Satpal Singh

Investing is my forte | Decoding Markets with Data & Probability | Observing Cycles | Trends | Business Research

[Satpal Singh @vsvicky_]

@volklub I was a die hard fan of cricket

Never missed single ipl match or anything of India

Last three years never watched anything, since employed - life is tough after responsibilities

[Satpal Singh @vsvicky_]

@dhanesh500 Dad on FD
Mom on Gold

Both never goes wrong & both never faced drawdowns

[Satpal Singh @vsvicky_]

@InvestorOfJAMMU FOMO

[Satpal Singh @vsvicky_]

@_Deepakgupta1 Great news

Already holding it with 25% Gains as swing

Let's see the future outcomes

[Satpal Singh @vsvicky_]

Chetan Jayantilal Shah 🔥

Specialist in high-conviction bets on emerging business

Adds fresh stake in One Mobikwik Systems

Stake: 1.59%
Value: ₹28.6 Crore
Bought: 12.5L Shares

Mobikwik’s shifting focus:

High operating leverage
Scaling Soundboxes without price wars
Using UPI as a free funnel for high-margin credit

Bajaj Finance holds 10%, Promoters are buying and now Chetan Shah joins the action

High-OL turnaround worth watching 🔥

[Satpal Singh @vsvicky_]

Chetan Jayantilal Shah 🔥

One of the lesser-known investors from Mumbai, Not sure why he doesn’t get more attention.

But what really caught my eye is how much the portfolio has grown over years

Mind boggling stats -

2018 > 1 Holding worth ₹4 Crore
2022 > 6 Holdings worth ₹279 Crore
2026 > 10 Holdings worth ₹467 Crore

He also once turned ₹3.5 Cr into ₹80 Cr with Jubilant surged post-restructuring

Once you go through his thesis, his portfolio starts making a lot more sense 🔥

[Satpal Singh @vsvicky_]

@PRSundar64 Absolute Carnage

[Satpal Singh @vsvicky_]

@DesiLord_ If you sense a bit, he always speaks facts

[Satpal Singh @vsvicky_]

@CreeCoder 3$ for a month

[Satpal Singh @vsvicky_]

@Prakashplutus Still not getting my Crude is headache for India & not for others

Just because of exports , dependency or anything

[Satpal Singh @vsvicky_]

@darvasboxtrader Nothing expected from them

Useless

[Satpal Singh @vsvicky_]

@growth_edge_ Haha

[Satpal Singh @vsvicky_]

Ashish Kacholia 🔥

From Brokerage beginnings to becoming one of India’s most tracked smallcap investors

Sep - Q2 FY27 Entries (>1% Disclosed)

Ardee Inds
SG Finserve
ESDS Software
Credent Connect N Care

Capital Deployed - ₹451.6 Cr Across 4 Stocks

Aggressively Booking profits in 2-3 year winners & rotating capital into fresh opportunities

[Satpal Singh @vsvicky_]

Ashish Kacholia 🔥

Did proper portfolio clean-up in Q2 Sep FY27

Exited 4 Stocks | <1% Disclosure

Yuken India
Brand Concepts
Fineotex Chemical
Dhabriya Polywood

Stake Reduced In:

Xpro
Carysil
Beta Drugs
Shaily Engg
Advait Energy
Texel Industries
Safari Industries
Yasho Industries

Booking profits in Chemical & Consumer stocks, While doubling down on new growth stories

Big Whale is reshuffling, Not slowing down 🔥

[Satpal Singh @vsvicky_]

@ANI Imagine &amp; now tell why will rich persons will not leave this country

[Satpal Singh @vsvicky_]

@KiranKS &amp; People say Ambani's are only after FMCG Profit driven business.

[Satpal Singh @vsvicky_]

@anandmahindra Comment likhne se phele darr bhii nahi laga

Damn

[Satpal Singh @vsvicky_]

@rasikpatel1950 Yes he is very powerfull now.

[Satpal Singh @vsvicky_]

@am1707it Already covered

[Satpal Singh @vsvicky_]

Akash Bhanshali - Portfolio Scale 🔥

2016: ₹185 Cr
2026: ₹7,748 Cr

Growing At CAGR Of 45%

Ultra-concentrated deep value - Only 17-20 Names

Mukul Agrawal - Portfolio Scale 🔥

2015: ₹221 Cr
2026: ₹8,500 Cr

Growing At CAGR Of 40%

High-conviction diversification - With 60-75 Names

Compounding doesn't care about your portfolio size, it only honors execution

Whom Do you follow the most?

[Satpal Singh @vsvicky_]

In 2016 We Were Invested On Titagarh Wagons

We were holding just 14 lakh Shares, about 1.2%

Company was losing money & the french plant was in mess & company was almost finished

Stock fell from ₹168 to ₹25 & Market cap was ₹300 Cr

Was growing on hope & railway tenders

Wagon orders started coming, ₹7,800 Cr by 2022 & the book ran towards ₹28,000 Cr by 2024

By 2023 our 1.2% was worth about ₹115 Cr
Stock went from ₹25 to ₹800, almost 32x

- Akash Bhansali 🔥

[Satpal Singh @vsvicky_]

@MicroCapsSMEs Okayy

[Satpal Singh @vsvicky_]

@growth_edge_ Very tough

[Satpal Singh @vsvicky_]

@farzlicioustahe Yes it's brutal, even my friend told this