Across social media you will see trump and tariff related posts
If you are LONG term investor, it’s of ZERO value….its NOISE
Avoid following noise…
Focus on companies with strong MOAT, earnings growth and making new highs
What do you think?
@CaVivekkhatri Govt policies should be encouraged to do more business with ease and reducing corruption. Today starting a small business is big headache in terms of govt clearance and certification, authority approvals. We need to fix this other wise all our youth will be old age soon...
@CaVivekkhatri Absolutely right, we need to start change from the beginning,
Install business mindset in younger individual, educational policies should be reformed to make more skill based knowledge and teach them how to implementation in real world,
⚡Monopoly player in niche segment & a proxy for electrification?📈
Detailed Thread on Shivalik Bimetal Controls Ltd🧵
#Shivalikbimetals#SBCL
👍Like & Retweet for better reach !
Cmp - ₹578
Trim the Noise: How to Create a Laser-Focused Watchlist for Investment Success
Step 1: Determine Your Why
1.1-Assess your commitment level: full-time or part-time investor?
1.2-Define your financial objectives: thrill-seeking or serious wealth creation?
1.3-Set clear goals (e.g., FIRE) and understand your risk tolerance, time horizon, asset preferences, and age.
Step 2: Define Your Style or Strategy
2.1-Construct your portfolio: concentrated or diversified?
2.2-Choose your investment style: value, growth, momentum, etc.
2.3-Build a solid checklist tailored to your strategy(Must), shared mine later in thread
Eg: "I prefer a growth + momentum strategy with decent valuation and sustainable catalysts. I use the CANSLIM method on weekly charts to identify & ride mid-term trends."
Step 1& 2 are one time but might evolve as we mature in market
Step 3: Define your Universe.
3.1-Clarity of step 2 ,will determine your universe
3.2-Decide on tools - MarketSmith, Trading view, Screener, Chartink etc.
Eg: "I use CANSLIM to filter my stocks. Every Qs based on result & Canslim parameters I decide my universe of 30-50 stocks"
This 30-50 stocks become my initial universe
Step 4: Refine your Watchlist
4.1-Use your checklist to reject stocks that don't meet your criteria
4.2-Practice manual review initially, soon it will be automatic
4.3-My Checklist parameters
@MashraniVivek
🔍 Hunting for Hidden Winners: Powerful Scanners for Multibagger Businesses! (Positional Trade)
➖This is well tested ultimate scanning method to determine the future multibagger candidates.
➖Bigbloc, Xpro, Shilchar, Waaree, KPI, Carysil, Mcloud, Lancer, Gravita, Integra, ACE, Elecon etc. came from these scanners
➖Note: The bull market has definitely helped ride these stocks easily, but one needs to have some method to the madness.
➖Finding Candidate is just <10% of entire process
Key Characteristics for Positional Trade
-Weekly Charts
-Holding period from 3 to 20 months
-Explosive Earning breakout
-Strong & Sustainable(for min 2-3 Qs) Catalyst
-Strong Balance sheet
-Low Float & High Promoter holding>60%
-Future PEG <1
-High Expected Earning acceleration in coming Qs
@MashraniVivek
Scanner 1 -
PEAD candidates - Strong Momentum with Decent Fundamentals
https://t.co/XfnBlnCGYo
Scanner 2-
Identify the companies which has done decent capex in recent years
https://t.co/Qf2ugyi8JW
Scanner 3 -
Huge fan of CANSLIM to determine few excellent candidates esp. in Bull market
https://t.co/rTfxxJVDtJ
Scanner 4 -
Simple 52 W high scan to determine the potential candidate & later validating fundamentals
"Politics doesn't affect me"
The government you elect will decide your taxes, the rate of land, the price you pay for fuel, the jobs the economy generates, the quality of hospitals you can use and the quality of your life in multiple aspects.
Politics affects everything. Vote!
Unlocking the Secrets of Economic Moats
Join me on a journey through the fortress of sustainable competitive advantages from Warren Buffett's perspective!
Let's delve into the essentials of economic moats and why they matter in the world of investing. #Investing#EconomicMoats
Sad to know that one of the greatest investing legend has passed away....
He was 99...
As a tribute to this legend I have compiled thread of 99 powerful lessons...
These lessons will help us become best version of ourselves...
here we go...
1. BE A LEARNING MACHINE
(1/n)
We have studied multiple consumer businesses over the last 3+ years. Any one who wants to learn how to analyse a consumer business must read this thread/blogs or watch the videos:-
Retweet for maximum reach!
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