#Maithanalloys part 2 on valuation n other details will be out this weekend. In case you have not watches part 1, it's here. This is for fundamental investors.

Any guesses which company? Will the resistance of PE will play again?

A thread of strength in the market.

An analysis which I did during Covid crash with @MashraniVivek on which sectors and stocks were strong, and we did pick pharma, chemical early cycle. Though we do not know where market is heading, doing such exercise always helps to find

strength when market bottoms. Of course, it requires much more reading and conviction building and hence should be taken only as a starting point. Here is how this list has been generated
1. Pick top 500 companies
2. Find list of companies which have fallen < 10% in last 3 months

Totally 61 out of 500 stocks.
This is how the sectors come up.
✍️Auto and Capital Goods stand out
✍️Do not ignore defence for sheer count as there are few companies in sector
✍️Next pocket looks like few beaten down sectors/stocks where may be value is emerging - FMCG, Pharma

List of stocks - Auto tops the list followed by capital goods, bank and financial, pharma and defense. Disc: I am biased towards auto n financials (keeping FII selling risk aside). Also, this is still a watchlist activity and I am not acting on it except being

invested in few auto n banking names. Please do your own due diligence. I am not a registered investment advisor and this is not a recommendation. Follow @ScientificInve6 and our Youtube channel for more such

How is India thinking about investing, trading and fin-influencers?

A 🧵 based on web and Youtube based Google trends

Intraday Trading: 2 peaks made in last 2 decades
Life comes back to normal slowly with P&L screenshots reaching their peak in mid of 2021.

in case you are not sure how to read and interpret these charts, please read how to interpret google trends charts and data here:

Options Strategies: Lost its charm from 2010 to 2020 and then tremendous interest. Though minor decline, still, remains popular. Any reasons?

Quite popular in Maharastra and Gujarat ( 2 big states for capital markets)

Options Selling: Trends very similar to options strategies but has been losing interest recently down 50% from peak

More popular across south India compared to MH & GUJ. Why?

#NIFTY Blueline is 20M EMA. One of key support in uptrend. From Sept'18 (peak) and Feb'16 (bottom), current NIFTY CAGR: 8.7% and 14.8%. Same in Oct'21, 16% and 21%. If stays at these levels for 1 year, 4.5 year CAGR will be 6.7%. Something to chew on reversion to mean