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.
Manager of "Gofsky Trust" Trader in "Cup and Handle" patterns, Fractal movements in financial markets, Elliott Wave analysis and Extreme Financial Planning. Upcoming book "Fractal Magic" How to make money from repetitive set ups in financial markets.
Privateequity & other alternative asset investor. Love to build business in chemicals, material, healthcare, energy and shale gas technology sectors (not a trader). Post/reposting is not an endorsement or otherwise