Ambit on Smallcap stocks to own/avoid for next quarter
📌We rank stocks based on earnings momentum and suggest Q1 and Q2 as the quintile to own and Q5 as the quintile to avoid. The investible universe should be restricted to the first three quintiles.
📌Stocks to own: Q1 and
💫Even in a roaring bull market, my live market screen time is 10–15 minutes a day. During bear markets or corrections, my screen time drops to zero—yet I still make good profits.
⏭️This proves that spending more time watching the market doesn’t always lead to better results.
Confidence or Mindset:
On being confident, over-confident, and under-confident.
The key is to acknowledge the level you are at, and also acknowledge the progress you’ve made, however small.
If you downplay it or overplay it, it turns harmful. Earlier, I thought not
As a beginner trader,
How are you supposed to build trust in your system, if you don't spend time with it?
To follow a system with patience and discipline, one needs to develop the system first.
Okay fine, let say one can copy a system that works, even then one needs to spend a
Great pointers and Agri sector is getting into an upcycle and especially after the GST reduction could see a lot of liquidity flowing into the same.
One of my group member, Saurabh Gupta have discussed this a few weeks back and our discussion notes as follows.
Renewables 🎯
Lowering GST from 12% to 5%
If this becomes reality then this is very big positive trigger for renewables energy space.
Growth will move even higher from current scale 🚀
#InterglobeAviation into the #Nifty to replace #IndusindBank is a good move
However replacing Hero Motocorp with relatively illiquid Max Healthcare trading at 100X PE makes little sense
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I am hoping for a range of 24300-26000 till Dec 2025 .
I have gone wrong multiple times in the past , so pls do your own research & don’t invest money on my generic view .
I may Change my view , if I see any change in data / Fundamentals & I might miss to inform you all due to