Looks like Mirza fii holding has almost trebled.

More from Sahil Sharma

A lot of people ask: how do you find companies to invest in? very good question.

How did you find RACL, Pix?

Creating this ad-hoc thread to share my process.

if you like it, please RT to benefit maximum investors. 🙏

1.
https://t.co/2bvvRSBScr
Imagine what you want in a company, codify it in the form of filters, create a screen. Example below:

"Market Capitalization > 50
AND

Market Capitalization < 3000
AND

((Average return on capital employed 5Years > 25 AND
Price to Earning < 20) OR
(Average return on capital employed 5Years > 15 AND
Price to Earning < 10))
AND
Sales growth 5Years > 10
AND
...

...
Operating cash flow 5years /5 < Operating cash flow 3years /3
AND
Operating cash flow 7years /7 < Operating cash flow 3years /3"

In this screener, i am looking for
smallcaps with a min mcap,
which have a bare minimum average ROCE & valuation accordance to the unit economics
which are also growing topline
and where operating cash flows are also increasing, on an average basis
what better way to start sunday than a #kilpest thread: a classic peter lynch pick & shovel investment for the diagnostics sector. If you like the thread, please retweet this tweet to help educate max investors. 🙏🙏


Before I dive into Kilpest, some words on microcap investing. Everyone **needs** to be aware of what they are signing up for.

Two interviews from @varinder_bansal sir’s Omkara capital with very successful microcap investors (one with @iancassel sir: https://t.co/WDSOOIcUn8 ...

@iancassel & one with @hiddengemsindia sir: https://t.co/iC8iKOsKWz) do a wonderful job explaining all the landmines & things to keep in mind. Do watch these, please before you buy any #microcap

@iancassel @hiddengemsindia My own take is that one has to create a diversified PF of uncorrelated microcaps (if you'd typically invest in 5, make it 10 and so forth). Understand that liquidity risks will always remain.

More from Screeners

Time for a new thread on the possibilities I am looking for.
Do read it completely to understand the stance and the plan.


1. The moving average structure - Many traders just look at the 200 ma test or closing above/below it regardless of its slope. Let's look at all the interactions with 200 ma where price met it for the first time after the trend change but with 200 ma slope against it


One can clearly sense that currently it is one of those scenarios only. I understand that I might get trolled for this, but an unbiased mind suggests that odds are highly against the bulls for making fresh investments.

But markets are good at giving surprises. What should be our stance if price kept on rising? Let's understand that through charts. The concept is still the same. Divergent 200 ma and price move results in 200 ma test atleast once which gives good investment opportunities.


2. Zig-Zag bear market- There are two types of fall in a bear market, the first one is vertical fall which usually ends with ending diagonals (falling wedges) and the second one is zig zag one which usually ends with parabolic down moves.

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1

From today, we will memorize the names of 27 Nakshatras in Vedic Jyotish to never forget in life.

I will write 4 names. Repeat them in SAME sequence twice in morning, noon, evening. Each day, revise new names + recall all previously learnt names.

Pls RT if you are in.

2

Today's Nakshatras are:-

1. Ashwini - अश्विनी

2. Bharani - भरणी

3. Krittika - कृत्तिका

4. Rohini - रोहिणी

Ashwini - अश्विनी is the FIRST Nakshatra.

Repeat these names TWICE now, tomorrow morning, noon and evening. Like this tweet if you have revised 8 times as told.

3

Today's Nakshatras are:-

5. Mrigashira - मृगशिरा

6. Ardra - आर्द्रा

7. Punarvasu - पुनर्वसु

8. Pushya - पुष्य

First recall previously learnt Nakshatras twice. Then recite these TWICE now, tomorrow morning, noon & evening in SAME order. Like this tweet only after doing so.

4

Today's Nakshatras are:-

9. Ashlesha - अश्लेषा

10. Magha - मघा

11. Purvaphalguni - पूर्वाफाल्गुनी

12. Uttaraphalguni - उत्तराफाल्गुनी

Purva means that comes before (P se Purva, P se pehele), and Uttara comes later.

Read next tweet too.

5

Purva, Uttara prefixes come in other Nakshatras too. Purva= pehele wala. Remember.

First recall previously learnt 8 Nakshatras twice. Then recite those in Tweet #4 TWICE now, tomorrow morning, noon & evening in SAME order. Like this tweet if you have read Tweets #4 & 5, both.