Screens and scans that I use.
Please use and share if you find useful.

I am sharing 5 of 25+ screens/scans. The ones that have back tested & work consistently.

1. Sales and earnings growth
2. Earnings surprise
3. Mid cap, new IPO
4. Volume breakout
5. Small cap hot sector
1. Sales and earnings growth. I use finviz.com
Go to screener,
Select Fundamental Tab
Choose Over 30% for Sales and EPS growth Quarter over Quarter
2. Earnings surprise
I use NASDAQ earnings surprise page for this. Super useful during earnings season

Strong earnings surprise means a week+ of gains usually in the stock

nasdaq.com/market-activit…
3. Mid Cap recent IPO. According to the IBD framework, recent IPO (1-3 years) mid-cap companies ($2-$10B) generate the best returns for traders.
I use finviz for this.
Select Mid Cap & IPO date fields.
4. Volume breakout. Where there is more than unusual volume, that means somethings up. Either buying or selling activity. Worth a review.

On Finviz, select Unusual volume on the signal (top)
5. Small Cap in hot sector. Harder to find these, but you can. No easy way to scan these, but find the stocks in the hot sector, search on Twitter and you will find someone mentions names of small cap names in the same sector.

Hit or miss, but this is speculative and risky
Final thoughts: Keep in mind these are all just my processes. Does not mean they work. Back testing means it works for the data and timeframe I tested.

Always do a deeper dive on the names you get from screens and scanners. Put them in a watchlist and notice their behavior

🙏🏿🐘

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More from @mukund

24 Feb
An IPO is different than

a Direct Listing which is different than

a SPAC.

They all have strengths and weaknesses.

1. One is NOT always better than the other for retail investors and the company.

2. Bankers ALWAYS make money regardless of for of public listing
In an IPO - bankers make the most money but the "allocated large investors - such as Mutual funds, Hedge funds" get early dibs; BUT they have to hold for 6-12 months. There is also a lockup expiration period preventing insiders from selling at IPO Image
In a direct listing - bankers makes less money because the company does not need the money. The company is merely providing early investors (and employees) an exit - Who want the best price for their stock.

So retail investors pay up anyway. Image
Read 6 tweets
23 Feb
My process: After screening / scanning I go to my next step - Validate.
This is NOT financial forensic analysis.

This step for me is to find red / yellow / green flag. Please use and share if you find it useful Image
In this step the objective is to understand the business and get a feel for what will make it grow. I also do a technical evaluation (if appropriate) and market landscape map.

For this thread I am going to only focus on metrics Image
My first manager at Cisco was Sue Bostrom, (bless her soul). She taught me about input metrics, output metrics and I learned about CX (Customer Experience) metrics at $AMZN

Most financial metrics are output metrics - they tell you what happened POST them happening Image
Read 9 tweets
21 Feb
Alternative Scanning - My process. Use and share if useful.

I already covered Screening vs Scanning.
"Alternative Scanning" is when you use external data. There are 5 scans I browse weekly

1. Twitter
2. Reddit
3. Fidelity
4. StockTwits
5. Whale Wisdom
1. Twitter: I have created 5 private twitter lists. Please dont ask me to share them. The reason is people get upset when they are or are not on any list. Not worth it. Create your own list.
Make a list of long term investors, traders, chart experts, etc. I scan this daily.
2. Reddit. This is confusing since it is harder. My hack is that I have recently started using Swaggy Stocks. I dont recommend it yet, but it is worth a try.
swaggystocks.com/dashboard/wall…
Read 7 tweets
20 Feb
Screeners and Scanners: My process explained. There is a difference between Screening (Finviz) and Scanning (Koyfin) for stocks. I will share what I do and if you find it useful, please use it, and share.
Screener: I "screen" for stocks on finviz using some parameters I set. In this example, I am looking for HIGH growth, stocks that have recently (<1 year) IPOed.

You can further refine this list by adding volume for example.
I have used 30% QoQ EPS and Sales growth.
Scanner. Screen gave me 23 stocks. I cut and paste the tickers into a watchlist in Koyfin

Go to app.koyfin.com/mov and select the watchlist. View shows you relative volume leaders( to the right) and 1 day return (top)

You can select other time frames as well (1 wk, 1mo)
Read 6 tweets
19 Feb
Here is my process since many of you asked. It is simple. 5 Steps:
1. Screen
2. Validate
3. Verify
4. Watch
5. Average In
1. Screen:
I try to look for very high quality companies (30% growth Rev + EPS) Or one of my 15 screeners - opportunistic (explain later)
Check out @alphacharts365 for a video on "finviz" screening. He's a good guy.
2. Validate:
I try to check growth (consistency) and basic financials check
I will also go their website and read as much as I can
I will gather some market reports - @skaushi is a star at this.
I try to also check for future growth expectations - marketbeat helps you there
Read 8 tweets
17 Feb
How to "Do your own research" when you dont have time or the inclination but also dont want to blindly follow "FinTwit Experts"?

A short thread.

Only valid for these times of <whoops, I heard it about it this yesterday and it is up 20% already>
You see it in many FinTwit posts - "Not financial advice. Do your own research DYOR".

And you are thinking - Damm I dont have the time or the inclination to DYOR. Some may not have the skills, but that's for another thread.

So how do you quickly DYOR?
Assumptions:
1. You have a full time job and investing is "your passion", "side gig", "way to create wealth", "second income stream", etc.
2. You're area of expertise is not in the field that the stock recommendation is made. E.g. you are a doctor and the stock is a Space play
Read 11 tweets

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