We research companies until we genuinely understand them, buy whole shares with a plan, and hold for the move, whether that's weeks, months, or sometimes a year. Then 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.
The same steps for every position, so decisions come from a checklist, not a feeling.
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.
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.
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.
Individual results shared by members.
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.
Free intro call · no obligation
Add your Calendly link in the code (CALENDLY_URL) to enable bookingNo. 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.
Join IADtrade and learn to find quality companies, buy them with a plan, hold for the move, and take profits with discipline.
Join today →