How to Turn the IPO Summer into a 5-Year Wealth Machine
3751 segments
All the decisions of all the money in
the world reflected in this. It's simply
a question of is the money buying this?
>> While the market may move on headlines,
many successful retail investors know
there's one main trend to follow.
>> It's noise. Ignore it. Look at the money
and the money is the chart. Felix Pin
with the Goat Academy is known for
following the money and the action in
the charts. People often look at charts
like this and they go, "Oh, it's too
late." But it is actually the stocks
that are moving up that are much more
likely to keep moving up. Your volume
will double or triple or quadruple. In
this channel, our mission is very
simple. We're making a million people
financially free, financially
independent. And in Winston's book, that
means being able to live off your
investments and your trading income.
>> You will not find a better place that
will educate you on how to trade, how to
utilize options, how to trade long, how
to trade short.
>> The biggest difference to me in this
program was just the one-on-one
coaching. The group calls are great, the
community elements are great, the videos
are great. Felix teaches you rules and
knowledge to apply to your own life. If
if you could find something simple that
has a good success methodology, it it's
very helpful for people to understand it
and grasp it and be able to apply it,
kind of do it at your own pace.
>> This is the right place to be in order
to secure my boy's financial future.
Thank you, Felix, and everyone else at
the Go Academy.
>> It's just been really uh very impactful
and amazing. The best thing that we
learned was, you know, how to manage the
risks and how to take charge of our
portfolio.
>> One and a half year later, I'm trading
successfully and profitable options. If
I can do it, basically anyone can.
>> 5% up on Nvidia, AVGO is up, AMD is up,
Microsoft, Google, Meta, Oracle, Amazon,
everyone's up. It's a beautiful day.
>> I focus on giving you a practical
foundation to make more informed
decisions in the market. There is no
better way. Learn how to actually trade.
You've got to go to the go academy.
>> Very happy with all the education on the
platform.
>> Very very glad we joined. Both of us
going into retirement. Now we know how
to safeguard our investments. We know
how to make our money grow.
>> I have made 95% almost doubled my
portfolio in the year 2025. And in my
first 90 days of working with Felix and
the Goat Academy, I've made close to
$90,000, which is a 15% gain for me,
which is like unheard of in my life.
>> My name is Felix Pin. This is Winston
back there, and we used to be investment
bankers. Felix and Winston, I have to
give them credit. They picked incredible
stocks. Palanteer, Epoing 108%
plus SoFi, Broadcom, Nvidia, HIMS, eight
names only. ELF underperformed
incredible stock picking superior super
special S tier. In recent months,
markets have rewarded flexibility,
punished conviction at the wrong time,
and reminded everyone that price can
move faster than narratives. Uh, few
approaches are built for that
environment better than trend following.
Felix Prren of Goat Academy has
developed a reputation for cutting
through noise, focusing on momentum, and
helping traders stay aligned with
markets and what they're actually doing
rather than what we think should happen
next.
>> I'm sending all my happy money energy to
you, Felix, and also all the viewers and
listeners. Thank you so much. Have a
beautiful life.
>> I love what you do. I'm just so I'm so
grateful we're friends. I'm so grateful
I got to know you.
>> Felix here and a huge welcome to you all
to this live webinar. All I've got to
figure out is how to stop the sharing.
How do we stop the sharing? That's a
very good question, isn't it? Oh dear.
Oh dear. There must be a button here
that says, um, give me a second. You can
see I'm slightly zoom challenged, but
I'm very excited you are joining me here
today.
And there we go. We managed to do that
then, didn't we, didn't we? And um, I'm
live right here from New York. Um, I'm
very excited to be and I met some of you
lovely people here yesterday
as my
If you can hear me guys, bear with me
for a second. My screen has just gone
black, which is definitely not what we
were hoping for. Um but it seems to be
coming back to life very very slowly. Uh
so
once technology allows us have a
wonderful live session here from New
York. My goal is to deliver you guys
um a ton of value and we do seem to be
back. Right. Let me know if you can see
me and hear me. Um that would be
tremendous.
Frozen screen. Okay. Marvelous, isn't
it? Let me just see what we can do with
that
seems to be.
You can hear me, but you can't see me.
Um. Oh, isn't life wonderful when you do
things live?
Um, give me go. Give me a give me a few
minutes, guys. We will we will get this
sorted. It will it will solve itself.
Got about four and a half thousand
people here live on Zoom. I think a
similar number live on YouTube. And um
you can see me and hear me.
If you can see me and hear me, do let me
know because I just see a frozen screen
on my end. Um
frozen screen. Yeah, a frozen screen for
me, too. Okay. Um,
okay. Right. Let's restart.
What is this feeding the audio and the
video?
There we go. Start virtual camera. Okay,
I think we're back, right? Are we back,
baby? Let me know in the chat if you can
see me and hear me. Give me a one in the
chat if you can see me and hear me. we
don't let little things like technology
get in the way. Okay, amazing guys. I
appreciate your patience and uh you
letting me know. So, we're going to get
jump straight into it. I've made you
made you wait long enough now. Uh so,
there we are. First of all, this is not
financial advice. I am not a registered
financial adviser. No, I'm not. I'm just
a guy who happened to be an investment
banker for a little while. Uh and you
learned a few things and I'm going to
share those things that I learned with
you. So, I'm not going to tell you what
to buy or what to sell. Want to be very
clear on that. Um, loving you guys for
joining me here on Father's Day. Happy
Father's Day to you all. I don't know if
you caught that. I'm actually in New
York right now. Uh, I'm in a glorious
hotel in your wonderful um, city and
meeting a lot of you in in town here.
Literally, the butler who brought me a
plug just was like, "Felix." I was like,
"Oh, that's really wonderful." But
that's not what you're here for. Um,
today is about one thing. the single
greatest opportunity we've seen in maybe
15 years. I call it the IPO summer and
it wasn't just SpaceX. Lots more IPOs
coming and there's tremendous
opportunity here. But before I show the
opportunity, I have to show you the trap
because in the market risk and
opportunity travel together and you want
to be on the right side of that path.
Um
so the uncomfortable truth people don't
tell you is that every IPO has
or rather every decade almost has an IPO
off the central bit ironic but that's
what the media calls it and almost every
single time the regular investor the you
and me the retail investor we get
carried out on a stretch not because the
company we bought was bad but because we
bought it the wrong way at the wrong
time with no freaking system. But we're
gonna change that today,
right?
You remember Facebook? Go back to 2012.
It was the most hyped IPO of its
generation. Everybody wanted in. And if
you bought on day one with your savings,
your hard-earned money, four months
later, half your money was gone.
And here's the lesson on this. There's
some little candles on here at the
bottom of that chart that we're going to
go into in some detail and they tell you
what Wall Street was doing and you're
going to learn the skill of reading that
piece of information today.
Or if you look at Snapchat, which also
IPOed in 2017, it was the next Facebook.
Right now, it went down 72%
actually even 80 odd percent from its
IPO price to where it bottomed out.
and
put a one in the chat if you've ever
bought a stock that looked like this.
You bought it and now it's down like 30,
40, 50, 70%.
Yeah, that makes you human. We've pretty
much all done that, right?
Remember Uber? I took an Uber today. It
was the biggest IPO of 2019. It was
trading at $45 a share. It then went
underwater for three and a half years.
Think about that. You could have held
this famous household name, massively
successful for three and a half years
and still been in the red.
It's dead money. So, everybody confused
a famous brand with a good trade, with a
good investment. They're not the same
thing. It's very important to understand
that. or Coinbase, the crypto IPO
everybody wanted, 87% down from the
listing price. Same story, massive
euphoria,
but there was no institutional
accumulation. The guys were selling. And
what you need to understand is that
these charts going to show you right now
are going to tell you what the
institutional money is doing, right? Or
Rivian, right? Who bought Rivian? Any of
you bought Rivian? an hour in the chart.
It was the next Tesla. It went up 130%.
Everyone's a genius. And then it fell
89%.
That's the most dangerous kind of a
trap, the quick pop that sucks in the
crowd right before the collapse, right?
And we're going to talk about SpaceX a
little bit later. Um, some of this is
powered by
Starlink, so I'm I'm I'm all in favor of
of their product. I'm not against it,
but I'm in favor of doing this with the
same risk structure, with the same
timing structure, with the same position
size structure that the big boys use
because they've got a system, they've
got a plan. Everyone else has just got
FOMO, right? And there's one thing all
these IPOs have in common. Wall Street
knows it, but retail investors don't.
And that's what I'm going to teach you
here today. the three things that
separate the IPO and actually any stock
that ruins people from the one that
potentially makes them rich because the
same setup is booming right now. We're
going to look at it together. So when
SpaceX went up 50% from its listing
price, right, the crowd is going to do
exactly what they did with Facebook,
with Uber, with Rivian, they're going to
pile in at the top. And you know, on
Wednesday and Thursday, SpaceX gave back
30% of that gain. So, the crowd will buy
probably a year or two too early. And
it's FOMO. And I get it. We've all We
all have it, right? But today, you're
going to leave here with a a cure for
FOMO,
a cure for massive losses, and a cure
for the worrying whether your stocks
will make you rich or frustrated. If you
want that cure, put a C in the chat.
And let me um Can we get four and a half
thousand C's in that chat there? See if
we can break it again. But let me show
you the flip side first. And this is
where it gets really exciting because in
every single one of those moments while
the crowd was getting clobbered, getting
hurt, there was a small group of people
who made an absolute fortune. Same
stocks, same timeline, opposite outcome.
So what was the difference? They went
smarter. They went even luckier. They
had a system. And let me show you the
two ways that they actually did that.
The first one is this. I call it by the
survivor. And look at this. It's the
same Facebook that crashed.
Let me see if I can get a pen out here.
If that doesn't overwhelm technology too
much today. Can we get a pen? Yeah. Turn
on the pen. So, Facebook crashed here,
right? Pretty pretty ugly, if that were
a word. Is that a word?
And minus 54% here. Minus 54%.
But the people who waited for the base
to form, the base to form
and waited for a little thing called
volume to come back and bought when the
institutions were starting to buying to
buy. They didn't catch a falling knife.
No. Do you know how much money they
made? Anybody know Facebook? How much
money is it up by from the low?
30x. Yeah. 30x from the panic low. Now,
the second way, and this is my favorite,
the biggest gains are almost never in
the famous names that everyone's talking
about. They're in the unglamorous
company right next to it. The supplier,
the pick and shovel play, the one that
gets ignored by mainstream media and the
crowd. And there's some tie to SpaceX
and the anthropic IPOs and so on. Some
of those are already up a thousand% but
there are some other ones. And my
question to you is do you want to learn
how to find those stocks? Yeah. Yes or
no? Yes or no?
Okay. I suppose a bit of a rhetorical
question. Um so
before we go deep into this, who's
thinking why does this guy want to teach
me? Why is this guy sitting sitting in a
hotel room in New York and spending some
of his Sunday Father's Day with me?
Who's thinking that? Put a put a
question mark in the in in in the chat
you're thinking about or or simply write
why. I know a few of you here going
like, "Why the heck is he doing this?
It's weird, isn't it?" In fact, I
actually met about a hundred of you
yesterday, which was tremendous. We did
a little event in in New York. Um, and I
even have a whole team of my mentors.
Some of them were there, too. These are
guys who worked on Wall Street for
decades. So again, why do guys who have
a good career, they're retired, don't
need the money. Why do they want to
teach? Well, let me put it on the screen
here for you. And I think one of our
coaches puts it best. I have a WhatsApp
group with my my mentors, same guys who
teach our students. One of us is called
Carlos, he's a lovely man, and he wrote,
"Two years ago, when Felix, I'm the son.
Yes, just get used to it. Gave the
strongly accented professor a chance. I
had no idea it would turn into one of
the most fulfilling adventures of my
life from day one. The students
feedback, their gratitude, and seeing
them feel truly empowered to take
control of their destiny has been
incredibly rewarding.
So why do I teach? It's entirely
selfish. It is incredibly rewarding. It
is the funnest, most satisfying thing
I've ever done. And also I've sat in
front of a 50% loss when I started
investing in 2000 because nobody had
taught me. And I don't think anybody
should have to do that. So for me it is
honestly the funnest thing I've ever
done. I've done bunch of businesses. I
have a wine business and a chemical
business. I've done a bunch of things in
life. I was a banker. I was a lawyer for
a little while. But ultimately those
things were always about one thing,
right? Selling something so you could
pay the mortgage or buy something or
whatever. When you get to a point where
you don't have to do that, seeing the
joy in people's eyes when they tell you
how you're changing their life or and
they are, I mean, you guys are changing
your lives. I'm just encouraging you a
little bit, helping you a little bit,
you should take full credit for it. It
is the funnest thing ever. And if you
ever get to be in that position where
you can do that, do it. There's nothing
better. But I know that's not what
you're here for. You're here to learn,
right? So, if I told you there was a way
to know about every major stock movement
before they happened, would you believe
me?
Yes or no? Do you believe? Let me know
in the comments down below. And it's
totally fine if you don't. Like, just be
a skeptic. I'm always a skeptic. You can
put a no in there. And I will do my best
to show you enough today that you will
see that it's a possibility, which is
really all I'm asking for here. I love
the skeptics and they're brilliant.
Let me show you a couple.
Have a look at these stocks and how much
they up by. Do you know what investing
in these stocks would have done for you?
Anybody know?
$10,000 invested in any of these would
have been 1.6 million today on Tesla,
750,000 in AMD, 470,000 on Celsius,
Nvidia would be almost 2 million bucks.
Shopify almost half a million. Axon 6.8
million. Yeah, it's true. Rocket Lab
128,000 and Palanteer a cool $280,000.
Would that be life-changing for you? I
think for most people, it probably would
be. Right now, I want to be very clear.
I'm not promising you outcomes. I'm not
saying you're going to find these
stocks. But I'm going to show you the
same patterns that we saw in every
single one of these stocks. And then
we're going to look at the rules. And
then we're going to look at, if you guys
want to, if you want to stick around,
the same patterns that I'm seeing in
charts right now. This week, I'm going
to show you my full watch list for the
week. If you guys care, just stick
around. Does that sound like a deal?
Yeah. Does that sound like a deal? Well,
you see, with all of these, every single
one of these, I strongly believe that
Wall Street knew. Everybody's watching
the news, but Wall Street had already
invested. And I want to walk you through
how they found the signals, teach you
the same skill, and
the same signals are flashing. They're
flashing this week. So, we're going to
walk about and talk about what's coming
next. So, this actually becomes really
useful.
But let's look at one example right sle
is a BNPL stock buy now pay later
and after its IPO sle traded at a dollar
and everybody said this stock is dead
right nobody wanted be this buy now pay
later stock and then a little thing
happened that right about here
the third quarter of 2024
they delivered incredible earnings and
Wall Street poured into it and I'm going
to show you how you can see that. But
what I'm pointing at here is the hint.
Volume exploded. Short sellers were
destroyed and this thing became a 10
back, right? So sle at a dollar was the
ultimate like no one's watching this
thing. It's a dead stock. But guess
what? Wall Street was watching it. And I
can see it from the little candles that
my arrows are pointing out there. And
you're going to be able to see that too
if you stick around for the next two
hours. Or Rocket Lab. Rocket Lab did,
and I'm going to use a less menacing pen
color here. Rocket Lab did, pardon my
French, bugger all for two years.
And what happened then? Well, painted
over it just what happened is that they
reported some earnings around about
there. And we saw a massive, massive
volume spike. It's a little small, I
grant you. We're going to look at some
bigger charts in a second. Don't worry.
And the stocks up how much? Two and a
half thousand%. Not bad, right? Or
there's a little car stock. It's called
Tesla. And Tesla for three years from
2017 to 2019,
it did absolutely nothing. Media was
saying this company is running out of
money. And then guess what? In 2020
here,
trading volume went up 10 times. The
stock's gone up 10 times since. Now,
trading volume is a shortcut for big
money buying. You're going to be able to
re see how to read that in a second. Or
maybe a government data contractor with
a really dull business that did
absolutely bugger all for many, many,
many, many years. And then suddenly
right here what I'm pointing out the
trading volume exploded as in Wall
Street paid attention. It went up 10
times and the stocks up 10 times since.
Right. So are you starting to see the
one thing all of these stocks have in
common? If you are, put it in the chat.
If you're not, don't worry. I'm going to
break it down for you.
Yeah. Okay, you guys can see it. Okay,
can you guys see my ski screen clearly?
If you can put a one in the chat. If you
can't, put a two in the chat. Just see a
few comments here.
Okay, that's mostly ones. The twos seem
to possibly be people who need to crank
up the brightness on their own screen.
Um,
so yes, a lot of smart people in the
room here too. Volume spikes. And I'm
going to explain to you what that means
and how to track it. But there are also
two other patterns that we must learn in
addition to just what I'm pointing out
on the screen here. Right.
Brightness helped. Good. Glad to hear
that. And I call this whole thing follow
the money. So forget what people are
saying on television. Watch where the
money is actually flowing because money
doesn't lie to you. It has nothing to
gain from a narrative. Money just wants
to make more money. Palanteer's trading
volume exploded 10 times. A year later
the stock was up 5x.
It's just money.
So before we go really really deep here
today, and we are. It's going to be fun.
I'm looking forward to it. The next two
hours
could change everything.
You can change how you understand the
market. It could change how you act and
make better decisions and everything
else, but only if you're actually here.
So, if you're scrolling through your
phone, if you're half listening while
you're answering emails or something,
um, this isn't going to do anything for
you. So, I'm asking you to show up for
yourself for this hour, not for me, for
yourself. And I will show you something
that took me years to master. So, if
you're going to do that, write show up
in the in the comments down below or
just an S if you want to save on letters
and they'll see it. But we can get 4,800
S's in there from people who actually
want to learn this, right? So,
let me start with a myth because
a lot of people think that the guys on
Wall Street are these whiz kids, right?
Do you think Warren Buffett was born a
genius investor? Do you think he came
out of the womb and he was analyzing
balance sheets?
No, of course not. He learned from
someone. Who did he learn from? He had a
mentor. The chap was called Benjamin
Graham and one of the most famous sort
of investing legends out there. And the
truth is that every single legendary
investor you've ever heard of, they've
learned from someone. It's a skill. It
is not magic. It is not luck. It is
definitely definitely not genius. It is
a skill. Look at this. Buffett learned
from Benjamin Graham. Peter Lynch, you
might have heard of him. He learned from
Fidelity. You know what Peter Lynch did?
He created the biggest
mutual fund company in the world. Do you
know where he learned it? At the
previously biggest mutual fund company
in the world. He just nicked the
playbook, right? Or a car I he learned
from Drifus Corporation and so on. I
could I could ramble on, but they're all
large. Now the beautiful thing is skills
are teachable, skills are learnable. So
anybody can become a much better
investor if they have what?
A mentor who's better than them, right?
That's it. Yeah. Does that make sense?
That landing for you? Put a put a yes in
the chat if that's landing for you. And
what pisses me off is um sometimes the
root service in New York. Why are people
so like abrasive in New York City? What
is what's all that about? Um anyway,
Wall Street wants you to think investing
is complicated and it annoys me. They
kind of want you confused because if you
know how simple this actually was, you
might come to the conclusion that maybe
you don't need them and maybe you take
control yourself. And that's what we're
going to deliver you to you today.
And the truth is it is actually much
much simpler than you think. And my
mentors always said to me, Felix, simple
is good. Simple wins. You can remember
simple. We can all remember simple. You
can execute simple. So, I'm going to
give you a very, very simple process
today that changed my life. It didn't
change my life because I'm smart,
smarter than you. I barely graduated by
the skin of my teeth. But I learned the
skill. I mastered it and I'm sitting
here. I'm 45, I think. Um, I'm retired.
I'm having an absolute blast. We're
literally traveling around the world. We
just came from France and from
Switzerland and now we're in in New York
and we're heading back to Asia in a in a
little while. Um, and it's fun. So, I'm
going to teach that to you. But I also
want to be honest with you about what
we're going to cover today. There are
levels to this game. Three levels, in
fact. Level one is the foundation is
what you get on on on YouTube. And
it's the safe concepts is the awareness.
It's the getting you interested, giving
you the safe concepts. Level two is
application. It's today what we're going
to learn today. It's the actual system,
the actual rules. And then there's a
level three, and I call it mastery. And
it's where it all fits together, all the
parts and the components, and which
really allows you to make a heck of a
lot better decisions. So, you're going
to get level two today, and I'm going to
plant some seeds for level three for
this. But the truth is that what I teach
you today is val, very, very valuable. I
think you're going to make better
decisions about this. But it is also for
the foundation for something bigger. I'm
not holding level three back from you.
The truth is just that there is no skill
out there that's worth learning that you
can learn fully. I mean truly master it
in two hours. There just simply isn't
one. Right? Think about it. Driving,
swimming, riding a bike, hitting a ball,
throwing a ball, all those things take
more than two hours to get really really
good at. Right? It is the same for
managing your money, becoming a better
investor, maybe becoming a better
trader. Right? So, I just want to be
very frank with you on what we're going
to cover here today.
But if you stay with us till the end
today, I'm going to send you a workbook.
I'm going to send you a full breakdown
of what we're going to walk through here
today because my goal is to overwhelm
you slightly because if I didn't, I
don't think I'd be delivering you enough
value. And you might want to refer back
to some of the stuff that's not really
going to sink in. Right? So, if you're
committed to yourself, put a me in the
chat because it is all about you and not
me. And um good, right? Let's let's earn
it. Let's do it. So, what nobody tells
you, and this is probably going to piss
you off, you can buy the greatest
business in the world with the greatest
leadership, the best products, the best
financials. You read everything they
ever said and did, and you can still
lose money.
Why? Because if Wall Street sells it,
the price drops. You're fighting against
billions of dollars. It's like a wave
coming at you and you're trying to swim
out through it. You can't. The wave is
too strong. You're fighting
institutional money. You will lose
unless you've got billions of dollars
lying around. But this is the key. When
you follow that institutional money and
rather than trying to paddle through the
ba big wave coming at you, you are
riding the wave like a surfer does,
everything changes. And that is step
number one as a concept. It is called
follow the money. Not your gut, not
CNBC, not some lunatic on YouTube. You
follow the actual money. Where is it
actually going? That's what we're going
to get track. And I believe that is what
gives us an edge. And I'm going to show
you how we do that. Because think about
it. When Wall Street's buying a stock
and they're pouring millions and
millions into it, what happens to the
price? Does it go up or does it go down?
Yeah, I'm seeing lots of upsell. And you
of course would be right. The more they
buy, the higher it'll go. And if you are
riding that wave from relatively early
on, you potentially can make some money.
But I'm going to be very very clear on
it.
This is not timing the market. Timing
the market is a fool's errand. What's
timing the market? Anybody know? If this
were a stock
and it was going up like this and then
it was going down again like that,
timing the market would be buying it
here and it would be selling it up
there. If you're trying to do that, I
must disappoint you because it is
impossible. Why is it impossible? Well,
ask yourself this. How do you know at
that moment in time up here that it is
the top of the mark?
How do you know?
You don't know until the top of the
market is behind you. It's just the way
it is, right? So, what we're doing here
is following the money trail. The
institutions move billions of dollars.
They leave great big obvious
elephantsized tracks and we're learning
here to see those tracks and follow
them. That's it. That's the entire game.
And it is quite simple actually. But it
does require a system. It requires a
skill set. It requires some tools. And
that's exactly what we're going to learn
here today. Okay. So, what does
following the money really mean? We're
looking at the quantity.
How many shares are institutions
actually buy? Is that number going up?
It's where we what we want to be. Is
that number going down? That's a warning
sign. Very simple. Now, there's an art
to reading this. Some of that is level
three mastery stuff with experience and
so on. But the basic concept you just
got it right.
If the buying is increasing it's a good
thing. It's an opportunity right? Buying
is decreasing
it's a cautious sign.
Now I probably should have put this a
little earlier if you're wondering who
the heck I am. My name is Felix. I used
to be an investment banker. I learned a
lot from my boss. I learned a lot from
my mentor since who worked on on Wall
Street and invest in banks around the
world. I founded the Goat Academy about
six years ago. We've taught about 20 20
odd thousand students so far. Uh we also
built software to give you and me access
to the kind of data that we used to have
access to in banks. And um and I'm
retired and I'm having a lot of fun.
Just so you have a little bit of a
baseline here why who you're listening
to. My students get better every day. I
met about a hundred of them yesterday
and it was really really lovely. very
very kind, very sweet, amazing people
who are taking action. And I could
bombard you all day long with
testimonials, but I won't because I know
it's not your hit you're here for. In
fact, when I show you testimonials like
these, and you'll note I block out the
percentages because uh the FTC doesn't
like me showing it, which is fair
enough. It's also not important. Um,
some of you will probably think, well,
Felix has cherry picked three
testimonials, his best three, right? Who
thinks I cherrypicked those? Put a C in
the chat if you think I cherry picked
those.
Yeah, we got some we got some skeptics
in the room here and I love you for
that. It is a very very healthy thing to
do. So, let me show you something live.
We have a private community here for
students and there's a channel in here
called share your wins. Now, you'd
expect people to share wins in there,
but I can tell you people are losing
money. They're going to share that too.
And last week wasn't great in the market
really, actually, was it? Some of that
was really quite miserable. Um, so what
are the people are writing here? Two
hours ago, so the system works and is
paying off. Caught the breakout luckily
in its gap up. Got stopped out of half
my position. Closed my position
yesterday with a nice 40%ish profit. I'm
not promising that profit. I'm just
showing you something real here. Over
all year today, some 29% profit in my
portfolio and rising, which is obviously
very nice. Um, started a position in
this up 90% so far since Monday. moved
my stop loss up, which is a good thing
to do. Another good day. Someone's
writing. Jamie,
uh, traveled the world for 25 years. Um,
as of a few days ago, I'm happy to be
involved here. Personally, I'm old
school.
Okay, he says a lot. I'm learning and
I'm new to this, finding it extremely
intuitive and fluent. Um, everyone's
always welcome to comment. Okay, I'm
joined because I'm restructuring my
holdings to respond to what's happening
in the world. People are sharing stuff,
but what you can basically see people
are having a good time. They're in a
process. They're learning, which is my
hope is where where you're going to end
up to today and then over the next, you
know, year or two. So, you really really
really get pretty good at this. So,
there are three things I want to really
really teach you here today. And we're
going to give you the the theory. We're
going to give you the rules. We're going
to look at some charts. And then in the
Q&A, we're going to look at some now
charts, some stocks that are showing the
same patterns and we're going to look at
those together. Uh we'll also very
gladly show you the research I've done
today, which I usually share only with
my students and you can see my my watch
list for the week, the kind of things
I'm looking at. Uh and I think all of
that will hopefully be tremendously
helpful and we'll have some fun with it.
So we're looking at three things here.
Institutional buying, the heartbeat
pattern, and the record quarter. I'm
going to run you through each each of
those. Take notes, guys, because this is
going to go in one ear, out the other.
So, please take notes. It's how you
remember things.
So, institutional buying is how you know
the big players are moving in. It's how
you follow their money. And lots of
volume means well, the institutions are
moving in. High volume means exactly
institutions are moving in. Low volume
means what?
Stocks that trade at low volume, it's
noise. It's amateurs trading with each
other while the pros sit on the
sidelines looking for the real
opportunity.
So, you want to trade, you want to
invest where there is volume. Volume
equals power. You might want to write
that down.
Can you see this chart, guys? Can you
see some volume sparks spikes at the
bottom of the chart here? I'm going to
put some lines underneath some of these
there.
Here.
Yeah. Okay, great.
And even here. And you can see those
little spikes there, right? That wasn't
random. That was big money moving. It
was institutions making plays. Now, what
happened on the first spike? Stock went
up a lot. Actually, it doesn't look like
it, but it did. Second spike, it went up
a lot. Third spike, it went up really,
really bigly. And then fourth spike was
a sell-off, right? So they made money on
the way up and then they really, really,
really, really sold it. Sold some more
here.
Or this stock here. This one's called
Credo Technologies. What was the last
one called? This was Sled. This is Credo
Technologies.
Can you see the volume spikes, guys? Can
you see the first great big beautiful
bushy eyed bouncy volume spike? It was
here.
stock went from $22. Today it's trading
at about $216 as I took the screenshot.
That's a that's a 10 times increase
kicked off by that little volume span,
right? Not random. Big money moving, big
money buying something or Tesla. Tesla
did I was going to say bugger all. I was
actually going to use another word
there, but in this period it does
nothing, right? And then there was a
volume spike here, right? You see that
little green bar there?
This one. This little green bar there.
And then a bigger one just after it
here. Tesla was trading at $17.
Trading at 400 something right now,
right? So pretty pretty meaningful rally
there. So
looks very nice, right? It's a
three-year lag. No, it actually went up
tremendously from there. From that
spike, it went up over the next couple
of months about two or three fold. um
from that second spike, you know, in
that year it went up from about 40 to
about 240. 280 even. So from 40 to 280
is still still pretty big. Yeah. But
yes, of course it continued to to go up
in a in a pretty big way. But watch
where the big volume spikes were, right?
They were here, they were there, they
were here. They were actually not here
because in this period, we did very very
little as a stock, right? We basically
just treaded water for about three
years.
So, who is thinking how do I know there
is a massive volume spike on a given
stock?
Who's thinking that? How do I find out?
Yes, one or two of you, maybe even 5,000
of you here on Zoom. Um, there must be a
lot more people on YouTubers who are
watching this.
Do you want access to the tool that I
use to track these spikes? Do you want
access to the tool I use to track these?
Yes. Yes.
Father's Day gift to everybody. Um, have
any fathers in the room here? Did I put
an F in the chat?
Yes. Yes. Yes. Brilliant. Okay. Amazing,
guys. So,
this is it. What I do, I set up a little
alert. I set up a volume alert. When my
volume goes up by 300%. That's typically
what I look for, like a really big
increase, right? The examples we just
looked at were like 10x increases in
volume. So a th00and%.
Right? That's how we set it up. It's
very simple. And shall I show you how we
actually set that up? I I can do that
quickly. Very quickly or here we go. So
you go into trade vision. Say you look
at I don't know palunteer or something.
Doesn't matter what it is.
Um and um you click on the top right
here on the alerts. I've actually got
one already. uh create a new alert
and then you select volume
moves up by 300%. Okay. Going to get a
trigger once a day only if it happens
obviously but you can make that um you
know whenever however you want for say a
year or whatever time period you want
and it's going to ping up on your mobile
phone. You're literally going to get on
your phone. There's a an app that comes
with it. It's going to give you a little
notification and says palunteer volume
just increased 300% and you're going to
be like ah that's interesting because I
learned something here. Right? So you
hit save and now it's done. Alerts
created. So it's a very very simple
thing to set up. Very very quick to set
up. Now
do you want access to the tool? You
actually want to use it? Do you want to
use I I use this every single week.
Every single week I do this. Every
single week I look at this. It's how I
find pretty much everything I ever ever
find. Yeah. Do you wanna Do you wanna
Yeah. Okay. So, I'm going to give
everybody here, 5,000 people on you on
on on on Zoom, couple of thousand people
on on YouTube. I'm going to give you
guys a full free month access to
Tradevision. It's what I built. Um, and
it's just as a free bonus, as a as a as
a happy Father's Day gift to you guys.
And you can go to free tradevision.com.
Um, my team will put the link in the
chat for you as well so you can see it.
And I'm going to see if I can put a link
on the screen here as well. There it is.
No, that's not it. This is it. Free
trade vision.com. And if you don't like
it, cancel it on day 29 so you will
never ever get built. Yeah, zero risk
thing. Absolutely zero risk thing you
can do right here. The link's going to
work while I'm live. You can you can
sign sign up to that right now. Yeah.
Um, thanks guys, Lorraine and Luis for
putting the link in the chat here.
appreciate you. Uh so
before we get into the specifics and
while you guys get the tradevision um
free tradevision.com thing here, notice
something. You are literally different
to the person you were 30 minutes ago
because you're not watching the news.
You're not listening to information.
You're becoming skilled. You're starting
to see the market very differently. You
starting to think like an investor who
has a system. It's happening right now
in just 30 minutes. Can you feel that
shift? Can you feel that shift? You can
feel that. Put a put an F in the chat
for feelings. Um, and it's what happens
when you stop consuming the noise and
you start mastering this skill. And we
really literally just getting warmed up.
We're just getting started. Yeah. So,
we're going to build on top of this.
We're going to build on top of this a
lot here. Um,
so we've just learned institutional
buying and that there is a little thing
on the chart that helps you to find that
and how we can set up an alert and if
you use the getf free tradevision.com
you can set up those alerts for free for
the coming month and you can see how you
know what that does for you. Then number
two is the the heartbeat pattern.
So,
you might be thinking the volume spike I
just showed you is powerful, right?
Because it coincided with these massive
rallies.
But who is thinking, hang on, won't that
happen to a lot of stocks? Well, that
happened to a lot of stocks and it might
not be the right signal. Anybody
thinking that?
Yeah. Okay. A lot of people are thinking
that. Good. Because you'd be right.
There is one pattern that we see on all
of the stocks that 10x, right? And it's
called what I call the heartbeat
pattern. And here is why that changes
everything. Every stock that's about to
make a move, it has a rhythm.
Just like your heartbeats before you
take action, right? The market has a
heartbeat before it explodes. And let me
show you what that looks like. So stocks
move like this. So, say you have a stock
that's gone up bigly and then it crashes
and then it does this. It goes nowhere
for a period of time and then
potentially it goes higher or it
collapses. This here,
that zone there is what I call the
heartbeat pattern because it looks like
a heartbeat, right? And what our
research shows is that the 10x stocks,
the ones that really go up, you know,
thousand%.
They do that sideways thing for between
two to four years.
Very, very long heartbeat pattern.
Shorter heartbeat patterns tend to give
us slightly smaller rallies. But if you
find these that are really really long
and you get the breakout, you
potentially have a lottery ticket.
So, let me ask you a few questions. Have
a look at this. Is this a good call? Can
you see the heartbeat pattern?
And can you see what it's telling you?
Have a look at that chart here.
Yeah. Okay. Cool.
Right? That was the heartbeat pattern.
And here we broke out of it. So what
happened? This is what happened. This
was a really, really, really, really,
really, really, really long heartbeat
pattern about a year or so. And then we
broke out and we bent up 797%.
Right? Again, promising the outcome.
Just giving you an example here, right?
But it's a pretty pretty big move,
right? Not guaranteed to have work like
that every time. No, nothing is but it
is how you stack the odds more in your
favor by understanding what these
patterns look like. Okay,
now here's another one. Same pattern,
different stock. Can you see the rhythm,
my friends? You see the rhythm here?
Yeah. And they sometimes look a little
bit more like this. a little bit more,
you know, not perfect, but here is where
we break out of the previous highs, out
of that zone, and volume spikes here
significantly. Volume spikes
significantly there. And Rocket Lab goes
from, I don't know, $6 to 32, which is,
you know, pretty good. There it is.
1500% up actually from the initial
breakout. 1500% up which is pretty
pretty extraordinary in about 417 days
which is about 2 and a half years in the
trading world. So
that was very quick wasn't it? Power
move number two just got locked and
loaded. So you've got the volume as an
indicator which shows you where the big
money is moving. You can now spot it.
You can understand it and you know what
you're looking at. And then the second
move is the the heartbeat, right? and
you just saw that pattern. And don't
worry, we're going to look at more chats
together. We're going to look at some
live chats together and so on as well to
make sure this really really lands for
you.
Some of you are still brightening your
screen. Okay, that's good. Glad you can
see it.
So, I don't think it's got anything to
do with my brightness, does it? I don't
think that matters. I think it is a it's
it's a probably a setting on on your
side rather than mine.
There is a third part to this that I
look at and I call it the record quarter
because many investors look at things
like is the stock growing you know are
they profitable but the most skilled
investors look at a layer that is deeper
than that. Let me let me show you.
If you look at our credo stock again,
same example we started with and you see
now
and you see now
that volume spike here, right? You can
see volume is like this, this, this,
this, this, this, and then it spikes to
here. Massive, massive spike. We had a
little heartbeat pattern here. It's a
little hard to see because it was that
long ago and the stock's gone up so
much. But at about 20 bucks, the stock
started to explode.
Why did it explode?
What caused that explosion? The stock
literally went up 10 times from here.
Well, do you see there's a little green
thing on the chart here called E down
here?
No.
James says you can't find the link to
the trade vision thing.
Um,
okay. The link's in there again. Okay,
some you can see it. Brilliant. Okay,
you see that E on the chart then, right?
That means earnings. And that company
reported record earnings, the best
profits ever. So, the company went from
losing money to making money.
Best quarter they've ever reported.
Or another example, Celsius, right?
Same principle. The stock here, you can
see
hopefully
volume is sort of down here and then
volume goes to there, which is a
massive, massive increase. And I know
it's a little bit small and we can look
at some bigger charts in a second. Want
to make sure you guys get the concept.
We had a heartbeat pattern here. Yeah.
And then happened. What happened?
Yeah. Can you see that, guys? Can you
see that?
Well, they just became profitable. They
were making no money and now they're
making some money. It was their best
quarter ever. And the stock went up from
seven bucks to, you know, 30 or 40. Huge
increase.
So, how do we find those?
Who wants a simple way to find every
stock in the world with record earnings?
Like the best earnings ever and just
those stocks and no other stocks. You
want to see that? Okay. So, I use one
simple tool and I'm going to show it to
you. And on the screen here,
say I want to buy some AI infrastructure
stocks.
Yeah.
and I want to only find the ones with
the record quarters. I just click these
two buttons. I click the AI
infrastructure button and the record
quarter button.
And what I'm going to get, what I'm now
going to get a list of all the stocks
with record earnings only, nothing else.
And guess what? They add two AI
infrastructure stocks in the world. No
more.
This is about two out of like 30,000
stocks. So, it' be pretty hard to find.
And what are we looking at? Well, do you
see these little bars here? These little
bar charts that I've just underlined in
blue.
Can you see these guys? Can you see
these? This and this. Well, each one
shows you their profit per share, which
is really the metric everybody looks at
on Wall Street for the last eight
quarters,
right? Two, four, six, last six quarters
actually. And you see that the last bar
is massive. It's green. It's huge. It
was the best one ever. And also shows
you here record quarter.
And it's how this little stock here.
This is a Dutch stock. I don't watch
Dutch stocks. I don't look at the
Netherlands stock market ever. It's
called BE Semiconductor Industries.
That's how caught my attention. It's a
relatively small stocks. Never heard of
it before in my life. And what happened?
Well, it popped up on our alert here,
right? And it went up. This was 39 days
ago. It's up 29% in 39 days, which is
pretty not bad, right? Who'd like to be
up 29% in 39 days? Um, again, I'm not
promising that. I'm just saying it's an
example here, right? Whether whe that
was that was true.
And
there was another one on the list,
right? Who knows this first stock here
called MW? Micron Technology. Anyone
heard of that?
Anyone heard of that? Yeah. Micron. You
heard of Micron? Put an M in the chat if
you heard of Micron. Huge company. Um,
and
look at that chart that popped on our
list here. And guess what? Again,
trading volume is here. Trading volume
almost doubles because institutions are
paying attention. And from the moment
that it reported that record quarter,
what actually happened? Stock actually
went down. Crazy, eh? And then what
happened? Well, people woke up, found
the data, and it went up 147% in 64
days, which is pretty extraordinary,
right? One of the best values we've seen
so far this year.
So,
I'm not going to hold you hostage. I'm
just going to give you free access to
that tool as well because I think it's
very very useful. Again, something I use
every week. It's called the Winston app.
I named it after my dog. He has a very
large nose. He's very good at sniffing
things out. So, second bonus here today
on Father's Day. Get a full month
freeall access to that as well. Again,
if you don't enjoy it by before the end
of the month, cancel it or just message
us and we'll do it for you. Uh we don't
hold you hostage. That's not the goal.
The goal is that you love it, you like
it, you stick around. If you don't get
value from it, you don't. Go to
gogetwinston.com. Again, the link's
going to work only while we're live here
because we're giving this away to about
8 n,000 people here. Uh, and and and if
we give it away to more people, it's
going to break our our service. Um, so
you now have the tool I use for alerts.
You have the tools I use for the record
quarters and also some other things we
can get into later. But record quarters
is such an important piece of data that
most people will miss. Yeah. So, you're
going to go get that. You're gonna go
get winston.com. Put a W in the chat if
you guys are doing that. And um while
you're doing that and and Luis and
Lorraine from my team are going to keep
putting that link in the chat here to
fight your W's. Uh so, you can you can
click on it. Um we're going to we're
going to plow on here
because you've just learned all three
power moves.
So my question is simply shall we look
at some stocks that have real potential,
tremendous potential, stocks that are
showing the same patterns. Shall we do
that together? Yeah, I my my my I'm
assuming here that would be a yes. I'm
seeing some yeses there as well. Cool.
We'll do that. We'll do a big Q&A. I've
prepared some for you already. We can
look at everything that I'm doing
together and why I'm doing it. But let
me ask you something first before we get
into that.
right now. Are you feeling Are you
feeling more powerful than you did an
hour ago? Who's feeling more powerful?
Put a P in the chat because you should
be. You just learned in minutes what I
was going to say takes people years to
figure out. Actually, people don't
figure this out. And I tell you why.
What I just taught you isn't intuitive,
right? It's not something that just sort
of comes to you from experience. It
doesn't. It's just a bunch of strange
rules someone came up with on Wall
Street about 50 years ago. My my oldest
mentor is almost 80 years old. He
learned this in the 70s.
I didn't invent this. Want to be very
clear on that. I'm just teaching you
what I learned from my mentors who
worked in invest investment banks and in
hedge funds.
Let me also ask you this. Can you see
yourself
Can you see yourself using what we just
learned? Can you see yourself opening up
your trading platform? opening up trade
vision and pulling up a chart and
actually knowing what you're looking at.
Yeah. Can you see that? Yeah. Brilliant.
Amazing. That's my goal. But let me also
be real with you, as you were Americans
say. Um,
in our short time together so far,
you've gained something that most people
will just never have because it is not
intuitive. Most people don't know it,
therefore they just don't learn it.
Right? You are starting to learn how to
read the market. It's bought the
heartbeat pattern.
You understand institutional money
pouring. You understand record quarters.
And that's your foundation. It's very
very solid. And can you use that to
start making better decisions?
Absolutely. I believe this alone will
change your outcomes. But what you what
I want you to understand is this is
still the foundation. It's the
foundation of something very powerful.
But there's a heck of a lot more to this
in terms of automation and psychology
and and and and just getting experienced
off this, right? And that's I think
where people really make the big impact.
And that's what we teach with in in our
program to people one-on-one. But you
have something very very powerful
already. And we're going to go deeper.
We're going to look at some
opportunities right now. So you really
walk away with like a ton of um value
here, which is my goal. But let me also
ask you this.
Just stop for a second. Forget about the
stocks that go up a lot. Forget about
SpaceX. Forget about what's going to
happen next week, whether it's going to
go up or down. And just ask yourself
this question. Honestly, how long did it
take you to get there?
And for most of you, I would guess it's
been been decades, right? 50 years, two
years, 10 years, 35 years, 10 years, 25
years, five years, three years, 1997, 40
years, 50 years. I love that you guys
are sharing that. And and I don't just
mean time or saving up. I mean showing
up, the early mornings, the jobs maybe
you didn't love, but you did it anyway
because
you're responsible person, right? You
care about yourself and your family and
you're paying a mortgage or paying for
children or whatever it is.
So, hold that thought. We're going to
come back to that and and and you know,
keep dropping in the chat here. How long
have you been working and saving for?
Just put a number in there and let's see
them
because the truth is the average
American works 40 to 50 years. I just
came from France. There is more like,
you know, four to five years, you know,
and then we sit on the on the bl and,
you know, enjoy ourselves, you know,
that kind of thing. They have a very
good lifestyle there. It's it's a
different kind of a place. Um, but in
all seriousness,
most of us work for 40, 50, yes, 40, 50,
60 hours a week, especially if you count
commuting and so on. And if you're here,
you're in this room, you're probably
pretty disciplined about, you know,
working and saving and so on.
So, I want you to think about that money
and what it actually is. It isn't just a
number on the screen. It isn't just some
number in your portfolio. It represents
an hour of your life. A morning you got
up and you didn't want to. A vacation
that you didn't take is a luxury you
skipped. So it isn't money. It isn't
capital. It's literally your life stored
in a brokerage account. And last week we
had some days where some of it slipped
away. The week before was some terrible
days, right? And you probably didn't
know what to do. And that feeling that
that helpless feeling, that frustrated
feeling, that's what I want to talk
about.
Tell me in the chat when you saw your
portfolio drop last week or the week
before was pretty harsh. What was the
first thing that came into your mind?
What was the first word? Just one word.
What was it? Frustrated. Scared. Lost.
Crap. Hopeless. Mistake. Wow.
Sell. Scared. Oh boy. Fear. Bad week.
Broke. Yeah. Mistake.
Yeah. And I appreciate you guys being
honest and it's normal. It makes you
makes you human. It makes you to someone
who has emotions which is a really
really good thing. Right. But here is
something I say with the greatest
respect because I was in exactly the
same boat. Most people will spend two
weeks researching a vacation. They read
every review. They compare every hotel,
find the best flight deal, and I get it.
I literally just changed hotel. I went
from very one very very amazing
five-star hotel to another one because I
slightly prefer it. Um, so I'm not easy
going.
So you do that research because it
matters to you, right? I like being in a
nice place. It matters to me, too. But
the same person who does that and spends
two weeks researching that, they'll buy
a stock based on something that they
heard on, you know, YouTube or a tip
from a friend or just a feeling and then
they hold it while it drops hoping it's
going to come back because they don't
have a plan. And it's not because you
don't care about your money. It's just
nobody's ever sat you down and taught
you the bloody rules, the actual rules,
the rules the professionals use every
single day.
So it's not your fault.
But now that you know there are rules, I
believe it's our responsibility to
change that.
Just let me know in the chat. Have you
ever held a losing stock longer than you
should have done and you were just
hoping it would come back? Yeah. Put the
stock in there or maybe just write
hoping. Yeah. Oh yes, that'll do as
well. And look how many people that is.
Right. And again, it makes you human
because I've studied human psychology a
lot to get good at this. And one of the
things is we're really, really bad at
selling losers. Really, really bad at
it. Now, there's some rules to that.
There's automations to that that can
solve that. But naturally, we're not
very good at that.
So, let me ask you something else. Do
you guys drive? Who's a driver here? Put
a D in the chat if you're a driver.
Lots of drivers. Great. How did you
learn to drive?
How did you learn how to drive?
Somebody taught you, right? A parent, an
instructor, someone sat next to you and
showed you the rules, right?
And those rules, you know, stop on red,
stay in your lane, signal before you
turn, right? They don't know those in
New York, do they? But you didn't invent
those rules yourself, did you? No, of
course not. Somebody handed them to you.
And because of that, you've been driving
relatively safely probably for many
years, right? You don't even think about
driving anymore, do you? When you get in
the car, do you think, "Oh, I should do
this. I should turn that. I should press
the pedal. I should look in the mirror."
Do you guys think about that? No. Right.
You don't.
But think for a moment, what would have
happened if nobody had taught you? If
you just got in the car one day, figured
out yourself, went on the freeway, and
just went for it. Well, to start with,
you might not be here today. Yeah. You
might have had a pretty nasty accident
and you would definitely have made some
pretty unpleasant mistakes that could
have cost you everything.
And the truth is investing has rules
just like driving. But the difference is
no one's required to teach them to you.
There is no investing in structure.
There is no investing test you have to
pass before they hand you a brokerage
account and let you lose with your life
savings. and then throw some leverage on
top to make it riskier for you. No, they
just hand you the keys and they go,
"Good luck." Right? So, when you first
when you first opened a brokerage
account, did anyone actually teach you
what to do? Yes or no? Did anybody teach
you what to do?
No. Of course not. Right.
They just hand you the keys. That's the
business model. And I was the same as
you. Nobody taught me either. I was
figured out the loan. I made huge
mistakes. I lost half my money when I
first invested. And then one person,
very nice Australian chap. He was a
senior banker and he gave me a chance.
He didn't have to, but he interviewed me
and he led me into a world and he showed
me how it actually worked and I became
an investment bank. So I saw not the
version you see on TV. I saw the the
real version, the one where you have a
mentor sitting next to you who was
called my boss who taught me everything
that I knew at that point. And that one
conversation, literally that one 30
minute interview conversation with this
very nice Australian chap, it changed
the entire trajectory of my life. I'm
sitting here in a beautiful hotel in New
York, 45 years old, retired because of
what I learned from people like him. So,
what I want to do to you for you guys
today, what I want to offer you today
here on Father's Day, it's not a course,
it's not a program. It's just a
conversation, a free call to sit down,
look at where you are, and honestly tell
you whether what we do could help you be
no pressure. It's literally the same
kind of conversation that changed things
for me because I think you work too hard
and I think you work for too long to
leave the next chapter up to chance
again. So if you're open to having that
conversation, just type open in the
chat. No commitment. Just tell me you're
open to the conversation. Just put an
open the chat or There we go. Cool.
That's a lot of opens. I love an open
mind. Open mind is the beginning to a to
a beautiful world.
Amazing.
So, here it is. You can book a free call
with us right now. And if you
want to have that conversation and you
want to figure out whether what we do,
the way we teach, whether what my
mentors do could potentially help you,
have a conversation with us. It's
completely free of charge. There's no
pressure here. And you can book that by
going to just one conversation.com.
I actually misspelled that, right? Just
one conversation, isn't it? It's one
conversation. Um, you see, not so good
with a with a spelling.
And I'll also put that on the screen
here for you guys so you can see it on
the bottom. That one isn't misspelled.
You can also scan the QR code there. And
we're going to take 200 cords, which
sounds like a lot, but it isn't because
we've got about eight or nine thousand
people here live, which is amazing. And
it isn't some BS scarcity thing. It's
just the reality. We teach one-on-one.
So, our team isn't tremendously large
for the simple reason that our mentors
are Wall Street coaches. And the guys
taking the calls, our specialists are
taking those calls and helping you
figure out, bringing you to some clarity
so you guys can make better decisions
going forward. And one of them could be,
hey, I want to learn from guys who've
done this on Wall Street. Another one
might be, yeah, I want to learn from
people done on Wall Street, but not from
that Felix guy because I can't bear the
sight of him, which is also completely
fine. As long as I inspire you to take
some action here, I'd be very, very
happy. So, the links down below, the
links in the in the in the in the chat.
Um, my team's going to keep putting that
in there. So, while you book that call,
and I'll show you how to do that in a
second as well, let me ask you this.
How confident are you that you can find
that big stock that's going to
potentially go up a lot in the market
right now? Like on a score of sort of
one to 10, one meaning I've got no
freaking idea, and 10 is like I'm 100%
certain. Where are you right now? Six.
Five. Five. Four. Four. Five. Sort of
fiveish. And that's about right. I kind
of expect that.
Now, have a look at the chart here that
I put on the screen for you. And tell me
whether you think this is a 10x stock or
is it a loser. Put a 10 in the chat or
an L in the chat.
10 L. 10 L L 10 10 10 10 10 10 10 10 10
10 10 10 10 10 10 10 10 10 10 10 10 10
10 10 10 10 10 L about half half judging
by the crazy speed of the chat here.
Now, if you wrote 10 in the chat,
what if I were to tell you that this is
actually trending down, that that high
was higher than this high, higher than
that one, and that really were actually
trending down, would you feel less
confident now in your 10 assessment?
Yeah, probably. Right. And there's one
thing that I've learned over the years.
True confidence is everything when you
make decisions with your money. So, let
me ask you this. Would you feel more
confident
if
a guy who's worked on Wall Street, who's
managed money for the big investment
banks, was on a one-on-one Zoom call
with you. You were sharing your screen
and he would confirm to you that you got
the right setup. Would you feel more
confident if you could check your ideas
against
that experience every week? Yes. Okay.
Would you feel more confident if you
could share and and and compare your
ideas and the things you're going to buy
against mine every week? Let me show you
something
if I can. There we go.
That's the wrong document.
You know that this is live, don't you?
Okay, cool. So, I put on a document
every week. Um, a watch list. And it
isn't a list of all the things you
should buy. No, it is a list that I
think is a teaching tool. So, you can
look at, hey, did I find that? Hey,
would I have found that? Why is Felix
looking at that? So I give you a stock
for example. I give you the industry. I
give you where I see the breakout point
and also where I would sell it. Doesn't
mean you should run out and buy. It
isn't sort of a a buy list, but would
that be helpful for you? So if you're
buying want to buy some stocks this
week, you know, you got you got my
ideas. Yeah. You can compare against
that. Yeah. Okay.
Well, that's what we do. Oh my my all my
my mentor menty men mentor students have
access to that. So
if you're interested in that, you know
what to do, right? Book yourself a free
call, have a chat with us about it. Um
zero pressure, but just just have a chat
with us. And
again, I promise you not to bombard you
with with with testimonials. I want I
want to look at charts with you. I want
to look at opportunities with you. We
got a lot of opportunities to look at
here. I've got them prepared for you
already. But just for a moment
realize this isn't about money. This is
about the opportunities and the choices
money can potentially allow you to h
take. And this is a student of mine.
He's called Vladimir. He's based in
central Europe in Slovakia. And he
writes here, "Thanks, Felix. I
appreciate your help information. Thanks
to you, I'm up xx% in just 6 months
while I'm babysitting my two little sons
from the kids' room." And then three
smileys. Best regards, Vladimir from
Slovakia. And it's Father's Day today,
right? Who wants to spend more time with
their children? How cool is it that this
guy is doing that, right? He's not
working anymore. He's just doing this.
Isn't that so cool? To me, this is what
this is this is why we do this, right?
And again, it is obviously up to him.
He's put the work in. He's he's learned.
He's executing. But to me, it's stories
like that that I get sent every single
week, every single day that just um put
a smile on my face, right? or or Lee
here. He said, "Look, I joined a month
ago. I'm currently up whatever on my
position. What a difference risk
management and proper position sizing
makes. Excited to learn more. Keep the
gains coming." Right? So, on that call
that you guys have booking, let me know
if you're still planning to book it.
Write call in the chat. We're going to
walk you through what it's like to work
with us. But the short version is this.
You get access to the same thinking, the
same rules, the same mentors, and the
same frameworks that multi professionals
have used for decades. Apply to your
portfolio, apply to your situation.
That's it. Yeah. So, I'm not here to
convince you of anything. If you're open
to having the conversation, have the
conversation and we're going to look at
some charts together. Uh, and we're
going to find some opportunities
together. But if you want to do that, go
to just1 conversation.com. I can't spell
clearly. So, click on the on the link
down below in the in in the in the chat.
Now, I also want to say people who do
join us, take no risk. We have a 100%
money back guarantee for all of our
students. Now, it is conditional and I
like to be very very transparent with
you. I like to be very upfront with you.
So, there's some conditions and you can
tell me whether you think the conditions
are fair. We require you to fill in a
weekly progress report. probably take
you two minutes and one of the questions
might be what are you struggling with
and you'll tell us and then we'll fix it
for you. Um we need you to watch the
course materials take you maybe two
hours or something like that. We
typically teach our students for six to
12 months. So it's not a huge time
commitment to ask for two hours of just
getting the foundations in place so that
you can get more out of the
conversations with the actual mentors.
We also require that you make 12
simulated trades applying our risk
management so we can see that you're
doing it. And simulated means you're not
risking any money. Very important for
me. So again, it's it's a trade a month,
right? And we need you to join at least
12 live coaching calls. Now over 12
months, that would be one a month. I
would expect and I would highly
recommend that you do at least one call
per week because I think that way you're
going to progress much much faster and
and you can feed back and get a feedback
loop for what you're actually doing
there, right? Yeah. So, do you think
that's fair? Do you think that's a fair
requirement to take away all risk and
give you guys 100% money back guarantee?
Put an F in the chat if you guys think
that's fair. I just wanted to be
transparent with you so you you you you
know exactly what it is that we do, but
obviously you can ask all the questions
you want on the on the the chat. Now,
what we've learned so far, would you
have figured it out on your own? Yes or
no? There's three rules. Would you have
figured that out on your own? Nope.
Nope. Nope. Nope. Nope. Nope. It isn't.
It isn't. It isn't intuitive, is it?
Student of mine put it this way. Quote,
um, I learned more in six weeks with
guidance than three years on my own.
I think you could actually probably say
30 years on your own because it just
never clicks automatically. It's not
something that you sort of discover.
Shall we then go and look at some
beautiful charts? Look at some
opportunities right now. Yes. Shall we
do that? Cool. All right. Let's look at
some of those. Um,
and I see one or two of you guys here
going, "Oh, Felix is not teaching me
anything."
where you are right now. The only thing
that matters right now is mindset.
Your decision is 100% are you open to
learn more? That's 100% mindset. You
will then hopefully find somebody you
want to learn from. I'd recommend that
someone who's worked in an investment
bank or hedge fund and you learn some
skills. Once you master those skills, it
then becomes again mostly mindset.
Mindset is the most underrated thing in
the world. And I know you're here and
you want to you want to learn rules and
you want to find the breakout stocks and
all that. I'm gonna do that right now.
But if you don't realize that 90% of
your life is to do with your mindset,
you're gonna have a pretty hard time. I
learned it the hard way. I was the most
stubborn, most obstinate
mule out there who hated all that
mindset talk. I was like, it's nonsense,
waste of time. You know, I'm German. We
like rules and facts and all that. But
I've come to realize that's not actually
what this is about. That's why I'm
bombarding you a little bit with things
that make you look at your mind and the
decisions you're making and how you're
making them. And I I hope it's going to
be helpful for most of you, but for some
of you, I get it. You're not in the
right place to kind of take that in. And
that's also completely cool. I hope you
still get something out of today. And
and maybe you'll come back when you're
in a place where that that is more
valuable to you. Now, I want to go back
to
the IPO stocks we looked at at the very
beginning of this session. And then I
want to look at the opportunities right
now, things that are on my watch list
for this week. So we kind of cover the
full circle because there's some real
value in looking back at that. If you
look at Meta tanks 57% from its IPO,
what do you see when you look at the
little volume bars down there? What do
you see as it's tanking? Can you guys
see that? I'm going to zoom in a little
bit more for you so you can see that
here. Can you see what's going on out
there? So in this period here the
underlined in red the stock collapsed
right. What do you see?
Red red red red. Yeah. So the biggest
candles you see were red, right? The
biggest candles you see were on the
selling. There was very little buying
going on. On the green days we had very
very little volume. Started to change a
little bit. Let me get a different color
here. But majorly really only there.
That was you get the first big volume
coming in for buying. And guess what
that was? If I can show you that. Am I
allowed to drag this? Apparently not.
Hang on. Let me uh Microsoft says no. Um
that was the beginning of the recovery.
It was when we saw the institutional
money buy on the big rally up, right?
And then obviously Meta has gone up
tremendously since. And then the second
big piece of institutional buying we see
was here about a year after the IPO,
right? And the stock really really took
off from that. Can you see that? Yeah.
Is that clarifying a little bit the
volume for you? Yes or no?
Or if you look at Snap,
Snap snapped for basically this entire
period. It just did bugger all, right?
It just lost money, lost money, lost
money. And you see some big red candles.
Now you also see, and this is a bit
tricky, a big green candle here. You
might be thinking
that was a good thing, right? Was
buying. But what actually happened the
day the green candle kicked in was a
great big drop. How's that possible?
The way the market records these candles
is a bit confusing. They record from the
moment the market opens 9:30 New York to
the moment it closes. What happens
before and after the market pre and post
market doesn't get recorded in that
color which is idiotic. So, it was a
massive massive down day, like minus 30%
down. So, you got to be you got to check
the chart when you're looking at just
the the green candles down there, right?
I just wanted to make sure you guys you
guys are aware of that because that's a
little bit of a little bit of a pothole
you can step into. Or let me look at
let's look at one more IPO here. Rivian
again, absolute money destroyer, right?
Just collapse, collapse, collapse,
collapse and then it bugger all for
ages. Do you see significant buying at
the very beginning? Yeah, retail was
chasing it and then what happened? No
buying on the way down, right? And then
we go sideways and sideways and
sideways. And again, we don't see any
significant buying
except for that little day here, but the
market barely moved, right? No movement
at all really in the stock price. So
again, that one isn't really very
useful. So, can you see how the volume
the volume at the bottom there tells you
a lot about what's going on, what
institutions are doing. Yeah.
What about SpaceX?
This is the SpaceX chart. So far, we've
got five days of trading.
What do you guys see? What do you guys
see when you look at this chart?
declining volume. Yeah, you'd be right.
You'd be right. So, we get firmer buying
here day one. Little bit less on day
two, but still significant. More on day
three because they saw the great big
green candle, right? And we went all the
way up there. So, this thing literally
from from the IPO, it went up 50%.
And then it went down.
It's it's lost about 30% of that. So now
we're still up still up. We're still up
about 20%. Right? But what do you see on
the last two trading days? Well, red
days volume starting to increase.
But it's also not enough data to make a
decision on. You haven't got that
profile. You don't know what
institutions are doing because you've
only got five days. So, you got to ask
yourself, there are 5,000 American
listed stocks out there that are liquid
that you could buy or sell on any given
day. Why are you buying the one that has
no data, right? I wish you all the best,
but I don't like IPOs for that reason. I
haven't got enough data, so I can't make
a decision. So, why don't I look at
something else? And by the way, I think
it's an amazing business. I mean,
literally, there's a Starling dish there
behind me on the on the in the window.
But I haven't got any data. I like to
buy things on data, not on like a
feeling and definitely not on I like the
business. Business has got nothing to do
with what Wall Street likes. Because
remember at the beginning I said to you,
you can have an amazing business,
amazing founder, even amazing
financials. If Wall Street sells it,
you're left holding the bag. Right
now,
let's look at some opportunities.
Here is a stock that IPOed in November.
Sort of aerospace company. It's down a
lot, but it has a $4 billion order book.
Would you buy this? Would you buy this
right now? Let me let me know. What do
you think?
Yes. No. Not yet. Yes. No. Not yet.
Yes. And no. Sort of equal. Equal.
Right. And and and what that shows us is
that we are not yet at a level where you
100% confident to make a decision. And I
wouldn't expect it because just like
when you did your first driving lesson,
an hour into it, you were not a
confident driver, right? You were
worried about all the bloody mirrors.
you were panicking about threepoint
parking or whatever it's called and and
you were just concerned about what's
going on behind you and in front of you
on the road and that is normal and this
is a skill like any other. It takes
longer than an hour and a half or
whatever we've done here so far to get
really really good at this. Right? Which
is why I'm encouraging you have a chat
with us, book a free call with us after
that one conversation. The kind of
conversation that changed my life and
that got me to where I am today. But
what do you see when you look at this?
Well, we have a heartbeat pattern which
is nice, which is what we require,
right? We've got no volume yet and we
don't know anything about earnings
because we haven't looked at record
quarters. So, what I would say is it has
potential. It actually has a lot of
potential, but I would only buy this if
it was trading above the three recent
highs. So, I might set up a buy order
basically here.
That only happens
it only gets executed if we're at that
price point about 20 bucks. Okay, I'm
not telling you to buy it. It's just a
teaching example. Now, who's thinking,
hang on, this stock's trading at $16 and
you want to pay 20 for it? Are you
certifiably
insane? Who's thinking that? Who's
thinking I'm a bit mad?
Go on, put an M in the chat if you think
I'm a bit mad. Uh, most people do,
right? It is goes against the grain to
pay more for a stock than it's trading
for right now. I do this all every week.
Wall Street does this every week. We
like to pay more for things than it's
currently trading at. Why? Because what
happened the last three times we hit
this level, that level, that level,
people started selling.
So the likelihood that when we go back
up and we get back to here that we're
going to do this again is pretty great.
It's at least 5050 and that isn't good
enough for me. But if we break through
that level and actually take out that
whole zone,
we have a higher probability
that it's actually going to go up. And
it's the same pattern we see on every
breakout stock, on every 10x stock that
you've, you know, I've ever studied.
So, we actually want to pay more for a
stock than it's currently trading for,
which I know it sounds a little bit mad,
but it is what we do. Have a look at
this one here. Nibios Group, right?
Another sort of AI stock. And what do
you see? Well, we had a really nice
heartbeat pattern here.
Broke out of that approximately there.
Volume spikes up pretty significantly
and then
stock goes up60% or something like that.
Right? Same thing. It's just done that.
Now, where it's sitting right now,
would you buy it where it's right now?
Would you buy it where it is trading
right now?
Yes or no?
No. Right. So, most of you think it's
you've missed the boat. It's it's run up
too much. Right.
I disagree with you. I think it's
potentially a perfect point to buy it.
Why? Because what did we do? We rallied
up. We went to here. We sold off pretty
heavy, right? lost $80 there, bottomed
out, and we found ourselves another
rally, and we've taken out the recent
high, and we've gone higher. We've
closed above it. To me, that actually
looks very good. Again, I'm not telling
you to buy it. What I'm saying is there
is a little bit more skill set, a little
bit more to become confident at reading
these things than trusting this gut
instinct. And if you think something
that's gone up 150% can't go up any
further, do you remember those examples
we looked at at the beginning, the
Teslas and the Nvidas and and you know
all those it went up thousands and
thousands of percent.
Statistically something at all-time
highs is more likely to go up than down.
Doesn't happen every time, but
statistically um that is that is the
likelihood.
Um now shall we look at some of the
stocks for my watch list for this week?
So, I I showed it to you just I put out
a list every week. Where did I put it?
Here it is. A watch list every week. And
I order it by industry. So, nobody
should ever buy any of these. Um, but
say semiconductors. I've got six stocks
here. Um, so you can look through those.
Some of them are large, some of them are
small, some of them are medium sized.
And for each one, I sort of put in the
price point here. And you're very
welcome to take screenshot of this of
this if you wish. But if you're just
going to run out and buy this randomly,
you will very, very likely lose money
because you are lacking experience,
confidence, skills. You won't know what
to do if it goes down next week and all
that kind of thing. So,
don't. That's really all I'd say to you.
Um, if you want a lottery ticket,
buy a lottery ticket. It's much safer
than throwing your hard-earned money at
something that you hope is going to go
up. So, this is one of these and and you
can see that on the on the list. Uh
where is it?
It's on here somewhere. I can't see it,
but it's on here somewhere. Is is a
stock called Golf GF. I presume it's got
something to do with golf. I've never
heard of the business, but there there
we have it. And what do you see? What do
you see when you look at this?
and and thanks Luis and Lorraine for for
keep keep putting the uh the cool um
link in the in the chat there while
while there's still spots available. Um
we've taken out the recent highs.
Beautiful rally. Volume is doubled to
where it normally is. It looks very
good. To me it looks very good. Doesn't
mean you should run out and buy it. But
to me this is the kind of set I look at.
And yes, it's probably a golf business.
But we can make a lot of money
potentially in industries that are not
tech, that are not AI right
now.
Who's planning to book a call but hasn't
yet? Put put a planning in in the chat
or as P or me as well will do. Okay.
Okay. Um, anyone struggling with booking
a call? Let me just show you how this
works. It's actually very very simple.
So you go to just one conversation.com
and you put in your name. So I'm going
to put in Winston um and then Winston's
surname. There we go. And then your
email address because otherwise we can't
send you an invitation.
If you write Winston in in in your form,
I will find you. You're going to put a
phone number in.
I don't know any US numbers, but let me
just put in put in this. Whatever. Um,
and hit okay. Oh, that doesn't work.
Hang on. You got to put in the right
country.
Guess it defaults to the US. We ask for
portfolio size. Why? It helps us pair
you up with somebody that's most
appropriate to you, but it doesn't
matter hugely. So, just click whatever
numbers most suitable to you. And then
we say, look, our top students study
about three hours a week. And you might
say, "I can't do that. I've got a really
busy life." In which case, just click
that. And in fact, if you have a very
busy life, I really like you. Because
you will likely learn a lot faster. Why?
Because you're going to come in and go,
I've got 15 minutes. What can I learn in
15 minutes? And you're going to be the
most focused person in there. And then
it's going to take you to a calendar.
You can pick, it'll show it in your time
zone. You can pick a spot, your time.
Um, click next. Very important. You're
now going to click schedule the event.
Okay. So, you do that. It is now booked.
You get a confirmation by email. It'll
say here, hey, you're scheduled. And
it'll redirect you to a page where I put
a couple of videos that
will answer probably a lot of the
questions you already have. And of
course, you're welcome to ask me them in
a minute as well. And
my goal is always to be respectful of
your time. I know many of you guys are
busy which is why you're here. And if
you do that, I think you're going to
have a better in-depth call because a
lot of the kind of foundational stuff is
already is already uh taught to you
there. If you want to hear what some of
our students are saying, you can also do
that. I actually met Joseph yesterday in
person which was lovely. So is that
clear? Is that is that clear enough?
Yeah.
Okay. So, here's another stock, Quantum
Computing Software or something. Arcade
Quantum. Never heard of this company
either, but if you look at this chart,
what do you see?
What do you guys see? Can you see that
there is a heartbeat pattern here?
And can you see that we broke above that
heartbeat pattern three days ago? And
can you see that institutional money
very likely noticed because the volume
has exploded.
So we've gone from $18 to $24. And you
might therefore think the party is over.
But this is typically what rallies look
like, the beginning of rallies look
like. Right now there's a possibility
that it's going to pull back a little
bit and then it might rebound and then
it might do that which is typically what
stocks do. But for me this is exactly
the kind of setup that I like to look
at. not telling me to buy it, just
saying it made the watch list. And of
course, position sizing, risk
management, when to sell, all that stuff
is ultimately what actually makes us
profitable. It isn't finding the
greatest stock out there.
Is it helpful looking at these? Is it
helpful looking at this? Should we look
at some more?
Yeah. Okay. Here's another one. It's
called analog devices, ADI. And what do
we see? Well, we see a heartbeat
pattern. It went up. It went down. It
went down. It went up. It went down
again. It bounced off that moving
average line and down again and up.
And look at that.
What's going on there? Why? Why the
volume? Why is everyone suddenly buying
this? We had a nice big green day on on
Thursday, 4.8% up. I wouldn't buy it at
this price then. I would want to pay
more for this. Why? because I want to
take out that previous high, that high,
and even these two highs. So, I'd want
to buy it basically here. Not telling
you to buy it. I'm just saying the
teaching example. That's what the theory
is, right? So,
to me, that would be then a breakout.
We're already seeing some volume here.
This is looking kind of interesting,
right? ADI stock
doesn't mean you should buy it
now.
I talked to you about mindset a little
bit and I want to share with you one
thing that helped me a tremendous amount
and then I want to look at some more
chats. Okay, I've got I've got more
chats. I've got more opportunities to
look at to learn from and also to
realize. I've also got some that are
quite early which I think might be
interesting to look at for you guys. But
let me ask you one thing and this is
what a one of my early mentors said to
me, great guy, he's an amazing trader
and he drew this for me on a whiteboard
and he said, "Felix, you are here."
And then he wrote up here and he said,
"You want
to be here?" His handwriting was better
than mine.
And
he asked me what's in between. What's in
between these two things? What's in
between where you are and where you want
to be?
Learning, sacrifice, gap, knowledge,
mindset, ignorance, education, uh, new
skills, steps. Yeah, I like that. Um, I
would summarize it as skilled
because
it isn't hard work. It isn't your best
effort because you already are where you
are with your hard work and your best
efforts. Those things got you way to
where you are right now, which could be
a really good place, but for some reason
you want more, which makes you human
because we like to evolve. We like to
just do more stuff, right?
So working harder isn't going to get you
there because you've already tried that.
Now the problem is that to get to where
you want to be, you need better skills.
Very simple. It's not genius. It's not
some inspiration. It isn't even luck.
It's just better skills. Why do I say
problem? But you can learn skills. But
learning skills isn't the funnest thing
in the world, is it? Let's be honest,
right? like, you know, I practiced
tennis with a ball machine. That isn't
the funnest thing in the world. Now, I
practiced tennis last week with the uh
former number two in the world. That was
a tremendous amount of fun.
But you have to have a reason. You have
to have a why to motivate you to put in
the effort to learn the skills. And
for most of us that why isn't strong
enough which is why we are where we are
here right now. And when my early mentor
asked me like what's your why? What's
your reason? Why do you want to do this?
That was literally his first question. I
said oh I want to I want to have
financial freedom. And he said bollocks.
Uh that's not the real answer. Do it
again. And I said oh I want to I want to
learn the skills. He said nope. And I
said uh I want to I want to I want to
travel the world. I want to have time
for him. He said nope. And I said, um,
it took me a while and eventually I got
there and I said, I want my family to be
proud of me. And he said, that's a good
one. Let's get started.
And I now understand why he did that.
The reason is if you have a motivation
that's outside of you, it's people you
love and care for, children, your wife
or, you know, partner or, you know,
golden retriever. um that is very very
powerful and you're going to put in more
effort for them. If you say I want to
buy a Lamborghini, yeah, probably not
going to do it unless you really are
obsessed with Lamborghinis. So, I'm
saying to you,
what's your why? And maybe you want to
share it in the chat right here. Don't
have to. Maybe you just want to write on
it down on a piece of paper. And if
you're anything like me and you struggle
with this kind of thing because you
thought all this self-help gobbledegook
was just nonsense. That's where I came
from at least. Let me give you a little
tip that I learned from a mentor of mine
as well. If you find it difficult to
write down the things that you want,
right? I I used to find it very
difficult to make lists of what I want.
Do the opposite. Write down what you
hate. And I think that's a lot easier
for a lot of people. Certainly for the
door man at the hotel I'm staying at
today. I got that feeling that man's got
some anger issues. Um he could deal with
deal with dealing with. So you write
down what you hate. Maybe it's getting
up at 6:00 in the morning. Maybe it's
you know getting treated badly by your
boss or whatever it might be. And then
you know if it's if it's the 6 a.m.
alarm clock, write that list and then
write the opposite here. So what's the
opposite of a 6 a.m. alarm clock? It's
waking up when I want to wake up.
Doing with my day what I want to do.
Like, you know, whatever it is for you.
I found that very helpful. That's how I
came up with a lot of like my my early
goals in life, right?
Hate working for a boss. I hate to
worry. Hate not having money. Yeah.
Okay, great. Write all that down. Write
that down. Make a column next to it.
Write the opposite. And now you have
actually have a list of ones.
So, while you do that, also
book yourself a call, have a
conversation with us. It'll at the very
least give you clarity. Just one
conversation.com. Um, Luis and Lorraine
will keep putting the link in the chat
there. And then we look at some
opportunities.
Now, I'm showing you a chart here of
Intel Corporation,
which was a stock we all declared as
debt uh for many years. And you can see
down here it did nothing for a very very
very long period of time. But it also
moved around in this channel in our
lovely little heartbeat pattern. And
then what happened? Well, it broke out
of the channel
by August, September last year. And we
talking about that August last year. Go
on YouTube, you'll find the video.
You'll see me doing talking about Intel.
Need everyone's like, "You're mad. It's
a dead company." like, well, it's up
391%
since that video. Now, what happened is
little hard to see. Let me zoom in on it
for you. You see the volume down here?
It went from
this level to that level. That's a big
big freaking increase. What does that
say to me? What does that say to me?
Institutional buying. Precisely.
Now the funny thing is in is on my list
this week
and yes it is already up 391%.
But do you see the thing up here and I
got another screenshot of that for you
here. What do you see? What do you see?
Can you see clearly now? The rain has
gone. The weather is tremendously
wonderful here in New York. I'm really
really happy to be here. What do you
see? See a heartbeat pattern. We've
exceeded the recent highs.
And somebody noticed. It wasn't just me.
Other people noticed, too. Money pouring
in. Again, I'm not telling you to buy
Intel, but I'm saying we got a similar
setup.
Yeah.
Would you like to find these? Would you
like to look at charts and be confident
of what you're looking at? Yes. Well,
have a chat with us.
Today is going to be foundations,
awareness, rules,
mastery, which is where we make really
good decisions, is something that
requires practice, right? What what have
you got coaches for in your life? You
got a coach for something in your life
you had in the past. We mentioned
driving. Maybe it's baseball,
basketball, football, tennis, golf. Any
of those things you learn from a coach,
right? But money, no, no, no. Because
because that isn't important. We only
spend like 40 to 60 hours a week on
that, right? And like most of our waking
life. No, no, no. For money, we just I'm
just going to sit down on my own with a
laptop in a basement and I'm going to
I'm just going to figure this out on my
own. It's worked really well so far,
right? Madness, isn't it? But we've been
conditioned that way. Probably by people
who make money out of that. Uh but
anyway, we don't need to go into the
conspiratorial side here. Here's another
one. Robin Hood, right? Postcoavid
darling
owned by the kind of people who uh
really really care about your financial
well-being which is why they named it
Robin Hood. And what do you see? You see
a heartbeat pattern. You see us breaking
out of it. You see some pretty big
beautiful green volume spikes and it's
looking pretty interesting. I'm telling
you to buy it, but it meets a lot of my
rules, right? So again, something that
could be quite interesting.
Should we look at some more charts? Is
this helpful or or or am I am I boring
the pants of you?
Let me know down below in the comments
if this is helpful. And um
who's booked a call? Put a put a put a C
in the chat if you booked a call or just
actually write booked. That would be
more helpful. Write booked
book call. Brilliant guys. And those of
you who haven't yet, take some
inspiration from these guys who've taken
action. I was literally in a room
yesterday with a hundred of my mentees,
amazing people, all ages, mostly
obviously from New York. Um,
and they were all there and they were
all smiling and it's just such a nice
thing to be in a room full of people who
are taking action. Now, you already are
action takers because you actually
showed up for this thing and I get it's
Father's Day and it's Sunday night and
all that stuff. Um so you are already in
that you know above the 95% of people
but to really really get good at this
you need to find somebody to learn this
doesn't have to be us but have that
conversation to get some clarity
it'll help to motivate you and then
you'll learn it from us or you're going
to learn it from somebody else don't
care
but take advantage of that chat while
it's still possible and the guys
messaged me that they've opened up some
more slots for you guys because they'd
filled them up. Um,
but let's run through a few more charts
while you guys do that. Give give you a
chance to book those calls because once
I'm offline, it'll it'll probably be beh
Sunday and I do my research. Takes me
about an hour or so, maybe two sometimes
because I don't just do research for me.
I do research also for my my students.
Um, so if it was just for me, I'd find
five stocks and I'd stop because I also
do it for you. You know, I found 60
stocks this week, which is a little
overkill, but um, it's a fun exercise.
And what do you see here? Well, you see
a heartbeat pattern, right? You see
that?
And have we broken out of it yet? Not
quite. Not quite. So, for me, again, I'd
like to be a little bit higher. Little
bit higher. But I'm liking what I'm
seeing here. I'm liking what I'm seeing
here. It's a chemical company which
isn't it so tied to AI. It isn't so tied
to SpaceX or you know whatever the
latest flavor of the month is. So it
could potentially help me diversify a
little bit.
Now I've got a couple of stocks here. I
wasn't going to show this to you because
I was a bit worried
that people are going to run out and
just buy stuff blindly. Um so these are
stocks that are a little too early.
And I like looking at these because a
it's good to put them on the watch list.
Often the early ones turn into real
winners and also there's a potentially
more potential because they were early.
But it does require really really good
risk management and and you guys haven't
got that yet because we haven't got time
to cover risk management today because
that would take me another two or three
hours and then you know it'll be be
Monday by that point.
Should I show you the early ones? What
do you guys think? Put an early in the
chat and I I'll I'll I'll do it. Okay,
you guys going to promise to be
responsible with this information.
You're not going to blindly run out and
buy stuff just because I talk about it,
right? So, I'm telling you, do not buy
these. Here is one ticker symbol is
PEPG, Pepgen.
Some sort of biotech company. I I
imagine peptides or something given the
name, but I really don't know. And it's
been a been an absolute money destroyer
extraordinaire.
But look at this. Look at this little
heartbeat pattern here that we've got
going on here.
And it's just just starting to break out
of that zone. Not quite, but almost.
That yellow line here, which is we
haven't really talked about that yet
today. It's called the 50-day moving
average line. It's a really important
line that we look at as well. Um, and
we're picking our head above that. So,
it's a little early still. So,
definitely a little bit early, but it's
trading at a dollar 80 and it was
trading at, I don't know, in the 20s or
30s or something. It's the sort of thing
that's potentially about 10x potential,
right? I used to work potential twice in
a sentence. That's how much potential
there is. But it's also something for
me. It's still a little bit early, but
I'm definitely going to watch that one.
Yeah.
curious to see another one.
Yeah, volume isn't there yet. No, no,
no. Institutions haven't haven't loaded
up on this yet. That's why I'm saying
it's early, right? But what we can do
potentially with stocks like this, we
can set up a buy point somewhere here,
automate it, and then if it does buy, we
go back and we look at whether the
volume is there. And if it isn't, then,
you know, we might want to exit. Here's
another one. Roadblocks.
Um, again, a bit of a postcoavid
darling. And what do you see? Well, if
you go back about a year, we had we had
a heartbeat pattern here and we finally
broke out of that
here, right? And we went from about 70
bucks to about
140 bucks, right? Which is pretty sweet,
right? It's a it's a 2x increase. And
then it collapsed collapsed pretty
spectacularly on some really nice big
volume and Wall Street started to to
hate it. And why? Well, people took
profits, right? So, you've got
essentially a happy pattern at the top
here and then it collapsed. So, they can
work both ways, which is why we want to
buy above them, not in the middle or
below these, right?
And what am I seeing right now? Well,
I'm getting the next heartbeat pattern.
And I'm peing my head above that yellow
line here. So it is something again very
early very early but it's something that
could potentially repeat what we did
over here right so stocks move in these
patterns up and down why Wall Street
just trades Wall Street doesn't care
about the underlying or the fundamentals
so whether it's a good business they
just want to make money it's the honest
truth and I think that's moving the
market more and more and more and it'll
continue that way
should we look at another one oh my god
we got a lot of charts here right again
this is an early one it's called par
technology. They make office equipment.
Now you can imagine it's been a pretty
rough time to sell office equipment
since co because everyone's working from
home. Who's buying desk chairs for the
office and that sort of thing? So it's
been a been an absolute money destroyer.
But
what are we seeing? Well, people have
been selling the stock for a long time,
but we seem to be out of sellers
because we're starting to go sideways
slightly upwards actually. Again, early
too early. I'd want to be a little
higher than the current price.
But eventually, when a stock's been
punished long enough, people will get to
a point where they fall sold and you get
that consolidation. that when you broke
out above it is potentially a point
where there is opportunity. Right? So
some some some of the early ones that I
look at um which I I hope is somewhat
helpful
now.
Do we have any questions? Do we have
some questions? Anything you guys want
to ask? Um okay. Okay, let me let me
fire a couple of things at you that that
that I know is probably running through
your head. One is tax
and other ones might be uh might be
broker.
Um so let me start with a broker. What
brokers should you use to do this?
Um you want should use your broker.
Basically whatever broker you're using
right now, use it. It's going to be
fine. Now, if you are new to this and
you haven't got a broker or you want a
new broker, if you are in the USA,
um you want to be I would recommend you
use Think or Swim, which is owned by
Schwarp because it's actually pretty
easy to use and it's very good. I don't
endorse things. I don't get paid by.
There's no affiliate link. We don't do
that stuff around here. I'm mentioning
it to you because I use Think or Swim.
Okay. Now, the other broker that I use
and that I would use if you were
anywhere else in the world outside of
the United States and a few other places
where Think or Swim works, um I would
use a broker called IBKR, Interactive
Brokers. It's a little bit more hideous
than Think or Swim, but it's equally
powerful.
But if you have a broker already, use
the one you've already got. Yeah,
I see some questions on position sizing
as well. We can definitely also touch
upon that. Um, now tax. Who's worried
that they're going to have to pay more
tax if they make more money? Put tax in
the chat there.
Or I am. Tax, tax, tax, tax, tax. Yeah,
you're worried. All right. So, say you
make an extra $1,000 because you're
making better investment decisions.
What's the What's the tax rate you're
currently paying?
Say you pay 30% tax.
What have you got? You've got $700.
Right
now, what's the alternative? The
alternative is to not get better at
managing your money and and and not make
the $1,000, in which case you will have
zero dollars extra. So now, please tell
me honestly, would you rather have $700
or would you rather have zero dollars
extra? It's a serious question. I'd like
I'd like your answer.
It's mostly 700. There is one zero.
There is one zero on here, my friend.
You put the zero in there. Google insane
asylum near me on your Google Maps. And
um hop into an Uber and report to the
nearest insane asylum and say my name is
whatever I am insane because I'm afraid
that is what you are.
you were probably somebody with a sense
of humor. You put it in there. But yes,
of course, it makes no sense if you hate
your government so much that you don't
want to pay them the 30%.
Uh you could you could move, you could
renounce your citizenship or do
something drastic or you can join our
friend in the nearest insane asylum. But
in all honesty, tax does not come into
it. I never think about a stock and go,
what's the tax consequence? Doesn't
happen. Tax is something that we deal
with on the outset. I'm not a tax
adviser, but if you are in the US, a lot
of my students trade and invest in
things like Roth IAS because they're
amazing. Other countries have similar
setups.
Talk to one of the AIs. Talk to them
about tax efficient investing and
trading strategies. Once you've done
that, go and talk to a tax advisor. You
do that once. Now you got your rules,
you're done with it. It never ever
impacts whether you buy or sell
something. We do that purely on the
basis of rules of why we buy and sell.
Tax does not come into it at that point.
No. Is that helpful?
Okay. And I'm seeing some questions
about stocks, right? AMD and silver and
gold and all that sort of stuff. And and
you want me to tell you it's going to go
up or down, right? Would that be nice?
Um, I'm going to get my crystal ball out
of the drawer and I'm going to polish
it. But in all seriousness,
if I told you my opinion on on a given
stock, whatever it is, how long would
that be useful for?
When is the market going to move again?
But gold and silver, the futures market
opens basically now. I think it's
already open. So, it's already
irrelevant. And if it's a stock, it'll
be irrelevant by in about 12 hours.
So the question you want to ask is,
how do I make a better decision on a
stock like Nvidia? And once you learn
the rules, and we've learned some of
those very important rules today on
buying and finding those potential big
winners, but of course, you also want to
learn the rules on selling. You want to
learn the rules on where you put your
stops. You want to learn the rules on
how you automate it. You want to learn
the rules on how big should the position
size be and and and and you know all
that stuff. And that's very very
important.
And what I would always say to or you
know if you were on a coaching call with
us you know one-on-one my mentors yeah
we'd pull up the chart but we'd ask you
what are the rules? What do you see?
Have you interpret it? And then we'd see
where you're missing something and we'd
see where there is a gap and we'd fill
in the gap. We give you the confidence
to then do a better job on the next
chart and on the next stock and the next
stock. And the beautiful thing with that
is that you will then know how to fish.
Whereas if I give you a fish, well,
it'll be smelly by, you know, 9:30 a.m.
in the morning on Monday. So
this desire for us to run out and find
the greatest stock on the basis of what
some guy is saying on YouTube or social
media or wherever. It's given away your
power when in that time you could might
as well just learn the rules because
you're going to have a long life. You
can use the rules all the time. We have
a lot of students who bring in their
teenage children on these coaching calls
and I love that. It's the most amazing
thing is imagine if you learn this when
you're like 12 or 14 or 16 or something.
How amazing is that? I have one lady um
she's 76. She joined us. She never
bought a stock before in her life. She
didn't have a brokerage account. We
taught her how to set it up. We taught
her the whole thing. She's now with us
again with her five grandchildren. How
amazing is that? She's changed not only
her life, she's done very well. She's
now changing two generations below life.
And they're learning this at an early
stage of their life. And they're going
to have a much easier time. And that's
probably the only thing I'd say. I wish
I would have learned this two 10 years
sooner because it would have been an
easier journey.
But the best thing is, you know, when's
the best time to plant the tree? Well,
20 years ago or or today. So that's
really all I'd say to you. So
if you're still planning on or you're
thinking about having a chat with us,
this is your time to take that action.
just one conversation.com because we're
not gonna torture you all night on
Sunday. Um, but let me have a look.
There is a there is a there's some
questions in here, right?
Um,
do you buy on the retest of a breakout?
Um, yes, potentially. So, that's a
that's an interesting question.
Let me um look at one of the ones that
already sort of run up. Um,
what's a good example here?
Have we got one? Yeah, there's one. Here
is one. So,
this is a little bit more advanced, but
you asked the question. Um, I I like the
question. Let me let me try to answer
it. So when you have a stock like this
one here which you know how does
heartbeat pattern here broke out either
here or if you're a bit more
conservative it would have been there
both were fair enough and you can see
some institutional money and both both
moments down here you would have bought
somewhere in that zone right so that was
your buy and what happened it went up
and then it guess what it pulled back
stocks almost always do that and I call
that our second chance. So yes, for me
it might be interesting to buy
on the first place and then buy some
more here and then potentially do that
again as we break out here, potentially
do that again as we break out there. So
we can do that in phases. It can help
again with risk management.
Makes it a little bit more like gradual,
especially if you're more of a long-term
investor. Can be quite a good thing to
do. It just requires a little bit more
skill set and experience to to to read
to read the chart, right?
Let me look at some of the questions
here. Um,
okay. Thomas says, "When you set up when
you set a stop, a trailing stop, do you
set it 46% below the current price?"
Okay. So, if we look at this here again
as a as a nice example and say your buy
point was here, okay, that green cross
was your buy.
At that moment, at the same time, I
would set up a an exit, a stop-loss. So,
the way I place my trades, and I'll do
it today. I'd always see them on
Sundays. I put the buy order and the
sell order in at the same time. That
way, I won't forget.
So, what am I looking for? I'm looking
for a stop somewhere. You could put a
stop at a random sort of minus, you
know, 4% minus 6% whatever, but you have
to look at what you're buying. So you're
looking at a stock here. This one moves
about 3 4% a day. So if you have a stop
at 4 to 6%, you're going to get knocked
out on this on day two or three, which
is going to really annoy you and
frustrate you. So you in this case,
maybe this isn't for you because it's
maybe too risky a stock. Or maybe you
need to just make your position size a
little bit smaller so you can actually
adjust to the risk. So for me, the stop
would probably be
down here, which is quite a big drop.
That would have been probably a 25% drop
because this is a highly volatile thing,
right? So you want to take a 25% risk on
a stock. Maybe you don't. In which case,
maybe you don't want to be in this
particular one. And maybe you want to
buy something that doesn't move as much,
right? And then I would move that up to
here. I would then move it up to there.
I would then move it up to here. and
where it's trading right now. Again, I
have a pretty big range here of what it
could drop by because I understand how
volatile of a thing this is, but it's
what allows me to not get knocked out on
day two or three. And again, stops is a
little bit of an art to it. We've got
we've got lessons on that, too. Um I can
show you. So, I there's a sort of a core
knowledge base. These are very short
videos. uh when to buy, how to buy, what
to buy, selling, right? Selling for pro
and profit taking, selling as an
investor, things not to do with selling
very importantly. And then we have also
advanced stop losses, um advanced over
all portfolio and risk management and
position sizing and so on. And actually
these here are not taught by me, but by
one of my mentors who literally wrote
the book on this, like literally the
book on this and it's very very good at
that. But we won't have time to cover
all of that today. And I I you know just
want to be frank with you. You can't
learn everything there is to know about
investing in two hours. It's just it's
just not possible. It's like you can't
know everything there is to know about
any skill or you know sport or whatever.
You just won't be great at it in two
hours. It just isn't feasible. You can
get a lot better at it in a couple of
weeks. Yes. But it takes more than two
hours. And I think that's just the
honest thing uh to say here really.
Did I miss the workbook? No, no. We'll
email that to you. We We know you're
here. You you you deserve it. So, we
will email that to you. Um
I'm not ready yet. I'll call just
one.com later, says James. Um the the
spots will run out, James. That's the
only thing I'd say to you here. Um
don't be frank, be Felix. That's very
funny.
How long do you hold? Okay, interesting
question. Okay, actually again let's
have a look at this chart here again
because actually
we talked about Nibius last year in
August. Why? Because we had a heartbeat
pattern last year in August. We had a
big beautiful breakout. Institutions
were buying it. We had a record quarter
here as well and the stock went from $55
to you know now it's at 285. So it
actually well it initially went up to
about $120. So it went from down here 55
to about $120.
So
how long do you hold it for? Well, I
hold it until it stops going up. Or
rather, I hold it until it really really
collapses. So let me delete some other
stuff here.
Right. So again, I would have set a stop
somewhere here. We moved would have
moved that up to about here. We would
have then moved that up to there. We
have moved that up to here and then
probably would have gotten knocked out
here. So we would have sold here, right?
Somewhere there or maybe a little
higher. Maybe it would have been a
partial thing and it would have been a
very profitable 2x or something like
that, right? made money and it was a
good thing because in this period here
nothing happened and that period was
about six months and in those six months
our money would have done nothing no
work right I like my money to work so I
don't have to so I would like to have
used that money and put it into
something else and then come back to it
somewhere here
and potentially gotten into it That's
what I do. But the period that I'm in a
stock could be, it could be a week, it
could be a month, it could be six
months, it could be three years. It
doesn't really matter to me. I don't
care for how long it is as long as it's
going up. But when I see the institution
starting to sell it the way they did it
here, then I shall exit with them
because it's not nice to be the last one
of the party.
what's the time frame you should look
at? Um, so I look at day charts. Uh, the
longer the the the heartbeat pattern
continues for the better, right? So just
the longer the better. We have a
screener in the community which actually
helps us find those.
Um yeah, the longer the better. So the
10x stocks typically have that two to
four year period where it doesn't do
anything. Um so we don't want to be
early to buy it, but when we see it,
it's definitely an interesting one. But
no, most stocks will do it for shorter
period, you know, 3 months, six months
or something like that.
It's sort of like the way I picture that
is like the harder you coil the the the
spring, you know, the bigger the bounce,
right? potentially.
Um,
George, my friend, don't worry. We're
going to we're going to email you the
workbook after this.
Let me just look at some of these
questions here. Uh what are your
thoughts on adding when when the stocks
moving up? Yeah, I think it can be a
reasonable thing to do. Um so like in
this example here for example, I would
look at
I would look at the the second chances.
So to me this is a second chance. This
is a second chance. This is a second
chance. So it depends a little bit on
your um your risk level. Um you also
don't want to make your positions too
large. So we want to look at like what's
the risk attached to a particular
position. So um what what we would look
at with you if you were um you know on a
on a one-on-one call with one of our
mentors, we'd look at what do you own,
right? So first of all, what industries
are you in? Most people own an index
fund. An index fund is basically
technology stocks nowadays. 40% or so is
tech. Uh and then you probably own a
bunch more tech stocks. So you probably
have a almost near tech portfolio. We
might want to do something about that,
right? You know, we can buy some
chemical companies or some pipeline
companies or oil companies or appper
companies or whatever. Something that's
just not not as correlated. And then we
would look at well how many how many
positions how many stocks do you own?
And if you own,
say you own um
five stocks, right? So as a percentage
of your portfolio, each one of those
stocks is 20% of your money, right? So
what happens if one of those stocks
drops 20%.
What happens? Well, you are down
4%.
You're going to feel that. That's going
to be pretty unpleasant. You're going to
sleep worse. You're going to be
stressed. It's not going to be nice.
Now, if you had say 30 stocks in your
portfolio, each one would be about 3% of
your portfolio. And if one of those
stocks dropped 20%,
well, you'd be down 0.6%.
you'll hardly notice that because it
happens about every other day to your
portfolio anyway. So
there's some sense in that, right? So
position sizing to me is all about well
what's the total risk? How much are we
exposing ourselves here for and and I
would typically want to keep that below
1% but again it depends on on your
situation and your income streams and
your your age and you know what you're
comfortable with and and and your
stomach lining most importantly.
Tell Winston hi for me. I shall. I miss
him. He didn't come to New York with us.
It's a bit of a long flight. Please
don't expose yourself. Yes. Um
Winston would hate New York. He probably
enjoy the park, I would imagine, but he
likes mountains. I think he'd be
slightly disappointed by the flatness of
the whole thing.
How long are we expecting people to put
up with Winston's absence? Uh, yes. Yes,
that is very serious. I I agree with
you. I'm also very worried about not
having his input. Um,
should bring him to Switzerland. dad's
still a you know we've been we've we've
been in in Europe with him in France and
UK and stuff and it is fun it is nice
but honestly I think as mosquitoes are
entering here my my my den um I think he
prefers to be at home on his mountain
with his friends so which is where where
he is I think it's a slightly selfish
endeavor for me to travel around with
him
um can we discuss metals sure my friend
absolutely let me pull up pull up
something for
put up silver for you for example
and
show you something that you can now see
that you probably couldn't see just two
hours ago.
You see that we have that heartbeat
pattern here.
Can you see what I'm pointing at? Can
you see the volume? Tremendous increase
in trading volume. And that was when
silver was at about $38. Yeah. So, do
you think the silver rally was
within our rules?
Yes.
But do you think you'd have spotted it
with confidence and acted on it?
I know I did. Actually, before that
started, there was another one here.
There was this one here.
Right. That was another one. Uh that was
in the early 30s. Um that's when I
started buying miners which was very
very profitable thankfully. Um and then
over the summer I bought the bought
bought the bought the real thing, the
physical thing. Now where are we right
now?
Well, it is a heartbeat of sorts, but
it's one that's going down. So it isn't
the sort of breakout thing there. So um
the market's doing whatever the market's
doing with silver right now. So it's
it's looking
not good from a Wall Street isn't buying
it basically. Now does that mean there
isn't an opportunity there? No, there
potentially is a is a is a value
opportunity there. But that's a very
different thing. Needs a very different
time horizon and so on. But um
do you have a look at gold?
Can you see that? I mean I literally
labeled it on the on the chart here for
you. Can you see what I what I what I
what I drew in here? This was
August last year. August last year when
we started to get really really heavy on
gold, right? We broke out of that zone.
Volume exploded. Institutional money
poured into this like there was no
tomorrow. And what happened to the
stock? I mean, sorry, the the metal it
went from three and a half thousand
dollars to,
you know, $5 a half thousand dollars,
which is which is a pretty nice gain.
And then, yes, it's got sold off again,
which is what the buggers on Wall Street
do because they trade things for
profits, not because they like it. They
don't care that it's shiny. They really
don't. They just want to make money with
it.
Can you look at the SAS obliteration?
Um, so yeah, that's an interesting one.
So basically software got killed because
the uh what Wall Street believes right
now is that
um AI will kill software. I
fundamentally disagree with it from a
theoretical point of view, but it
doesn't mean I'm blindly buying it
because I don't ever think I'm smarter
than billions of dollars because it
doesn't matter whether I'm right. It
doesn't matter whether I'm smart. What
matters is that at the moment money is
leaving most software stocks, right?
Look at that. Look at that there on
Friday. Look at that selling. It's just
insane, right? Look at how much 20 no 58
million shares of Salesforce traded on a
bitter red day. That's a lot of
institutional money leaving the
building. So yes, we had a heartbeat
pattern here.
But after a fickle breakout, we
collapsed down and any stop would have
been triggered and we would have been
out of it. Right? I didn't buy this to
be honest with you. And there's a reason
for that. It broke one of our
fundamental rules which we didn't cover
yet today which is a bit more advanced.
It's got to do with the slope of that
moving average line. It's going down. We
never buy it when it's going down. Um
but yeah, there are some great companies
out there like you know Microsoft and so
on that are also getting punished. So
you could argue there's some some value
plays here but ultimately at the moment
Wall Street hates it. And Wall Street
hates it. Wall Street sells it.
Therefore it goes down. I don't like
buying things that are going down. At
the moment, these are these are falling
lives and therefore I'm going to stay
the heck away from it.
Okay, I'm seeing more more tickers in
the chat here.
What I'd say to you again in in in with
with all seriousness is me giving you my
feedback, my opinions on a stock is like
me giving you a fish.
How long were that fish going to be
fresh for? Not very long. And three days
into it, you're going to wonder, well,
what what do I do now? There were bad
earnings. The Fed said this. Trump
tweeted that. The war started. the ball
stopped, whatever. And you're going to
be at maximum uncertainty and you're
going to make decisions. You don't know
where you're making them. And you're
going to hold it and you're going to be
back in the place where you're holding
something that's now down 10%, now 20%,
not on 30%. And you're not keeping a
secret from your wife, right? Which is
what we do. So don't put yourself in
that position and instead ask, "How do I
learn to fish?" And there's a link down
below the screen. You can have a chat
with us about that. just one
conversation.com
and I believe it'll help you tremendous
like for me literally that one
conversation 30 minutes of my life
completely changed I would be sitting in
an office in a cub right now and I'd be
working really really hard and I'm very
very grateful that I'm not
so every time you think what do I do
think how do I learn what to do not how
do I find someone who knows the answer
to this particular problem that's valid
right now because you're going to have
the same question next week, next month,
next year. Your children are going to
have the same questions, right? Why not
give us all the solution? Give us all
the answer so we can all sleep better,
make better decisions, and have a better
time of it. That's really what it's all
about. So, let me know if you're still
planning to book a call while we're
still live here. The links are in the
comments down below. Lorraine is putting
it in there um as quickly as she
possibly can. Uh which is fantastic as
they say in France.
Do you buy ETFs? Yes. Yes. Actually,
there are some ETFs on my list, Stephen.
I think I think we had some I think we
had a biotech ETF on the list this week.
No,
maybe it didn't make the list. But yes,
it look it can be a very very good way
to look at a theme and go I don't want
to buy Microsoft, I want to buy
software. uh and then we find a software
ETF like this index fund like this and
then we're like well why don't we just
buy the bloody ETF and then we don't
have to be right on the stock we just
buy all the software stocks and it's
much much easier and it can be a very
good thing to do especially if you just
want to keep it simple have an easy life
which is generally what I aim for so
yeah it can be a very good thing to do
and then of course there are
alternatives to this if you're living in
different places in the world Um,
I booked my call an hour ago. It says
Sharon. Amazing Sharon. Congratulations.
I'm proud of you for taking some action
here. Um,
someone's spamming service now here. His
name is Hessle. uh he isn't isn't
getting the the message apparently. We
might want to mute that chat. Um
if you put the same ticker in the chat
50 times, do you really think I'm going
to answer your ticker question? Very
unlikely, right? Why? Because I've got
some power. You see, and you give a
little man a little bit of power and
then he will use it. That's what
happens. Um
do you think money, smart money is going
to pivot into energy over the next two
years? You know what? I have no idea and
I'm don't make predictions. I I I I've
stopped that a long time ago. There must
be an energy ETF here. I um
don't really care.
I'll just look at it.
If it pops up on my screener and if I
see that it's breaking out and Wall
Street's buying it, I'd be interested.
At the moment, Wall Street's selling it,
so I'm not that interested. I I don't
really I I really try to be stock
agnostic and and story and theme
agnostic. I really don't care. Um some
of the stocks I was looking at buying
last week was Ralph Lauren, for example,
here. Um I actually like the close, but
that's not got nothing to do with it.
It's got everything to do with the fact
that it was breaking out of its zone and
it did that. So I set up a buy order
somewhere above that zone and presumably
I therefore own the stock right now and
I don't know why not because I haven't
checked it. I I just set up an order
there is a stop with it and I will look
at it once a week to see whether you
know how it's doing and that's that's
the end of it. So I I try to do very
little um and and it allows me to do
other things which is really the the
whole point here. Christina booked.
Congratulations. We have women on this
chat. Good gosh. I didn't I didn't think
there would be any.
No, we actually we had a little meet up
yesterday and there were some truly
amazing women. I really appreciate um
sharing their stories and and
first of all, you're better risk
managers than us. If you are a man and
you have you identify as a man which is
something we shouldn't take for granted
nowadays uh and you have a female
partner make a part of this journey
because together you will do better. You
will now have accountability built in in
house. You have better risk management
built in in house. What I do every
single week, I go through everything I
have and do uh both business and
investment wise and I write a little
report um and I I I share that with my
family and it is initially it felt
dreadful and now I love doing it. It
means we're all on the same page. It
means I'm held accountable. It means I'm
not harboring something that's down 30
or 40 or 50% without anybody knowing and
we're all on the same sheet. And if you
have teenage children, share it with
them, too, because they're now learning
how the whole money thing actually
works. It isn't just, oh, dad has a job
and that pays for everything. No, they
now understand how it actually works,
how you are growing wealth as a family,
what it means when you're spending
something, when you're taking a
vacation, when you're changing jobs,
whatever. They'll see that journey and
it'll allow them to make much better
decisions. and and for the many of you
who are already doing that in our
community, I absolutely love you for
that because I think that's the that's
one of the biggest gifts you can give is
just that pass on that experience of
education and that knowledge and I think
for most of us we kind of grow up in the
dark as children, right? There is some
money and we don't quite know why and
how much and and what what happens with
it and we certainly don't know anything
about the investments of the family. Um
it is a an experience that they could
really benefit from. So, I'd really
recommend you you teach that. Um, who
just wrote that? George says, "Got my
son's watching you." Um, grandkids next.
Uh, when I get there, when I want to get
to Amazing, George, keep doing that and
say hi to your children. Financial
literacy is a great gift. Absolutely.
I'm investing with my granddaughter,
says Linda. Amazing. Say hi to her,
Linda. That's absolutely fantastic. Best
gift you can give, I think, as a
grandmother.
Amelia is saying, "Oh, much older lady.
risk management. How do we balance bonds
and stocks, Amelia? Yeah. And I think
that's the kind of one-on-one
conversation you want to have because
obviously it depends on, you know, where
you are in life and what the portfolio
looks like and so on. Um I I had some
ladies there yesterday who are students
and mentees of ours who are um well in
their 70s
and and yes, we had those conversations
and and you need to look very carefully
at what do you own? Um if your portfolio
is larger in a sense you can afford to
hold stocks more because say the market
drops 30% which it will um if you don't
need to sell you're fine. But if you
have a smaller portfolio and you're
selling more of that or you're maybe
living off a sort of a selling 4% every
year or something like that then you
need to be a little bit more careful
with that and you're going to want to
maybe reduce some of that risk down. So
yes, bonds can be a good thing to do
there. uh but we also need to
acknowledge that bonds will probably
underperform inflation over a longer
period of time. So there are some things
to look at there that are more personal
which is again why we why we teach
oneonone and that's a little bit
difficult for me to to handle here on a
sort of one to 10,000 level because I
don't exactly know where you are.
Uh Jeff, you're very kind. I appreciate
that. Olivia, thank you.
Um, LS, you started talking to your kids
about investing when they're in middle
school. That's amazing. And that
probably makes you like one of the
0.001%
of parents out there. But yeah, keep
doing exactly that. Samuel, you're 16
and you're learning. That's also
absolutely fantastic.
Um, and yeah, absolutely. Start start
investing if you can. Small amounts will
compound into great amounts over a long
period of time. When are you coming to
Miami? Um, no plans at the moment, but I
I I would love to.
Sarah, um, as a disability, you are now
generating income. You're working, which
is amazing. And actually, yeah, we have
quite a lot of people also who have um,
various challenges. We have one chap at
the moment who's a quadriplegic, if
that's the word, uh, and he's doing
very, very well. we have somebody who's
blind who's doing very very well. Um so
people have just big challenges and
often they are the most really amazing
students because they just really take
it seriously uh and and and and have
brilliant minds. So don't let whatever
physical thing is going on hold you back
from from your dreams.
Um,
what did you do before you co-founded
and started these these apps? What did
you use to analyze stocks? Says GS. Um,
well, when I was in banking, um, I had a
Bloomberg terminal. We paid about
$30,000 for extra stocks data, which I
pulled into a massive spreadsheet. The
spreadsheet had its own computer because
that's how big the spreadsheet was. Um,
but of course, most of us don't want to
spend $30,000 on data, right? So I I
realized there's a there was just a
there is a gap in having data that's
presented in a way that makes sense and
that's really the the goal with we have
with with the tools that we built. Uh
and I use the tools every week. So I
made them available to you guys. Play
around with them. I hope you get some
some value out of them and that you
enjoy them like the tens of thousands of
people who already are. Um what do you
think about crypto markets? Same thing
honestly. Um, if it's got a chart,
basically the same thing. I mean, um,
look at a Bitcoin ETF here, right? Um,
and what do you see? Well, it's going
down. Uh, when it's selling off, there
is more volume than people are buying
it. So, at the moment, it it's
institutions are hating it for whatever
reason. I don't care what the reason is.
At the moment, I don't like it.
Right, my friends. So, I think we've
covered a lot here today. Hey, I want to
also be respectful to your your Sunday
and um I just want to say I'm always
truly amazed that there are so many out
there who actually take action and I
don't take that for granted at all. And
I love you guys for showing up here on
Sunday. I know it's Father's Day and you
probably have other things you you would
like to do. Uh but I just see investing
skills as the lowest hanging fruit. It's
just we spend
all of our life mostly at jobs we don't
necessarily love. Uh most of the days
and hours of the day we spend earning
money and then we
just don't do much without money. And as
I said a picture is like we all have a
perfect store on Madison Avenue or Fifth
Avenue or something and we have a little
sign on the front of the door that says
closed
and that store is the business you have,
which is the money you have. Your money
is a business. It's an investing
business. You are a money manager,
whether you want to be or not. But most
of us just don't have the skills, the
tools to know how to run it. And it
isn't something that comes naturally to
anybody. So, our goal here is just to
spread that knowledge, uh, reach a
million people, get them educated, and
hope that you then share that knowledge
with others, and hope that you share
that knowledge with your children and
your friends and other people in your
family. So more people can have at the
very least not those horrible big losses
because I think they're very avoidable
if we just set up risk management right
and it'll therefore make you into a
calmer, less stressed, happier
individual who will probably be nicer to
their fellow human beings and and their
and their hounds most importantly. So I
hope you got some value out of today. I
enjoyed the two hours or so we spent
here together. I hope it's inspired you
somewhat. Um, if you think I talked a
little bit gobbledygook about um,
mindset, I apologize for it. But I also
know that at some point you're going to
realize how important that actually is.
Right now, it's a 100% mindset. your
path forward, your future as an investor
or as a trader forward is a 100% mindset
right now because you need to decide
whether you're going to learn, whether
you're going to put in some effort,
whether you're going to learn the skills
or whether you're going to leave it up
to chance and to Trump and the Fed
printing money and hope it'll all turn
out all right. Um, and I wish you
tremendous success. Um, the link is
still here, I think. One last chance.
Just one conversation.com. If you
haven't booked that conversation yet, do
it now. And I hope to see you and I hope
to hear about your success and I hope to
hear about your stories and I wish you
all the best.
All I need to do now is find the button
to end a Zoom call, which is obviously
the greatest challenge.
Ask follow-up questions or revisit key timestamps.
This video features Felix Pin from the Goat Academy, a former investment banker who teaches a 'follow the money' strategy for investing. The core methodology relies on three key patterns: identifying institutional buying through volume spikes, recognizing the 'heartbeat' rhythm of stock price consolidation, and spotting companies reporting record quarterly profits. Pin argues that retail investors often fail by ignoring these institutional signals and by failing to manage risk. Throughout the session, he encourages viewers to stop consuming 'noise' from news and instead learn the teachable skills of chart analysis and risk management, while promoting his academy's one-on-one coaching and software tools.
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