Tweet Buster: How to spot multibagger? Plus, Cassel's position-sizing strategy

As the benchmark equity indices kept on logging incremental gains for the fifth week, investors lapped up midcap and smallcap stocks and broadened the stocks rally.

If encouraging GST collections and GDP data were not enough, RBI's accommodative stance and progress on vaccine development added to the cheerful mood on Dalal Street.

While Sensex broke the barrier at 45K for the first time, Nifty Midcap100 index reclaimed the 20,000 mark after two-and-a-half years and is about 7.5 per cent away from its all-time high. Analysts are asking investors to stay cautious for the short-term and bullish in the long-term.


In this edition of 'Tweet Buster', we scan investing gems from market experts who shared tips and strategies on the social media platform to make money in a liquidity-fuelled bull market.

Investment mantras:

#StayBullish
Ravi Dharamshi of ValueQuest Investment Advisors is asking investors to stop being bothered about the next 5-10 per cent move, and instead start focussing on the next 2-3 years. "Things cannot be more clear. Stay Bullish," he says.
Extra cash never hurts
Independent market expert Sandip Sabharwal advises investors to keep some cash on the sidelines. "When we get a very good new idea, but are fully invested it is sometimes tough to figure out what to sell. However, cash can be easily deployed. Always keep some cash for brilliant new ideas."
Pharma and agri picks
In these two tweets, value investor Arun Mukherjee lists out interesting names to play two important themes -- pharma and agriculture.
Multibagger secrets
For those hunting for potential multibaggers in this bull market, Mukherjee has a tip: "Ingredients for Multibaggers:- Low Equity + Scalability + Pricing Power + Tailwinds + High Growth + Good Management + Higher Incremental ROCE = Lethal Combo."
Microcap investor, author and founder of Micro Cap Club Ian Cassel describes the rollercoaster ride of a multi-bagger stock in numbers.
Position-sizing strategy
Cassel says he believes in buying smaller and then averaging up as his conviction builds. "Let management execution determine your position size," he says.