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My portfolio
Stock analysis
Relaxo footwear analysis continued
Bajaj Finance analysis continued
OCCL analysis continued
IRCTC analysis continued
Goa Carbon analysis continued
SBI Card analysis continued
Kotak Mahindra bank analysis continued
Bandhan Bank analysis continued
Sunteck realty analysis continued
HDFC Bank analysis continued
IDFC Ltd. analysis continued
PVR ltd. analysis continued
GMM Pfaudler analysis continued
Rossari biotech analysis
Divi's Laboratories analysis continued
Alkyl Amines analysis continued
Deepak nitrite analysis continued
IOL chemicals analysis continued
Affle India analysis continued
Bharti Airtel analysis continued
Info edge analysis continued
IndiaMart analysis continued
Laurus labs analysis continued
March 2020
My portfolio
March 2020 transaction history
April 2020
Portfolio company debt
April 2020 transactions
May 2020
May 2020 transactions
June 2020
New broker
June 2020 transactions
July 2020
Portfolio stock
July 2020 transactions
August 2020
New investment
US and Europe broker
Portfolio stock
New investment
August 2020 transactions
September 2020
September 2020 transactions
October 2020
Portfolio earnings 30 October 2020
October 2020 transactions
November 2020
Small portfolio update and change
Sell rationale 2 November 2020
November 2020 transactions
December 2020
Important update
Portfolio news
December 2020 transactions
January 2021
Portfolio news
Portfolio earnings
January 2021 transactions
February 2021
Annual letter
New stock rationale
Portfolio earnings
February 2021 transactions
March 2021
Portfolio update
New stock idea
Banks update
IDFC First bank
March 2021 transactions
April 2021
Portfolio earnings
Suven Pharma analysis
Tea with Sagar RV episode 1 (23:50)
April 2021 transactions
May 2021
Tea with Sagar RV episode 2 - Hindi (20:05)
Tea with Sagar RV episode 2 - English (20:21)
Portfolio earnings
Tea with Sagar rv episode 3 - Hindi (7:42)
Tea with Sagar rv episode 3 - English (7:47)
Tea with Sagar rv episode 4 - Hindi (13:03)
Tea with Sagar rv episode 4 - English (10:01)
Tea with Sagar RV episode 5 - English (7:52)
Tea with Sagar RV episode 5 - Hindi (11:06)
May 2021 transaction
June 2021
Laurus labs analysis (22:32)
Portfolio earnings
Tea with Sagar RV episode 6 - Hindi (9:17)
Tea with Sagar RV episode 6 - English (9:20)
Alkyl amine analysis (18:20)
Tea with Sagar RV episode 7 - English (9:59)
Tea with Sagar RV episode 7 - Hindi (11:43)
June 2021 transactions
July 2021
Vinati organics (15:19)
Micron and Motherson Sumi (20:53)
Tea with Sagar RV episode 8 - English (7:48)
Tea with Sagar RV episode 8 - Hindi (9:18)
Live Q&A session - 25 July 2021
Most important questions from Zoom Q&A session
New portfolio stock
July 2021 transactions
August 2021
Portfolio update 2 August 2021
New stock idea
Sell update 5 August 2021
Portfolio earnings 5 August 2021
Affle India (12:40)
Portfolio update 10 August 2021
My mistakes of this year
Portfolio update 12 August 2021
Portfolio earnings 13 August 2021
Abbott India analysis (12:15)
First half 2021 returns
Sell update 20 August 2021
Strategy 2.0
Oriental Carbon & Chemicals analysis (19:17)
Portfolio update 23 August 2021
Portfolio update 24 August 2021
Portfolio update 26 August 2021
BSE analysis (15:43)
Champtions list
Portfolio update 30 August 2021
New investment rationale
August 2021 transactions
September 2021
Sterlite tech (13:04)
Portfolio update 6 September 2021
VIP industries (16:28)
Most important questions from our zoom session
Portfolio update 21 September 2021
Radico khaitan (10:44)
Portfolio update 27 September 2021
Transactions of September
October 2021
Pidilite analysis (12:55)
Portfolio update 4 October 2021
Portfolio earnings 16 October 2021
Pharma companies 21 October 2021
Portfolio update 22 October 2021
Sell rationale
Portfolio update 27 October 2021
November 2021
Portfolio update 9 November 2021
Laurus labs update 11 November 2021
Portfolio update 15 November 2021
Trident analysis (14:16)
Portfolio update 24 November 2021
Zoom call Q&A summary
Portfolio update 30 November 2021
Transactions of November
December 2021
Portfolio update 3 December 2021
Portfolio update 6 December 2021
Portfolio update 14 December 2021
Titan case study (13:51)
Portfolio update 21 December 2021
Portfolio update 27 December 2021
Portfolio update 29 December 2021
Transactions of December
January 2022
Portfolio update 4 January 2022
Deepak nitrite analysis (21:59)
Chemical stocks analysis
Q&A summary
Portfolio update 13 January 2022
Portfolio update 13 January 2022
Portfolio update 26 January 2022
Portfolio update 27 January 2022
Portfolio update & IDFC First bank 30 January 2022
February 2022
Portfolio update 2 February 2022
Sunteck realty anlysis (23:55)
Annual letter
Russia Ukraine update
Portfolio update 25 February 2022
Portfolio earnings
March 2022
Chemical stocks
What to buy now?
Portfolio update 10 March 2022
Portfolio update 18 March 2022
April 2022
HDFC Bank merger
May 2022
Portfolio update May 8 2022
Privi May 10 2022
Sell update May 10 2022
Portfolio update May 12 2022
Sell rationale May 14 2022
Portfolio earnings
Clarification of portfolio stock
Q&A call
KPIT technologies and Rajratan global wire analysis
Portfolio update 30 May 2022
June 2022
Portfolio update 20 June 2022
Zoom call
Portfolio update 27 June 2022
Fairchem concall
July 2022
2 watchlist companies analysis
Portfolio update 28 July 2022
August 2022
Portfolio update 10 August 2022
New portfolio stock analysis
Zoom call
Portfolio update 17 August 2022
Portfolio update 19 August 2022
Portfolio earnings
Portfolio update 30 August 2022
September 2022
Portfolio update 14 September 2022
October 2022
New stock - Portfolio update 4 October 2022
IDFC First bank
Portfolio update 26 October 2022
New stock analysis
Portfolio update 28 October 2022
New stock analysis
November 2022
Portfolio update 3 November 2022
Zoom Q&A call
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New Telegram channel
Portfolio update 15 November 2022
Portfolio earnings
January 2023
Portfolio update 4 January 2023
Q&A call January 2023
Portfolio update 15 January 2023
Ami organics analysis
February 2023
Annual letter 2022
Portfolio update 8 February 2023
Portfolio update 9 February 2023
Earnings summary
April 2023
Portfolio update 18 April 2023
New stock analysis
May 2023
Portfolio update 3 May 2023
Portfolio update 4 May 2023
Portfolio update 5 May 2023
Selling rationale 7 May 2023
Portfolio update 8 May 2023
Portfolio update 15 May 2023
Portfolio earnings 31 May 2023
Sell update 20 August 2021
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