Discover and read the best of Twitter Threads about #screeners
Most recents (7)
1 New to investing?
2 Confused by #fintwit jargon?
3 Do we trust people presenting “valuation” to know what they don't know?
(Hint: “my-laser-eyed-golden-skin-ape-pic-is-worth-at-least-twice-your-diamond-skin-ape-pic” = relative pricing. Not valuation)
Follow #PiggyBack🧵
1/X
2 Confused by #fintwit jargon?
3 Do we trust people presenting “valuation” to know what they don't know?
(Hint: “my-laser-eyed-golden-skin-ape-pic-is-worth-at-least-twice-your-diamond-skin-ape-pic” = relative pricing. Not valuation)
Follow #PiggyBack🧵
1/X
Equity = Assets - Liabilities
But what asset and liability values are we going to use?
The answer as always: it depends on what we are going to use it for.
Here is a summary of equity metrics, from the most conservative:
2/X
But what asset and liability values are we going to use?
The answer as always: it depends on what we are going to use it for.
Here is a summary of equity metrics, from the most conservative:
2/X
Price/”Net-Net” Working Capital (P/NNWC)
Classic Graham/Dodd strategy
Assumes: Use only most liquid current assets, deduct subjective discounts.
Conditions (often missed in screens):
1) Not consuming assets (melting ice cube/negative cash-flow)
2) Historical profitability
3/X
Classic Graham/Dodd strategy
Assumes: Use only most liquid current assets, deduct subjective discounts.
Conditions (often missed in screens):
1) Not consuming assets (melting ice cube/negative cash-flow)
2) Historical profitability
3/X
A compilation of all my Important #Threads & #screeners !👇
Spread the word, if you find this helpful for investors!
@Vivek_Investor @Atulsingh_asan @abhymurarka @nid_rockz
👇👇👇
Spread the word, if you find this helpful for investors!
@Vivek_Investor @Atulsingh_asan @abhymurarka @nid_rockz
👇👇👇
1)
All my Top #Screeners with latest Updates !
🔗
docs.google.com/document/d/1a2…
Bookmark it, would be updating it regularly.
👍 &🔄
@Vivek_Investor
All my Top #Screeners with latest Updates !
🔗
docs.google.com/document/d/1a2…
Bookmark it, would be updating it regularly.
👍 &🔄
@Vivek_Investor
Q&A 162
#personalized #screener discussion !
⚡️Take away
- What should be Promoter Holding ?
- How much Debt ? Should we only invest in low debt companies ?
- Should we only invest in less Debtor days ? When can be High Debtor days companies be good investment ?
1
#personalized #screener discussion !
⚡️Take away
- What should be Promoter Holding ?
- How much Debt ? Should we only invest in low debt companies ?
- Should we only invest in less Debtor days ? When can be High Debtor days companies be good investment ?
1
How much Debt ? Should we only invest in low debt companies ?
2
2
Promoter Holding = 0
There are around 90 companies which are run by Board & hence Zero Promoter Holding !
Don't forget them, some are really great compounders !
3
There are around 90 companies which are run by Board & hence Zero Promoter Holding !
Don't forget them, some are really great compounders !
3
Q&A 134
Q-> If some stock comes in #personalized #screener you have created for me ->
How should I interpret it ?
Should I just buy it ?
What are my options ?
Can you explain !
1
Q-> If some stock comes in #personalized #screener you have created for me ->
How should I interpret it ?
Should I just buy it ?
What are my options ?
Can you explain !
1
Steps to be taken !
2
2
Here is how R Systems stands on my various #screeners.
An example how one can interpret just by glancing at them !
Similarly you can interpret from your #screeners I have built for you !
Here is the link for the #screenshot
3
An example how one can interpret just by glancing at them !
Similarly you can interpret from your #screeners I have built for you !
Here is the link for the #screenshot
3
My @screener_in Story !
This is coming straight from my❤️ !
I have my regular job (8-9 hr just like most of us), need to take care of my India, US Equity & Crypto investments and above all need to spend some quality time with my family too.
@faltoo @ayushmitt
1
This is coming straight from my❤️ !
I have my regular job (8-9 hr just like most of us), need to take care of my India, US Equity & Crypto investments and above all need to spend some quality time with my family too.
@faltoo @ayushmitt
1
Finding right stocks which suits your profile isn't easy. Takes lot of time & info is scattered all over.
Compiling & making sense out of it is just cumbersome. Watching for alerts & news is another nuisance.
How to stay focused & not get diverted with new ideas every day ?
2
Compiling & making sense out of it is just cumbersome. Watching for alerts & news is another nuisance.
How to stay focused & not get diverted with new ideas every day ?
2
I faced all these CHALLENGES & I am sure most of us do. There is no one right solution. It's like trying to achieve salvation. No one path is right but Jumping paths will just leave you wandering.
I chose mine with @screener_in
Why ⁉️.. Read👇
3
I chose mine with @screener_in
Why ⁉️.. Read👇
3
AXTEL INDUSTRIES #Thread
Presenting my study for educational purpose 👇
@Atulsingh_asan - I know you have studied #Axtel in very detail your additional points/thought process/comments will be great addition to this effort !
1
Presenting my study for educational purpose 👇
@Atulsingh_asan - I know you have studied #Axtel in very detail your additional points/thought process/comments will be great addition to this effort !
1
SSGR Analysis !
It gives +ive vibes for future growth. Further the Working Capital management & it's Free Cash Flow further strengthen the view.
SSGR (24%) > Current & Historical Sales Growth
2
It gives +ive vibes for future growth. Further the Working Capital management & it's Free Cash Flow further strengthen the view.
SSGR (24%) > Current & Historical Sales Growth
2
#AXTEL Retained Earnings vs Market Cap vs EPS Growth
In last 10 yrs ->
📌For every Rs 1 Retained by Axtel it has generated 17x of Market Cap (Big Boost for shareholders)👍👌
📌EPS Growth has been 7% higher than RE growth 👍
3
In last 10 yrs ->
📌For every Rs 1 Retained by Axtel it has generated 17x of Market Cap (Big Boost for shareholders)👍👌
📌EPS Growth has been 7% higher than RE growth 👍
3
Many school districts are deciding to use 'survey' or 'questionnaire' #screeners (asking teachers a series of questions) for assessing #dyslexia risk instead of directly assessing the child. It's very problematic for various reasons & can harm our #dyslexia advocacy efforts1/6
1) Several research studies have shown that teacher surveys are poorly correlated with the actual performance of a child, especially at the beginning of K (or any grade since teachers are still getting to know the student). It' important to DIRECTLY assess the child's skills 2/6
For example, this study bit.ly/36Gve6e: shows "..teachers’ judgments of students’ early #literacy skills alone may be insufficient to accurately identify students at risk for #reading difficulties. So, why are we still using these? 3/6
