How to Invest in IPOs and Super Growth Stocks | Interview with Kathy Donnelly | The Lifecycle Trade
Richard Moglen Richard Moglen
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 Published On Jan 1, 2021

In this Episode of the Market Chat Kathy Donnelly, co-author of The Lifecyle Trade, walks through her extensive study of winning IPOs and explains her trading strategies which allow her to invest and capture their long term trends. We focus on the Lifecycle Trade patterns and rule sets which help capture the strong trend of promising IPOs whether you are a swing trader or investor. We also discuss some of the strongest recent IPOs of 2020 including buy and sell points. Knowing how to invest in IPOs and super growth stocks can get you into the next Apple Amazon or Tesla for the long haul.

Check out the Lifecycle Trade Book: https://amzn.to/3n5epJR

Follow Kathy and the rest of the Lifecycle Trade team on twitter:
-Kathy Donnelly:   / kgd_investor  
-Eve Boboch:   / eboboch  
-Eric Krull:   / erickrull1  
-Kurt Daill:   / top_dog_102  

Have a good one!

-Richard
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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

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Music from Absent Mind:   / absentinlife  
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Disclaimer
The content of this video is for educational purposes only and should not be taken as a suggestion to buy or sell anything

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