- Is stock trading under trend or within range
- to determine exit prior to entry
- percentage gain
- percentage losss
- Max holding period
- A longer trend line is more meaningful
- risk management
- 7% Of entire portfolio in holdings
- 0.5% Of entire portfolio in each position
- sourcing for deals
- bottoms up through fundamental analysis via ration
- top down through comps between different markets
- hierarchy of classification
- markets
- industries
- firms