Topics & Strategies

Stock Selection

How to identify and screen for stocks worth researching — earnings growth thresholds, relative strength, proximity to highs, sector leadership, liquidity.

Fundamental Analysis

Evaluating the underlying business: earnings quality and acceleration, revenue growth, management track record, competitive moat, return on capital, valuation.

Technical Analysis

Reading price and volume data: chart patterns, moving averages, support and resistance, volume confirmation, relative strength, stage analysis.

Catalysts & Inflections

Events or changes that create the reason for a stock to move now — management change, earnings inflection, product launch, sector re-rating. The 'why now?' question.

Momentum & Trend Following

Following market leaders and relative strength; riding trends rather than fighting them. The philosophy and mechanics of momentum investing.

Sectors & Themes

Sector rotation and thematic investing: following where growth concentrates, identifying the strongest sectors, and riding multi-year themes.

Entry Strategy

The specific mechanics of initiating a trade: trigger points, timing, execution, scaling in, and how to buy the right way.

Position Sizing

How much capital to allocate per trade — risk-based sizing, concentration rules, and the logic behind going big when conviction is highest.

Trade Management

Managing an open position after entry: adding on strength, adjusting stops, partial trims, and responding to new information.

Cutting Losses

Stop-loss discipline and the rules for exiting losing trades. The skill that separates long-term survivors from blown-up accounts.

Taking Profits

When and how to exit winners — rules for locking in gains, letting winners run, and avoiding the mistake of selling too soon or too late.

Risk-Reward

Asymmetric payoff thinking: evaluating upside vs. downside before entry, demanding a favorable ratio, and only taking trades where the math makes sense.

Risk Management

Portfolio-level risk controls: overall drawdown limits, hedging, correlation management, and protecting capital across the full account.

Portfolio Construction

Building and balancing the overall book: concentration vs. diversification, cash allocation, and how the portfolio should look at any given time.

Macro & Market Environment

Big-picture economic analysis: interest rates, currencies, commodities, global flows, and how macro conditions shape the opportunity set.

Market Timing

Reading overall market conditions and cycles to calibrate aggression — when to press, when to step back, and how to use market breadth as a guide.

Trading Psychology

Emotional management in the moment: fear, greed, revenge trading, imposter syndrome, cognitive biases, and how to stay process-focused under pressure.

Process & Discipline

Systems, rules, and routines that govern consistent execution — the habits and structures that separate consistent performers from inconsistent ones.

Learning & Development

How traders improve over time: mentors, self-study, reviewing trades, studying historical charts, and compressing the learning curve.