I research a company until I genuinely understand it, buy whole shares with a plan, and hold for the move, whether that's weeks, months, or sometimes a year. Then I take profits when the thesis plays out.
Every position starts with understanding a real company, then buying it with a plan and a price in mind. Hold while the thesis plays out, and take profits with discipline when it does.
Read the business the way an owner would: revenue, margins, free cash flow, the balance sheet, and what really drives the numbers.
Estimate what a company is worth and only buy when the price gives room to be wrong. Price paid is the one thing you control.
You'll know when I buy and when I sell: the entry, the target, and the reasoning behind every position, the moment I act.
Size each position by conviction, keep losses small, and never bet the account on a single name. Staying in the game is the point.
Hold for the move and ignore the noise. Take profits when the price reflects the value, or cut quickly if the thesis breaks.
Ask questions and work through your own positions with me directly. Not a faceless group, just real answers to your real decisions.
The same six steps for every position, so decisions come from a checklist, not a feeling.
Start with durable, profitable businesses: real cash generation, healthy growth, and a reason the market is mispricing them.
Go through the financials and the story. Understand how the company makes money and what the catalyst is.
Decide what it's worth, where to buy, and where to take profits, with a horizon in mind from weeks to a year.
Enter with a planned size at a sensible price. No leverage, no options, just real ownership with a defined risk.
Track the thesis, not the daily noise. Let the position work while the catalyst plays out over weeks or months.
Sell into strength when the price reaches fair value, trim to lock in gains, or cut fast if the thesis breaks.
I keep the community small and serious, so the first step is a short call. We talk through your goals, make sure it's the right fit, and if it is, you get access the same day.
Everything I run, in one private community.
Grab a free intro slot that works for you.
Your goals, how I trade, and whether it's a fit.
If it's a match, you're set up in the community the same day.
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Add your Calendly link in the code (CALENDLY_URL) to enable bookingA selection of past and current positions: the thesis, the entry and exit, and the result. These are individual trades shown for transparency, and past performance doesn't guarantee future results.
Individual results shared by members. Results vary and are not typical or guaranteed.
No. This is research-driven swing and position trading. You'll know every time I enter and exit a position, with the full reasoning, but holds run weeks to months, sometimes a year. No second-by-second pings or chart-watching all day.
It depends on the setup. Some positions are shorter swings of a few weeks to a few months; others are held a year or more. The business, the catalyst, and the price decide, not a clock.
No. The process takes you from the basics through reading a company's fundamentals, valuing it, and planning entries and exits. You learn the why behind every decision, not just the what.
No. I buy whole shares of real businesses: no options, no leverage, no margin. The goal is durable, well-researched positions with defined risk, not amplified bets.
We hop on a quick call, talk through your goals and how I trade, and make sure it's the right fit. If it is, I set you up in the private community on Whop the same day. We'll go over the details and pricing on the call.
No. IADtrade is an educational community. Nothing shared is personalized financial advice, and you're always responsible for your own decisions and risk. See the full disclaimer below.
Join IADtrade and learn to find quality companies, buy them with a plan, hold for the move, and take profits with discipline.
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