Just a Day Trader

This year I spent much more time working on my foundation as a trader, rather than actual trading. Not to say I didnt trade, but I certainly traded less than ever before.  Just a very distracting year. Trading the way I need to and the way I am best at just cant happen at this desk.  So instead of falling off, I took other routes. If you arent getting smarter, get faster. If you arent getting faster, get smarter.  I did a ton of groundwork. A lot of sheets, a decent amount of life reflection and some posts to follow. Instead of forcing myself to fit into a box, I built myself a better foundation to trade off of for the future. Because I always knew I was going to come back, it was just a matter of when.  I tried swing trade only late last year and some early 2023, and no success. I was forced to swing because my time spent on market is very limited and I cant be here to hound my positions, and options because I didnt have a large enough account! Its a losing game....

AFYA  AFYA LIMITED   Afya Ltd. is a medical education group, which engages in the provision of an end-to-end physician-centric ecosystem that serves and empowers students to be lifelong medical learners through their medical residency preparation, post-graduate programs, and continuing medical education activities. It operates through Education Services; and Digital Content, Residency Preparatory and Specialization Programs segments. The Education Services segment provides educational services through undergraduate and graduate courses related to medicine, other health sciences, and other undergraduate programs. The Residency Preparatory and Specialization Programs segment offers digital and printed medical content services, including online courses for residency preparatory, medical and other than medical post-graduate specialization programs and mobile app subscription for digital medical content. The company was founded on March 22, 2019 and is headquartered in Nova Lima, B...

  LRN  Stride Inc At time of entry, 8/23, Market cap was equal to Sales. Price was also at same levels as 2011,13,19,20 despite clear exponential growth. 3.5x sales compared to 2011 and 1.8x 2020. EPS 4x 2020, Income 5x now 6x. I see no reason this shouldnt be a triple digit stock. If it can trade 50 with 1B sales, well with 2B sales why not 100? If it can trade 50 with 25MM income, why not 250 with 150MM income? Of course not that simple but simply looking at number, triple digits is not farfetched.  Mega power gap last earnings and it just hasnt quit. Only recently saw its first big sell day -3% that it hasnt seen one since June.  Industry is leading in everything other than growth behind CHGG. And after digging through industry charts, it is clear this is leading, and also susceptible to others in industry. Lots of very similar patterns. That will be something to note on this name going forward. Avg in 41.78 --------------------------------------------------------...

  MLI  Mueller Industries, Inc. Mueller Industries, Inc. engages in the manufacture of copper, brass, aluminum, and plastic products. It operates through the following segments: Piping Systems, Industrial Metals, and Climate. The Piping Systems segment consists of Domestic Piping Systems Group, Great Lakes Copper, Heatlink Group, European Operations, Trading Group, Jungwoo-Mueller, and Mueller Middle East. The Industrial Metals segment includes Brass Rod, Impacts & Micro Gauge, and Brass Value-Added Products. The Climate segment offers Refrigeration Products, Westermeyer, Turbotec, Flex Duct, and Linesets, Inc. The company was founded on October 3, 1990 and is headquartered in Memphis, TN. Very consistent trend on HTFs. Looking to new ATH soon. Concern for a pullback is there, but no reason to bail. Got in this trade 10/27. It consistently was the #1 scoring stock in my system so waited a few months for it to get to some level to get involved. Avg In at 38.44 Fundamentals ...

HWKN  HAWKINS, INC. Hawkins, Inc. engages in the distribution, blending, and manufacture of chemicals and specialty ingredients for a wide variety of industries. It operates through the following segments: Industrial, Water Treatment, and Health and Nutrition. The Industrial segment provides industrial chemicals, products, and services to the agriculture, chemical processing, electronics, energy, food, pharmaceutical, and plating industries. The Water Treatment segment offers chemicals, equipment, and solutions for potable water, municipal, industrial wastewater, industrial process water, and non-residential swimming pool water. The Health and Nutrition segment consists of ingredient distribution, processing, and formulation solutions to manufacturers of nutraceutical, functional food and beverage, personal care, dietary supplement and other nutritional food, health, and wellness products. The company was founded by Howard Hawkins in 1938 and is headquartered in Roseville, MN. Init...

  ASML  ASML HOLDING N.V. ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. It operates through the following geographical segments: Japan, South Korea, Singapore, Taiwan, Chine, Rest of Asia, Netherlands, Europe, the Middle East and Africa (EMEA), and United States. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands. Stock is NOT a leader but clear growth, great financials going exponential. Was in great position at first entry on 10/31. Was an undervalue play as price had not caught up with fundamentals and was back at prev year prices despite consistent growth.  Semi names make me a bit nervous as I like to get into names that there rev is near 1:1 with market cap. Here we have rev is 1/10th of market cap. But it is a tech name and tech trades differently so trade was still there...