Archive - The Few Bets That Matter

[Positions Update] What Comes Next

The hardest job of an investor isn’t making money; it’s keeping it.

15 hrs ago • The Few Bets That Matter

[Position Update] Cash Is A Position

Fundamentals were never the problem.

Oct 15 • The Few Bets That Matter

[New Position] The Sector No One Cares About

Hated, overlooked, breaking out and quietly taking net inflows

Oct 8 • The Few Bets That Matter

[Portfolio Review] +192.9% Since 2025 vs SPY 30.65%

Detailed review of the market, the AI trade and update on each of my positions.

Oct 4 • The Few Bets That Matter

September 2026

6 Lessons To Drastically Improve Your Returns

Take a minute to learn what took us years, with concrete examples and actions on how to improve.

Sep 29 • The Few Bets That Matter and FJ Research

[Investing 101] You're Not That Smart

Neither am I. And it doesn't matter.

Sep 23 • The Few Bets That Matter

[New Position] The Market’s Latest Gift

The market priced a 1% miss over a triple digit growth

Sep 20 • The Few Bets That Matter

[Investing 101] You Can Now See All My Trades

My complete track record; every trade, every date, every alert.

Sep 17 • The Few Bets That Matter

[New Position] The Market is Scared. I'm Buying.

Three fears driving the selloff, why they're wrong, and the four setups I'd buy.

Sep 13 • The Few Bets That Matter

[Earnings] Is UiPath a Buy?

Why I'm not selling after a 16% drop

Sep 6 • The Few Bets That Matter

[New Position] Buying the AI-Optics Pullback

Why I bought an upstream AI-optics supplier at weekly support. Accelerating demand, capacity bottleneck, expanding margins and a defined downside.

Sep 2 • The Few Bets That Matter

August 2026

[Portfolio Review] 170.5% Since 2025 vs SPY 30.14%

A simple system that compounds. For real.

Aug 30 • The Few Bets That Matter

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