Simplifying Investments for Retail investors. Follow our Youtube channel youtube.com/redirect?event=v… for weekly wisdom on investing !!
Joined April 2020
- Tweets 3,922
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- Followers 1,388
- Likes 3,638
1,543 Photos and videos
Pinned Tweet
27 Sep 2022
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31 Mar 2023
#ActionConstruction hit another Fifty (from 350 to 409 ATH) in less than a month in such market 😌
#alphaaccelerator
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31 Mar 2023
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
📺youtu.be/1yBxxXndwJE
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30 Mar 2023
Change was the narrative ..
Now a change has changed the narrative itself.
What lies ahead for South Indian Bank ?
youtu.be/64yCYR4kr2Q
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Sadhan retweeted
29 Mar 2023
It took me a fortnight to make this video.
If not seen watch now as valuations have corrected to palatable levels now🤝
#PrajIndustries
youtu.be/gtZIuhO4Ku4
Labor of love!
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Sadhan retweeted
29 Mar 2023
Tweeted that tweet 👆👆pre market, as was speaking about this to a member yesterday !
Stock rebounding with 5% up move 💪💪
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Sadhan retweeted
28 Mar 2023
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 🔼
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27 Mar 2023
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:▶️youtu.be/FquUtjxdqAg?t=479
Since then gold have gained 20% outsmarting equities handsomely :)
Please share our work with friends:)
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27 Mar 2023
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
youtu.be/Bh6ia57fjn8
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Sadhan retweeted
27 Mar 2023
A quick crash course on "How to get A ?" 😀
#Jupiterwagon
#ratingshopping
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Sadhan retweeted
27 Mar 2023
#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.
youtu.be/hnWeUbNEfMM
27 Mar 2023
Valuation for Bandhan Bank has moderated from historical 5-6x Price to Book to 1.7x now (which looks cheap)
Will it interesting to evaluate if will see improvement in a credit upcycle.
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26 Mar 2023
As promised,
Presenting the follow up 📺 on
⛽️Gujarat Gas⛽️
Decoding trader's dilemma
Simplifying Macro & Micro😃
👉youtu.be/zSHAHK281yY
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26 Mar 2023
Stay tuned releasing deep analysis value shortly :)
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23 Mar 2023
Last month 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
youtu.be/Bh6ia57fjn8
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Sadhan retweeted
22 Mar 2023
"I have heard somewhere #GOLD is a hedge against political stupidity"
Heard a global macro fund manager saying this
We at Sadhan said this same thing 2.5 years back on our first Youtube video series covering gold :) @ 4:44
youtu.be/SnsakglyRBk?t=286
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22 Mar 2023
"I have heard somewhere #GOLD is a hedge against political stupidity"
Heard a global macro fund manager saying this👆
We at Sadhan said this same thing 2.5 years back on our first Youtube video series covering gold 😁😁
youtu.be/SnsakglyRBk?t=286
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Sadhan retweeted
22 Mar 2023
Connect the dots:
1. "Tech Stocks benefitted most from disinflationary world"-@riteshmjn
2. Economist are now talking of Rate Cut in 2023.
3. #META & #Alphabet : 15% rise in past month.
4. "#IndiaMart is Buy at dips"- @sadhansimplify
youtu.be/EeI2MuUGdjo
21 Mar 2023
Had a great session with @riteshmjn (Ritesh Jain, Co-founder Pinetree Macro)
We discussed on "Brave New World"
RT 🔁 for wide reach
Link 👇youtu.be/iqCAhECZmBQ
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Sadhan retweeted
21 Mar 2023
“The single most imp decision in evaluating business is pricing power.
If u’ve got the power to raise prices without losing business, you’ve got very good business.
If u'hv to hv a prayer session b4 raising price by 10%, then you’ve got a terrible business."
-Warren Buffett
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