BC MARKET CYCLE
Saved by @AnmolNarula11

Markets are all about patterns and tendencies that have an edge. Here are a few I have observed and learned over the years.

A Thread.

 Identify the Sector(s) of this cycle. Typically mid caps which are enjoying an earnings tailwind due to the external environment and you have a 3 year visibility into a 25% or higher eps growth. Will seem expensive throughout the cycle but will make big money.
Breakout post a genuine earnings surprise. Popularly called PEAD. Structural pattern. Works like a charm at all points of any cycle.
Serious debt reduction. Drives as much shareholder value as a high growth stock.
52 week highs across stocks in a given sector. Something is happening. Pay attention.
All time highs in ANY stock.
Spin offs and demergers. There is one whole book on this. Huge edge works more often than not.
New IPOs breaking out to all time highs a month or so after the listing.
Low capacity utilisation, negative profits and a turnaround in the sector - typically buy on first signs of turnaround.
Media pessimism about a sector reaching highs as per news reports in papers/mags while the sector in forming consolidating bottom or breaking out - huge winners here.
52 week low + insider buying + but no sector issues ie sector not likely to die or go into oblivion.
Large opportunity good execution and good management will always be overvalued, ignore pe and add them during corrections without waiting for pe to correct to "my value levels” which will never come.
3 years 50% test, Can this business trade 50% lower after 3 years? Can be done for predictable businesses only. This one by @BMTheEquityDesk
Can the profits (5 years out) in the future be equal to the current market cap? This was Ramdeo Agarwal if I remember it right.
Change in management (especially for financials but generally for others).
Playing the liquidity premium and discount in small caps in bull and bear markets. In bear markets they are oversold and and in bull over bought - hence small caps make for very good market cycle play
Fall after a sharp deterioration in margin due to temp factors, which is likely to bounce back.
This is the big one and may happen due one of the reasons above. Delta in RoCE leads to multi baggers - esp if delta is from single digits to two digits.
All engines firing. Improved margins faster cash flows and better asset turns which happen when cwip assets start sweating by @varadhar1
https://t.co/VPnK3xS2nA
https://t.co/DvOYLg95pt
https://t.co/8KVNjz9piP

More from Market cycle

Rohit Chauhan
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@rohitchauhan
All stocks are cyclical

The question is only of duration
MARKET CYCLE
Ashwini Damani
Ashwini Damani
@ashwinidamani
The sector rotation has been so fast in this bull market...

There has been no one clear sectoral leader..

Suddenly Pharma stocks run, then PSUs, then IT comes up, Commodities, Chemicals.. Everyone is having their day in the sun..

Now All of a sudden Power stocks are zooming

Previous Bull markets had few clear leaders - Infra, Real Estate in 2007 or Financials after Demon, IT, Media in 2000s, Capex, Commodities after that
MARKET CYCLE
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Sahil Sharma
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@sahil_vi
One key learning from @VijayKedia1 Sir:

Many of the cos he invested in: vaibhav global, Tejas networks, sudarshan chemicals he was tracking for 4-5 years before he decided to invest. Wants to pull the trigger near the bottom of biz cycle

Patience
MARKET CYCLE
Vivek
Vivek
@Vivek_Investor
Please do read.

Src: Primedatabase website.

Cycles | S. Naren
MARKET CYCLE
Charlie Mungerilal
Charlie Mungerilal
@CMungerilal
Some stocks are undervalued just because they underperformed in down cycle than their peers. The key thing to note is that they will outperform their peers in up cycle.

To sum up, try to find undervalued market leaders who underperformed because of down cycle of the sector.
MARKET CYCLE

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2. उतसारा स्थिरा घम्भीरा: The one who is leaping higher and higher, who is firm and stable and seriously determined.

3. ुग्रामा असामा शौर्या भावा: He is strong, and without an equal in the ability/mentality to fight

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7.विलयगागनथाला भिकारा, गरज्जद्धरा गारा: The hero is destructive in the air/sky as well (because he can leap at an enemy from a great height). He can defeat the enemy (simply) with his fearsome roar of war.
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#ज्योतिष_विज्ञान #मंत्र_विज्ञान

ज्योतिषाचार्य अक्सर ग्रहों के दुष्प्रभाव के समाधान के लिए मंत्र जप, अनुष्ठान इत्यादि बताते हैं।

व्यक्ति के जन्म के समय ग्रहों की स्थिति ही उसकी कुंडली बन जाती है जैसे कि फ़ोटो खींच लिया हो और एडिट करना सम्भव नही है। इसे ही "लग्न" कुंडली कहते हैं।


लग्न के समय ग्रहों की इस स्थिति से ही जीवन भर आपको किस ग्रह की ऊर्जा कैसे प्रभावित करेगी का निर्धारिण होता है। साथ साथ दशाएँ, गोचर इत्यादि चलते हैं पर लग्न कुंडली का रोल सबसे महत्वपूर्ण है।


पृथ्वी से अरबों खरबों दूर ये ग्रह अपनी ऊर्जा से पृथ्वी/व्यक्ति को प्रभावित करते हैं जैसे हमारे सबसे निकट ग्रह चंद्रमा जोकि जल का कारक है पृथ्वी और शरीर के जलतत्व पर पूर्ण प्रभाव रखता है।
पूर्णिमा में उछाल मारता समुद्र का जल इसकी ऊर्जा के प्रभाव को दिखाता है।


अमावस्या में ऊर्जा का स्तर कम होने पर वही समुद्र शांत होकर पीछे चला जाता है। जिसे ज्वार-भाटा कहते हैं। इसी तरह अन्य ग्रहों की ऊर्जा के प्रभाव होते हैं जिन्हें यहां समझाना संभव नहीं।
चंद्रमा की ये ऊर्जा शरीर को (अगर खराब है) water retention, बैचेनी, नींद न आना आदि लक्षण दिखाती है


मंत्र क्या हैं-
मंत्र इन ऊर्जाओं के सटीक प्रयोग करने के पासवर्ड हैं। जिनके जप से संबंधित ग्रह की ऊर्जा को जातक की ऊर्जा से कनेक्ट करके उन ग्रहों के दुष्प्रभाव को कम किया और शुभ प्रभाव को बढ़ाया जाता है।
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