The Few Bets That Matter

The Few Bets That Matter

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Quaterly Earning & Call review
Fundamental Reviews

August 2026

Portfolio Review; 92.8% YTD; 170.5% Since Jan-25
A simple system that compounds. For real.
 • The Few Bets That Matter
The Retest Is Here. These Are the Setups I’m Buying
The market is healthy. Risk rewards are interesting. So we should be buying it.
 • The Few Bets That Matter
What I Did When My Book Fell 30%
And the decisions that took it back to all-time highs.
 • The Few Bets That Matter
The Space Trade Is Back
But not all stocks are equal.
 • The Few Bets That Matter
The AI Setup I’m Buying With a 20% Discount
The market sees an execution problem. I see an opportunity.
 • The Few Bets That Matter
What Earnings Taught Me
AI Hardware Keeps Winning. AI SaaS Arrived. Execution Matters.
 • The Few Bets That Matter
August Investment Plan
Leopold's liquidation might sign the bottom, my expectations for what's next and favorite assets.
 • The Few Bets That Matter
Various Earning Reviews
Review and investing plan on this week's key companies' earnings
 • The Few Bets That Matter

July 2026

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