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Sportwears Investment Thesis
On Running & Lululemon's opportunity in rising consumer optimism
16 hrs ago
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The Few Bets That Matter
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Weekly Recap | December - W1
Substrack & Content Changes, Weekly Watchlist, FED expectations, Numerous Bullish AI News, PayPal Update and Cyber Week Data, Netflix Acquires Warner…
Dec 7
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The Few Bets That Matter
9
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Catching the Crypto Bounce: The Playbook
My argued & detailed plan to catch the crypto bounce & maximize returns.
Dec 5
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The Few Bets That Matter
5
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Transmedics Conference & Position Review
Resume of the conference, review of my positions and convictions short & medium term.
Dec 4
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The Few Bets That Matter
2
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December Investing Plans & FY26 Preparations
My view on the current market, my investing plan for December and preparations for 2026.
Dec 2
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The Few Bets That Matter
11
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November 2025
Weekly Recap | November - W5
A quiet Thanksgiving week, Watchlist updated, Google TPUs & Oracle debt
Nov 30
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The Few Bets That Matter
5
Transmedics Valuation & Position Review
What to expect from the company by FY28
Nov 29
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The Few Bets That Matter
15
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Palo Alto Detailed Q3-25 Review
The future AI cybersecurity giants continue to execute.
Nov 26
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The Few Bets That Matter
2
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Alibaba Detailed Q3-25 Review
Another quarter, more confirmations
Nov 25
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The Few Bets That Matter
9
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Weekly Recap | November - W4
Watchlist Update, S&P Weakness, Why I Remain Bullish, Nebius' Tendem, Transmedics Insider Buying, Gemini 3, Amazon Bonds, Anthopric New Partnerships…
Nov 23
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The Few Bets That Matter
4
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Nvidia Detailed Q3-25 Review
No accounting fraud. No AI bubble.
Nov 22
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The Few Bets That Matter
3
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Portfolio Modifications
Focusing on the best opportunities
Nov 20
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The Few Bets That Matter
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