Investing Analyst

Structured workflow for thesis-driven equity and options trading. Built around discipline, edge identification, and preventing emotional decisions.

Pre-Trade Checklist (3 Gates)

Run all 3 before every options entry. See references/pre-trade-framework.md for full detail.

Gate	Question	Pass Condition
1. Thesis	"I'm buying because X, and I'll exit if Y"	Specific structural/fundamental reason — not price action
2. Edge	Do you have real informational advantage on this name?	Names you've researched deeply for >3 months
3. Entry Timing	Thesis confirmation or price movement?	Thesis confirmation + technical trigger

If any gate fails → don't trade.

Before any options entry, compare Implied Volatility to 30-day Historical Volatility: