“History doesn’t repeat. But it rhymes.” (SCHW)

[] [View in browser]( [View in browser]( [] JULY 14 2023 [] [] SCOTT WELSH’S ANATOMY OF A GREAT TRADE Replaying the SCHW IPO They always say, “History doesn’t repeat. But it rhymes.” While that sounds clever (and probably is), I’ve never understood what that means. For example, slap rhymes with nap. Those are two entirely different things. So, if a market that historically goes up after a certain pattern, would a rhyming pattern mean a new pattern actually does the opposite? Confusing. And not helpful. It’s easier just to say history repeats. Because it does. Last Friday we looked at a famous IPO, PANW (Palo Alto Networks). If we used the methodology we discussed, a winning trade would have looked like this (and been represented with the cyan lines on the chart): [] Here’s another one: SCHW (Charles Schwab). Let’s do what we did last time. Let’s find a popular new stock, wait for the 12-month simple moving average (SMA) to show up on our Monthly chart, and then wait for two consecutive closes above the SMA. If we do that, we see a couple of entries: [] The first trade went from a split-adjusted $0.19 to $0.30 and the second one went from $0.40 to $0.78. And, of course, SCHW went on to be a great stock for years to come. Using this idea of a long-term perspective on newer stocks seems to be a pattern that does historically repeat. Happy trading, — Scott Welsh [] [] MICAH LAMAR Unveiling Apple's Impenetrable Moat Warren Buffett, one of the world's most successful investors, has built his fortune on a simple principle: investing in companies with durable competitive advantages, or what he refers to as "moats." Basically, it comes down to a special advantage that a company has that makes it difficult for other companies to compete with (or copy) them. Today, I want to explore how the most valuable company in the word — Apple Inc. — has constructed an immense moat that safeguards its market position and sets it apart from its competitors. As I mentioned before, in Buffett's investment philosophy, a moat represents a sustainable advantage that allows a company to maintain its profitability and fend off competitors. Just as a medieval castle's moat protects it from invaders, a business moat acts as a barrier against rivals. Apple's Ecosystem: A Formidable Moat Apple's moat lies in its extensive ecosystem, which intertwines hardware, software, and services. The company has established an ecosystem that seamlessly integrates iPhones, Macs, iPads, Apple Watches, and other devices, creating a harmonious user experience across platforms. This interconnectedness builds customer loyalty and makes it more challenging for users to switch to rival products. Brand Power and Customer Loyalty Apple's brand power is another crucial element of its moat. The company has cultivated a loyal customer base through its commitment to quality, innovative design, and user-friendly interfaces. Customers identify with the Apple brand, often exhibiting a strong preference for its products. This unwavering customer loyalty serves as a formidable barrier for competitors attempting to penetrate Apple's market share. R&D and Innovation Apple consistently invests heavily in research and development (R&D), enabling the company to stay at the forefront of technological advancements. This ongoing innovation ensures that Apple continues to deliver cutting-edge products and services that anticipate and shape consumer preferences. Such relentless pursuit of innovation further solidifies Apple's moat, as competitors find it challenging to match its pace. Supply Chain and Manufacturing Expertise Apple's robust supply chain and manufacturing expertise contribute significantly to its moat. The company has established intricate relationships with suppliers, allowing it to secure critical components and maintain efficient production. Apple's mastery of supply chain management not only ensures consistent product availability but also presents challenges for competitors seeking to replicate its operational efficiency. Picture Perfect Apple is almost a picture-perfect example of the Buffett investing strategy of seeking companies with wide and enduring moats. Through its ecosystem, brand power, customer loyalty, R&D efforts, and supply chain expertise, Apple has constructed a colossal moat that strengthens its market dominance and shields it from competitive threats. What It Means For Investors As you can see, Apple's success is a result of deliberate strategies and a robust foundation, showing that it's not merely a stroke of luck. However, some investors may mistakenly believe that Apple's position as the number one company in the world means that all investment opportunities have vanished. They might wonder, "When you're already at the top, where else can you go?" But here's the reality: Apple's journey is far from over, and there are still plenty of exciting investment prospects to explore. While the company has achieved remarkable milestones, its relentless innovation and ability to adapt to changing consumer demands ensure that it continues to pave new paths. Whether it's revolutionary products on the horizon, the potential for expansion into untapped markets, or advancements in areas like augmented reality and autonomous vehicles, Apple's forward-thinking approach opens doors to promising investment opportunities. So, if you're hesitant because you think it's too late to profit from Apple's success, think again. There's still plenty of room to grow and reap the rewards of investing in this tech giant. In fact I’ve been doing this for over a decade now — Back before Apple hit $1 Trillion and investors thought all the investment opportunities were gone… And from my more than 10 years of studying Apple stock, I’ve developed what I believe is the “perfect” way to trade it. It involves tapping into what I call AAPL’s “profit cycles”. If you’d like to learn more, I recorded [this video to share all the details with you](. — Micah Lamar [] [] [] [] [] JULY 14 2023 [] [] SCOTT WELSH’S ANATOMY OF A GREAT TRADE Replaying the SCHW IPO They always say, “History doesn’t repeat. But it rhymes.” While that sounds clever (and probably is), I’ve never understood what that means. For example, slap rhymes with nap. Those are two entirely different things. So, if a market that historically goes up after a certain pattern, would a rhyming pattern mean a new pattern actually does the opposite? Confusing. And not helpful. It’s easier just to say history repeats. Because it does. Last Friday we looked at a famous IPO, PANW (Palo Alto Networks). If we used the methodology we discussed, a winning trade would have looked like this (and been represented with the cyan lines on the chart): [] Here’s another one: SCHW (Charles Schwab). Let’s do what we did last time. Let’s find a popular new stock, wait for the 12-month simple moving average (SMA) to show up on our Monthly chart, and then wait for two consecutive closes above the SMA. If we do that, we see a couple of entries: [] The first trade went from a split-adjusted $0.19 to $0.30 and the second one went from $0.40 to $0.78. And, of course, SCHW went on to be a great stock for years to come. Using this idea of a long-term perspective on newer stocks seems to be a pattern that does historically repeat. Happy trading, — Scott Welsh [] [] MICAH LAMAR Unveiling Apple's Impenetrable Moat Warren Buffett, one of the world's most successful investors, has built his fortune on a simple principle: investing in companies with durable competitive advantages, or what he refers to as "moats." Basically, it comes down to a special advantage that a company has that makes it difficult for other companies to compete with (or copy) them. Today, I want to explore how the most valuable company in the word — Apple Inc. — has constructed an immense moat that safeguards its market position and sets it apart from its competitors. As I mentioned before, in Buffett's investment philosophy, a moat represents a sustainable advantage that allows a company to maintain its profitability and fend off competitors. Just as a medieval castle's moat protects it from invaders, a business moat acts as a barrier against rivals. Apple's Ecosystem: A Formidable Moat Apple's moat lies in its extensive ecosystem, which intertwines hardware, software, and services. The company has established an ecosystem that seamlessly integrates iPhones, Macs, iPads, Apple Watches, and other devices, creating a harmonious user experience across platforms. This interconnectedness builds customer loyalty and makes it more challenging for users to switch to rival products. Brand Power and Customer Loyalty Apple's brand power is another crucial element of its moat. The company has cultivated a loyal customer base through its commitment to quality, innovative design, and user-friendly interfaces. Customers identify with the Apple brand, often exhibiting a strong preference for its products. This unwavering customer loyalty serves as a formidable barrier for competitors attempting to penetrate Apple's market share. R&D and Innovation Apple consistently invests heavily in research and development (R&D), enabling the company to stay at the forefront of technological advancements. This ongoing innovation ensures that Apple continues to deliver cutting-edge products and services that anticipate and shape consumer preferences. Such relentless pursuit of innovation further solidifies Apple's moat, as competitors find it challenging to match its pace. Supply Chain and Manufacturing Expertise Apple's robust supply chain and manufacturing expertise contribute significantly to its moat. The company has established intricate relationships with suppliers, allowing it to secure critical components and maintain efficient production. Apple's mastery of supply chain management not only ensures consistent product availability but also presents challenges for competitors seeking to replicate its operational efficiency. Picture Perfect Apple is almost a picture-perfect example of the Buffett investing strategy of seeking companies with wide and enduring moats. Through its ecosystem, brand power, customer loyalty, R&D efforts, and supply chain expertise, Apple has constructed a colossal moat that strengthens its market dominance and shields it from competitive threats. What It Means For Investors As you can see, Apple's success is a result of deliberate strategies and a robust foundation, showing that it's not merely a stroke of luck. However, some investors may mistakenly believe that Apple's position as the number one company in the world means that all investment opportunities have vanished. They might wonder, "When you're already at the top, where else can you go?" But here's the reality: Apple's journey is far from over, and there are still plenty of exciting investment prospects to explore. While the company has achieved remarkable milestones, its relentless innovation and ability to adapt to changing consumer demands ensure that it continues to pave new paths. Whether it's revolutionary products on the horizon, the potential for expansion into untapped markets, or advancements in areas like augmented reality and autonomous vehicles, Apple's forward-thinking approach opens doors to promising investment opportunities. So, if you're hesitant because you think it's too late to profit from Apple's success, think again. There's still plenty of room to grow and reap the rewards of investing in this tech giant. In fact I’ve been doing this for over a decade now — Back before Apple hit $1 Trillion and investors thought all the investment opportunities were gone… And from my more than 10 years of studying Apple stock, I’ve developed what I believe is the “perfect” way to trade it. It involves tapping into what I call AAPL’s “profit cycles”. If you’d like to learn more, I recorded [this video to share all the details with you](. — Micah Lamar [] [] [] [] [] ABOUT US: We believe that the opportunity for financial literacy and freedom belongs to all people, not just those who already have years of investing experience. Prosperity Pub provides an array of educational services and products that will help you navigate the markets and become a better investor. Trading is made simple through our online forum full of trading techniques to give you the best tools to kick-start your investing journey. We offer collaborative webinars and training; we love to teach. No matter the opportunity, we bring together a strong community of like-minded traders to focus on analyzing market news as it’s presented each day. DISCLAIMER: FOR INFORMATION PURPOSES ONLY. The materials presented from Prosperity Pub are for your informational purposes only. Neither Prosperity Pub nor its employees offer investment, legal or tax advice of any kind, and the analysis displayed with various tools does not constitute investment, legal or tax advice and should not be interpreted as such. Using the data and analysis contained in the materials for reasons other than the informational purposes intended is at the user’s own risk. DISCLAIMER: TRADE AT YOUR OWN RISK; TRADING INVOLVES RISK OF LOSS; SEEK PROFESSIONAL ADVICE. Prosperity Pub is not responsible for any losses that may occur from transactions effected based upon information or analysis contained in the presented. To the extent that you make use of the concepts with the presentation material, you are solely responsible for the applicable trading or investment decision. Trading activity, including options transactions, can involve the risk of loss, so use caution when entering any option transaction. You trade at your own risk, and it is recommended you consult with a financial advisor for investment, legal or tax advice relating to options transactions. Please visit [( for our full Terms and Conditions. [Unsubscribe]( This email was sent to {EMAIL} by Prosperity Pub 101 Marketside Ave, Suite 404 PMB 318, Ponte Vedra, Florida 32081, United States [Prosperity Pub]( [] ABOUT US: We believe that the opportunity for financial literacy and freedom belongs to all people, not just those who already have years of investing experience. Prosperity Pub provides an array of educational services and products that will help you navigate the markets and become a better investor. Trading is made simple through our online forum full of trading techniques to give you the best tools to kick-start your investing journey. We offer collaborative webinars and training; we love to teach. No matter the opportunity, we bring together a strong community of like-minded traders to focus on analyzing market news as it’s presented each day. DISCLAIMER: FOR INFORMATION PURPOSES ONLY. The materials presented from Prosperity Pub are for your informational purposes only. Neither Prosperity Pub nor its employees offer investment, legal or tax advice of any kind, and the analysis displayed with various tools does not constitute investment, legal or tax advice and should not be interpreted as such. Using the data and analysis contained in the materials for reasons other than the informational purposes intended is at the user’s own risk. DISCLAIMER: TRADE AT YOUR OWN RISK; TRADING INVOLVES RISK OF LOSS; SEEK PROFESSIONAL ADVICE. Prosperity Pub is not responsible for any losses that may occur from transactions effected based upon information or analysis contained in the presented. To the extent that you make use of the concepts with the presentation material, you are solely responsible for the applicable trading or investment decision. Trading activity, including options transactions, can involve the risk of loss, so use caution when entering any option transaction. You trade at your own risk, and it is recommended you consult with a financial advisor for investment, legal or tax advice relating to options transactions. Please visit [( for our full Terms and Conditions. [Unsubscribe]( This email was sent to {EMAIL} by Prosperity Pub 101 Marketside Ave, Suite 404 PMB 318, Ponte Vedra, Florida 32081, United States [Prosperity Pub](