David TildesleyPeter Kopetz 4.7 on Trustpilot from 84 reviews

10 reasons serious researchers finally know when to act

You've read the annual report twice and built the spreadsheet. Research tells you what, not when. Each formal Investor Plus recommendation adds the when: a buy-under, a stop and a target, set before you spend a dollar.

What every formal recommendation looks likeExample
TARGET 2.30 BUY UNDER 2.00 STOP 1.85
Buy under$2.00
Stop$1.85
Target$2.30
Illustrative example only, not a real recommendation. Every formal Investor Plus recommendation gives you all three numbers before you buy.

Member results

In members' own words

"I joined Equity Story a year ago, having no trading experience at all. … In the last year I have doubled my income using their methods and advice."
Lyndell D. Trustpilot
"I've been in the share market for over 20 years… The profits I have made since joining have been beyond anything I thought possible."
Craig M. Trustpilot
"I have been using Equity Story for 18 months. Using their advice has helped me give up work."
Colin T. Trustpilot

Testimonials are from real members, in their own words. Their results are not typical and yours will vary. Past performance is not a reliable indicator of future performance.

Reason 01 · The when

Research tells you what. The three numbers tell you when.

You can value the business, read the notes to the accounts and spot the risk in the debt. Then the price moves and the spreadsheet goes quiet. Every formal recommendation in Investor Plus arrives with three numbers: the price to buy under, where the analysts would step aside, and the target, with a timeframe.

You're not hoping, you're following a system. The decision you keep circling gets made on a calm morning, before you spend a dollar, and from there the price tells you what to do.

"One of the hardest thing is when to sell, they'll let you know what they think if its time to do that. … I cannot trade without this one."
Chris D.
"The guesswork is gone and there is no panic buying or selling since finding Dave and Pete. … using the Cincinnati method the entry and exit points are laid out clearly."
Craig M.
Reason 02 · The stop

The stop is the decision you keep avoiding

Most over-research is a way of putting off one question: what happens if I'm wrong? Equity Story's rule answers it first. Decide the exit before the entry, then stick to it. The stop-loss guidance tells you, ahead of time, how much you're prepared to lose, so the research can finally end in an action.

Calls do miss: stops are guidance and prices can gap past them. The stop is what keeps a miss small, and it's what lets you act without needing to be certain first.

"The losses I have sustained have been aggravated through my own fault by not following Dave's advice of using an 8% stock loss. Since I have been using the stock loss I have gained considerably…"
Gregory D.
"They do not get 100% of their calls correct, but they do very well."
Roy R.

Member's own result. Individual experience, not typical; yours will vary.

Reason 03 · The team

Pete reads the business the way you do

Pete Kopetz has spent 23+ years in equity research on quality ASX small and mid caps: the same work you'd do yourself. David Tildesley, 30+ years on the ASX, reads the chart. Every recommendation has to get past both, and you hear the argument.

You don't have to take their word over yours. Set their reasoning beside your own spreadsheet, then question it live. Equity Story Pty Ltd holds AFSL 343937 and is part of ASX-listed Aland Equity Group (ASX: AEG).

David Tildesley

David Tildesley

Founder, Principal & Portfolio Manager. 30+ years on the ASX. Presents the daily video and leads the exit-first discipline behind the Cincinnati Trading Method.

Peter Kopetz

Peter Kopetz

Head Analyst, 23+ years. Runs the fundamental research behind every recommendation, with a focus on quality ASX small and mid caps.

"They are the only service I am aware of that combines the Fundamentals of investing with the movement of the price over time via Charting."
Roy R.
"I have tried many other trade recomendation programs … and none compare. The difference is they teach you and explain why and why not to invest in a particular stock."
Steven D.
Reason 04 · Live

Ask The Analyst: bring your own shares, live, twice a week

David TildesleyPeter KopetzYour hosts: David Tildesley and Peter Kopetz

Tuesday night or Friday lunchtime, you're on Zoom with David and Pete. Bring the share you've held for ten years, the one sitting on your watchlist, or the stop you're unsure about. You'll pick up plenty from other members' questions too.

MonDaily
Tue7pm live
WedDaily
ThuDaily
Fri12pm live

Times are AEST/AEDT. Can't make it? The recordings sit in the archive.

"The personal support and ability to interact with the lead analysts is what makes this product a no brainer."
Paula H.
"The Ask the Analysts sessions have been invaluable to assess shares I have bought as I navigate and build my portfolio."
DR
Reason 05 · Daily

Daily Market Edge: 15–20 minutes, every weekday

David and Pete record it at their desks every weekday, with no studio and no script: what the ASX did, which shares they like and why, and the buy-under, stop and target for each formal recommendation.

Watch it with your morning coffee or on the commute. Most members fit it around a full-time job.

"The guesswork is gone and there is no panic buying or selling since finding Dave and Pete. … using the Cincinnati method the entry and exit points are laid out clearly."
Craig M.
Reason 06 · Sunday

The team's best idea for the week, in your inbox on Sunday night

Hot Stocks Weekly Pick is the team's highest-conviction idea for the week ahead, with entry, stop and target guidance. Read it on Sunday evening and Monday morning starts with the plan already written.

"A couple of days later and sold back out of it with a nice 15% return. Just on that one trade. Thats why I'm sticking with these guys."
Greg M.

Member's own result. Not typical; yours will vary.

Reason 07 · Signals

Einstein's Report: a timing check on what you already own

Every week the shares the team follows get a signal: Buy, Bullish, Sell or Bear, with the chart showing support, resistance and momentum. Your research says whether the business is good. This says whether the price agrees right now, and what to steer clear of.

Buy
Bullish
Sell
Bear
"Managing risk is where the Equity Story team excel. … Successful investment is about maximising the upside and limiting any damage on the downside."
Stephen M.
Reason 08 · Method

Learn the exit-first method in week one

In your first week David teaches you the basics of the Cincinnati Trading Method: planning the exit, sizing the position, setting the stop. From then on you can see why each stop sits where it does, and run the same checks on the shares you already own.

"I strayed believing this particular stock was going much higher, but it never did and I paid the price for not following their advice. The system works…"
Chris D.
Reason 09 · For you

Built to be argued with

You'll want to check the working, and you can. Every call comes with the reasoning, the daily video explains why, and twice a week you can put your own analysis to David and Pete, live. Members who've traded for decades come for exactly that: a second opinion they can question.

"I like hearing the reasons behind the views and then making my own choices. … as an Economist by trade, I find it educational, interesting and entertaining."
Bryan T.
"I've been trading stock for 42 years… Part sceptic part believer in the charts. … I highly recommend this to new and old, like me, investors."
Matthew B.
Reason 10 · The lot

One membership, everything in it, $247 a year

No tiers and no extras you need to buy to make it work. The daily video, two live sessions a week, the Sunday pick, Einstein's Report, the method and the full archive, for about 68 cents a day.

And if you decide within 30 days that it's not for you, you can ask for your $247 back under the 30-day refund policy (conditions apply).

The difference

A tip tells you what to buy. That's half a trade.

Here's what changes when the whole trade is planned before you buy.

Investor PlusA tip on its own
Which share to buy
Price to buy under
Stop-loss guidance before you buy
Target, with a timeframe
Analysts you can ask, live
A method you learn and keep
30-day refund policy

What's included

Everything in Investor Plus

A full year of daily ideas with the exit worked out, the analysts on Zoom twice a week, and the method behind every call. One payment. Renews annually. Cancel any time.

"It's always good to get someone else professional advice on stocks… made $7.000 already in 2 weeks thank you so much for your professional advice"
Peter W. Trustpilot
"In my experience their success rate is high and my return on share investing has increased significantly since I started using their services"
Alastair D. Trustpilot

Members' own results. Not typical; yours will vary. Past performance is not a reliable indicator of future performance.

Give it a proper go for 30 days

Use the membership: watch the daily videos, come along to at least one Ask The Analyst session and have a look at the weekend reports. If you decide within 30 days of joining that it's not for you, email support@equitystory.com.au and ask for a refund of your $247. Refunds are subject to our refund policy and its conditions. See the terms and conditions.

Investor Plus · 12 months
  • Daily Market Edge15–20 min video, Mon–Fri. Buy-under, stop and target with every formal recommendationIncluded
  • Ask The Analyst, liveTue 7pm and Fri 12pm with David and Pete. Bring your own shares. Recordings in the archiveIncluded
  • Hot Stocks Weekly PickThe week's highest-conviction idea, Sunday night, with entry, stop and target guidanceIncluded
  • Einstein's ReportWeekly Buy / Bullish / Sell / Bear signals with chartsIncluded
  • CTM FoundationsThe exit-first basics David teaches in week one: exits, sizing, stopsIncluded
  • The full archiveEvery past daily video and reportIncluded
12 months, everything above$247 AUD
About 68 cents a dayBilled once a year
Get instant access: $247
30-day refund policy Cancel any time Instant access

Trustpilot

What members are saying

4.784 reviews on Trustpilot

Reviews are members' own words, quoted as written on Trustpilot. Results described are not typical and yours will vary.

Keep the research. Add the exit.

Each formal recommendation comes with a buy-under, a stop and a target, from two analysts you can question live. $247 a year. Renews annually, cancel any time, 30-day refund policy (conditions apply).

Get instant access: $247 Cancel any time

FAQ

Questions people ask before joining

I do my own research. What can your analysts add?

A second set of eyes, and the timing. Pete's fundamental work sits beside David's chart reading, and every formal recommendation ends in three numbers: buy-under, stop and target. Use them as a check on your own work, or bring your own shares to Ask The Analyst. Research tells you what, not when.

Do your picks always go up?

No, and nobody honest will promise you that. Losses are part of investing and no approach avoids them. That's why every formal recommendation comes with stop-loss guidance, so you decide ahead of time how much you're prepared to lose. Stops aren't guaranteed: prices can gap past them. The method works on weekly charts, so judge a call over weeks. As one member put it: "They do not get 100% of their calls correct, but they do very well."

Is Equity Story licensed?

Yes. Equity Story Pty Ltd holds Australian Financial Services Licence 343937 and is part of Aland Equity Group Limited (ASX: AEG).

I'm fairly new to this. Will I keep up?

Yes. David covers the exit-first foundations in your first week, and you can bring any question to the live sessions, however basic it feels.

How much time does it take?

About 15–20 minutes a weekday for the daily video, plus the Sunday pick. The live sessions are optional, and the recordings sit in the archive if you can't make it.

Is this personal financial advice?

No. Investor Plus is general advice. It doesn't take your personal objectives, financial situation or needs into account. Consider whether it's right for you, and speak to a licensed adviser if you need personal advice.

What happens after I join?

You get instant access to today's video, the archive and the link for this week's live sessions. In your first week David takes you through the exit-first basics. You trade through your own broker; Equity Story never handles your money or places trades for you.

How does the refund policy work?

Give it a proper go: watch the daily videos, come along to at least one Ask The Analyst session and have a look at the weekend reports. If you decide within 30 days of joining that it's not for you, email support@equitystory.com.au and ask for a refund of your $247. Refunds are subject to our refund policy and its conditions. See the terms and conditions.

How does billing and renewal work?

It's $247 a year. Your membership renews automatically at $247 each year unless you cancel, and you'll get an email before it renews. Cancel any time before your renewal date by emailing support@equitystory.com.au and you won't be charged again.

Will you try to sell me other things?

Equity Story runs other things, such as the full Cincinnati Trading Method training and live events, and members hear about them. You don't need any of them to get full value from Investor Plus.

How is this different from other share newsletters?

Plenty of services give you the buy. Investor Plus gives you the exit plan as well, and twice a week you can put your questions to the analysts who made the call.

Do I need a particular broker?

No. Use whichever broker you like. Equity Story doesn't handle your money or place trades for you.