Ed Page Croft

Co-Founder & CEO @Stockopedia.

Stock market insights, data-driven investing, playing the odds… 🎲🃏

Read me for data-informed principles. Not advice. DYOR.

[Ed Page Croft @edcroft]

Thanks to all who joined me over the last 90 minutes to learn about the StockRanks Jump Effect 🟢

We studied 12 years of data across UK and USA shares and discovered some real edge. 📈

The full research report is available now here.
https://t.co/oAIfXEtZkp

[Ed Page Croft @edcroft]

@laurence_hulse #RGG 🚀 - well done 👏

[Ed Page Croft @edcroft]

@rhomboid1MF @Rudy65uk @Stockopedia Nothing stopping anyone creating their own numbers of course. That's where alpha is.

[Ed Page Croft @edcroft]

Re. the financials - @rhomboid1MF I think your fight is with IFRS rather than data providers tbh. Accounting standards do tend to make life difficult all round.

"This statement of P&L does not comply with IFRS requirements... but has been included to provide shareholders with a clear view of the impact of the potential sale" → i.e. the picture we'd all want is not allowed by accounting standards. 🤷‍♂️

[Ed Page Croft @edcroft]

Here's the last month's 10+ jumps into 90+ territory

[Ed Page Croft @edcroft]

Thanks to all who joined me over the last 90 minutes to learn about the StockRanks Jump Effect 🟢

We studied 12 years of data across UK and USA shares and discovered some real edge. 📈

The full research report is available now here.
https://t.co/oAIfXEtZkp

[Ed Page Croft @edcroft]

This is a very quick 3 minute overview of some of these results. For the full webinar - see https://t.co/M3drfGVpT7

[Ed Page Croft @edcroft]

Been reviewing the European exchange trading coverage of the big three platforms in the UK (@ii_couk @HLInvest and @ajbell ).

I'm on @ii_couk - and was surprised to see they really lag in ability to trade some markets.

What have you found?

[Ed Page Croft @edcroft]

I've been publishing the NAPS Portfolio for a decade.

20 UK stocks, 1x per year → beating every UK fund manager and the S&P 500. It works internationally.

I'm revealing new insights in a webinar at 5pm today → do join me and 1,700 registrants.

https://t.co/ocAynJayfT

[Ed Page Croft @edcroft]

@rhomboid1MF Should be easy enough to test - will investigate

[Ed Page Croft @edcroft]

I shared yesterday about the power of big moves in StockRanks - what I'm calling "The StockRank Jump Effect".

Here are a couple more insights on that theme:

https://t.co/ySju1SXMAo

[Ed Page Croft @edcroft]

I've been doing some research on StockRanks jumps - and some quite good results.

Rule of thumb is... a sizeable jump of 10-40 into the 90+ range creates significant alpha.

The investment community appears slow to respond → opportunity for private investors.

[Ed Page Croft @edcroft]

There's more about this effect on this thread

https://t.co/W47mAO1RU1

[Ed Page Croft @edcroft]

Bigger is better.

We found the sweet spot for StockRank jumps was 20-40 leaps into the 80+ range.

But even bigger jumps in Quality, Value or Momentum were even more highly rewarded.

[Ed Page Croft @edcroft]

I've been doing some research on StockRanks jumps - and some quite good results.

Rule of thumb is... a sizeable jump of 10-40 into the 90+ range creates significant alpha.

The investment community appears slow to respond → opportunity for private investors.

[Ed Page Croft @edcroft]

I'll be doing a webinar on this "Jump Effect" topic next month...

In the meantime the StockRanks ebook is packed full of great information about using the StockRanks - it will be due a "Jump Effect" chapter the next time I publish it.

https://t.co/O3ypL0i43m

[Ed Page Croft @edcroft]

We found the same jump effect in the USA - but not quite as powerful as the UK due to the "V" Value factor being less rewarded stateside over the last decade.

[Ed Page Croft @edcroft]

It's currently over a 1 week window... the compute was easier on 1 week than 1 day.

Mostly it's new financials as that impacts Quality Rank and Value Rank the most, but also will be impacted by broker sentiment too... significant forecast upgrades and recommendation changes can make swings.

[Ed Page Croft @edcroft]

@ThierryBorgeat The chart on the right reminds me of this... 😂

[Ed Page Croft @edcroft]

@pennies_the Elon and some big investors are locked in for a year, but there is an unusually short lock-up period. Normally there's a 180-day cliff, but for $SPCX up to 20% of insider shareholdings are eligible to be sold after Q2 earnings, which is probably in mid-August. more soon after

[Ed Page Croft @edcroft]

SpaceX may be the finest engineering company of its generation - and I'm a believer in the Sci-Fi fantasy of Dyson Swarms.

But our StockRanks framework still calls it a Momentum Trap.

[Ed Page Croft @edcroft]

@archiehamilton Build a Rocket Boys... one of your faves...
https://t.co/fV30p1lytA

Maybe Elon got it right...