This is serious and well-balanced work, not just stock picks but a strategy of positioning with intention. I appreciate how you frame execution as the differentiator, especially in a world where conviction too often lacks clarity.
Your coverage spans the spectrum: TransMedics as a misunderstood Tower moment, PayPal as a Magician reinventing its tools, MercadoLibre moving with the world’s Wheel. Even your China and Duolingo theses reflect archetypal tensions — The Star's distant hope versus The Lovers' choice under pressure.
Thanks for sharing your compass. This isn’t just buy and hold — it’s pattern recognition in action.
Thanks love the clear analysis and PA for meaningful entrypoints.
Glad you liked it! Will do this more regularly, I think it's valuable!
This is serious and well-balanced work, not just stock picks but a strategy of positioning with intention. I appreciate how you frame execution as the differentiator, especially in a world where conviction too often lacks clarity.
Your coverage spans the spectrum: TransMedics as a misunderstood Tower moment, PayPal as a Magician reinventing its tools, MercadoLibre moving with the world’s Wheel. Even your China and Duolingo theses reflect archetypal tensions — The Star's distant hope versus The Lovers' choice under pressure.
Thanks for sharing your compass. This isn’t just buy and hold — it’s pattern recognition in action.
Appreciate the kind words!
I agree…excellent work!
Thanks again! Glad you guys liked it, more to come!