Short-selling with the O'neil disciples PDF

Short-selling with the O’neil disciples PDF

Short-selling with the O’neil disciples PDF is a guide to optimizing investment performance by employing the unique strategies put forth by William O’Neil.

Category: Stock

Author: Gil Morales and Chris Kacher 

tag: William O’Neil

Language: English

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Short-selling with the O’neil disciples PDF is a guide to optimizing investment performance by employing the unique strategies put forth by William O’Neil. The authors traded these strategies with real money, then refined them to reflect changing markets and conditions to arrive at a globally-relevant short-selling strategy that helps investors realize maximum profit. Readers will learn how short selling recognizes the life-cycle paradigm arising from an economic system that thrives on ‘creative destruction,’ and has been mischaracterized as an evil enterprise when it is simply a single component in smart investing and money management. This informative guide describes the crucial methods that preserve gains and offset declines in other stocks that make up a portfolio with more of an intermediate- to long-term investment horizon, and how to profit outright when markets begin to decline.

Short-selling is the act of identifying a change of trend in a stock from up to down, and seeking to profit from that change by riding the stock to the downside by selling the stock while not actually owning it, with the idea of buying the stock back later at a lower price. This book describes the methods that make short-selling work in today’s markets, with expert advice for optimal practice.

  • Learn the six basic rues of short-selling
  • Find opportunities on both the long and short sides of stocks
  • Practice refined methods that make short-selling smarter
  • Examine case studies that profitably embody these practices

Investors able to climb out of the pessimistic, conspiratorial frame of mind that fixates on the negative will find that short selling can serve as a practical safeguard that will protect the rest of their portfolio. With clear guidance toward the techniques relevant in today’s markets, Short Selling with the O’Neil Disciples is an essential read.


Short-selling is often vilified as the “dark side” of the market; however, bestselling authors Gil Morales and Chris Kacher reveal the positive side and tremendous profit potential of selling stocks short. Short-Selling with the O’Neil Disciples is filled with compelling case studies that illustrate the precise mechanics of shorting, and offers a proven methodology for tapping into the power of the life-cycle paradigm of stocks as it relates to short-selling.

Stocks can have more than one life cycle, providing opportunities on both the long and short sides depending on where they are within the virtuous cycle of creation and destruction. Short-Selling with the O’Neil Disciples lays out the rules, tactics, and market signals necessary to profit on the often rapid downside movement of stocks and other related securities. At the same time, this vital resource shows how to develop the skills for understanding when to sell long positions in leading stocks that have finally reached the end of their upside life cycle.

Table of Contents- Short-selling with the O’neil disciples PDF

Preface ix
Acknowledgments xiii
CHAPTER 1 Introduction to Short-Selling 1
CHAPTER 2 Short-Selling Essentials 15
CHAPTER 3 Short-Selling Set-Ups: Chart Patterns for the Dark Side 51
CHAPTER 4 In and Out: The Mechanics of Short-Selling 75
CHAPTER 5 Case Study #1: Apple (AAPL) in 2012–2013 123
CHAPTER 6 Case Study #2: Netflix (NFLX) in 2011 137
CHAPTER 7 Case Study #3: Keurig Green Mountain (GMCR) in 2011 145
CHAPTER 8 Case Study #4: 3D Systems (DDD) in 2014 153
CHAPTER 9 Case Study #5: Molycorp (MCP) in 2011 163

CHAPTER 10 Templates of Doom: A Short-Selling Model Book 175
About the Authors 301
Index 303

About the author

Dr. Chris Kacher 

Dr. Kacher is coauthor and publisher of His investment career began in 1995 when he founded one of the first internet-based stock advisory services. In 1996 he joined William O’Neil + Co., Inc. as a research associate before quickly being promoted to senior Research Analyst and senior proprietary Portfolio Manager for the firm in 1997. From 1997 to 2001, Dr. Kacher achieved an unaudited return of 2,022% in the O’Neil account. From 1996 to 2002, Dr. Kacher achieved a verified return in his personal account in excess of 18,000%, as verified by KPMG, the Big Four auditor.

In 2005, Dr. Kacher launched a private fund in Switzerland designed to help individuals and institutions build their wealth.

Dr. Kacher received his B.S. in Chemistry and Ph.D. in Nuclear Physics from the University of California at Berkeley, where he studied under Nobel Laureate Professor Glenn Seaborg, and helped to discover element 110 on the Periodic Table of Elements and confirm element 106, which his group named Seaborgium. He also co-authored the book, Trade Like an O’Neil Disciple: How We Made 18,000% in the Stock Market, published by John Wiley & Sons in August 2010.

Gil Morales

Mr. Morales is coauthor and publisher of and He was formerly a senior proprietary portfolio manager for William O’Neil + Company, Inc. (WON) and achieved an un-audited return in excess of 2,100% from November 1997 to October 2005 in his portion of the internal O’Neil account.

During his tenure at WON, Mr. Morales also functioned as Vice President and Manager of the Institutional Services Group, responsible for advising over 500 of the world’s largest and most successful institutional investors, including mutual funds, pension funds, hedge funds, trust companies, and banks.

In 2004 Mr. Morales was appointed Chief Market Strategist for William O’Neil + Company, Inc. Mr. Morales also co-authored with William J. O’Neil a book on short-selling, “How to Make Money Selling Stocks Short,” (John Wiley & Sons, 2004) and co-authored with Dr. Chris Kacher the book, “Trade Like Bill O’Neil: How We Made 18,000% in the Stock Market,” (Aug. 2010, John Wiley & Sons). Mr. Morales received his BA in economics from Stanford University.

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