Everything works in cycle. There is nothing that works in straight line. Stock market is no different either. If you buy something at the wrong time then despite business being good and management being good you may end up with losses. Now value investors will tell you hold it for long term if everything is …
Time For Gov Owned Assets To Catch Fancy?
Neither every great company is great stock nor every bad company is bad stock. There is time for everything and one has to be able to discern one from another. PSU Banks are in interesting phase and you can gauge that by first SBI having multi year break out and later we also talked about …
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Story Of Three Textile Plays
Every trade, you take or decide to give a pass, is an experiment. After every experiment you gather some data points and make observations based on that. Over the period these observations make you better in finding right and highly rewarding trades at low risk entry point. Today we will be talking about three textile …
Three Notable Mistakes
Is anybody immune to mistakes? No. Everybody makes the mistake. Why are we then talking about mistakes if everybody has fair share of them and it is really normal? Because, we are not everybody. Analysing the mistakes is important to get the things right in future. To make things better. We are the aggregate of …
A Large Cap Idea Making Moves
There is wisdom in the crowd. Sum of the parts becomes better in such case and beat any individual brilliance. That is the idea behind market. Batters of free market idea, including us, rely on this fundamental concept. If you see the crowd there is everything – utter madness, stupidity, mediocrity, brilliance, godly wisdom. But …
Quess Corp: What Was Price Action telling us?
This is archived post of Quess Corp which we did for BNP Pro members at October end. This is just to share how we thought about the idea and how it is working out. This is not a call on stock at current prices. Stock is already up by 18% from below 400 to 470+. …
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These Two Stocks Ready To Go Electrical?
In markets, nothing is guaranteed but over the period you can find some patterns and based on your experience you can see if that is repeated somewhere else. This is what price action about. Finding some patterns and watch them working, pick the abstract idea from there and apply elsewhere and expect it to work …
What Next in Nifty 9000 or 13000 First?
Market has been rising for last 6-7 months relentlessly. Everybody is looking at next break out. People have almost forgotten about the sector, industry dynamics, business, how it is positioned in real life. But as we all know things rarely remain as they are. It was true in March 2020 when market was falling like …
Was Price Action Telling Something That We Ignored?
Pharma has been the flavour of the market moves right after the last week of March 2020. There were talks of global supply chain derisking itself from enormous risk due to unsustainable dependence on China. Indian Pharma listed space started buzzing after 5 years of clear downtrend. There were businesses which doubled the topline and …
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Wealth, Wisdom and Inequality
We conducted a poll to see what BNP members think is source of inequality. Whether it is wisdom that is leading to inequality or it is simply wealth. This question of inequality is a flash point for most where some see inequality as the result of oppression, evil intent of elite while others see simply …