a massive ₹84,000 Cr roadmap focusing on Coal-to-Chemicals (Methanol).
Coal India (CIL) & GAIL are setting up massive commercial JVs.
L&T has already bagged major multi-thousand-crore engineering contracts for upcoming commercial-scale installations.
In our latest deep dive on Sadhan, we break down this entire technology landscape step-by-step, review the technical challenges (like handling India's high-ash coal), and map out the corporate ecosystem.
📺 Watch the full video analysis here:
👉 https://youtu.be/4ODO9BWFcio
(Note: Sadhan channel members can log in to check out our exclusive Part 1 stock analysis drop on our top choice from this value chain!) | 1 831 |
