Platform businesses have strong business economics and network effects. With every increasing user of the platform costs barely rise so the revenue directly goes to the bottom line. These are high leverage business in that sense. Every new user has to first analyse which platform he wants to join and he has to evaluate the …
High Pressure Stock Gave 10Y BO
By now we are familiar with the importance of multi year break outs and ATH break outs. We have played that nicely in Tips and stock was good enough to provide multiple opportunities to trade around the core position. Another such stock is Goldiam which we shared but could not write the post and it …
Some Green Power For Portfolio
Nobody knows what might happen tomorrow in the market. If anybody has sold you something which predicts what will happen tomorrow then you have been duped. Market being probabilistic game thus nobody being able to predict what might happen next is what makes it interesting. And it is going to remain this way for long …
Real Estate Play Looking Good
The market is sum of the variants of the perception of institutional investors and individual participants. When something changes the perception about certain theme, sector or industry, you as a market participant are better off looking at it why. If it makes sense you load up on it and if it does not then either …
Liquor Served On A Platform of Steel
Two Accumulators Looking Good
Three BN Trades Looking Good
In today’s video meet we discussed four types of trades that we focus on and among these four, we are mostly into BN Trades (lasting say 3-9 months, threshold of 40% with SL of around 10-14% in general from dominant themes) and Super Trades. Today we will be talking about three such ideas which are …
Two Stocks Ready To Reward
Some Wellness For Portfolio
The myth is that only traders who go in and out every now and then should be learning the technical analysis and looking at charts. Nothing can be far from truth. Price action and reading of charts can help you make decisions better and efficient. You will be able to avoid continuous slide that value …
Let’s Play Some Momentum Ideas
Market often catches fancy in certain themes and sector. Market hardly cares about individual stocks as much as it cares about certain group of stocks. Our job as trend follower is to identify these pockets in the market where things are happening at fast pace or about to happen. Textile is one such segment which …