BC TRADING
Saved by @SteveeRogerr

To be a good public investor, you don’t need to be a genius or own a crystal ball but you do have to make a few big calls.

 2/ In my case, I started in January of 2000, was up 20pct after the first month, and thinking this was pretty easy. Then the nasdaq dropped from 5000 to below 1000. That was a proper wake up call!
3/ I only made 2 big calls in the first 10 years or so but those were enough. If 90pct of your book goes up 8pct/year (historical public returns) and 10pct doubles, then you are up twice as much as the market and that’s a big number as it compounds.
4/ My first big call was recognizing the bubble in 2000. It took me 12 months but I was ready for 2001/2 once I understood how the excessive financing of dot.coms would eventually affect hardware and semiconductor companies. Seeing how the cobweb ties all the players was helpful.
5/ I missed the rally post 2003 but then stumbled on Apple computer in 2007. At the time I was very annoyed because I had dismissed the iPod and the stock had moved from $25 to $100 (or $1 to $4 post 28-1 splits)
6/ But I did go see Steve Job on stage present the new iPhone and I knew it immediately. Listening to your instincts (and sleeping on them for a few days to double check) that was it. Nothing very clever.
7/ In 2007 apple traded at 30x EPS but only 3x 5 years out. The art of growth investing is realizing a stock that appears expensive today can be dirt cheap 5-7 years later. Multi baggers are the source of most outperformance and hide many mistakes.
8/ Once you find a multi bagger it’s time to peel the onion. Who was going to draft or collide with all this value creation? Apple had many implications for incumbents like Nokia and Blackberry but also created powerful new semiconductor companies.
9/ Public investors are not always as imaginative as private investors. But they dispose of a large library of good and business models and can quickly zero in on the key metrics that matter. Not all growth is created equal and not every projection is to be accepted.
10/ What has worked for me is focusing on TAM (market size), earnings, growth and the corresponding P/E multiple 5-7 years out. That means I’m a very mediocre macro and cyclical investor though I need to be reminded of that more than I care to admit.

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Thread on "The Final Checklist"
by Peter Lynch.

~ Ideas can come from anywhere - Peter Lynch.


~ If you can't find any companies that you think are attractive, put your money in the bank until you discover some - Peter Lynch.


~ All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out - Peter Lynch.


~ Time is on your side when you own shares of superior companies - Peter Lynch.
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Trader knight
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Three things which will make a difference in Your trading Results.

A thread-


1. Clarity- When the mind is free from fear and ego

The first step to successful trading is to be clear about everything you do.

BUT, the reality is that most traders don't even know what they are doing.

And because of this-

They don't have any goals.
They don't have any Trading plan
They don't know what is suitable for them
And the list goes, on and on.

If you are among the people as described above, don't worry, There is nothing wrong with you, almost 90% of Traders are like that.

So, what do you have to do to get CLARITY in your Trading-

Find one style that is suitable to your personality and double down on it.

Why?


In this world where we have plethora of information just one click away, most people are distracted and see a Glowy thing every time they go over the social media.

They Find something new every now and then, jumping from one strategy to another, searching for Holy grail.
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Aditya Todmal
Aditya Todmal
@AdityaTodmal
A THREAD:

BEST OPTIONS STRATEGY FOR CONSISTENT INCOME -

OPTIONS WHEEL STRATEGY

Everything to know about this strategy I'm posting in this thread.

(1/12)


Step 1: Stock Selection

1. For this strategy you're going to have to choose some stocks that you think will be doing well in the future/long term.

2. Stock must be in an uptrend.

3. Stock options should be liquid enough to trade in.

4. List of stocks attached

(2/12)


Step 2: Which option to sell?

1. Sell put at a support according to charts.

2. Sell put at a strike far away from the spot where you think the probability of the stock falling will be very very low.

3. Sell put at a price where you're willing to buy the stock at.

(3/12)


Step 3: What to do when in profit/loss?

1. If in profit you can just roll up the puts thereby increasing the ROI or shift to other stocks to make more profit.

2. If in loss take delivery of the shares equivalent to the lot size in cash market.

(4/12)

Step 4: What to do after taking the delivery?

1. Sell calls to lower your cost price of the stock. For eg, you took delivery of Reliance at 1900, sell 2100 CE which is about 10% away.

2. Keep doing this till your CE expires ITM and then give delivery of your stock away

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Nikita Poojary
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@niki_poojary
We have shared a lot of threads exclusively on Subasish Pani in the past year.

As this year comes to an end, here are the 11 most powerful threads on Subasish Pani exclusively compiled for you all.

Collborated with @AdityaTodmal

1/ Important concepts from Power of Stocks - Subasish


2/ Important concepts with video links of Subasish


3/ The 5 EMA


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7L for the day.
Capital deployed 1.5 Cr
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As per Shiva’s boon, Vayu is incarnated here as Shiva and worshipped as Kalahasteeswara.
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1/x Fort Detrick History
Mr. Patrick, one of the chief scientists at the Army Biological Warfare Laboratories at Fort Detrick in Frederick, Md., held five classified US patents for the process of weaponizing anthrax.

2/x
Under Mr. Patrick’s direction, scientists at Fort Detrick developed a tularemia agent that, if disseminated by airplane, could cause casualties & sickness over 1000s mi². In a 10,000 mi² range, it had 90% casualty rate & 50% fatality rate


3/x His team explored Q fever, plague, & Venezuelan equine encephalitis, testing more than 20 anthrax strains to discern most lethal variety. Fort Detrick scientists used aerosol spray systems inside fountain pens, walking sticks, light bulbs, & even in 1953 Mercury exhaust pipes


4/x After retiring in 1986, Mr. Patrick remained one of the world’s foremost specialists on biological warfare & was a consultant to the CIA, FBI, & US military. He debriefed Soviet defector Ken Alibek, the deputy chief of the Soviet biowarfare program
https://t.co/sHqSaTSqtB


5/x Back in Time
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The DOJ transition period JUST ENDED when Sessions left. Almost 2 exact years to get it there.

Pompeo at the CIA took over a year before he was done and ready to shift over to the State Department.

All kinds of stuff has been going on behind the scenes nobody leaks or talks about.

We only had the barest mention of the fact the Clinton Email investigation restarted

Nobody leaked in a year that Huber was deep diving into the Clinton Foundation.
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