Qullamaggie Stream Notes
Links to all my Qullamaggie stream notes in chronological order.
Scroll to the end for my other Qullamaggie stacks.
11 June 2020
Studying history, adaptability and role models
Markets don’t go up forever
Pay attention to relative strength
Study stock market history
Adapt to the market
Build your ‘tribe’
30 June 2020
Momentum, vehicle selection and studying 1,000+ hours
What are the leaders doing?
A way of trading a non-momentum leader
Does the stock have a reason to go up?
Think about what vehicle you select
Spend at least 1,000 hours studying
3 June 2021
How to trade momentum stocks intraday, and lessons on adaptability
$AMC short
Unlearning faulty beliefs
Learn from people ahead of you
Zoom out: look at the bigger picture
How to trade momentum stocks intraday
26 January 2023
A change in the market, strength in China names and a detailed look at Kristjan’s portfolio
Kristjan’s positions (including charts) and watchlist
Market outlook: momentum starting to come in
That day’s market: China showing strength
Other charts discussed during the stream
18 May 2023
A masterclass on EPs
Kristjan’s positions (mostly EPs) and watchlist
Market outlook: speculation money returns
Market environment and market filters
The EP setup, with examples
How to study recent EPs
19 May 2023
Timeless market wisdom and LOTS of charts
Kristjan’s positions and watchlist
Kristjan’s recent EP trades and misses
Market outlook: lots of EPs (includes charts)
Focus on price and volume — find relative strength
22 May 2023
A quiet day, though with an important lesson from the charts
Kristjan’s positions and watchlist
Charts, teaching us how market conditions matter
23 May 2023
Market outlook, AI and quantum, EP charts and breakout conditions
Kristjan’s positions and watchlist
Market outlook: new bull market
Kristjan’s AI and quantum list
Breakout conditions
EP charts
1 June 2023
AI and quantum — only just getting started, and Kristjan's full updated list
Kristjan’s positions and watchlists
Market outlook — follow price, ignore the news
Sector observations (including updated AI/quantum list)
2 June 2023
The best market since November 2021, but we now need consolidation
Kristjan’s positions and watchlists
Market outlook: fading started
Sector observations
EP charts
5 June 2023
Timeless wisdom from the GOAT, preferred action in the indices, updated AI/quantum list, and charts
Kristjan’s positions and watchlist
Don’t force trades, maintain perspective
Preferred action in the indices; solar lagging
Updated AI/quantum list and noteworthy charts
8 June 2023
Another EP class, strength in AI and quantum, and market filter and newsletter recommendations by Kristjan
Kristjan’s positions, with details on his new positions
Market action, sentiment and theme observations
Simple market filter for TradingView
Another EP class, including charts
Newsletter recommendation
9 June 2023
What bull markets look like and how to trade them
Kristjan’s positions and trades
Handling runaway markets (like this day’s)
How to trade bull/momentum markets
The magic of moving averages
Healthy action: flags forming
Theme/sector observations
Breakout conditions
EP charts
1 December 2023
The right market conditions, lots of EP opportunities, tracking themes, and more
Kristjan’s positions, his girlfriend’s positions, and the day’s notable movers
The market environment for the past month, and what to expect now
The importance of waiting for the right market conditions
Two hot themes, and the importance of tracking them
Stock personality and relative strength
An alternative to selling into strength
Plenty of charts
15 December 2023
Classic bull market action — and speculation money is back!
Kristjan’s positions and the day’s notable movers
Kristjan’s recent interesting trades
About selling into strength
Insight into China names
This season’s best EP
Kristjan’s self-declared biggest weakness: overtrading
Qullamaggie interview notes
Notes on interviews with Kristjan Kullamägi.
Reimagining the transcript
The unavoidable complexity of trading, and the elements you need for success
Other Qullamaggie stacks
Referencing parts of older streams, or the overall note-taking experience.
7 top lessons from Kristjan Kullamägi
(People obsess over Qullamaggie’s setups and buy tactics — but those weren’t his real message. This stack covers seven bigger-picture lessons.)
Plus: my experience of publishing stream notes for a year
(The rant was from the stream on 9 July 2021.)
Lessons from Qullamaggie, Marios Stamatoudis, Josh Waitzkin, and others
(Opens with notes on segments from the stream on 14 May 2020.)
In-depth Qullamaggie stream notes and writing your own books
(How taking in-depth stream notes can be a form of deliberate practice.)
Focusing on the things that matter
(The overlaps between what Kristjan and Zanger teach us are striking. This stack looks at five of them.)