Sadhan

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[Sadhan @sadhansimplify]

In our latest deep dive, we cover:
🔹 The ₹45,000 Cr Order Pipeline – Where is the growth coming from?
🔹 Key Growth Drivers – US expansion, Sintex turnaround, datacenter demand & DI pipe scale-up
🔹 Forensic & Valuation Check
👇 🎥 https://t.co/mGwOyM7U4D
#WelspunCorp

[Sadhan @sadhansimplify]

How does a global market leader build an order book worth ₹45,000 Crore? ��

Welspun Corp has transformed from a traditional pipe maker into a multi-segment industrial powerhouse. But is the current valuation offering a margin of safety, or are there hidden cyclical risks?

[Mindful Investor @amitabhvatsya]

Someone pitched me Raymond Ltd today with his 6 month old report. I threw him back Sadhan June 25 analysis and He was shell shocked ..
There are certain things I don't like , I give it a pass. Period.
When a sector gets rerated sabka number aa hi jata hai. It's speculation Not Investing.I would say Market have been generous but I am not.

[Sadhan @sadhansimplify]

Checkout Membership benefits 👉👉 https://t.co/YFm7GTzuzc

[Sadhan @sadhansimplify]

#ActionConstruction hit another Fifty (from 350 to 409 ATH) in less than a month in such market 😌

#alphaaccelerator

[Sadhan @sadhansimplify]

Gujarat Gas reduces industrial segment #prices by ₹3.59/scm from tomorrow.

~The war of price cuts began as RM costs have halved.

🖐️Spoken about GGL 30% buying #NaturalGas on spot vs MGL/IGL ~20% in my detailed analysis

📺https://t.co/mC2sg4x9Ok

[Sadhan @sadhansimplify]

Change was the narrative ..
Now a change has changed the narrative itself.

What lies ahead for South Indian Bank ?
https://t.co/95oMfwTDIa

[Sadhan @sadhansimplify]

Checkout Membership benefits 👉👉 https://t.co/YFm7GTzuzc

[Mindful Investor @amitabhvatsya]

It took me a fortnight to make this video.

If not seen watch now as valuations have corrected to palatable levels now🤝

#PrajIndustries
https://t.co/729rz9xsld

Labor of love!

[Mindful Investor @amitabhvatsya]

Tweeted that tweet 👆👆pre market, as was speaking about this to a member yesterday !

Stock rebounding with 5% + up move 💪💪

[Sadhan @sadhansimplify]

@AdityaD_Shah @amitabhvatsya Yes. Allocation saves the night sleep.

[Mindful Investor @amitabhvatsya]

Q: What is nemesis to inflation?

Answer - Technology

Rationale- Simply because tech is so involved with daily lives that consumer is inelastic to price.

Strategy- If you try to pick winner in technology sector top down🔽 you are doomed to fail.

Go Bottom Up 🔼

[Sadhan @sadhansimplify]

@Learner08221595 No.

[Sadhan @sadhansimplify]

As promised,

Presenting the follow up 📺 on
⛽️Gujarat Gas⛽️

Decoding trader's dilemma

Simplifying Macro & Micro😃

👉https://t.co/3g0e6sup2v

[Sadhan @sadhansimplify]

@ashutosh_vr90 @amitabhvatsya Nothing wrong on paper here. Agree. But one should observe these small changes to get big picture right.

[Sadhan @sadhansimplify]

Hi Investors!

Word on the street is buy #Gold now.

Back in Feb 2022 we made a detailed investment case for #Gold at start of #UkraineWar Link:▶️https://t.co/T6S3J3PGRS

Since then gold have gained 20% outsmarting equities handsomely :)

Please share our work with friends:)

[Sadhan @sadhansimplify]

Last month we covered #GujaratGas on YT discussed of Propane vs Gas war.

Propane prices in Morbi exptd to rise to Rs 59/scm in march 2023 from current (Rs 46)

Industrial customer shifting back to CGD. Here goes Scorecard

📍Propane -0
📍Gujarat Gas-1

https://t.co/hFb19pONhN

[Mindful Investor @amitabhvatsya]

A quick crash course on "How to get A+?" 😀
#Jupiterwagon
#ratingshopping

[Sadhan @sadhansimplify]

@Learner08221595 https://t.co/RQIgG2Jr0v

[Sadhan @sadhansimplify]

As promised,

Presenting the follow up 📺 on
⛽️Gujarat Gas⛽️

Decoding trader's dilemma

Simplifying Macro & Micro😃

👉https://t.co/3g0e6sup2v

[Sadhan @sadhansimplify]

Latest Updates on #GujaratGas & #IMFA

[Mindful Investor @amitabhvatsya]

#bandhanbank
One stock where numbers never met the narratives.

Failed my 4 point filter specially wrt STD/LTD.

Never invested :)

Flagged 1-2 years back when it was above 5X PB.

https://t.co/PGebQKPE0Z