It goes without saying that there is a heck of a lot of unstructured data out there which has the potential to give investors an edge. The only challenge is the lack of time to aggregate all the findings. But as someone looking to learn a thing or two from the massive trend-based investing (trading?) frenzy that we have recently witnessed (think Gamestop), I ran a little experiment.
What does the Valuepickr community as a whole say about stocks that are in vogue? About people who are revered as investors? A quick web scraping algo that I built on Python fetches data on the most discussed, most liked & most viewed topics on Valuepickr. I ran the program on 20 Feb and then again today. The output shortlists the ‘hottest’ topics in this forum between then and now.
1. Topics with the most posts
| Posts_20-02-2021to12-03-2021 | |
|---|---|
| Malkd’s Core Portfolio | 67 |
| Potential wealth creators portfolio: Views Invited | 50 |
| Sahil’s Portfolio | 45 |
| Apollo Tricoat Ltd(ATL) | 43 |
| IDFC First Bank Limited | 30 |
2. Topics with the most views
| Views_20-02-2021to12-03-2021 | |
|---|---|
| Hitesh portfolio | 11761 |
| Laurus Labs - Can Business Transform to Next Level? | 10989 |
| ITC: | 9413 |
| Malkd’s Core Portfolio | 8706 |
| IDFC First Bank Limited | 8206 |
3. Topics with the most likes
| Likes_20-02-2021to12-03-2021 | |
|---|---|
| Hitesh portfolio | 231 |
| Laurus Labs - Can Business Transform to Next Level? | 206 |
| Apollo Tricoat Ltd(ATL) | 203 |
| IDFC First Bank Limited | 153 |
| Malkd’s Core Portfolio | 140 |
4. Topics with the highest Likes-to-Posts Ratio
| Likes to Posts Ratio | |
|---|---|
| Poly Medicure - at an inflection point! | 22 |
| AA - Abhishek’s Attic (place to store stuff to clear my head)! | 19 |
| Pix transmissions - low profile microcap company | 15.5 |
| Multi-Disciplinary Reading - Book Reviews | 13.6 |
| Deepak Nitrite | 13.5 |
5. Topics with the highest Likes-to-Views
| Likes to Views Ratio | |
|---|---|
| Best Valuepickr contest 2015 | 0.073170732 |
| Bambino Agro-Horse inside the stable? | 0.043478261 |
| Transpek Industry limited | 0.041979673 |
| Ion Exchange (India) Limited | 0.038834951 |
| Equity Investing as a full time career? | 0.037900875 |
6. Topics with the highest Views-to-Posts ratio
| Views to Posts Ratio | |
|---|---|
| Deepak Nitrite | 1797.75 |
| Vaibhav Global : Back from the dead | 1481 |
| HDFC Life Insurance Company | 1176 |
| Poly Medicure - at an inflection point! | 1134 |
| Equity Advisory Services in India | 1132 |
I have had this running once every 20 days or so for the last 3 months and it has enabled me to find businesses that I’d have otherwise not found by myself. The community as a whole has the power to guide a trend-following investor in a direction where everyone is collectively headed and this insight is quite powerful.
We can however only really unlock the value of NLP/Web scraping technologies by widening the scope of where data is collected from. Valuepickr forum is just one place. Reddit has a group called Indianstockbets (I think?). Perhaps there are other pockets. But, I am hoping to find out.
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