I hope you guys enjoy this interview! The link to the Lifecycle Trade is in the description if you would like to learn more about the study and see even more examples. Take care!
Timestamps: 0:00 Intro 0:55 Kathy's Background as an Engineer and Investor 2:50 What charting software do you use? Daily Graphs and MarketSmith 3:35 Parallels between endurance athletics and Trading 5:30 How did the idea for the Lifecycle Trade come about? 9:04 How many stocks were part of the study? 10:20 Bill O'Neil Study and Fish Story 11:24 The Lifecycle Trade Presentation 11:40 Rule Sets to trade IPOs 17:31 The Lifecycle Trade Phases IPO-AP I-DDP I-AP 19:40 PLTR CRSR U TWLO SHOP 20:45 Crowdstrike Stock Analysis (CRWD) 21:02 IPO Advance Phase 21:36 Institutional Due Diligence Phase, Turbulence Zone 23:35 Do you mostly use Daily or Weekly Charts? 25:20 Institutional Advance Phase 25:40 Late Bloomer Pattern 26:50 Do you buy within the I-DDP 27:39 How long do Due Diligence Phases last? 29:24 CRWD Daily Sell Rules Ascender Midterm Everest 40 Week 31:59 Rule sets Performance 33:19 18 Month Rule 34:20 Building Sell Rules 34:59 FSLY Stock Analysis- Late Bloomer 36:00 FSLY Rule sets and Performance 38:24 Reason for 30% Drawdown Rule Ajay Jani 39:40 FVRR Stock Analysis 41:00 FVRR Rules and Performance 43:03 PTON Stock Analysis and Rules Performance 44:58 Zoom Stock Analysis 47:30 Zoom proper buy points 48:50 During Corrections do you sell Stock 52:09 LVGO Stock Analysis 53:00 LVGO Rule Sets and Performance 54:55 INMD and TLRY Everest Rule 55:26 Key Takeaways 57:14 Do you have advice for traders who want to do their own studies 58:34 How can we help encourage more Girls and Women to Invest and Trade 1:00:56 Do you have any advice for new traders/investors
Richard, thanks for Kathy's interview, I enjoy every second of it. A golden nugget. You can notice on the last interviews the personality difference on each one as a trader and the relation with their background. Ex. engineer, entrepreneur, etc.
Hey Richard - Thanks for asking Kathy about her thoughts about women traders. It's gets tiring hearing all the guys talking *to* the guys on TH-cam and in trading books. The ladies are here too and love trading.
@@RichardMoglen I'm new to trading and in the crazy rush of learning. Sadly, I don't know of any women traders but I'm excited to find some and learn from them. Thanks for your level-headed, smart channel! Hope you keep it going.
Richard, Kathy is awesome and I've been following her ever since she came in investing with IBD after the book release. Your interview addressed ask the 2020 winners and thanks for using her Sell rules for these top stocks. Happy new year and Sell at 40W breach!
Hey Richard. Wow I was fascinated by Jonah's interview then watched this and was fascinated again. Kathy was marvelous and charismatic as well. I'm also an engineer so following simple rules like this where one can kind of sit back and take your eyes off the screens for a while with proper stop limits could really reduce the stress of attempting to do so much short term day trading. One thing that would have made this feel a tad bit more complete would be if there was a segment up front where it was discussed how she hones in on specific IPO's. I'm sure she can't play all of them so how she ranked and filtered them so that she could choose the most promising ones. Maybe you guys covered that and my eyes are a little glossy from back to back 1 hour plus interviews haha. But what can I say this investing stuff is addicting so you just want to keep learning and absorbing everything deep into the night so that we too can one day be financially independent. Thanks again for your hard work. Might I suggest adding a $1 monthly subscription service option just so we can donate to you via here in an optional way? I follow user @Deadnsyde on here and I am more than happy to do that for him because just like you, you guys provide us with great content that is more than going to cover that cost. Eventually when you're user count is in the millions it might be sizeable enough contributions that you can turn those into investments in the next hot IPO.
Thanks Javier glad you enjoyed the recent interviews. With Kathy we were mostly focused on the rule sets. The book covers the fundamental characters of winning IPOs and I'd also like to interview some of the other authors and I'll be sure to focus on how they focus on specific stocks. Thanks Javier I did just set up a buy me a coffee link: www.buymeacoffee.com/RichardMoglen Take care!
Great video as always, the charts REALLY helped with the arrows etc. Makes the written/spoken word visual. Would highly recommend the in-depth chart examples from future guests. Also would love to hear there weekend or evening process. Step one step two step three. Keep it up Richard, doing a great job.
Richard, thank you for bringing those great people behind Twitter to live. Through your interview, we get to know their background and investment stories, which makes it a lot easier to understand what they talked about in Twitter. Kathy’s investment in IPOs certainly open a new window for me. Thank you. Keep up with the great work!
Kathy, Thank You for sharing your rules and successes. Richard, Thank You for putting this together. I learn a ton from these. I think this was even better than Arusha Peris's (IBD) interview of Kathy :-). I have this one bookmarked to come back and watch later.
Happy New Year 🥳 Richard another fantastic interview. Learned a lot from the interviews of Jonah Lupton and Kathy Donnelly. You asked a lot of great questions, went thru some good companies. Lastly, finishing up with “ Do you have any advice they want to give to the beginner investors. Thant’s awesome, thank you 🙏
Learnt a lot and there is a new book on my list. I'm sure more women will come to the fore after this excellent interview. Thanks to you both and Happy New Year.
Good luck! Keep in mind $SUMO might still be in the IPO-Advance Phase (IPO-AP) compared to the ones we reviewed which were in the Institutional Advance Phase (I-AP)
Richard : I have been a fan of you and your channel for some time. I find your posts informative, actionable and valuable. I know it takes a lot of time and commitment to do it - and you have been doing this for quite some time. So thank you. Wish you a very happy new year and a profitable year ahead.
Thanks you Richard - great content as always! By any chance, does anyone know where I can buy a PDF copy of the lifecycle trade book or if you have an electronic copy and wouldnt mind sharing ?
Is Richard, great interview and this is a really interesting framework for thinking about IPOs. However, her study is flawed because of survivorship bias. If she only includes the IPOs that have survived to the time of her book, her study inflates their likihood of success for new IPOs available today. Her study is probably directionally correct, but the odds of finding successful IPOs will be more difficult than suggested by her study.
@@RichardMoglen She said every IPO from 1982 to 2017 "that are still traded." (9:25) That means she did not study the ones that failed prior to 2017 and dropped out of the market prior to 2017. That's pretty much the textbook definition of survivorship bias (have you read Taleb?). Again, I think there is value to her framework, but I would expect a much lower probability of success from the current crop of recent IPOs than would be implied by a dataset suffering from survivorship bias. And I think there are likely ways to use MarketSmith to screen for the ones that have a higher probability of success, though that can only be based my intuition at this point, not based on a quant study. All the best.
I hope you guys enjoy this interview! The link to the Lifecycle Trade is in the description if you would like to learn more about the study and see even more examples. Take care!
Excellent interview, thanks to both of you for doing this!
@@cmarshall2787 thanks for watching!
Timestamps:
0:00 Intro
0:55 Kathy's Background as an Engineer and Investor
2:50 What charting software do you use? Daily Graphs and MarketSmith
3:35 Parallels between endurance athletics and Trading
5:30 How did the idea for the Lifecycle Trade come about?
9:04 How many stocks were part of the study?
10:20 Bill O'Neil Study and Fish Story
11:24 The Lifecycle Trade Presentation
11:40 Rule Sets to trade IPOs
17:31 The Lifecycle Trade Phases IPO-AP I-DDP I-AP
19:40 PLTR CRSR U TWLO SHOP
20:45 Crowdstrike Stock Analysis (CRWD)
21:02 IPO Advance Phase
21:36 Institutional Due Diligence Phase, Turbulence Zone
23:35 Do you mostly use Daily or Weekly Charts?
25:20 Institutional Advance Phase
25:40 Late Bloomer Pattern
26:50 Do you buy within the I-DDP
27:39 How long do Due Diligence Phases last?
29:24 CRWD Daily Sell Rules Ascender Midterm Everest 40 Week
31:59 Rule sets Performance
33:19 18 Month Rule
34:20 Building Sell Rules
34:59 FSLY Stock Analysis- Late Bloomer
36:00 FSLY Rule sets and Performance
38:24 Reason for 30% Drawdown Rule Ajay Jani
39:40 FVRR Stock Analysis
41:00 FVRR Rules and Performance
43:03 PTON Stock Analysis and Rules Performance
44:58 Zoom Stock Analysis
47:30 Zoom proper buy points
48:50 During Corrections do you sell Stock
52:09 LVGO Stock Analysis
53:00 LVGO Rule Sets and Performance
54:55 INMD and TLRY Everest Rule
55:26 Key Takeaways
57:14 Do you have advice for traders who want to do their own studies
58:34 How can we help encourage more Girls and Women to Invest and Trade
1:00:56 Do you have any advice for new traders/investors
Richard, thanks for Kathy's interview, I enjoy every second of it. A golden nugget. You can notice on the last interviews the personality difference on each one as a trader and the relation with their background. Ex. engineer, entrepreneur, etc.
Kathy was great. Yeah I agree with you, her attention to detail is top class
I finally watched the whole interview! Great information from Kathy Donnelly. Thanks for the interview Richard!
Thanks Richard for sharing back to back 2 videos for the last weekend of the year. Great way to rap up an amazing 2020. HNY
Happy new year Sidd!
Hey Richard - Thanks for asking Kathy about her thoughts about women traders. It's gets tiring hearing all the guys talking *to* the guys on TH-cam and in trading books. The ladies are here too and love trading.
Glad to hear that Kate! Are there any other women that you think I should interview?
@@RichardMoglen I'm new to trading and in the crazy rush of learning. Sadly, I don't know of any women traders but I'm excited to find some and learn from them. Thanks for your level-headed, smart channel! Hope you keep it going.
No problem! Will do
Great job getting Kathy on Richard. After Weinstein, Kathy's book is the next on my list of trading books to read.
Thanks Lee, she's great
Thanks Lee!
Richard,
Kathy is awesome and I've been following her ever since she came in investing with IBD after the book release.
Your interview addressed ask the 2020 winners and thanks for using her Sell rules for these top stocks.
Happy new year and Sell at 40W breach!
Thanks!
Hey Richard. Wow I was fascinated by Jonah's interview then watched this and was fascinated again. Kathy was marvelous and charismatic as well. I'm also an engineer so following simple rules like this where one can kind of sit back and take your eyes off the screens for a while with proper stop limits could really reduce the stress of attempting to do so much short term day trading.
One thing that would have made this feel a tad bit more complete would be if there was a segment up front where it was discussed how she hones in on specific IPO's. I'm sure she can't play all of them so how she ranked and filtered them so that she could choose the most promising ones. Maybe you guys covered that and my eyes are a little glossy from back to back 1 hour plus interviews haha. But what can I say this investing stuff is addicting so you just want to keep learning and absorbing everything deep into the night so that we too can one day be financially independent.
Thanks again for your hard work. Might I suggest adding a $1 monthly subscription service option just so we can donate to you via here in an optional way? I follow user @Deadnsyde on here and I am more than happy to do that for him because just like you, you guys provide us with great content that is more than going to cover that cost. Eventually when you're user count is in the millions it might be sizeable enough contributions that you can turn those into investments in the next hot IPO.
Thanks Javier glad you enjoyed the recent interviews. With Kathy we were mostly focused on the rule sets. The book covers the fundamental characters of winning IPOs and I'd also like to interview some of the other authors and I'll be sure to focus on how they focus on specific stocks. Thanks Javier I did just set up a buy me a coffee link: www.buymeacoffee.com/RichardMoglen Take care!
Finally I got to listen to the interview. Very Good.
Awesome!
Great video as always, the charts REALLY helped with the arrows etc. Makes the written/spoken word visual. Would highly recommend the in-depth chart examples from future guests. Also would love to hear there weekend or evening process. Step one step two step three. Keep it up Richard, doing a great job.
Great suggestion Jim thanks for the feedback!
Extremely well done. Appreciate all you do. Buying the book now.
Glad to hear it!
Thank you! I hope you find it helpful!
Richard, thank you for bringing those great people behind Twitter to live. Through your interview, we get to know their background and investment stories, which makes it a lot easier to understand what they talked about in Twitter. Kathy’s investment in IPOs certainly open a new window for me. Thank you. Keep up with the great work!
Awesome Vincent thank you!
We’re out here! Thank you, Kathy! Great interview 😁
Thanks for watching!
Thank you for watching!
Thank you Richard, what a great guest!
Thanks Mark! Kathy is super knowledgeable.
Kathy, Thank You for sharing your rules and successes. Richard, Thank You for putting this together. I learn a ton from these. I think this was even better than Arusha Peris's (IBD) interview of Kathy :-). I have this one bookmarked to come back and watch later.
Awesome! Irusha is great I love his podcast
My pleasure, Ryan. I am happy to hear you found it helpful!
This book has been on my list for awhile, definitely going to check it out
It’s definitely a great read. Goes into a lot more detail than we were able to in an hour
Thank you! Hope it helps!
Awesome video man, I highly appreciate how you put timestamps on critical information in a long interview
Great interview , going to buy her book and send it to my daughter up in Illinois
That's a great idea Chris! Take care
Great, thanks! More women investors!
Happy New Year 🥳 Richard another fantastic interview. Learned a lot from the interviews of Jonah Lupton and Kathy Donnelly. You asked a lot of great questions, went thru some good companies. Lastly, finishing up with “ Do you have any advice they want to give to the beginner investors. Thant’s awesome, thank you 🙏
Glad you enjoyed it!
Learnt a lot and there is a new book on my list. I'm sure more women will come to the fore after this excellent interview. Thanks to you both and Happy New Year.
Thanks Tony!
Thank you Tony!
Thanks so much Richard ! Happy and good luck to you in new year 2021 ! Very good interview! Million likes 👍
Thanks Tommy HNY!
Thanks Richard and Kathy. Great interview. I will try to apply these rules to $sumo, I have it and probably try to hold it longer to mid term.
Best of luck!
Good luck! Keep in mind $SUMO might still be in the IPO-Advance Phase (IPO-AP) compared to the ones we reviewed which were in the Institutional Advance Phase (I-AP)
@@kathydonnelly7092 Thank you Kathy. I will apply the AP rule with it accordingly
Excellent video - very helpful. Thank you both.
Our pleasure!
Yes, our pleasure!
Great Interview, thanks both of you!
Our pleasure!
Thanks so much!
I bought the book. Need to read it ...
Go for it!
Richard : I have been a fan of you and your channel for some time. I find your posts informative, actionable and valuable. I know it takes a lot of time and commitment to do it - and you have been doing this for quite some time. So thank you. Wish you a very happy new year and a profitable year ahead.
Thanks so much! Happy new year!
Second that!!
Highly recommend this book.
Same here
@@RichardMoglen great interview. I always think what Kathy brings is clarity above everything else.
@@rosskennedy8356 Thanks Ross!
Thanks you Richard - great content as always!
By any chance, does anyone know where I can buy a PDF copy of the lifecycle trade book or if you have an electronic copy and wouldnt mind sharing ?
Thank you Richard 🌹
Welcome!
Great interview 👍
Thanks Jim!
Another awesome interview. You keep putting out great content. Can't wait until you interview Cathie Woods! ;)
Thanks Sam! haha maybe one day
Great interview sir! Thanks
Glad you enjoyed it!
Awesome!
Thank you! Cheers!
Is there any chance you can put your interviews on a popcast sir?
Hey Asher, currently working on setting that up.
@@RichardMoglen Love it, thanks.
The due diligence phase is of particular interest to me with the messy base being built as the phase comes to an end. I look out for those nowadays.
very cool
Good to hear!
More great content! $STUDY
Definitely!
FVRR a massive gain
📈
And Cathy smiles all the way to the bank.
Great interview..got to know that IPOs have sooo much power. Thanks Richard and kathy..purchased book..
Our pleasure!
Is Richard, great interview and this is a really interesting framework for thinking about IPOs. However, her study is flawed because of survivorship bias. If she only includes the IPOs that have survived to the time of her book, her study inflates their likihood of success for new IPOs available today. Her study is probably directionally correct, but the odds of finding successful IPOs will be more difficult than suggested by her study.
Hey Rob, they studied every IPO since x date (I forget exactly when) not just the ones that worked to build their rules.
@@RichardMoglen She said every IPO from 1982 to 2017 "that are still traded." (9:25) That means she did not study the ones that failed prior to 2017 and dropped out of the market prior to 2017. That's pretty much the textbook definition of survivorship bias (have you read Taleb?). Again, I think there is value to her framework, but I would expect a much lower probability of success from the current crop of recent IPOs than would be implied by a dataset suffering from survivorship bias. And I think there are likely ways to use MarketSmith to screen for the ones that have a higher probability of success, though that can only be based my intuition at this point, not based on a quant study. All the best.
Anyone on the 40 Week club for RKT? lol
RKT is still in its IDDP, the 40 week rule is for a properly bought tock that's now in its IAP
she said "you know" 227 times