BC SCREENERS

Tar ⚡
@itsTarH 2 years, 9 months ago 443 views

Trendlyne has all the research reports available for free for most stocks.

@Trendlyne

Here are all for Laurus

More from Tar ⚡

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. Peter Lynch's Six Categories of Stocks
2. How to identify the type of stock you own?
3. How to think and decide about the runway for growth of a company?

Lets dive right in.

For those who do not know (I doubt there will be many), Peter Lynch is one of the most successful fund managers of all time.

He managed a fund called Magellan at US Investment Giant Fidelity Investments and during his 13 yr tenure, he delivered an average CAGR of 29.2%.

Sadly the fund couldn't keep up post Lynch's retirement and his successors weren't able to keep up with his returns.

That's how good Lynch was!

In 1989, a year before retirement, Lynch wrote and published a book called 'One Up on Wall Street'.

Almost 32 years later, the teachings of the book remain relevant.

(Highly recommended read)

Chapter 7 of the Book Titled
"I've Got It, I've Got It - What is It?"

talks about the need to classify stocks.

Peter's argument is that you need to know what kind of stock you hold in your portfolio.

Not all stocks are the same - and he is right!

$Tar \u26a1$

Tar ⚡
@itsTarH

Edelweiss on #IEX

⚡Launching new products in next six months
⚡No discom entering into new thermal power based PPA
⚡Enhancing customer experience via implementation of an intelligent digital mesh

$Tar \u26a1$

Tar ⚡
@itsTarH

Open Question to fellow investors tracking Music Industry.

A business like Universal which controls more than 1/3rd of all published music globally is selling for less than 6x FY20 Sales.

Why are Indian businesses like Saregama / Tips selling for 11x, 20x their sales?

If I include all of the revenue generated by entire firm, its selling for ~4.5x FY20 Sales

Universal Listing Market Cap ~ 40 Billion USD
FY 20 Revenues ~ 8.87 B USD or 7.4B EUR

Catalogue of Music includes every international artist you can possibly name

Either Universal is grossly undervalued or Saregama/Tips are grossly overvalued.

https://t.co/aHzWSYtcUt

Homework for all the interested participants here:

Q1.Why 20% and not 50%+ Margins for UMG

Q2. Differences in dynamics between Western&Indian cos?

Q3. Trends in West vs Trends in India in the industry.

Research and find the answers. My job is done \U0001f601\U0001f64f
— Intrinsic Compounding (@soicfinance) June 27, 2021

https://t.co/v0EMoCuYKX

If you see the ebitda of universal music its low 20% compared to our saregama 30% or tips 50%. So when you compare earnings saregama is 40x and tips is 30x and universal music is 30x. Also these type of companies are less( low or no capex with excellent and growinh cashflows)
— Srikanth V (@mynameisnani75) June 27, 2021

$Tar \u26a1$

Tar ⚡
@itsTarH

Whenever I am bored, I just go watch Alpha Series on @IIC_Conference
Learn something new everytime.

Watching @tusharbohra present on API industry
https://t.co/WYr2DIpVfD

Highly recommended.

$Tar \u26a1$

Tar ⚡
@itsTarH

#IEX finally getting close to my average price, will start adding it below 150 (15% further correction from here)

Please do your due diligence and do not copy me blindly here

My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically

IEX has also started ground work for trading carbon credits

Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash

Still maintain
NSE + Zerodha =

#IEX in my PF is a giant growing dividend paying Gorilla

Main reason I don't mess around with my holdings is cause I expect it to.

Pay Dividend = to my investment within the next decade

Glad they are considering Bonus Issue (tax favorable) instead of Cash Dividend. pic.twitter.com/2cLt6yK0Xw
— Tar \u26a1 (@itsTarH) October 18, 2021

More from Screeners

Learning @ Prakash
@Prakashplutus

My simple Approach towards Breakout trading :

1. Scan stocks on the basis of FTDB Scanner.

2. Buy stocks with EMA-9> EMA-21> EMA-63 > EMA 200 & Volume 200% up

3. maximum SL of 1.25X ( ATR )

4. I do breakout trading only in Nifty -500 stocks

#StockMarket
#trading
#Nifty

HMK alias MANOJ
@scorpiomanojFRM

#FNO stocks for tom intraday trading 07/09/21
Camarilla squeeze strategy.

Professor
@DillikiBiili

Some ofthe biggest breakouts occur after Volatility Contraction, the analogy is that more a spring is pressed, higher it jumps whenever it gets released.

There is a VCP Scanner on chartink (Not mine). This may also be used to find potential Breakouts.

$Tar \u26a1$

Tar ⚡
@itsTarH

Semi conductor index is often considered a leading indicator of health of the economy

Micron: 'we see upcoming significant sequential declines in revenue & margins'

Nvidia: 'Will slow down hiring & control expenses as the company deals with a challenging macro environment'

Krunal Thakkar
@KrunallThakkar

Don’t underestimate the power of circuit stocks;
and never underestimate the power of micro caps!
They give the cleanest textbook setups and respect fib levels.

Mind you, you’ve to time your entries and exits perfectly.

So it turns out that Google Chrome was making everything on my computer slow *even when it wasn’t running*, because it installs something called Keystone which is basically malware.

I made a website because this shouldn’t

Wired first reported on how bad Keystone was 11 years ago when they put it into Google Earth (they seem to put it in all their popular

The fact that Keystone hides itself in Activity Monitor is bizarre. (The only sign of it was excessive CPU usage of WindowServer which is a system process).

I don’t know if Google was doing something nefarious with Keystone, or a third party figured out how to (which Wired warned about). But either way, I’m not inclined to give Google-the-organization the benefit of the doubt (despite the many good people who work on Chrome)...

...since it's been a decade+ and this still hasn't been "fixed".

There is no reason for auto-update software to need to do what Chrome/Keystone was doing. It also has a long history of crashing Macs.

Brian Cates
@drawandstrike

Great article from @AsheSchow. I lived thru the 'Satanic Panic' of the 1980's/early 1990's asking myself "Has eveyrbody lost their GODDAMN MINDS?!"

For three years I have wanted to write an article on moral panics. I have collected anecdotes and similarities between today\u2019s moral panic and those of the past - particularly the Satanic Panic of the 80s.

This is my finished product: https://t.co/otcM1uuUDk
— Ashe Schow (@AsheSchow) September 29, 2018

The 3 big things that made the 1980's/early 1990's surreal for me.

1) Satanic Panic - satanism in the day cares ahhhh!

2) "Repressed memory" syndrome

3) Facilitated Communication [FC]

All 3 led to massive abuse.

"Therapists" -and I use the term to describe these quacks loosely - would hypnotize people & convince they they were 'reliving' past memories of Mom & Dad killing babies in Satanic rituals in the basement while they were growing up.

Other 'therapists' would badger kids until they invented stories about watching alligators eat babies dropped into a lake from a hot air balloon. Kids would deny anything happened for hours until the therapist 'broke through' and 'found' the 'truth'.

FC was a movement that started with the claim severely handicapped individuals were able to 'type' legible sentences & communicate if a 'helper' guided their hands over a keyboard.