An intimate Boardroom experience with Craig Tapping
Positioning for the innovation bull cycle: top-down timing and stock selection
From story to process
You’ve heard Craig talk through the cycle on Academy calls. You’ve worked through the method in the course.
This is where you apply it to your own thinking.
Map the cycle yourself. Test which sectors should lead. Work out what a core-satellite structure could look like for a long-term portfolio, then screen for relative strength using the same charts, worksheets and checklists Craig uses. You’ll have direct access to Craig throughout the afternoon, with David and Jamie in the room alongside him.
And you’ll do it in a room with people who are serious about building a long-term portfolio with a real process behind it.
You’ll leave with a secular positioning framework, a repeatable top-down process and a working view of where the market sits, so the next decision you make in your portfolio starts from structure, not a hunch.







