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IPO Masterclass

The Lifecycle Trade Team has partnered with Trader Lion for a multi-session live masterclass dissecting the art of trading IPOs and Super Growth Stocks

The Lifecycle Trade: How to Win at Trading IPOs and Super Growth Stocks

The Lifecycle Trade provides unique insight into the behavior of Super Growth Stocks starting with their initial public offerings (IPOs). Using extensive proprietary research, this practical guide contains never-before-published findings that provide revelatory statistics that can help you learn how to find big, winning stocks early.

Paperback Version is Available

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Authors
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Eve Boboch

Eve Boboch has been a portfolio manager and market strategist at Roppel Capital Management since 2011. Prior to joining the firm, Eve enjoyed a multifaceted career at the Federal Reserve for more than twenty years. She earned an MBA in Finance from Loyola University of Chicago. She started investing in 1995, learning from mentors, including William O’Neil, Jim Roppel, Dr. Brett Steenbarger, Peter Brandt, Dan Zanger, and the study team members. She has a passion for the stock market and stock analysis and is featured in the book How to Make Money in Stocks Success Stories by Amy Smith and Monster Stock Lessons by John Boik. 

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Kathy Donnelly received a degree in Electrical Engineering from the University of Houston. Despite a successful career in the Oil and Gas industry, Kathy’s goal has long been to manage her own money. It was in 2006 when she met her team members in Naperville, Illinois, and was able to fulfill her dream and start trading actively. Today Kathy manages her own money while pursuing fitness goals. She recently became a three-time Ironman Finisher. Her mentors include the study team members, William O’Neil, Dan Zanger, and Peter Brandt. 

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Eric Krull

Eric Krull has been a full-time trader since 1999 and has managed a hedge fund in the Chicago area since 2013. Prior to that, he was a business management consultant, financial analyst, and project engineer. He earned an MBA from the University of Chicago with a concentration in Investments. Eric develops TradeStation® programs to analyze markets, stocks, and trading strategies. His mentors include William O’Neil, Jim Roppel, Dan Zanger, Mark Minervini, and the other study team members.

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Kurt Daill

Kurt Daill is a retired commercial airline pilot and now a full-time money manager and stock speculator. He served as a Top Gun Instructor and U.S. Naval Officer for more than twenty years. In furtherance of his investing career, Kurt started reading books by William O’Neil in 2003. In 2014, he founded the Pilot Investors Group, LLC, which coordinates monthly training events for individual stock speculators. Kurt remains engaged in the process of striving to become an expert in the field of money management and stock speculation.

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Book Reviews

"This succinct volume dispels some of the misconceptions about IPOs and should serve as a useful aid in navigating the treacherous waters of IPO trading and in formulating your own trading plan for these unique stocks." 

–Jack Schwager

Market Wizards, Stock Market Wizards, Hedge Fund Market Wizards 

Reviews
NEWS!

Eric Krull featured on Benzinga PreMarket Prep April 5. 2024 shares insights on IPOs and the overall market with Joel Elconin, Dennis Dick , and Aaron Bry (starts 16:29). Stocks discussed includes $CAVA, $ARM, $RDDT and $DJT.

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Eric Krull joins the Investing with IBD Podcast with Justin Nielsen and Irusha Peiris on February 22, 2024 to discuss how to spot a stock's direction with key market signals. Stocks discussed include $NVDA, $ARM, and $SMCI

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Eric Krull featured on Benzinga PreMarket Prep January 17. 2024 shares insights on IPOs for the New Year and the overall market with Joel Elconin, Dennis Dick , and Aaron Bry (starts 33:34). Stocks discussed includes $CAVA, $ARM and $BIRK.

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Eve Boboch and Kathy Donnelly share their IPO Strategies for short-term and long-term trading on IBD Live with Alissa Coram, David Chung, and Chris Gessel January 5, 2024.  Stocks discussed include Duolingo ($DUOL), Snowflake ($SNOW) and Birkenstock ($BIRK).

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Eve Boboch and Kathy Donnelly discuss recent IPO Arm Holdings ($ARM) on IBD LIve with Alissa Coram, David Chung, and Chris Gessel January 5, 2024.

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Eric Krull featured on Benzinga PreMarket Prep August 30, 2023 to discuss the IPO Market and potential IPOs to watch with Joel Elconin, Mitch Hoch "Money Mitch," and Dennis Dick "TripleDTrader." (starts 35:00 in)

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Eve Boboch discusses how to trade Fast Moving IPOs early, trading Super Growth Stocks, and how to investigate a new emerging theme like Artificial Intelligence (AI) at the TraderLion Annual Trading Conferenece June 3, 2023.

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Eric Krull featured on Benzinga PreMarket Prep May 12, 2023 to discuss the IPO Market and potential IPOs to watch with Joel Elconin, Mitch Hoch "Money Mitch," and Dennis Dick "TripleDTrader." (starts 30:00 in)

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Kathy Donnelly joined Justin Nielsen and Irusha Peiris February 22, 2023 on the Investing with Investors Business Daily Podcast #IWIBD to discuss what she is looking for as she searches for recent IPOs to put on the watchlist for the next potential bull market. Episode 205.

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Eve Boboch shares her process and background as well as her thoughts on the current market and top ideas on February 5, 2023 with Richard Moglen on the Trader Lion podcast,

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Eric Krull joined Richard Moglen on February 2, 2023 for a special Trader Lion podcast and shares in detail how he researches and trades IPOs and Super Growth Stocks including key results from multiple studies his done through his career.

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Kathy Donnelly joined Dale Pinkert the @ForexStopHunter on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix February 1, 2023 to the potential of basing stocks and potential setups if the market will support them. $MBLY $TOST $ONON $SPOT $ASO

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Eric Krull shares his research on how the current stock market rally compares to rallies of the past and the characteristics of money-making rallies vs. life-changing run-ups on #IBDLive January 27, 2023 with Alissa Coram, Ed Carson, and David Chung.

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Eric Krull featured on Benzinga PreMarket Prep January 6, 2023 to discuss the IPO Market, SPACs and what he is watching in 2023 with Joel Elconin, Mitch Hoch "Money Mitch," and Dennis Dick "TripleDTrader." (starts 34:00 in)

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Kathy Donnelly joined Scott Bennett with Invest with Rules to share ideas about stocks to watch combining ideas from #thelifecycletrade and #investwithrules on November 10, 2022. Stocks discussed $GFS and $TOST

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Kathy Donnelly joined Dale Pinkert the @ForexStopHunter on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix October 17, 2022 to discuss liquidity and why it is important for IPOs when looking for the next Super Growth Stock

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Eve Boboch and Kathy Donnelly joined Jared Blikre on Yahoo Finance Uncut October 7, 2022 to discuss IPOs, trading and investing, and risk management

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Eric Krull featured on Benzinga PreMarket Prep September 21, 2022 to discuss the 2022 IPO Performance and what he is watching in 2022 with Joel Elconin, Spencer Israel, and Dennis Dick. (starts 35:00 in)

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Kathy Donnelly joined Justin Nielsen and Irusha Peiris August 25, 2022 on the Investing with Investors Business Daily Podcast #IWIBD to discuss how she finds first stage bases that can lead to life-changing results. Episode 179.

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Kurt Daill discusses The Lifecycle Trade at the 2022 TraderLion Trading Conference on July 17, 2022

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Eric Krull joined Alissa Coram July 15, 2022 for #StockTales for a virtual happy hour to discuss how investors can uncover the market's next big winners early on in their moves.

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Kathy Donnelly joined Dale Pinkert the @ForexStopHunter on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix June 27, 2022. Kathy discusses "Finding the Institutional Advance Phase" and highlights what to look for in recent IPOs stocks when the market trend changes.

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Eric Krull featured on Benzinga PreMarket Prep June 10, 2022 shares insights on IPOs for the current year and what he is watching when the market turns with Joel Elconin, Spencer Israel, Dennis Dick , and Money Mitch (starts 37:37)

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Kathy Donnelly joined Alissa Coram May 27, 2022 for #StockTales for a virtual happy hour to talk about the current market and recent IPOs Academy Sports and Outdoors (ASO) and Duolingo (DUOL).

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Eve Boboch and Kathy Donnelly present How To Win At Trading IPOs at the 2022 FinTwit Conference Hosted by Benzinga & Lupton Capital 

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Eric Krull joins the Investing with IBD Podcast with Justin Nielsen and Irusha Peiris to discuss What Makes A Follow Through Day Successful and analyzes IPOs Airbnb (ABNB), Lightwave Logic (LWLG), and Dutch Bros (BROS).

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Kathy Donnelly shares her thoughts on $ABNB and $SG (Sweetgreen) with David Keller, CMT on #TheFinalBar @FinalBarSCTV @StockChartsTV April 5, 2022 (starts 13:10 in)

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Eric Krull featured on Benzinga PreMarket Prep March 22, 2022 to discuss the 2021 IPO Performance and what he is watching in 2022 with Joel Elconin, Spencer Israel, and Dennis Dick.  Stocks highlighted include $GFS, $EDR, and $BROS (starts 34:54 in)

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Kathy Donnelly joined Dale Pinkert @ForexStopHunter on March 9, 2022 on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix to discuss the performance of 2021 IPOs and what she is looking for in 2022

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Eric Krull discusses Follow Through Days and What Makes A Successful Rally on IBD Live with Alissa Coram, Justin Nielsen, and Chris Gessel

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Kathy Donnelly joins Kim Curtin and Lucas Peterson from The Wall Street Coach to discuss her book 'The Lifecycle Trade' and how she uses the rules outlined in the book to find the growth stock leaders of tomorrow, implementing many rules created by famed growth investor William O'Neil

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Kathy Donnelly joined Dale Pinkert the @ForexStopHunter on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix November 22, 2021.  Kathy highlights stocks in the Institutional Due Diligence Phase that may be transitioning to the Institutional Advance Phase Snowflake (SNOW), Coinbase (COIN), and Roblox (RBLX).

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Kathy Donnelly joined Zaheer Anwari and the Finimize Community on November 9, 2021 to discuss successful strategies in searching for the next Super Growth Stock.

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Eric Krull featured on Benzinga PreMarket Prep October 27 to discuss the 2021 Record Number of IPOs including SPACs with Joel Elconin, Spencer Israel, and Dennis Dick.  Stocks highlighted include Coinbase (COIN), Unity (U), Robinhood (HOOD), and Monday (MNDY) (starts 35:00 in)

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Eric Krull explains the IPO Advance Phase on #IBDLive September 17, 2021 with Alissa Coram, Justin Nielsen, and David Chung.  Watch this clip to see how he analyzes Doximity (DOCS) and uses fast rules to trade it

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Eric Krull joined #IBDLive September 17, 2021 with Alissa Coram, Justin Nielsen, and David Chung.  Watch this IBD Live: First Look as he shares his take on the market and how to analyze stocks by taking the stock's lifecycle into perspective

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Kathy Donnelly presents The Lifecycle Trade research at the 2021 Trader Lion Annual Conference June 12, 2021

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Trader Lion #YouTubeShort of Kathy Donnelly explaining why the Lifecycle Patterns matter

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Kathy Donnelly shares her thoughts on $ZI (Zoominfo) and $COIN (Coinbase) with David Keller, CMT on #TheFinalBar @FinalBarSCTV @StockChartsTV August 24, 2021

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Kathy Donnelly joined #IBDLive July 23, 2021 with Alissa Coram, Ed Carson, and David Chung.  Watch this clip to see what she has been looking for in 2021

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Kathy Donnelly joined Dale Pinkert @ForexStopHunter on July 28, 2021 on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix to discuss the stocks she is watching in the I-DDP phase for possible action before year end

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Kathy Donnelly featured on Yahoo! Finance with Jared Blikre to talk Snowflake (SNOW), Sofi Technologies and Figs Monday, June 21, 2021.  Click to watch and/or read the write up on $SNOW

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Kathy Donnelly joined Richard Moglen on June 12, 2021 at the Trader Lion Online Conference to share the details from the research for The Lifecycle Trade (starts 5:55 in)

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Kathy Donnelly joined #IBDLive May 7, 2021 with Alissa Coram, Ed Carson, and Chris Gessel.  Watch this clip to see how she screens for #IPOs 

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Eric Krull featured on Benzinga PreMarket Prep May 5, 2021 shares interesting statistics about SPACS and IPO Performance from 2019 through 2021 YTD with Joel Elconin, Spencer Israel, and Dennis Dick (starts 41:38)

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Kathy Donnelly featured on Investing with Investors Business Daily Podcast with Alissa Coram and Justin Nielsen to discuss how only a few leading stocks can change your life and how she uses The Lifecycle Trade research to stalk recent IPOs including Snowflake (SNOW), Roblox (RBLX), and LYFT. #InvestingwithIBD

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Kathy Donnelly joined Dale Pinkert @ForexStopHunter on April 13, 2021 on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix to discuss how to preserve mental capital for even more potential upside in the long term.

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Eve Boboch joined Irusha Peiris on March 17, 2021 to discuss tips on how to build a better trading mindset, reflections on 2020 and new themes for 2021.  Airbnb (ABNB), UBER, Telsa (TSLA), and Bumble (BMBL)

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Kathy Donnelly joins Jared Blikre with Yahoo Finance to discuss Bumble (BMBL) and Airbnb (ABNB) in honor of Women's History Month and to highlight some key aspects that can make women great traders!

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Kathy Donnelly joined Yahoo Finance's Jared Blikre on February 3, 2021 to talk about #IPOs and #SPACs including risk management and screening. $GME $UBER $SPCE $DKNG $SNOW $ZM $TLRY

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Kathy Donnelly shares her thoughts on Palantir (PLTR) and Airbnb (ABNB) Live with Jared Blikre on Yahoo Finance Monday, February 1, 2021.

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New Year New Lifecycles: Kathy Donnelly joined Dale Pinkert the @ForexStopHunter on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix January 20, 2021 to share her thoughts on what to look for in IPOs for 2021.

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Kathy Donnelly joined Richard Moglen for a special review of The Lifecycle Trade Sell Rules on Top Stocks for 2020 on Thursday, December 31 including Zoom, Peleton, Fiverr, Livongo, Crowdstrike, and Fastly.

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Eric Krull featured on Benzinga PreMarket Prep December 22 to discuss the 2020 IPO Market and what to look for in Top Performing IPOs for 2021 with Joel Elconin, Spencer Israel, and Dennis Dick (starts 34:50 in)

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Kathy Donnelly joined Dale Pinkert @ForexStopHunter on @TradeGateHub on Thursday, October 29, 2020 as a guest Trade Coach to discuss IPOs, Stocks, Liquidity, and the Markets.

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Kathy Donnelly laid out her methodology for investing in IPO's with Dale Pinkert the @ForexStop Hunter on the F.A.C.E. webinar (Forex Analytix Community Experience) @forexanalytix Monday, October 12, 2020.

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Eric Krull featured on Benzinga PreMarket Prep September 3 to talk SPACS and IPO Performance from 2019 to 2020 with Joel Elconin, Spencer Israel, and Dennis Dick (starts 35:00)

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Tesla was a "Late Bloomer" IPO along with other great stocks Chipotle, Lululemon, Cisco, Palo Alto Networks, Shopify, Yelp, Qualcomm, and Visa.  Read more...

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Kathy Donnelly joins Yahoo Finance's Jared Blikre to explore trading methods and tactics for timing the volatile world of stocks with explosive growth potential - tackling common IPO misconceptions and exploring trading opportunities based on back-tested strategies.  Featured stocks include FSLY, LVGO, TSLA, NKLA, BIGC, MSFT, ADSK, and many more.

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Kathy Donnelly featured on Investing with Investors Business Daily Podcast with Irusha Peiris from MarketSmith to discuss how she started investing, her mentor William J. O'Neil IBD Founder, why post analysis has been her #1 key to success, and top stocks Spotify, Ping, and Twilio #InvestingwithIBD.

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Eve Boboch featured on Investing with Investors Business Daily Podcast with Irusha Peiris from MarketSmith to discuss how she started investing, her mentor William J. O'Neil, how she researches stocks, and how co-authoring the book The Lifecycle Trade made her a better trader.

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Eric Krull featured on Benzinga PreMarket Prep April 15 to discuss a cold 2020 IPO Market YTD and what to look for in Top Performing stocks from 2018-2020 with Joel Elconin, Spencer Israel, and Dennis Dick (starts ~42:40)

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Eric Krull featured on Benzinga PreMarket Prep February 16 to talk 2020 IPOs and Virgin Galactic (SPCE), UBER, Redfin (RDFN), and many other IPOs starting an Institutional Advance Phase from 2019 with Joel Elconin, Spencer Israel, and Dennis Dick (starts ~36:00)

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Eric Krull featured on Benzinga PreMarket Prep December 10 to discuss 2019 Year End IPO Performance with Joel Elconin, Spencer Israel, and Dennis Dick

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Eric Krull featured on Benzinga PreMarket Prep September 12 to talk SmileDirectCLub (SDC), WeWork and 2019 IPO Peformance with Joel Elconin, Spencer Israel, and Dennis Dick (starts 34:30)

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Eric Krull featured on Benzinga PreMarket Prep July 15 analyzes the 2019 IPO market with Joel Elconin, Spencer Israel, and Dennis Dick

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Listen to Kathy Donnelly's Interview with Anthony Crudele where they talk Ironman, her process, and trading IPOs.

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Kathy Donnelly featured on Yahoo! Finance May 10 to talk Uber with Jennifer Rogers, Myles Udland, and Brian Sozzi

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Eric Krull featured on Benzinga PreMarket Prep May 10 to talk Uber with Joel Elconin, Spencer Israel, and Dennis Dick

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Kathy Donnelly featured on "Beyond The Trades" interview reveals her path to success.

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Kathy Donnelly featured on Benzinga PreMarket Prep talks Lyft vs Facebook, Tradeweb, Levi, Eventbrite, and Pinterest with Joel Elconin, Spencer Israel, and Dennis Dick

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Kathy Donnelly featured on Yahoo! Finance to talk Lyft IPO with Jennifer Rogers, Myles Udland, and Brian Sozzi

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Eric Krull featured on Benzinga PreMarket Prep talks Lyft and other IPO fact and figures with Joel Elconin, Spencer Israel, and Dennis Dick

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Eve Boboch featured on Benzinga PreMarket Prep with Joel Elconin, Spencer Israel, and Dennis Dick

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Kathy Donnelly featured on Yahoo! Finance talks IPO myths debunked with Jennifer Rogers, Myles Udland, and Brian Sozzi

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