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 markets, Elliott Wave analysis and Extreme Financial Planning. Working on future book "Fractal Magic" How to trade repetitive set ups in financial markets. Twitter
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