The King of Chart Pattern: “Cup with Handle”

Meet “George”

No, I don’t run an importer-exporter business.

I’ve been investing in equities and options for more than 20+ years on the side to my real life work in corporate law. I am a former M&A head for a public company focused on foreign subsidiary acquisitions and am now in the fancy world of corporate litigation. Even so, understanding valuation is still the crux of my work today.

I’m a cheapskate seeking “bang for the buck” investments.

I’ve found that the moment I stop being cheap is when I start to lose – and if my experience has taught me anything, it’s to be the best loser.1

I’m a cigar butt trader and a follower of Lynch’s wisdom in buying “what I know.” I’m neither a CFA nor an experienced macro economist but simple ideas and strong conviction have yielded the best results for my portfolio returns – and often, being a contrarian in trading long-term LEAPS in lieu of commons.

Focusing on a few in-depth trade ideas at a time.

The point of trading in stocks is to make money. That’s it. In my experience, it’s best to trade what I’m familiar with, often in options for equities. My portfolio is highly concentrated at any given moment and I rarely trade indexes unless I’m in it for the long haul.

Brevity. Brevity. Brevity.

I won’t bore you with lengthy analysis of my ideas but I do need more than the 280 characters allowed on Twitter. With my job I lack the leisure to day trade or post daily. Much of my writing takes place during my subway commute to work, using my iPhone.

Ultimately, jotting down my ideas and crayon doodling charts have helped me endure the inevitable volatility. As Livermore said, “it never was my thinking that made the big money for me. It always was my sitting.”

Yeah, I’m busy so I promise to keep them brief.2

All newsletters are free because I hate money.

This whole thing eats up a bunch of money and time that I could be using to hang out with my two boys. At the same time, there isn’t anything else I’d rather do for fun. So, thanks a million for being a reader. I am grateful.


— George

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Disclaimer: There’s neither financial nor legal advice solicited from my posts on Delta Matters! It would be ludicrous to rely solely on my ideas posted here to invest without first doing your own financial due diligence. What I post here does not create a fiduciary relationship either. A reasonable reliance? Oh please, I’m not promising you anything. Frankly, I can't even promise anything myself – and that’s the epitome of trading.
As I write my posts, there’s an assumption that the audience already has a base knowledge of finance, technical analysis, and fundamentals.

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A corporate lawyer's equities and options newsletter zeroing in on fundamental & technical trading strategies. Focusing on only a handful of trades at any given time. All things considered, it is always about the underlying business first.


Trial attorney. Ex-M&A head. Trading since ‘98 and journaling my equities & options trades. Posts are neither legal nor financial advice.