Hi. Has anybody traded adopting the Minervini’s stages crieria? Will it be logical and likely to be gainful to discard stocks that are at stock1 and shift to stage2 stocks?
Sir not much experience in market as yours but I tried this stage 2 and it worked but in one stock which it didn’t plan out as I expected was Laurus lab gave me exit signal at around 1000 or so but after a halt or trading in zone it reversed. May be I got it wrong but mostly worked.
Disclaimer: I am just testing it out so not much experience
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I am absolutely new to it, so I am grateful for any input. How did you get the signal? Through technical analysis? I am zero in it. I am wondering if I can use it to combine with my investments, and cross checking them. For example, my investments like Sona, L&T etc are confirmed at stage 2, KEC is not.
Also, I am wondering if it would be better to ignore its advice some stocks, websol and Blue Star for example.
These are two threads.
Closed thread - StageInvesting +Elliot Waves
@Mudit.Kushalvardhan thread Mudit's Portfolio (Stage Analysis + Price Momentum)
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Noob trading doubt:
I see Saregama volume this week is highest in last many years, what does it say? What could be the nuances?
(Stock name is just for example, want to learn how to read volume data)
It means the holding has gone below 1 %
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Sometimes we see that the in one quarter let’s say the holding is 4.11%, then the next quarter it disappears, and the following quarter the exact same percentage comes back. What’s going on here? It’s a reporting issue? Can’t be selling and buying again, the exact percentage. Guess it could be internal transfer between self demat accounts…
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Internal transfer between self demat accounts will not show up if PAN is the same. Usually it is selling & buying again, for whatever reason such as tax related, transfer between different accounts within the same group / family etc. or just to generate accounting entries for some reason or simply changing view on the stock due to happening / non happening of an event or something else.
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I have read pat dorsey’s “5 rules for successful investing”, “one up on wall street” by Peter lynch, “intelligent investor”(most of chapters), and some chapters of “common stocks and uncommon profits”
After reading I made some reports based on basic idea and combing my own thought to Framework
Arrow Greentech Ltd.pdf (513.0 KB)
This is recent report which I made , well I change my framework after that to concise, like below 
Pasupati Acrylon.pdf (420.4 KB)
Both of which didn’t convinced me, and didn’t fit as a right in investment,
But still I’m not getting clarity of how exactly the business works beneath,
And how exactly the company expected to grow earnings?
In which phase of growth company is?
In not getting answers to these questions by myself,
Which more books I must read, what more resources to follow,
And is used of AI suggested (as I’m not using it because it doesn’t brings any judgement to me)?
If yes then in what way it’s supposed be?
(I can understand that I’m asking a lot of questions but it would be of great importance to me even if few questions answered)
I suggest you start with a business that has sector tailwind instead of these microcaps with difficult-to-explain business models, cyclical earnings, low pe etc. It would be easier for you to understand and track such businesses with the help of results and other corporate documents.
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Pls explain me the roll forward valuation logic? If i want to value a company based on 1 year forward earnings i will do it on Jun’27 (Q1FY28) quarter. right? or Jun’28 (Q1FY29)
I would reccommend that you can read the sector reports - it will tell you how the company earns, what are the expenses it will incur for generating the sales and the key risk which cas affects its growth. alsp please read the credit ratings to know more. If you learn about that particular secctor then you can easily move to the various companies in that sector and analyse and compare them
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Persistence is the key. Developing the process takes time and refinement of the same is a never-ending exercise.
Your notes are extremely confusing. Writing in own words instead of random copy paste might improve clarity. If English Grammer needs to be brushed up, you may consider this book - The Elements of Style by William Strunk Jr
--------But still I’m not getting clarity of how exactly the business works beneath--------To start with, pick a business whose management is forthcoming in sharing details via investor presentation, conference calls, and annual report. Read online blogs or brokerage reports on the business.
--------And how exactly the company expected to grow earnings? ---- Read Board’s Report, Chairman/MD/CEO letter, and Management Discussion and Analysis. Earnings grow with sales growth, which is achieved by 4 ways: Sell more of the current product, launch new products, start selling in new geographies, Acquire other businesses.
--------In which phase of growth company is? ---- Never mentioned explicitly. So, infer indirectly: What they do with the cash flows? How topline is growing YoY?
--------In not getting answers to these questions by myself, ---- With time and consistent efforts, you will.
--------Which more books I must read, what more resources to follow, ---- It’s worth reading the book: The Investment Checklist, Michael Shearn. You can use the list of checkpoints to learn about any business, either with manual efforts or using an AI tool.
--------And is used of AI suggested (as I’m not using it because it doesn’t brings any judgement to me)? ---- It’s an excellent assistant. You must use it. Ask your questions 1 by 1.
--------If yes then in what way it’s supposed be? ---- Attach company’s (or even competitors) exchange filings (Annual report, conference calls, screener link etc.) to the AI tool and ask questions one at a time.
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Thanks 
for your reply, Are there any sources where I can get sector reports?
Search in the above link - They update the same periodically:
IT sector update:
Refer here in Substack - sector info afterQ1 results:
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An FYI. Is there a thread for this Co?