Quick Intro

Before we start….I might start writing here occasionally again to highlight the idea flow & data from the report. We’ve been putting that report out since 2020 and I don’t do that much marketing on it because it really is a tool that I personally use for myself and the fund but I am going to start to write more about the data/idea flow from it.

I already wrote a piece over the weekend here on “How to Use The Report” that tracks my IRA, a user with $70K and then one with $1.1 million.

Start there or read this then read that..

Using The Report for Momo Flows

For those of you that use the report you know that there are 3 core sections of data and idea flows that we track and one of the data sets are in The Swing Monitor with both $HIMS ( ▲ 8.65% ) and $OKLO ( ▲ 11.29% ) making the list. The past few weeks these names have been at the top of my list (and HIMS for 2 years really since it’s never left the report since sub $6) because of the price-action. Both of these ideas for me fall into the ‘trading sardine’ bucket and nothing more but of course we have the catalysts and fundamental points tracked in the report for anyone to see - it’s just that for my personal use of the data it’s to trade them and that’s what I did today, for maybe the 50th time this year.

There’s a view that you have to worry about the SP500 and “the market” and for those that listen to the weekly video-cast the last two years you know that the way we run our LP and investment firm portfolios is long/short with names that are not tied to the broad market. In fact, the last few years we’ve been in a lot of turn arounds - $VFC ( ▼ 0.65% ) , $BA ( ▲ 1.62% ) and $AAP ( ▼ 0.88% ) to name a few and they have also been in the report. So I think what happens with investors is that they don’t categorize their types of investments so when you get a day like today on $HIMS ( ▲ 8.65% ) and $OKLO ( ▲ 11.29% ) you might miss it because your view is that the broad market is “bearish” so in turn that means everything is bearish and that’s just never the case if you separate out companies and the data with them to generate idea flow.

We’re going to go through the position breakdowns in my PA on $HIMS ( ▲ 8.65% ) and $OKLO ( ▲ 11.29% ) in the members section but let’s just go over $HIMS ( ▲ 8.65% ) with an elevator pitch. The data in the report gets updated each week by the interns and for names like $HIMS ( ▲ 8.65% ) (or really many) there’s not always a need for a new update, despite what people think as they search for news articles of unusual call flows to fit their bias. So when my interns go in each week to update each ticker and section I go through, check to see what they added, if they missed anything then update the price action/commentary section on each name.

This week on $HIMS there was no real significant news but if you watched the charts section last week on the pod/videocast I talked about what had to happen for a rally. We don’t need to update the name each night or each day for that matter because we know the catalysts/tailwinds/headwinds already so we’re already biased toward a direction which means it just becomes a case of executing on the position like I did today.

There are a lot of ways to use this data/report and the key is knowing that we do the fundamental research first then add on the price-action overlay. This gives me a direction on what to expect on a certain ticker in the report and when that happens I can come in each week knowing what I am already interested in and what is still cooking in the oven. This week a few of the momo names in the report that were ready (and maybe still are) were $HIMS ( ▲ 8.65% ) and $OKLO ( ▲ 11.29% ) so I am going to just break down data > price chart analysis > execution so that readers can get a perspective on how I go about using this report week in and week out to generate ideas of all sorts.