The Website is Live!

Complementing Substrack with concentrated & 24/7 available data

Hello team!

Pretty big update today. I’ve been working for a few weeks on a better way to share my strategy, performances, position updates & clear “educational” content on how I invest in the market.

Substack is an amazing service, but it has limits, especially for writers in the financial space. I have ~300 write-ups as of today. If you wanted to review my positions and strategies, you’d need to search through all of them to first understand my methods, second find the stock you’re interested in, and read them all to understand process and positions over the months.

Not really practical. So I worked on making it by centralizing all key information in a website focused on my strategy, stock picking and performance.

You’ll find different sections meant to help you find the information you need when you need it, instead of going through hundreds of write-ups looking for it.

The Home section is just a home section with a rapid overview of the achievement & access to content.

My Strategy details my framework. Not only how I invest but my perception of the market, how they work, why price action matters, why I do not buy downtrends nor DCA, options, margin, positioning strategies, etc... Nothing more than what was shared on Substack over the last year, but centralized and easy to access.

Thesis & Updates regroups my investing-focused write-ups shared on Substack. No difference in content, but since everything is centralized, you’ll be able to find the key write-ups per asset and have a clear, rapid overview of my positioning - once again, easier than looking through hundreds of write-ups.

Performances covers all stock picks following my investing method. Note that this isn’t a representation of my portfolio but one of my stock picking and investment strategy; from starting a position to closing it in gain or loss.

Every asset has a card with information related to my own investing framework and links to the latest content written about the asset. Centralized and efficient.

Note that I only added assets shared recently or in position. I didn’t include positions I’m no longer involved with from January 2026; winners - Hims or Palantir closed after 200%+ and 700%+, and losers - Duolingo & PayPal closed after -48% and -12%. My objective is to move forward, not review a year and a half.

I hope you will find the website useful! This is only a beta version. I decided to share it with you now because it’s functional, but I still have work to do to improve it visually, add some functionalities and ergonomics. Nothing better than putting products out there to get feedback, even if they aren’t perfected yet.

As usual, any feedback is welcome, positive & negative. I hope you’ll find it a great addition to my Substack. Nothing will change here though, this is purely additive. Here you go:

https://thefewbetsthatmatter.com