He Found 45+ Multibagger Stocks! Here's How He Finds Them Early | Kushal Lodha #392

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/stVcwXY3CSTQJWAG6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Most investors chase low PE stocks. Amitabh Vatsya, founder of Sadhan, does the opposite. He has identified 45+ multibaggers. In this episode he walks through real case studies of how he finds them. What You’ll Learn 1- Talk To The Customer: How supplier and customer calls helped him spot Krishca and Shivalik Bimetal early. 2- Capability Over Capacity: Why a bigger plant does not mean a better business. 3- Proprietary Assets: How Zen Technologies and PTC Industries showed their moats before the numbers did. 4- Why High PE Can Work: The thinking behind buying a 239 PE stock. 5- Mistakes And Red Flags: Why trimming winners hurt him, and which management traits he avoids. If this episode added value, subscribe to Konversation With Kushal and share it with one friend who invests in small caps. #KonversationWithKushal #AmitabhVatsya #Sadhan #MultibaggerStocks #SmallCapInvesting #MicroCapStocks #HighPEStocks #ContrarianInvesting #StockMarketIndia #InvestingPodcast ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn:   / amitabhvatsya   📱 Twitter: https://x.com/amitabhvatsya?lang=en Timestamp: 00:00:00 Trailer 00:01:29 Intro 00:03:32 How to Find Multibaggers 00:05:38 Talking to Customers & Suppliers 00:08:40 Companies Everyone Wants to Work With 00:10:16 What He Looks For 00:11:43 Capability vs Capacity 00:12:55 Big Orders: Red Flag in EPC 00:14:24 Brands & Proprietary Assets 00:17:17 R&D as % of Sales Mistake 00:18:45 Zen Technologies 00:22:11 Why He Bought a Stock at 239 PE 00:23:42 Value Investing vs His Philosophy 00:27:33 PTC Industries at 300 PE 00:29:15 Multibagger Secret in One Word 00:31:16 PEG Ratio & Peter Lynch 00:32:34 Shivalik Bimetal 00:37:49 Adani Enterprises 00:40:04 Why Trimming Winners Was a Mistake 00:42:47 Why He Sold Borosil Renewables 00:45:36 Hitachi Energy 00:46:07 Advantage of Japanese Companies 00:51:54 Yash Highvoltage 00:58:18 Scuttlebutt: Cosmic CRF 01:04:22 ‘Your Margin Is My Opportunity’ 01:04:38 Synergy Green 01:07:58 His Biggest Mistakes 01:10:01 How to Spot Show-Off Management 01:12:39 One Advice for Investors 01:14:17 Must-Read Books 01:15:17 Best Question to Ask Management 01:18:19 What Would Mr. Amitabh Ask Himself? 01:19:45 How Many Stocks He Holds 01:20:16 Starting His Own PMS #kushallodha