Midterm investing
Ideal For – Investor
RESEARCH PROCESS
1. Fundamental: Pillar of this framework
Investment Instruments
Beyond individual companies, we explore sector opportunities and use targeted ETFs.
Management Guidance
Top priority on management guidance backed by proven execution to assess the future outlook.
Result Analysis
Focus on year-over-year and quarter-over-quarter sales growth with sustainable margins.
Only Tailwind Business
Targeting businesses with strong growth drivers and favorable trends
Ratios under Checklist
Profitability (ROE, ROCE), Liquidity (current, quick), Turnover (Inventory, Working Capital), and Debt-Equity.
Shareholding Pattern
Analysis Stocks with rising institutional interest, avoid higher public holdings.
2. Valuation Checking : Right stock at justified price
Relative Valuation :
Evaluate valuations by comparing with the 3-year average and lows.
Forward Valuation :
Assess forward valuation using management guidance to evaluate potential.
Volume
Analyze trading volume to assess buyer interest.
Moving Average
Monitor key EMA levels, avoid stocks below 200 EMA.
Historical Movement
Evaluate stock performance across bear and bull phases.