Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.
Bloomberg Training Instructor, Financial Consultant and Analyst, Equity, Futures and Option Trader , Executive Director at www.ideasinversion.com,Vicepresident of @ciuniandes,Brown University, Universidad de los Andes
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