Sadhan Investing
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⚡️ New Video Drop!
Structure & History of India’s Power Sector 🔌
From thermal dominance to the rise of renewables — explore how India’s energy landscape evolved & what it means for investors 🔋⚙️
🚀 Covers:
✅ Sector structure
✅ Historical reforms
✅ Evolution of Renewable Energy ☀️🌬️
✅ Key investor insights
🎥 Watch now: https://youtu.be/9vkyoIc6V6k
#PowerSector #RenewableEnergy #SadhanInsights #EnergyTransition #InvestingIndia #GreenPower
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Most multibaggers are obvious !
Munger told this in 1990: " We never sit down, run the numbers out and discount them back to net present value .. the decision should be obvious "
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🇮🇳 India’s CDMO Players: A Huge Opening? 🧪🌐
The US Biosecure Act aims to cut dependence on China, directly naming giants like WuXi AppTec (💰$5B rev). In contrast, India’s largest player Divi’s Labs clocks ~$1B revenue — with only 45% from CDMO.
Even a small shift in global contracts could unlock massive market potential for Indian players — if execution is right.
Our @SadhanYT video breaks down the global policy shift and outlook on the industry, while the webinar and does a deep dive on the industry and an innovator CDMO company
📺 https://youtu.be/qtIjGnjG3N4?feature=shared
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🔍 Focusing on niche players & proxies in the value chain can lead to outsized gains. While giants fight for market share, niche proxies serve all and scale profitably.
Case in point: Yash High Voltage.
They specialized in bushings — a critical, ubiquitous component — and after a transparent concall, the market recognized its structural potential, triggering a sharp re-rating.
Deep reading of the value chain helps spot these promising proxies early — often the key to big gains.
The big money is in the shovels, not just the gold miners.
Watch here
#ValueChain #NichePlayers #InvestSmart
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AI based investing has a serious con side . Investors ability to think Criticaly gets impaired !
Use your own brain . Always better.
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🚨 The Anatomy of TenBaggers is LIVE!
Finding a 10x stock is hard — but holding it is even harder.
We break down what it really takes to stay the course with multibaggers, featuring real life case studies like #ZenTech & #DEEPAKFERT
📺 Watch now: https://youtu.be/_dWAFhxwABo
⬆️Shared 2 of my favourite investing strategies 🔥
#Multibagger #Investing #Sadhan #Tenbagger #LongTermThinking
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Catch me LIVE on Twitter Spaces with Accidental Investor Prince today https://x.com/AI_Feb21/status/1940645129116856733 at 7 PM on Opportunities in Power Sector NOW !!
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We are really excited for the upcoming webinar where Rahul Rao, Accidental Investor Price & Sadhan will untangle the power sector maze & show where to hunt for tomorrow’s winners ⚡
🎯 What’s inside:
✅ Power sector value chain
✅ Frameworks to analyse & invest
✅ Sector trends + case studies
✅ Personalised Q&A with a small focus group
🎥 Recording available
💸 ₹799 | 100% Money-Back Guarantee
📅 6th July | 🕚 11 AM onwards
🔗 Join here https://smartpay.easebuzz.in/102067/b314c0cab66943f1af7162be9a667599
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📌 Why TIMEFRAME Can Make or Break Your Investment
Most people ask “What to buy?” — but the real edge comes from knowing “How long to hold?”
🎯 In this powerful clip on Sadhan Clips, we break down the importance of timeframe in investing — a core concept that even seasoned investors overlook.
📺 Watch now → https://youtu.be/fNSL1cGyW6A?si=_jtoiMU3J6Lmq4lX
🧠 Simple. Sharp. Essential.
If you haven't subscribed to our sister channel Sadhan Clips, now’s the time!
#SadhanClips #TimeframeMatters #InvestingWisdom #BeginnerInvestors
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📌 What is Sadhan Watchlist?
In investing, the best opportunities often lie hidden within one’s own portfolio – not outside it. At Sadhan, we’ve launched the Sadhan Watchlist to help you rediscover them.
Every two weeks, we highlight one of our portfolio companies that is nearing an inflection point – driven by a change in business cycle, sector momentum, company-specific catalysts, or earnings triggers. These are not hype-driven names, but businesses quietly building towards transformation. We try to ensure that we cover the names which currently do not have euphoria around them in the markets
Each Watchlist update includes:
• Sector outlook and near-term triggers
• Key developments from investor calls and conference calls
• Brief thesis refresh to deepen conviction
It aligns with our core investing philosophy: Buy, Hold & Track – because in today’s fast-evolving world, what’s irrelevant yesterday might be relevant today and revolutionary tomorrow
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🎉 Our First Video is Live! 🎉
We’re excited to begin this journey with you. In this first episode, we break down complex ideas into simple, practical insights — just like we promise to do in every video ahead.
📺 Watch Now: https://youtu.be/UweLzMhSB-k
If you find value in it:
✅ Like the video
✅ Comment your thoughts
✅ Subscribe to the channel for more
✅ Share it with fellow learners and investors
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Dear Friends,
Over the last 5 years, we’ve built something special together — a small but focused community of people who genuinely want to learn about markets and businesses the right way.
Lately, though, it’s been a bit of a struggle.
We’ve received multiple warnings from YouTube. A few of our videos — even though they were educational — got flagged by AI as speculative and were taken down. This has made it harder for us to speak openly and share what we really believe in.
Until we figure out how to deal with this properly, we’ve created a backup channel (https://www.youtube.com/@sadhanclips ) where we’ll be more active for the time being — uploading clips, so we don’t lose touch with you 🔄
So if you’ve found value in what we do, this is the moment we really need your support 🙏
Please subscribe to our new channel and join the Telegram group. It’ll help us stay connected while we sort things out.
We’re doing everything we can to keep this going. Thanks for always backing us.
— Team Sadhan
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📢 We had a fantastic AMA session on 22 June 2025!
💬 In this exclusive community meet, we decoded several interesting businesses, including:
Shakti Pumps | Texmaco | Bondada | Yash HV | Advait | KP Energy | Jyoti Structures | Sika Interplant | Jupiter Wagons & more!
🎥 Missed the session?
Don’t worry — the full recording is available for our Prime & Pro Members.
👉 Join Sadhan Prime on YouTube to unlock it now and access deep dives, thesis discussions & more:
🔗 Click “Join” on our channel homepage and select Prime or above
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Get the full 1.5 hr webinar on one of the fastest-growing Innovator CDMOs 🚀
Deep-dive 🔍 | Fundamentals 🧠 | Valuations 📊
🎥 Recording here: https://learn.amitabhvatsya.com/learn/My-Latest-Purchase---CDMO
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🚨 CDMO: The Next Big Pharma Opportunity? 💊
Most investors ignore it. Big Pharma can't live without it.
We decode the CDMO sector — and why it might be the next big wealth-creating opportunity 💰
▶️ Watch now: https://youtu.be/qtIjGnjG3N4
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🚨 CDMO: The Next Big Pharma Opportunity? 💊
Most investors ignore it. Big Pharma can't live without it.
We decode the CDMO sector — and why it might be the next big wealth-creating opportunity 💰
▶️ Watch now: https://youtu.be/zZky9MHogAU
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🧘♂️ “Atha Yogānuśāsanam” — Now, the discipline of Yoga begins
— Patanjali Yog Sutra 1.1
On this International Yoga Day, I chose to start my day with stillness — on the mat and in the mind.
📈 Just like yoga teaches alignment of breath, body, and awareness…
📊 Investing too demands balance — between risk & return, action & patience.
A restless body loses strength.
A restless investor loses wealth.
Discipline in yoga. Discipline in markets.
Both begin now.
🙏 Wishing everyone a centered, balanced, and mindful journey — in health and in investing.
#InternationalYogaDay #SadhanInvestor
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🚨 #SkyGold – What a Ride! 🚨
We initiated our positions at ₹80 apiece. Many viewers criticized us back in Mar 2024, saying:
“The stock has already done 3x in 6 months!”
Well… it 4x’d even from there! 💥
But here’s why we booked profits early 👇
🟠 Promoter holding dropped from 73.55% (Mar '23) to ~53% (after the latest 5% stake sale)
That’s a clear sign of continued dilution — not something we ignore lightly.
📉 Promoter behavior matters more than hype.
🎥 Watch our detailed explainer on how to read promoter actions:
👉 https://youtu.be/QC8XC6JOtls
Join Sadhan Community: https://tinyurl.com/r6u8kfsj
Disclaimer: Shared for educational purpose only ! We own the stock in our personal portfolio ! Not a recommendation to Buy or Sell !
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Introducing: Sadhan Prime Plus 💥
We're thrilled to launch Sadhan Prime+ — our most powerful membership yet, built for serious investors who value depth, speed & clarity.
🔓 Compare All 3 Membership Levels:
🔹 Sadhan Pro – ₹599/month
✅ 5+ Action Insights
✅ 1 Exclusive Video/month
✅ Access to 5+ Deep Dives
🔹 Sadhan Prime – ₹1199/month
✅ All Pro benefits +
✅ 10+ Insights
✅ 1 Members-only Livestream/month
✅ Access to 10+ Deep Dives
🆕 Sadhan Prime Plus – ₹1999/month
✅ All Prime benefits +
🔥 Sadhan Watchlist Access (2+ per month)
🔥 2 Exclusive Videos/month (Total)
🔥 Access to 20+ Deep Dives
➡️ Choose the level that matches your investing journey.
Let’s build conviction, one layer at a time! 🚀
🔗 Join Now:https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join
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