RajStockWatch@RajStockWatch
Fabulous Read 👍 All SME investors should read and get a grip on how the system works.
1. All talk of this company has guided 40% , that one 30% etc is useless in microcaps UNLESS and UNTIL there is LIQUIDITY AND +SENTIMENT..
2. Liquidity and Sentiment drives valuation. And till they are absent, nothing moves.
3. The key for success is to invest in FUNDAMENTALLY STRONG COMPANIES "WHICH WILL SURVIVE FOR LONG" and investor has to wait till Liquidity and Sentiment returns.
4. And when they return, the stocks which you selected on STRENGTH and SURVIVABILITY will reward you with superlative RERATING.
5. So, avoid running behind all those weak, nonscalable businesses. Avoid small pharma, Small IT, BPOs, Small chemical units, small logistics, small fabricators, small casting and foundries, masala/ pappad / cooking oil makers and sugar, rice and Lungi traders and many many more which are actually POLLUTANTS and need to be filtered out of portfolios.