The Few Bets That Matter
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The Art of Selling
The mechanical rules for trimming winners, cutting losers and closing runners.
Apr 19
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The Few Bets That Matter
12
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2
The Space Bull Run Playbook
This is where liquidity is flowing, and where we want to be
Apr 13
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The Few Bets That Matter
19
4
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The SaaSpocalypse is Justified, Here's Why
Why you should avoid SaaS and how to capitalize
Apr 10
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The Few Bets That Matter
22
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Space & Lithium: Today's Opportunities
Three names with large narrative tailwinds & potential from my weekly screener
Apr 7
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The Few Bets That Matter
14
4
3
The Photonics Supply Chain
From fundamentals to opportunities, one name at a time
Apr 4
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41
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March 2026
April Investment Plan
The bears are getting louder
Mar 31
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The Few Bets That Matter
21
2
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The Photonics Monopoly
The socle of the next AI innovation cycle
Mar 26
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26
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A Potential AI Bottleneck Multibagger
Microcap investing with exponential potential; when risk meets potential
Mar 24
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The Few Bets That Matter
21
2
13
Alibaba Q4-25
Everything. All at once.
Mar 22
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The Few Bets That Matter
20
1
2
The Forgotten Photonics Opportunity
A large potential upside in the most important AI narrative
Mar 20
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17
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Top 5 Opportunities
My favorite opportunities on the market for this year
Mar 16
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The Few Bets That Matter
23
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Systems, Stock Picking & Diversification
You wouldn't play Pokémon with six Pikachu in your team. Why do you invest that way?
Mar 15
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The Few Bets That Matter
15
2
12
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