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Alpha + Model Portfolio (12th Nov’18)

November 12, 2018

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Alpha + Model Portfolio (11th Nov’18)

November 11, 2018

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19h

Katalyst Wealth

@katalystwealth

High quality or not so high quality, small cap or large cap, honest mgmt or not so honest mgmt One thing we all need to get right is the GROWTH prospects of the company...be it through sales expansion, margin expansion, deleveraging... Without growth, markets just won't reward

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@safiranand @lugietaneja @ayushmitt @brijdbest @varinder_bansal @Maaachaaa69 Had great fun 😀

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So many themes get discussed these days: CDMO, API, Veterinary, infra, metals, specialty chems... It's okay to miss out on the next big theme...markets have anyways been rotational However, be cautious of entering the sector very late or when too many webinars start happening

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How to Invest in Cyclical Stocks for Best Results? Written By: @katalystwealth Covers: 📈 Case Study: Indian Metals & Ferro Alloys 📈 How to Capture 300-500% Upmove? 📈 Analysing Different Cycles 📈 Important Metric to Track in Cyclical Companies finmedium.com/2021/11/how-to…

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