Archive - The Few Bets That Matter

The Perfect Edges

Finding returns within a bearish market

3 hrs ago • The Few Bets That Matter

The Art of Selling

The mechanical rules for trimming winners, cutting losers and closing runners.

Apr 19 • The Few Bets That Matter

The Space Bull Run Playbook

This is where liquidity is flowing, and where we want to be

Apr 13 • The Few Bets That Matter

The SaaSpocalypse is Justified, Here's Why

Why you should avoid SaaS and how to capitalize

Apr 10 • The Few Bets That Matter

Space & Lithium: Today's Opportunities

Three names with large narrative tailwinds & potential from my weekly screener

Apr 7 • The Few Bets That Matter

The Photonics Supply Chain

From fundamentals to opportunities, one name at a time

Apr 4 • The Few Bets That Matter

March 2026

April Investment Plan

The bears are getting louder

Mar 31 • The Few Bets That Matter

The Photonics Monopoly

The socle of the next AI innovation cycle

Mar 26 • The Few Bets That Matter

A Potential AI Bottleneck Multibagger

Microcap investing with exponential potential; when risk meets potential

Mar 24 • The Few Bets That Matter

Everything. All at once.

Mar 22 • The Few Bets That Matter

The Forgotten Photonics Opportunity

A large potential upside in the most important AI narrative

Mar 20 • The Few Bets That Matter

Top 5 Opportunities

My favorite opportunities on the market for this year

Mar 16 • The Few Bets That Matter

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