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Are you still in the game?
Hey everyone, I'm not sure how many of you are still using what we learned in the 6-week course. You might have been energetic during those weeks, but now you're overwhelmed by work, life, everything. You might feel value investing is a bit slow, the premiums are too small to free you up. You might want to chase the hot stocks and double your account quickly. Or you find it hard to evaluate a business and you're not sure if you're doing it right. I just want to say — no method will work if you're not consistent. The only way to make money, or achieve anything, is to keep working on it. The way we do value investing can give you great returns with the lowest risk — but you need to keep working at it. It's a long journey. Strategy + mindset + circle. You need all three。 If you have any questions, please let me know. Hope everyone has a great day 🙌 Wendy
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Don't FOMO. Don't Panic. Stay calm and patient.
Just a reminder of who we are and what we do. We are long-term value investors at our core. Our goal is simple: own wonderful companies at great prices — less than 50% of intrinsic value, and of course, the lower the better. As value investors, the most important thing is to understand businesses, understand their moats, evaluate management, and patiently wait — sometimes for a very long time — until Mr. Market offers us a price that gives us a real margin of safety, or be extremely patient waiting for a great business to recover and return to its value. We use options as a tool, not the goal. We're not using them to speculate on price or bet on direction like other traders do. We use them to generate cash flow while we wait and to reduce our cost basis on positions we already own - with strong certainty. That's it. They serve our long-term strategy, not the other way around. Right now, the market is going crazy over AI. Money is pouring into momentum plays. Everyone's posting their 50%, 100%, 200% returns. And if you're sitting here holding value stocks that are flat or down, it's easy to feel like you're doing something wrong. You're not. Value investing and momentum trading are fundamentally different strategies. Different time horizons. Different return expectations. Different levels of effort, time commitments, and different lifestyles. Comparing your value portfolio to someone riding a momentum wave is like comparing a marathon runner's pace at mile 5 to a sprinter's 100-meter dash. They're not playing the same game. And life is a marathon -- the same as investing. Don't FOMO into what's hot, unless you know how to do it skillfully. Don't compare your interim returns to someone else's. That comparison will make you abandon your own strategy at the worst possible time. What truly matters as a value investor, and where you should spend your energy: 1. Understand companies — use 4M analysis. 2. Strictly follow our rules and option tools to tranche in (remember the V-shape strategy?). One tranche at a time. Keep your dry powder for a better price. 3. Be patient. Extremely patient.
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Welcome! Your 9-5 Exit Strategy Starts Today!
You are about to soar in the skies of wealth and freedom! Years from now, you’ll look back at this day and realize it was the exact moment your life changed forever. -- I guarentee that! 👉Our goal: To build your Exit Strategy from the 9-5 grind through a proven effective, low-risk equity strategy. 👉Our Approach - long-term value investing + option trading: - Value Investing: We invest in "Wonderful Businesses" trading at a massive discount (50% off). This is how we grow wealth over time with absolute certainty. - Option Trading -- the cashflow engine: We aim at 20%+ steady annual return with low risk. We make US stock market our personal ATM. 👉The edge you will gain: 🔅Market-Proof Stability. This isn't about hype or luck. Our strategy is built to stay profitable whether the market goes up, down, or sideways. 🔅Execution, Not Theory. We skip the fluff. This is a hands-on blueprint that gives you both the "fish" and the "fishing rod" so you can trade with total confidence. 🔅Real Results, Fast. This isn’t just about learning; it’s about execution. Our goal is to get your cash flow engine up and running—with real results hitting your account—within your first 6 weeks. 👉Your Life in 3 Years (or maybe just in 1 year): Work becomes optional; Your equity engine works 24/7, so you don't have to. It funds your travels and secures your family's dreams, day and night. ⚠️VERY IMPORTANT: This course and the community is strictly for EDUCATIONAL purposes. Any examples, watchlists, or "Buy Prices" I share are purely to help you understand the strategy and the logic behind value investing—they are NOT FINANCIAL ADVICES. You’re in the driver’s seat. You take 100% ownership of every trade you make and every cent you’ve worked so hard to earn. Our goal is to empower you with the skills to think for yourself and manage your own wealth with total confidence. Remember: Direction matters far more than speed. You’ve taken a massive step toward your freedom today. Welcome to the team! 🚀
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A note on LULU
We used LULU as an example several times during our 6-week crash course in February. Its price has dropped since then — I'd like to update what's happening. First, as I always mentioned, our course is only for educational purposes. We teach methods, strategies and frameworks, not stock recommendations. LULU has been just one of our case studies to illustrate our option strategies, not financial advices. That said, let's talk about where it stands. LULU's financials have looked great over the past few years, and our buy price was based on that track record. However, we do acknowledge there's a lot of uncertainty right now, and apparently that's an "EVENT" for this business. The latest round of selling was driven by the market not buying into the new CEO appointment, the ongoing proxy battle with founder Chip Wilson, and a leadership vacuum until the new CEO officially starts in September. Meanwhile, capital is flooding into AI and storage, etc — for companies with no near-term catalyst, the market simply sells off. That's how it works. What you need to do is make your own judgment: Is this still a good company? Has the fundamental story changed, or is the market just impatient? If you believe the fundamentals are intact, the Rule1 approach is to tranche in — keep reducing your cost basis, and keep selling calls on the shares you've owned, and be patient. In value investing, we don't use stop losses. Our goal is to own the company at the best possible price. But if you believe the fundamentals have deteriorated, then your strategy needs to adjust accordingly. That's your call to make. A few info: 1. Michael Burry added to his LULU position at $135 and $129, etc. LULU now represents 8.2% of his total portfolio. 2. Phil Town's current approach: "The bottom line is we are focused on reducing basis on LULU while we wait for the proxy battle to end this summer and the new CEO to come on board in September. We could see some price volatility between now and the end of the year so be patient as this event plays out."
Might be time to consider ROLPH Trade
With SPX and QQQ hitting fresh all-time highs, the SOX is up 224% in 13 months. The top 10 Nasdaq 100 performers have averaged 784% gains over the past year — exceeding both the 1999 and 2000 bubble peaks. Meanwhile, consumer sentiment sits at a record low. The entire market narrative rests on two letters: AI. No one can predict the day it ends, the upward trend might keep going for a while, however if you would like to pay insurance to hedge the risk, you may consider ROLPH trade. Remember, follow our rules learnt in session 6, 2% of your portfolio at most as an insurance, you may also tranche in, don't use up all your 2% at once. And this is not a trade to make money, it's an insurance for black swan.
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