Price moves ahead of the Results ?

I recently had a great conversation on Konversation with Kushal, where we dove deep into the world of momentum investing.

In this episode, we discussed:

💡 What momentum investing really is and how it helps investors stay on the right side of trends.
💡 The ideal number of stocks in a portfolio, how to balance across market caps
💡 The key decisions every investor must make and the biggest regrets most investors face.
💡 How to identify trending sectors and whether sector allocation really matters.

If you want to understand the logic behind momentum investing and how it can help you build a robust, stress-free portfolio, don’t miss this episode!

Today’s Daily Byte

If you recall, at the end of February, we were reasonably confident that March would turn out to be a green month. As we progressed deeper into February, the probability of March being a positive month was steadily increasing. By the end of February, we had already witnessed five consecutive down months, which is a rare occurrence. And when five down months in a row happen, it usually indicates that a reversal might be on the horizon. The probability of a green March became very high, and that’s exactly what we are seeing now.

Today, we’ll discuss what happens when markets reach all-time highs and how pessimists often misguide us, even during an uptrend. Optimism in the market is a necessity to stay invested. Without it, it becomes almost impossible to remain in the market, especially during down days when you might question why you’re holding certain stocks

Reading Time : 4 Minutes

Price moves ahead of the Results ?

The growth of Amazon Web Services (AWS) has been nothing short of extraordinary, as highlighted by Charlie Bilello’s data. AWS revenue has increased from just $3 billion in 2013 to $100.3 billion by Q3 2024, marking a 33x growth in just over a decade. To put this into perspective, AWS alone now generates more revenue than 468 companies in the S&P 500. And yet, despite such massive growth, Amazon’s stock has not followed the same trajectory in recent years.. . . .

Reading Time : 4 Minutes

Demat Data is not disappointing

The chart given below shows the trend of declining new demat account openings. At its peak in January 2024, 4.68 million new accounts were opened, which dropped to 3 million by April, then rose again to 4.5 million by August-September. However, since the end of September, as the market has been declining, new demat account openings have also slowed down, now reaching 2.26 million.. . . . .

Reading Time : 3 Minutes