Sadhan Investing

https://youtu.be/rKcIFwxQdIQ Coal Gasification as a theme we covered 3 years back. Now it is buzzing again. will clear air this weekend . Stay Tuned !

🚀 Sadhan Welcomes You to Sadhan Pro ! 🚀 Looking to go beyond surface-level information? Stop missing out on the research! As mentioned in our membership explainer, public content is just the beginning. The real action-oriented insight lives within the Sadhan Pro Membership. Take a good look at the image above! ☝️ That stack of playlist icons isn't just for show. You unlock exclusive access to our curated library of 20 DEEP DIVE VIDEOS. What's inside? Extensive, data-backed analysis covering 12 unique businesses I am currently holding in my personal portfolio. This isn't theoretical knowledge—it's the active research that drives my own decisions. 💡 Get the Decision-Making Edge: Access the "Sadhan Pro Playlist" and discover the convictions behind the stocks we analyze. Start digging deeper with the basic but powerful Sadhan Pro level for Rs 599 only! Ready to unlock high-conviction ideas? 👇 CLICK 'JOIN' BELOW to upgrade your access! 👇https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join

India is entering a massive Capex cycle, and we’ve found the engine driving it from the shadows. 🇮🇳⚙️ Part 1 of our exclusive Members' Only 2-part series is now LIVE for the Sadhan Community! 🚀 A Hidden Midcap Riding India’s Capex Boom While everyone looks at the popular , we are deep-diving into the "Hidden Energy Transition Stock" that is quietly powering the future. From industrial green energy to massive infrastructure shifts, this is a story you don't want to miss. Check out the deep dive now 👇 https://youtu.be/NQh0TreNPn4 #Investing #IndiaCapex #MidcapStocks #SadhanCommunity #EnergyTransition

Why does a ₹100 loss hurt more than a ₹100 gain feels good? 🧠📉 Because markets are driven more by psychology than numbers. This is called Loss Aversion — where the pain of losing is psychologically almost 2x stronger than the joy of winning. And this single bias shapes most trading behaviour: ❌ Booking profits too early ❌ Holding losers too long ❌ Panic selling in corrections ❌ Refusing to accept mistakes ❌ Revenge trading after losses https://youtube.com/shorts/f6WFa90wpSQ?feature=share The best investors are not emotionless. They simply build systems strong enough to control emotions. In markets, mindset is often a bigger edge than information. #BehavioralFinance #TradingPsychology #StockMarket #Investing #LossAversion

Excited to share that I’ll be speaking at the Investing Eleven Conclave 2.0 on 17 May 2026 . I’ll be presenting my high-conviction stock idea(s) and breaking down the key factors shaping the investment thesis behind each of them. Looking forward to engaging with fellow investors and sharing the stage with some of the sharpest minds in the investing ecosystem. See you at Investing Eleven Conclave 2.0 . Interested may register here: https://rzp.io/rzp/IECMaySadhan

🧠 THE PSYCHOLOGY OF WEALTH: Why Investors Fail Most people think the stock market is about finding the "perfect" stock. In reality, it’s about mastering the "perfect" mindset. 📈 Knowledge is common, but discipline is rare. In our latest deep-dive video, we explore why most investors struggle and how Behavioral Finance dictates your portfolio's success. Key Highlights: 🔹 Why Emotions Kill Returns: Understanding Fear, Greed, and the "Panic" cycle. 🔹 The 8 Biases holding you back: FOMO, Confirmation Bias, Envy, and more. 🔹 Practical Case Studies: Lessons from stocks like #SGFinserve, #APLApollo, #SonaComstar, #Hitech, and #AsianPaints. 🔹 Mindset Shift: Moving from an immature "Trading" mindset to a "Wealth-Building" framework. The market is a transfer of wealth from the impatient to the patient. ⏳ Watch the full masterclass here: 👉 https://youtu.be/KN7FHLKnbZ4 If you find this helpful, feel free to forward this post to your investor groups! 🤝

To grow as an investor, you must voice your ideas publicly to see if your estimates hold up. We did this for Northern Arc, and the results were massive. 🎯 The Thesis In Screenshot 2026-05-09 at 9.17.34 AM.jpg, we projected a 3x PAT growth opportunity driven by a ₹148 Crore provision reversal. 📊 The Q4 Reality Check As seen in WhatsApp Image 2026-05-09 at 9.15.27 AM.jpeg, the thesis played out beautifully: Credit Costs: Dropped from ₹453 Cr (Q3) to ₹389 Cr (Q4) as ECL fell from 3% to 2.5%. The Delta: A ₹63 Cr positive shift in credit costs. PAT Result: Actual Q4 FY26 PAT hit ₹133 Cr vs ₹38 Cr in Q4 FY25. Verdict: Validated >3x profit growth. 💡 The Lesson Our ₹148 Cr estimate was the guide, but the >3x growth was the prize. Don't hide your notes—put your framework out there to sharpen your edge. Watch the full breakdown: Link: http://youtu.be/l-xLaEn8EZw

More on Zen Technology https://youtu.be/-cZovb9JLqc

MSME lenders like Northern Arc is stated to benefit as most of its assets book is covered under ECLGS (govt sanctioned +18000 cr limit ) Our synthesis https://youtu.be/l-xLaEn8EZw?si=RbfyzqXaImCiIrlS

This month Sadhan Watchlist contain a comeback stock which we initiated first in 2025 with a small quantity! But considering the fast pace capex growth in 1. Oil & gas 2. Nuclear 3. Thermal power this small cap proxy is stated to get benefit ! https://www.youtube.com/post/Ugkxlt41vyeRymrL5D7-QFQwu7R2nQDO9zkb

When we released our follow up video on this lion stock (covered 5 years back when it was just a cub) only less than 5k saw it in first 30 days with ~200 odd likes, but look at the comeback ! Welcome Back Lion ! What a month of Roar ! Reference video: https://youtu.be/DQwV_xeVenc (Feb 21, 2026) Important Disclosure: Please note that Sadhan ventures LLP or Amitabh Vatsya is not SEBI registered research Analyst. The content is for educational purposes only and does not constitute a recommendation to buy, sell, or hold any securities. Any stocks or case studies discussed are purely examples and should not be treated as investment advice

Charlie Munger often spoke about building a latticework of mental models to understand any business. This is exactly what helped me build my framework for the power sector — and identify winners early like: Shakti Pumps (10x), Shilchar Technologies (7x), Hitachi Energy (4x), Yash HV (4x), Apar (3x), Techno Electric (2x), Skipper (2x) — much before they became widely tracked. If you want to truly understand how the power sector works (beyond just generation) and spot opportunities early… Here’s Sadhan’s Power Sector Masterclass: https://youtu.be/pumbEFmbITs

Is the Power Sector Rally just getting started? ⚡️📈 Most investors are looking at the surface, but the real "moats" are hidden deep within the Power T&D Value Chain. From high-entry-barrier technologies to the complex logistics of global OEMs, there is a massive story unfolding that the mainstream media is missing. In today’s Masterclass, we break down: 🏗 The Industrial Bottleneck: Why niche technologies (like HPRTs) are seeing "industry-wide hesitation" and what it means for domestic players. 🔍 Value Chain Analysis: Moving beyond the EPC names to find the component manufacturers with massive operating leverage. 🌍 The "Make in India" Edge: How Indian subsidiaries are navigating global corporate guarantees to capture market share. If you want to understand the fundamental drivers of the next decade of power infrastructure, this is a must-watch. 📺 Watch the full Masterclass here: https://youtu.be/pumbEFmbITs Note: Be sure to revisit our foundational session on the power sector first if you need a quick refresher: https://youtu.be/Z3c8ABwvdNI. Let's discuss the "hidden gems" in the comments! 👇 #PowerSector #ValueChain #FundamentalAnalysis #Sadhan #InvestingFramework #Multibagger

Loved the interaction with the community on this one 👇 We went deep into 10+ unique stock ideas — not just names, but real pros, cons & what can go right/wrong. These are the kind of businesses most people ignore… until the cycle turns ⚡ If you want the full breakdown (with clear thinking, not noise): 🔒 https://youtu.be/aOlR14l8q68 Curious to know — which name stood out to you the most? 👀

⚡ Power Sector Boom = Opportunity? India’s power sector is entering a massive capex cycle — grid expansion, renewables, rising demand… And in this video, we’re uncovering a hidden microcap that has already turned into a smallcap — yet still flying under the radar 👀 We’ve broken it down in detail 👇 https://youtu.be/aVkkhV-agsc 🔍 What you’ll learn: • Why transformers are at the center of this boom • The export angle most investors are missing • Key growth triggers + risks • Whether this stock still has upside If you’re tracking power / infra / capex themes — this is worth your time. ⚡📈

Stalwart of electrification themes are back in the game ! #SadhanTenbagger #SBCL

JaNaK to JanNayaK #JNKIndia https://youtu.be/RUSihRHSVEk Disclaimer: Invested since Rs 220 levels. For educational purpose only !

With Arm's license (rare feat as even Adani don't have it) Zen Technologies looks armed for new race now. A new optionality opens. Patience & Preperation can take you places ! https://youtu.be/05NTBEI349g Disclaimer: Invested since 165 levels ! Not a recommendation !