Foundations of Professional Trading

We are focused on managing our portfolios based on the following philosophy. 

We believe in using 3 top-down investing frameworks to generate constant idea flow and do not believe in just one investment approach - in short, this is a blended approach to idea generation.

You will learn 3 investment frameworks:

1. Fundamental Idea Frameworks - We discuss how to generate ideas through fundamental analysis of companies by identifying candidates where the balance sheet, income statement and overall sentiment of that Company will generate ROI. With this framework we do not focus on growth stocks or speculative companies; we focus on legacy brands, turnarounds and just plain “good operating” businesses. 

2. Price Action Idea Frameworks - Short-term, tactical trading, works and we apply a price action framework using price levels, candles and price action principles to teach you how to generate price action ideas. These ideas can be both long/short ideas and can be applied intraday up to a 30 day holding period. 

Thematic/Event-Driven Frameworks - Thematic and event-driven investing has a place in the idea generation process as such we teach concepts around this as well. These frameworks can be applied to what we call the “3 F’s”; Fads, Frauds, Failures where you can identify certain catalysts that will lead to a large price move in the security you may be trading.

You can learn more about the 3 Month Mentoring program here.