We help you discover
investing ideas you can execute and profit from by focusing on trades that maximize your upside and limit your downside
Every day we look for investment opportunities. Our mission is to provide you with ideas and research you can execute and profit from.
What You Get
Our weekly research newsletter and idea generator. We focus on four areas: non-consensus ideas, IPOs, ETFs, and charts.
We include financial statements, qualitative frameworks for evaluating investments, and charts that offer attractive risk/reward opportunities.
Use this newsletter as a starting point for further research.
Stock & ETF Database
A research tool to help you evaluate investments. Currently in development. (Coming fall 2018)
When SAM's portfolio takes a trade, you will be alerted via email. Write-ups will be posted on the website.
Wealthfront, Betterment, and Vanguard offer low-cost index products for your retirement account.
We believe a portion of your money should be set aside to take aggressive risks. That is the purpose of this service. To produce research and trading ideas that will outperform a low-cost index.
I have never worked for a fund or investment bank. I am self-taught. I was mentored by a trader in Chicago.
I started trading during the 2008/09 financial crisis. I believe my results and analysis will speak for themselves over time.
There are no secrets to this business. To be successful, one must exercise good judgment, common sense, discipline, and patience.
I'm not perfect. I will make mistakes, have drawdowns, and sometimes just be wrong.
But I will be transparent and honest about my results.
An investment professional's goal should be to earn and build trust with their clients, and that is my hope, to build trust with you.
5-20 per year.
Good ideas don't surface on a regular schedule. We must be willing to sit on our hands most of the time.
A year or greater.
That is not a hard rule as we have to adapt to changing market conditions but our goal is to hold as long as it makes sense.
Via email. Detailed write-ups will be posted on the website.
Members can reach me by email.
Yes, however, you can log into your account and turn off that option.
If auto-renew is turned off, you will receive a notice 48 hours before your subscription is set to expire.
If you want to renew for another year, you will have to do it manually.
SAM + | Yearly
- Weekly Update
- Trade Alerts for Stocks and ETFs
- Stock and ETF Database (coming fall 2018)