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 …

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 …

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 …

Every stock has its own story just like every individual has. That story is told by its price chart. Whether stock likes it or not its biography is available for everyone in the world to read. Same is not true for we as individuals. We have to either write our own story or get someone …

In market everything is perception and thus subjective. There is no science even if somebody proclaims so daily from his high tower. Market is art. In such scenario drawing a line where you say that I will be wrong if prices cross this line becomes most important. This is a way to deal with our …

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 …

In market, everything that long term value investors talk about matters. But nobody has any idea at which point and to what extent. That is why in most cases it is futile to go on length and read a 100s of pages long thesis why a particular stock should be held or not. Reading the …

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 …

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 …

Your portfolio can not be only momentum/swing plays making big money for your capital. Your portfolio will be better if you have some stable names which are highly liquid to provide above market returns meanwhile other trades in your portfolio hitting the sixes to create the alpha. These stable names do the heavy work of …