Screening Metaverse Stocks by Institutional Flows and Revenue Growth

Summary

The proposed screen selects stocks associated with the metaverse theme, requires a positive institutional-flow measure, and compares reported revenue across two years. The stated revenue test is that the later year’s revenue exceeds the earlier year’s by a specified ratio. The example references a Chinese stock-data API and attempts to gather theme membership, flow data, and financial indicators before identifying qualifying securities.

The post gives a screening concept rather than a tested portfolio strategy: it reports no returns, risk statistics, or rules for sizing, rebalancing, or exiting positions. Its sample Python code is truncated before the revenue comparison is completed, and some data fields and the way theme membership is inferred are not fully explained. The author notes that market preferences can change and recommends adding broader fundamental and technical analysis and adjusting conditions as markets evolve.

Key ideas

• The screen combines metaverse-theme membership, a positive institutional-flow condition, and revenue growth between two reporting years.
• The example outlines retrieving stock, flow, and financial data through an API.
• The code is incomplete and does not show the final revenue-ratio filter in full.
• No backtest, portfolio construction method, or exit rules are supplied.
• The author recommends broader analysis and adapting the screen to changing markets.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.