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.
I invest in companies with strong fundamentals which are also significantly undervalued, presenting a good margin of safety. I write extensively about my ideas and investment strategies on my blog at Soberstocks.com
Options trading can be perfected with professional assistance, especially when the concerned trader is new to stock and trading. Professional guidance on the same can be availed very easily in the present days through both online and offline sources.