Research-driven swing & position trading

Buy with conviction. Hold for the move. Take profits with discipline.

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.

1mo–1yr+Typical horizon
Research-ledEvery entry & exit
Whole sharesNo options or leverage
▶ Intro · ~2 min What IADtrade is aboutA short intro, from me to you Add your video link in the code (VIDEO settings) to enable playback
The approach

Research the business. Trade the price.

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.

Fundamental research

Read the business the way an owner would: revenue, margins, free cash flow, the balance sheet, and what really drives the numbers.

Valuation & margin of safety

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.

Entry & exit calls

You'll know when I buy and when I sell: the entry, the target, and the reasoning behind every position, the moment I act.

Position sizing & risk

Size each position by conviction, keep losses small, and never bet the account on a single name. Staying in the game is the point.

Patience & profit-taking

Hold for the move and ignore the noise. Take profits when the price reflects the value, or cut quickly if the thesis breaks.

Direct 1:1 mentorship

Ask questions and work through your own positions with me directly. Not a faceless group, just real answers to your real decisions.

How it works

A repeatable process, start to finish.

The same six steps for every position, so decisions come from a checklist, not a feeling.

01

Screen for quality

Start with durable, profitable businesses: real cash generation, healthy growth, and a reason the market is mispricing them.

02

Read the fundamentals

Go through the financials and the story. Understand how the company makes money and what the catalyst is.

03

Set entry & target

Decide what it's worth, where to buy, and where to take profits, with a horizon in mind from weeks to a year.

04

Buy whole shares

Enter with a planned size at a sensible price. No leverage, no options, just real ownership with a defined risk.

05

Hold for the move

Track the thesis, not the daily noise. Let the position work while the catalyst plays out over weeks or months.

06

Take profits with discipline

Sell into strength when the price reaches fair value, trim to lock in gains, or cut fast if the thesis breaks.

Join the community

Get in through a quick call.

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.

What's inside

Everything I run, in one private community.

  • Full research videos: each stock broken down start to finish, before I buy
  • My exact framework for finding, researching & valuing a company
  • A growing library of past stock breakdowns to learn from
  • My trades, with the reasoning behind every entry & exit
  • Direct 1:1 mentorship
Hosted on Whop · instant access once you're in
2 spots left

Book your call

  1. 1
    Pick a time

    Grab a free intro slot that works for you.

  2. 2
    We talk it through

    Your goals, how I trade, and whether it's a fit.

  3. 3
    Get access

    If it's a match, you're set up in the community the same day.

Book your call →

Free intro call · no obligation

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Track record

How positions play out.

A 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.

Member feedback

What members say.

Individual results shared by members. Results vary and are not typical or guaranteed.

Text message from a member, Mark, sharing his results
Mark · 1:1 member, 2 months
Want to know more?

Frequently asked.

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.

Start trading with a plan

Trade with research, not guesswork.

Join IADtrade and learn to find quality companies, buy them with a plan, hold for the move, and take profits with discipline.

Join today →