You are spot on in terms of your observation that market fancies change quickly. I have observed that there are broadly two kinds of market fancies here. One is the slightly longer term which lasts few quarters and other kind is shorter term market fancy which lasts few months. While playing the latter, one has to be nimble and plan entries and exits properly. Examples of these in recent memory have been textiles, sugar, cement, steel (metals) etc.
While the more longer term fancy has been in capex related themes, EV related themes, defence, etc.
How to play and whether to play it or not at all depends upon the competence of the investor. Thankfully while practicing techno funda approach, we have been lucky enough to catch quite a few themes. For this one has to be on the constant lookout to see where momentum is building up and try to play it. And to catch these things early one has to be clued in to the fundamentals closely, monitor a lot of companies and see where positive tailwinds are emerging. I cannot enlarge on that subject as I do not practice that approach too much. What I do is what I document on the 52 weeks high thread and I find that simplest approach to implement. For more on the subject you can go through the thread on VP, or read books like The next apple, or William O neil’s book, or Mark Minervini, or preferably all of them.
@Gautam_Chopra I don’t have any idea about Calcom.
@Paxrxxthi The answer to your question remains the same as before. Try to read few books and try to find out on VP where the list of books are put up. Don’t expect any spoon feeding on VP forum. We try to help those that help themselves. No free lunches. If you cannot make the effort to read a few posts, or find out a thread on which book reviews are written, I don’t know how you expect anyone to help you.
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