Sadhan Investing

Some nuggest of wisdom from this interview ✅ "Discipline is the rarest commodity " " The paradox of wealth : The compounding machine doesnt reward the cleverest but the stubborn "

"First 1,00,000 $  is s*n of b**** . Once you cross First Hundred thousand number , the compounding starts working for you" Charlie Munger must watch interview to set the base for wealth. "Most people cannot reach there because they gamble, buy Hot stocks" https://youtu.be/vcRGc7iPyfA?si=X7zoLP4KshthG36s

🚆 Titagarh Rail: The Knight’s Move! This company keeps surprising the market—just like a chess knight, you can’t predict its next move. 📈 Robust order book, rising margins, & leadership in rail/metro projects. See why it’s getting attention (FY26–FY30 projections attached)! Full breakdown & logic in our new video: https://youtu.be/FoWAhXnUJnc #NotInvestmentAdvice #ForEducationOnly

🎇 This Diwali, Light Up Your Investing Journey with Sadhan Channel Memberships! 🎇 We’re thrilled to open up Sadhan Prime and Sadhan Prime+ memberships — designed for serious learners who want to go deeper, understand better, and act smarter. 💡 ✨ Sadhan Prime (₹1199/month) Access to 10+ past deep dives 1 Exclusive members-only video each month 10+ Action-oriented insights curated by Amitabh Vatsya Monthly Members-only Livestream Priority replies & member badge 💎 Sadhan Prime+ (₹1999/month) Everything in Prime, plus: Access to 25+ deep dives in the full Sadhan Library 2 Exclusive members-only videos per month Early access to new videos 2+ High potential business Watchlists with thesis Exclusive insights & Q&A sessions 🔥 Join this Diwali and invest not just in markets — but in your learning, clarity, and conviction. 👉 Click “Join” on the Sadhan YouTube channel to become a member today or click below https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join

The metro opportunity is big and getting bigger ! Can chek our analysis of Titagarh Rail here https://youtu.be/FoWAhXnUJnc

🎯 Regulation risk — the silent game-changer in investing! Take BLS International for example — it’s just been barred by the Indian Ministry of External Affairs from taking on new contracts. And that changes a lot! ⚠️ Now, according to promoter Mr. Aggarwal, about 90% of their existing contracts are already renewed, so day-to-day operations shouldn’t see any disruption. We could still see ~30% growth this year, but remember — the market doesn’t price today, it prices tomorrow. 📉 With no new contracts allowed for the next two years, will BLS’s growth momentum slow down? Or is the market overreacting? 💬 We broke this down in detail with our channel members — check it out here 👉 https://youtu.be/Mq7A-VxYRas Don’t miss this one if you care about regulatory risk, contract cycles, and how to think beyond quarterly numbers! 🚀

🚗💥 “Why Does Audi Crush Their OWN Cars?” — and what that means for India’s ER&D firms like Tata Technologies & KPIT 👀 🎥 Watch here → https://youtu.be/wWfDLakaBA4

Yash HV stellar performance in Q2 FY26 Covered here https://youtu.be/MhDfIRE-M6o Disclaimer: Invested since Feb 2025

Texmaco Promoter and Samena paid Rs 193 for 1 share and allowed conversion at 40% premium above CMP of Rs 139. Promoter stake increased by ~1 % Here is a quick review on Texmaco: https://youtu.be/PMVXHDZj74Y?si=Svv2RB1VpBS9gwDY&t=1097

Proxy investing has been a cornerstone of my approach at Sadhan desk. Sharing some early examples and learnings from our journey: 2019: #ShivalikBimetal – Indirect play on EVs 2019: #Affle – Direct beneficiary of the digital revolution 2021: #PRAJIND – Indirect exposure to India’s ethanol story 2021: #HLEGlasscoat – Indirect proxy for pharma The key power of proxy investing is timeline: neglected stocks, under-owned by larger market participants, can deliver disproportionate alpha as the core theme matures. Our latest explainer dives into how to optimise proxy investing—using Landmark Cars Ltd as a case study. Landmark was widely touted as a proxy for car premiumization, but our financial analysis uncovered red flags that kept us on the sidelines. Full video: https://youtu.be/iyRZpLP6UbE

Check out the new masterclass on proxy investing! https://youtu.be/iyRZpLP6UbE Get insights on why proxy investing matters & How to spot sectoral proxy stocks for smart investing. Perfect for investors and market followers. Watch now, and don’t forget to like, subscribe, and share your thoughts!

We detailed the business model of PTC Industries on Sadhan in Sept 2023 ! Since then the business have got a wider coverage from institutions also. latest coverage is from Goldman Sach. One can watch our part -1 here https://youtu.be/ouXESKi_eiE Disclaimer: We are holding the stocks from lower levels !

🚢 Last week we had released an intro video demystifying India’s fast-growing shipbuilding industry. And we’re not just talking the talk—we put our money where our mouth is! For channel members, we’ve gone a step further: a deep dive into a unique “proxy” business that stands to benefit from the shipbuilding sector’s growth. We’re decoding why this specific proxy matters and how it could ride the shipbuilding wave. Unlock the full analysis and discover the decoded proxy in our exclusive channel member section. 🚢🔍 Watch the introduction here: https://youtu.be/TZa4MnlVm7A Stay tuned for more simplified, actionable insights straight from Sadhan !

Railways has a long runway for growth and there is no other way around for India but to expand on railways as unlike USA we don't have efficient river transportation system. Dedicated Freight Corridor is a surething .Details on what's happening in railway is here https://youtu.be/PMVXHDZj74Y

🚢 India’s Shipping Boom in 2025! From global trade shifts to govt. push, the maritime sector is set for massive growth. 📈 Watch full breakdown on Sadhan Stocks 🎥 👉 https://youtu.be/TZa4MnlVm7A #IndianShipping #StockMarketIndia #SadhanStocks

✨ Bonus Content for Sadhan Members ✨ We’ve been trying to give our very best to our community, and today we bring you something special! 🚀 Here’s an exclusive deep dive where we decode the nuances of the Data Center business — from industry dynamics to the latest management guidance updates. This session is designed to help you understand not just the opportunities, but also the finer aspects of how this business is evolving. A must-watch for all serious learners in our Sadhan family! 💡 https://youtu.be/VgFTzpT2RCg

FinanceMold Tek Packaging : Sadhan Busines... Join Mentorship Club; https://shorturl.at/U4wSu Let's connect... Masterclass_2

When the market moves sideways then PEAD is a great strategy to apply. In this podcast Prabhakar Kudva simplify this strategy beautifully https://youtu.be/p1-H9RfmsAI A must watch