Archive - The Few Bets That Matter

Transmedics TD Cowen Conference

Another conference making me even more bullish

Mar 5 • The Few Bets That Matter

The Next Rotation Trade

An ignored, beaten-down sector at very low valuations with multiple tailwinds.

Mar 3 • The Few Bets That Matter

March Investment Thesis

Risk off is the new risk on

Mar 1 • The Few Bets That Matter

February 2026

Transmedics Q4-25

Nothing is enough

Feb 25 • The Few Bets That Matter

A Second Breath For Solar Names

When social media darlings with triple digit returns potential are forgotten

Feb 24 • The Few Bets That Matter

The AI Wearables Hardware Opportunity

When hardware cycles meet AI's wearable demand

Feb 17 • The Few Bets That Matter

The Website is Live!

Complementing Substrack with concentrated & 24/7 available data

Feb 15 • The Few Bets That Matter

Demand constrained is nothing but a narrative

Feb 12 • The Few Bets That Matter

AsteraLabs Q4-25

When good earnings are rewarded by uncertainty and fear

Feb 11 • The Few Bets That Matter

How Buffett Broke Retails' Critical Thinking

And how an entire generation of investors have twisted his wise words.

Feb 8 • The Few Bets That Matter

Various Earnings & Market in Turmoil

Portfolio modifications, Google, Amazon, Iren, Palantir & More

Feb 6 • The Few Bets That Matter

Novo Nordisk Q4-25

When the bear case hit you in the face

Feb 4 • The Few Bets That Matter

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts