Numbers, Baby

We spoke about our shift in thinking, …

… remember?

Magic Bull has decoupled…

…in its approach.

The WWS exit pathway.

Worst weed standing.

Remember that name.

And out it goes.

Upon opportunity.

Upon expenses.

Now here’s another one.

BPS.

Best performing scrip.

Add to.

Get its buying average down, on purpose.

It’s got maximum runway, to WWS.

That’s why, add to it from proceeds, from fresh income.

Don’t look at any other metric.

Just the fact that it’s the BPS.

And add.

It’s performing.

You’re betting on continued performance.

A few quarters might dip.

Unless it demotes to WWS, it won’t be expunged.

Then 8 quarters in a row – extraordinary growth.

Remember that high growth is a non-linear entity.

To catch it, and harness it optimally, we must be…

there.

In the most manageable, highest magnitude way.

As you keep adding to your BPS, it eventually gets demoted to number two, or three, or something.

Because, buying average dips.

That’s great.

Now we have a new best performing scrip to be added to.

Sideway injections. Bombastic results from a held scrip above buying average? Add to, one lot.

New members. Bombastic YoY results and a little QoQ improvement too? Add to, one lot.

That’s the entire system.

Funds move towards strength.

No affiliations.

No married to.

You control by attenuating the speed and the magnitude of WWS exits.

All held above 25%?

Stop the expunging.

Trade something else on another platform, other underlyings or scrips, for distraction.

Or…

…go on a holiday.

Advice?

Advisor?

No room.

Also, where is the need?

Everything is right here.

Programme your AI to serve results on a platter, screened, each morning, to feed the system with sideway injections and / or potential new candidates.

All we need now…

…is guts, to follow through.

Rest is all numbers…

…baby.

NoiseLess

That’s…

…where one wants to be.

Really tough though.

Something or the other keeps the connection on.

One gravitates towards noise.

It’s like a short circuit.

That something, …

…consisting of harmful information…

…finds a way…

…to make one plunge into it.

Switch off, one hears?

Right. Fair words. That’s when the devils start to rise.

One has just switched off, and the next person one meets blurts out the information which one least needs. By default.

Did you see? The benchmark was down 2%. Or. Oh what a crash today. And. How much is your folio exposed to XYZ?

Ideally – market action, and then other stuff. If not other stuff, then other uncorrelated market action. Then other stuff. Not market info all the time – one doesn’t want that at all. Everyone hovering around sees to it though.

Solution?

Mindset.

Belief in system.

Confidence.

A decoupled system.

Not doing it like institutions do.

Working as per its own rules.

Rules made by – self.

No one else knows these rules. They don’t apply to anyone, except to – self.

Since one’s system’s got its own set of rules, guess what doesn’t apply to it?

Right. Noise.

And because one knows it, guess what got that much stronger?

The ability to deflect the culprit.

Noise – thrown at – self – self – deflects – deftly.

Without the poison, …

…the rest, …

…they say,

…will be History.