Sadhan Investing

🔎 Why We Were Bullish on Copper Since 2021 Back in 2021, we identified key structural drivers for copper that many overlooked: 📌 Strong demand from EVs, renewable energy & electrification 📌 Supply constraints & rising production costs 📌 Underinvestment in new capacity 📌 China’s strategic stockpiling and infrastructure push Copper was signaling more than a cyclical bounce — it was pointing to a long-term secular trend. Fast-forward, those themes played out ! If you want the full thesis and timeline of our thinking, I explain it here: 🎥 https://youtu.be/slq91fViMVY #Copper #Commodities #Investing #LongTermInvesting #Metals #EVs #Renewables #MarketAnalysis

📉 Bear Market ≠ Time to Panic This is when real investing discipline is tested. I’ve shared my Bear Market Playbook — how I approach markets when fear is high, prices are falling, and noise is everywhere. 🎯 What this video covers: • How professionals think in bear markets • What mistakes to avoid • How to protect capital & prepare for the next cycle No hype. No shortcuts. Only real-world investing logic. ▶️ Watch here: https://youtu.be/SeCU3VZsMck Stay patient. Stay rational. — Sadhan

https://x.com/MattooShashank/status/2014911139260342680?s=20 Some good news to come soon for India as US might remove the 25% tariff againt India !

📢 SGIL – Institutional Shareholding Update Solidarity Advisors Private Limited, a domestic investment advisory and portfolio management firm with a long-term, research-driven approach, has increased its stake in Synergy Green Industries Ltd (SGIL). 🔹 Shares added: 37,393 🔹 Total holding: 8,09,170 shares 🔹 Stake: 5.21% of SGIL’s voting capital The acquisition was done via open market purchases, reflecting Solidarity Advisors’ continued conviction in the company’s long-term business potential. At Sadhan, we closely track institutional activity to keep our members informed about important market developments. ⚠️ SEBI Disclaimer: For educational and informational purposes only. This is not investment advice or a recommendation to buy/sell/hold any security. Please do your own research or consult a SEBI-registered investment advisor. Sadhan and its associates may have positions in the mentioned stock.

In 16+ years tracking the power sector, I’ve rarely seen a shift like this. AT&C losses fall from 22.62% (FY14) → 15.04% (FY25). Not cyclical. Structural. DISCOM turnaround is finally real. https://www.cnbctv18.com/energy/discoms-swing-to-rs-2701-cr-profit-in-fy25-atc-acs-arr-metrics-improv-ws-l-19823155.htm

This video explains how Sadhan Mentorship helps investors think clearly, use proven market frameworks, and stay disciplined across market cycles. ✔️ 25+ live sessions ✔️ 100+ hours of recordings ✔️ Practical, long-term investing edge Watch & share 👉 https://youtu.be/Smc541T4TJU

🚀 SADHAN MENTORSHIP – BATCH 6 GOES LIVE TOMORROW! 🚀 Learning is an investment — and this is your chance to do it right 📈 📌 Sadhan Mentorship – Batch 6 🗓 Starts: Tomorrow 👨‍🏫 Learn directly with Amitabh Vatsya This is not theory or hype. It’s real-market learning, structured frameworks, and lifetime investing wisdom built over years. If you’ve been waiting to learn once, properly, for a lifetime — this is it. 👉 Watch the short & grab your seat now 👇 🔗 https://youtube.com/shorts/VCqrDMlknCw ⚠️ Limited seats. Serious learners only. #SadhanMentorship #StockMarketLearning #InvestingEducation #AmitabhVatsya #LongTermInvesting #SadhanStocks

Mentorship Roadmap

Sadhan Mentorship Roadmap

Hey Sadhan Family! 🇮🇳 Loving the FREE Shipbuilding deep dives and Quarterly Concall updates ? That's just the start! ​ Join 1K+ Smart Investors across 3 Membership Tiers – pick your level: 🔹 Basic: Watchlist Alerts + Priority Comments 🔹 Pro: Exclusive Videos + Monthly Q&A 🔹 SADHAN PRIME+ : Full Library Access (30+ Deep Dives), 1 Members-Only Livestream, Priority Replies, Member Badges, 10+ Sadhan Insights, 2 Exclusive Videos ​🔹Shared 5 exclusive videos last months 👇 India's Mega Trends await – Shipbuilding Boom, Capex Orders, Sector Rotation Edge! Tap JOIN for your tier 👇 https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join #SadhanStocks #InvestSmart

Dear Sadhan community, I recently presented JNK India at IAS 2025. You can watch the full presentation here: https://learn.amitabhvatsya.com/learn/newsfeed/IAS-2025-Presentation

Hello Investors ! Your weekly dose of insights is here 🙂 https://youtu.be/hvPj5MC4Gw0

🎤 Speaking at 20-20 Investing Accelerator Summit | Dec 21st Hey Sadhan community! I'm presenting a case study this Sunday—a company facing institutional selling despite 100% order book growth. My 20-min session covers: ✅ Business model breakdown ✅ Competitive moat analysis ✅ Order book visibility (through 2028) ✅ Valuation & investment thesis ✅ Key execution risks Event: 📅 Sunday, Dec 21st | 10 AM-6 PM 20 investors analyzing 20 businesses Full day + 1-year recording access SPECIAL FOR SADHAN MEMBERS: 🎁 My complete recording will be shared within 7 days—no need to register if you just want my analysis! Want to attend live for all 20 presentations? Register here: 👉 https://investingacceleratorsummit.com/?ref=AV (Get Best Available Price) See you Tomorrow! 🚀

📢 HBL ENGINEERING | Earnings Catalyst Alert Dec 18 Disclosure - Key Takeaways: 2024 Order Status: ✅ Delivered: 1,659/2,200 (75.4%) ❌ Cancelled: 541 units Industry Reality: 10,000 TCAS units tendered in 2024 Only 3,000 delivered (30%) 7,000 units = RE-TENDER (high certainty) New Opportunity: 3 fresh tenders = 11,429 units Awards expected: Mar 31, 2026 Total Visible Demand: 7,000 (re-tender) + 11,429 (new) = 18,429 units At ₹80L/unit = ₹1.47 Lakh Cr TAM HBL's potential (30% share) = ₹44,000+ Cr Investment Angle: ✅ Demand visibility = STRONG ✅ Unforeseen upside (not in earlier guidance) ❌ Execution risk = REAL (541 units missed) Watch For: 📅 Mar 31 - Tender awards 📅 Q4 FY26 - Delivery updates 📅 H1 FY27 - Execution proof Full Deep-Dive: https://youtu.be/8Kw8W558B_4

🎤 Speaking at 20-20 Investing Accelerator Summit | Dec 21st Hey Sadhan community! I'm presenting a case study this Sunday—a company facing institutional selling despite 100% order book growth. My 20-min session covers: ✅ Business model breakdown ✅ Competitive moat analysis ✅ Order book visibility (through 2028) ✅ Valuation & investment thesis ✅ Key execution risks Event: 📅 Sunday, Dec 21st | 10 AM-6 PM 20 investors analyzing 20 businesses Full day + 1-year recording access SPECIAL FOR SADHAN MEMBERS: 🎁 My complete recording will be shared within 24 hours—no need to register if you just want my analysis! Want to attend live for all 20 presentations? Register here: 👉 https://investingacceleratorsummit.com/?ref=AV (Get Best Available Price) See you Sunday! 🚀

🎬 JUST DROPPED: HBL Engineering Complete Deep Dive A 28-minute breakdown of one of India's hidden railway plays. What You'll Discover: 🏭 Business Segments - Industrial batteries, electronics, defense & aviation breakdown 🚂 Kavach Opportunity - ₹9,600 Cr market with HBL's ₹3,800 Cr visible share ⚡ Electronic Fuses - Next growth catalyst (FY28+) with monopoly positioning 📊 H1 FY26 Results - 74% revenue growth, ₹1,203 Cr Q2 record, 50%+ margins 🛡️ Competitive Moat - Why competitors can't replicate HBL's advantages 💰 FY30 Target - ₹4,500 Cr revenue with multi-year order visibility Watch here: https://youtu.be/8Kw8W558B_4?si=4uGYTBn2MUFXPGko #HBLEngineering #StockAnalysis #SadhanChannel