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a_yawning_cat's profile
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@a_yawning_cat

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@a_yawning_cat

stray thoughts, loosely held. rat jaeger.

California, USA
aycat.substack.com
Joined December 2018

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    1.  🐈‏ @a_yawning_cat Jan 23

      A lil stock analysis tool I whipped up. The core idea combines Edward Tufte & Bret Victor's work around data viz. E.g. high data density w/ useful interactions.pic.twitter.com/w5mYdWieP0

      1 reply 0 retweets 2 likes
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    2.  🐈‏ @a_yawning_cat Jan 23

      In the above, the main visualization is a series of 10 boxes, each of which represents a decile. (5th decile is median). Each fundamental analysis signal is show along with its decile. The idea is you want to know where you are in the mob, not the exact absolute number.

      1 reply 0 retweets 0 likes
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    3.  🐈‏ @a_yawning_cat Jan 23

      Additionally the way this page works is analogous to going to a pet or plant store and picking out a basket of stuff. Each click above filters out red flags. In Bret Victor's work, he mentions how man UI's are built like a database query interface. http://worrydream.com/#!/MagicInk 

      1 reply 0 retweets 0 likes
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    4.  🐈‏ @a_yawning_cat Jan 23

      You first need to know how to operate the tool, then you need to make your precise query, THEN you get to see the results. This flagging system allows you to red-flag deciles you don't want until your "basket" suits your requirements Every single click brings u closer to goal!

      1 reply 0 retweets 0 likes
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    5.  🐈‏ @a_yawning_cat Jan 23

      In this example, I filter out the stocks with the worst numbers, then sort by 6m price appreciation. This allows me to first get some idea of the data, THEN do the dumb "Read a bunch of stuff and buy the stock if the story makes sense to me personally."https://imgur.com/a/aQ4SGbQ 

      2 replies 0 retweets 0 likes
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    6.  🐈‏ @a_yawning_cat Jan 23

      The target would be a basket of 25-50 to get a decent mix. I could filter it down even more. E.g. remove large market caps for stocks with more "growth potential." It also reveals some macro trends. Financial stuff seems to be doing well, lots of green.

      1 reply 0 retweets 0 likes
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    7.  🐈‏ @a_yawning_cat Jan 23

      Another page allows you to analyze stocks. E.g. your own portfolio or an analysis of an ETF. ARK is quite "Cool" nowadays so let's see what's in ARKF:https://imgur.com/a/Qk35zhr 

      1 reply 0 retweets 0 likes
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    8.  🐈‏ @a_yawning_cat Jan 23

      This is sorted by value factor but notice how most of it is in the red for all signals. That indicates a heavy momentum/growth bias. The highest ratings are also N/A (which default to a median value for value factor calculation)

      1 reply 0 retweets 0 likes
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    9.  🐈‏ @a_yawning_cat Jan 23

      Let's look at ARKG and sort by PSR, a decent "Popularity Rating" (e.g. like using how long the line is at a restaurant to gauge if it's worth the wait) Different sorts can tease out different "insights"https://imgur.com/a/H2RDgfe 

      1 reply 0 retweets 0 likes
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       🐈‏ @a_yawning_cat Jan 23

      Let's try ARKF since the market filtering indicated finance as an interesting area. Notice how big the market caps are. Seems pretty "safe" in that regard. But also notice how most of it is info sector, not finance. Hmm...https://imgur.com/a/pkduwUn 

      10:35 PM - 23 Jan 2021
      1 reply 0 retweets 0 likes
        1. New conversation
        1.  🐈‏ @a_yawning_cat Jan 23

          This one is the most interesting b/c looking at the individual stocks it seems to be a "Tech is becoming banks" theme. Does this mean being red in many areas is ok? That the momentum/crowd is right and not crazy? Buy the fund? hand pick a few? I dunno.

          1 reply 0 retweets 0 likes
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        2.  🐈‏ @a_yawning_cat Jan 23

           🐈 Retweeted  🐈

          The main thing this tells me is to buy TCS, the container store. Because sweeeet sweeeeeet boxes.https://twitter.com/a_yawning_cat/status/1347436640004943873 …

           🐈 added,

           🐈 @a_yawning_cat
          Ahh....sweeeet sweeet box...ahhhhh.... ahhhh....
          Show this thread
          1 reply 0 retweets 0 likes
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        3.  🐈‏ @a_yawning_cat Jan 23

          Analysis of "Super Poppers", at least 7x return in 2020. Not touching these but noticing the prevalence of manufacturing. Perhaps it's TIME TO D..D..D..D..DUE.. er.. B..B..B..B..BUILD!pic.twitter.com/JWDth9aO03

          1 reply 0 retweets 0 likes
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        4.  🐈‏ @a_yawning_cat Jan 23

          Jus 4 fun this is top 100 from robinhood sorted by lowest market cap first. (since highest will be amzn, appl, etc) A bunch of N/A... I suspect my data source (IEX cloud) uses N/A for these fields b/c Q1 hasn't happened yet. so not much info here... (manufacturing though...)pic.twitter.com/JEsRDThYQI

          1 reply 0 retweets 0 likes
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        5.  🐈‏ @a_yawning_cat Jan 24

          top holdings from OFVIX (as the O'Shaughnessy book "What Works on Wall Street" is the basis for why these are the specific indicators chosen. also, the dude quotes jed mckenna)pic.twitter.com/CtaqlnI02b

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          6. End of conversation

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