This 23-Year-Old Investor Looks for Stocks That Analysts Ignore! | Kushal Lodha #393

➡ 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... Ameya Deosthali, the 23 year old independent investor behind Value Equity, joins Kushal to break down how he finds stocks at peak pessimism and rides the turn. He walks through real case studies like Laurus Labs, Apollo Pipes, Coforge, Sansera Engineering and Dynamatic Technologies. What You'll Learn: 1-The Pessimism Rate of Change Tracker: How to spot sectors in deep pain through low multiples, bad commentary and 20 minute concalls. 2-Bullish Management, Skeptical Analysts: The early recovery signal that took Apollo Pipes 2.5x before the pipe cycle even started. 3-The Trajectory Pivot Framework: How Laurus Labs' shift from ARV drugs to CDMO turned it into a 6x in three years. 4-Capability Built Through Grit: Why he read 20 years of Dynamatic annual reports to understand its journey to Tier 1 Airbus supplier. 🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! #KonversationWithKushal #ValueEquity #CyclicalInvesting #LaurusLabs #StockMarketIndia #ValueInvesting #MultibaggerStocks #ShareMarket #KushalLodha ➡ 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:   / ameyadeosthali   📱 Twitter: https://x.com/EquityValueIn?lang=en Timestamp: 00:00:00 Trailer & Intro 00:04:18 His Six-Year XIRR? 00:05:51 Best Bet: Laurus Labs 6X 00:07:04 What Is Pessimism Rate Of Change? 00:11:48 Chemical Sector Case Study 00:16:55 Concall Length As Sentiment Check 00:18:38 Apollo Pipes Case Study 00:29:30 Coforge Case Study 00:37:19 What Is Trajectory Pivot? 00:39:06 Laurus Labs Case Study 00:44:57 Why Track DMF Filings? 00:49:56 Sansera Engineering Case Study 00:51:14 Aerospace Tiers & Certifications 00:52:49 PE vs Quality Of Earnings 00:54:06 Dynamatic Technologies Case Study 00:57:36 Buying vs Building Capabilities 01:03:39 Good Business vs Good Investment 01:05:06 His Thesis On IT Stocks? 01:08:05 View On Infosys & TCS? 01:10:15 How Does He Keep Upskilling? 01:11:15 Top 3 Book Recommendations 01:13:23 Best Substacks For Pharma? 01:14:20 Conclusion & Outro #kushallodha