New York, NY – An investment analyst known as “Fundamental Options” shares insights into their unique investing strategy. By combining fundamental analysis with options trading, the analyst evaluates stocks and ETFs both quantitatively and qualitatively. This approach involves various strategies including income-oriented investments in BDCs and Utilities, growth opportunities in the tech sector, and deep value investments based on discounted cash flow.

While the analyst primarily focuses on long-term stock investments, they also implement 20-25 options strategies for purposes such as hedging, creating bullish or neutral positions, trading volatility, and making earnings-related trades. Additionally, the analyst has a passion for teaching and has experience as a formal or non-formal teacher in various areas of life, including creating a local investing newsletter.

The analyst discloses a beneficial long position in the shares of COUR through stock ownership, options, or other derivatives. The article reflects the analyst’s own opinions and they are not receiving compensation for it, aside from contributions from Seeking Alpha. There are no business relationships with any companies mentioned in the article. It is important to note that past performance is not indicative of future results, and no specific investment recommendations are provided in the piece.

Overall, the analyst’s approach blends traditional fundamental analysis with the flexibility of options trading, allowing for a diverse and dynamic investment strategy. Their combination of long-term stock holdings with options strategies demonstrates a comprehensive and adaptive approach to navigating the market. These insights provide valuable perspectives for investors seeking to explore new methods of enhancing their investment portfolios.