Market finds a theme with some possibility of good time ahead and then as things start to pan out as envisaged, often much better, stocks part of that theme keeps doing great. If you get the market direction right then half of the work is done and if you add good themes in the mix...
PRAD – Live Case Study
PRAD – Post Result Announcement Drift
When a stock reacts to announced result in positively in unambiguous way in terms of price action and it happens in an environment that is marred with uncertainty and apparent worsening macros then you should not ignore it. Such stocks tend to deliver unsurprising outperformance. This, in and itself, is a set up that can...
Old Horse Readying For Blast
Sometimes you are early and few times you are way too early. In business of stock market, being too early is practically indistinguishable from being wrong. Sometimes you are right for time being then go wrong. Today we will talk about one such stock that did well after coverage then lost sheen and now after...
Shrugging Off Worries Kind Market – 2
Shrugging Off Worries Kind Market
A market that was trending upwards for some time has to exhaust the up move at some point as incrementally the buyers and buying power both deplete but before that happens on the other side, traders and investors find it hard to believe when market starts to move upwards after a good correction as worries...
Few Bets Looking Great
Thematic Stories
Value Emerging in Some Stocks
We have been in long and gruelling correction since Oct’21 and market has made no progress since then barring select thematic stocks. This has happened while some businesses were growing, making decisions that led to improvement in margins and some have grown capacity. This price correction and time correction even though businesses have improved led...