Skip to content
By using Twitter’s services you agree to our Cookies Use. We and our partners operate globally and use cookies, including for analytics, personalisation, and ads.
  • Home Home Home, current page.
  • About

Saved searches

  • Remove
  • In this conversation
    Verified accountProtected Tweets @
Suggested users
  • Verified accountProtected Tweets @
  • Verified accountProtected Tweets @
  • Language: English
    • Bahasa Indonesia
    • Bahasa Melayu
    • Català
    • Čeština
    • Dansk
    • Deutsch
    • English UK
    • Español
    • Filipino
    • Français
    • Hrvatski
    • Italiano
    • Magyar
    • Nederlands
    • Norsk
    • Polski
    • Português
    • Română
    • Slovenčina
    • Suomi
    • Svenska
    • Tiếng Việt
    • Türkçe
    • Ελληνικά
    • Български език
    • Русский
    • Српски
    • Українська мова
    • עִבְרִית
    • العربية
    • فارسی
    • मराठी
    • हिन्दी
    • বাংলা
    • ગુજરાતી
    • தமிழ்
    • ಕನ್ನಡ
    • ภาษาไทย
    • 한국어
    • 日本語
    • 简体中文
    • 繁體中文
  • Have an account? Log in
    Have an account?
    · Forgot password?
    New to Twitter?
    Sign up
a_yawning_cat's profile
🐈
🐈
 🐈
@a_yawning_cat

Tweets

 🐈

@a_yawning_cat

stray thoughts, loosely held. rat jaeger.

California, USA
aycat.substack.com
Joined December 2018

Tweets

  • © 2021 Twitter
  • About
  • Help Center
  • Terms
  • Privacy policy
  • Cookies
  • Ads info
Dismiss
Previous
Next

Go to a person's profile

Saved searches

  • Remove
  • In this conversation
    Verified accountProtected Tweets @
Suggested users
  • Verified accountProtected Tweets @
  • Verified accountProtected Tweets @

Promote this Tweet

Block

  • Tweet with a location

    You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more

    Your lists

    Create a new list

    Under 100 characters, optional
    Privacy

    Copy link to Tweet

    Embed this Tweet

    Embed this Video

    Add this Tweet to your website by copying the code below. Learn more

    Add this video to your website by copying the code below. Learn more

    Hmm, there was a problem reaching the server.

    By embedding Twitter content in your website or app, you are agreeing to the Twitter Developer Agreement and Developer Policy.

    Preview

    Why you're seeing this ad

    Log in to Twitter

    · Forgot password?
    Don't have an account? Sign up »

    Sign up for Twitter

    Not on Twitter? Sign up, tune into the things you care about, and get updates as they happen.

    Sign up
    Have an account? Log in »

    Two-way (sending and receiving) short codes:

    Country Code For customers of
    United States 40404 (any)
    Canada 21212 (any)
    United Kingdom 86444 Vodafone, Orange, 3, O2
    Brazil 40404 Nextel, TIM
    Haiti 40404 Digicel, Voila
    Ireland 51210 Vodafone, O2
    India 53000 Bharti Airtel, Videocon, Reliance
    Indonesia 89887 AXIS, 3, Telkomsel, Indosat, XL Axiata
    Italy 4880804 Wind
    3424486444 Vodafone
    » See SMS short codes for other countries

    Confirmation

     

    Welcome home!

    This timeline is where you’ll spend most of your time, getting instant updates about what matters to you.

    Tweets not working for you?

    Hover over the profile pic and click the Following button to unfollow any account.

    Say a lot with a little

    When you see a Tweet you love, tap the heart — it lets the person who wrote it know you shared the love.

    Spread the word

    The fastest way to share someone else’s Tweet with your followers is with a Retweet. Tap the icon to send it instantly.

    Join the conversation

    Add your thoughts about any Tweet with a Reply. Find a topic you’re passionate about, and jump right in.

    Learn the latest

    Get instant insight into what people are talking about now.

    Get more of what you love

    Follow more accounts to get instant updates about topics you care about.

    Find what's happening

    See the latest conversations about any topic instantly.

    Never miss a Moment

    Catch up instantly on the best stories happening as they unfold.

    1.  🐈‏ @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
      Show this thread
    2.  🐈‏ @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
      Show this thread
    3.  🐈‏ @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
      Show this thread
    4.  🐈‏ @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
      Show this thread
    5.  🐈‏ @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
      Show this thread
    6.  🐈‏ @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
      Show this thread
    7.  🐈‏ @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 

      1 reply 0 retweets 0 likes
      Show this thread
    8.  🐈‏ @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
      Show this thread
    9.  🐈‏ @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
      Show this thread
    10.  🐈‏ @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
      Show this thread
       🐈‏ @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

      11:12 PM - 23 Jan 2021
      1 reply 0 retweets 0 likes
        1.  🐈‏ @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

          0 replies 0 retweets 0 likes
          Show this thread
          Thanks. Twitter will use this to make your timeline better. Undo
          Undo

      Loading seems to be taking a while.

      Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.

        Promoted Tweet

        false

        • © 2021 Twitter
        • About
        • Help Center
        • Terms
        • Privacy policy
        • Cookies
        • Ads info