Thalweg Equity

For: your best ideas count; if you are right about a business, it moves the needle. How most great fortunes were made.
Against: one bad quarter, lawsuit or fraud can sink the portfolio, and you take risk the market doesn’t pay for. Drawdowns are deeper and harder to sit through.
Use when: you know the business well, it passes Thalweg’s quality checks, and each position is sized so its worst fall is survivable.

Thalweg Options Regime ↗Volatility, skew and the regime All features ↗The tour of everything Thalweg does

Important disclosures. Thalweg is provided for information and education only. It is not investment, legal, tax or accounting advice, and nothing on it is a recommendation or solicitation to buy, sell or hold any security. Thalweg is not a registered investment adviser or broker-dealer and does not know your financial situation, objectives or risk tolerance.

Trade at your own risk. Investing involves risk, including the loss of all money invested. Trading on margin, or in options, futures, leveraged or inverse products, can produce losses greater than the amount invested. Past performance, back-tested results and model outputs do not guarantee future results. Consult a licensed financial adviser, CPA or tax professional before making any investment decision.

Data. Financial data is read from XBRL tags in SEC EDGAR 10-K and 10-Q filings. Intraday prices are live from a single US exchange’s feed (updated every couple of minutes), so they can differ from the consolidated market price; outside market hours prices are end-of-day closes. Scores, fair values and verdicts are produced automatically by fixed rules and can be incomplete, delayed or wrong. Verify figures against the original filings before relying on them.