Pankaj Patel

Managing Director

[Pankaj Patel @VedantaAnalytic]

#ASSA2026 I am attending ASSA2026 Philadelphia Jan 2nd through Jan 5th. Available to meet Please contact if you are attending.

[Pankaj Patel @VedantaAnalytic]

Quality stocks are on sale—but not all “quality” is created equal.
Barron’s recently highlighted the opportunity, but definitions matter.
Many legacy quality ETFs rely on narrow screens like ROE and earnings stability. That’s a solid start, but often incomplete @AstoriaAdvisors

[Pankaj Patel @VedantaAnalytic]

At Astoria Macro Summit 2025 #AAMacrosummit25 @AstoriaAdvisors

[Pankaj Patel @VedantaAnalytic]

Only 5 days left to vote.

(Vote online before February 17, 2025)

A big thank you if you already voted.

Let's make a difference together!

#CFANY
#cfainstitute
#BoardElections
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#CFASocietyNewYork

[CFA Society New York @CFANewYork]

🗳️ Have you voted yet? Voting for the CFA Society New York Board Elections is underway! Cast your ballot by Feb 17 & shape the future of our society.

📩 Check your email for your unique voting link.
🎥 Meet the candidates:https://t.co/btbxMeLB77

#CFANY #Elections #VoteNow

[Pankaj Patel @VedantaAnalytic]

@EricBalchunas @alphaarchitect @choffstein @cullenroche Key Benefits

- Investors capitalized on growth potential.
- Indexes benefited from strategic buying and selling.

This process contributed to the small cap premium, rewarding investors who identified and invested in emerging companies.

[Pankaj Patel @VedantaAnalytic]

@EricBalchunas @alphaarchitect @choffstein @cullenroche How It Worked

1. Small cap indexes bought low on promising small companies.
2. As these companies grew, they graduated to mid-cap indexes, selling high.
3. Mid-cap indexes then bought low from small-cap indexes and sold high to large-cap indexes.

[Pankaj Patel @VedantaAnalytic]

@AstoriaAdvisors

[Nasdaq Exchange @NasdaqExchange]

Welcoming @AstoriaAdvisors to the @NasdaqExchange Opening Bell. https://t.co/HYN8TASwdN

[Pankaj Patel @VedantaAnalytic]

https://t.co/GhC4xKSrII

[Pankaj Patel @VedantaAnalytic]

Sustainable and Growind Dividends (SGD) Strategy Continue do well as Dividend Yield shines

[Pankaj Patel @VedantaAnalytic]

Lally Student Team Named CQA Investment Challenge Finalisthttps://news.rpi.edu/approach/2022/03/15 @RPILally @RPInews @rpi

[Pankaj Patel @VedantaAnalytic]

Sleek looking website, check it out to see for yourself. @SatyaPradhuman

[Satya Pradhuman @SatyaPradhuman]

Excellent efforts by our support teams to deliver a top notch website!
https://t.co/wMCMyhCizk @PankajCirrus

[Pankaj Patel @VedantaAnalytic]

@SatyaPradhuman #cirrusresearch

[Pankaj Patel @VedantaAnalytic]

High-Yielding Stocks Have Faltered in 2020—But Some See Value https://t.co/r7WWn3ghHW #cirrusresearch #dividends #payout #yield

[Pankaj Patel @VedantaAnalytic]

@Jashvin

[Satya Pradhuman @SatyaPradhuman]

Key theme in our latest Quarterly… Stay with High Quality as more evidence of slowing topline growth is underway; investors will continue to pay up for growth. Importantly, High Quality can get more expensive here.

[Satya Pradhuman @SatyaPradhuman]

MidCap Mayhem: Leadership stocks hitting valuation extremes; time to temper the chase for growth in MidCaps?

[Pankaj Patel @VedantaAnalytic]

#volatility #equities #cirrusresearch #Valuation

[Satya Pradhuman @SatyaPradhuman]

Event risk is being priced into UK markets. The price or valuation of low volatility stocks in the UK are selling several standard deviations above normal. This suggests investors are willing to pay for protection at any price. (trying to avoid using the term “Brexit”part 1 of 2)

[Pankaj Patel @VedantaAnalytic]

#powertrip Mr. Web­ber ob­serves, for in­stance, that bot­tled wa­ter—bil­lions of gal­lons of it are sold every year in the U.S.—is at least 1,000 times as en­ergy-in­ten­sive as wa­ter from the tap and of­fers few if any ben­e­fits.#energyefficiency #energy

[Pankaj Patel @VedantaAnalytic]

@SatyaPradhuman

[Pankaj Patel @VedantaAnalytic]

Dividend-Growth Stocks Are Great, but Not All the Time https://t.co/JfPfaODv5K