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The Next Rotation Trade
An ignored, beaten-down sector at very low valuations with multiple tailwinds.
Mar 3
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The Few Bets That Matter
7
2
March Investment Thesis
Risk off is the new risk on
Mar 1
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The Few Bets That Matter
14
4
8
A Second Breath For Solar Names
When social media darlings with triple digit returns potential are forgotten
Feb 24
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The Few Bets That Matter
5
8
2
The AI Wearables Hardware Opportunity
When hardware cycles meet AI's wearable demand
Feb 17
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The Few Bets That Matter
11
4
3
Various Earnings & Market in Turmoil
Portfolio modifications, Google, Amazon, Iren, Palantir & More
Feb 6
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The Few Bets That Matter
11
2
3
February Investment Plan
What Japan, gold, and Warsh are telling us about the next six months
Feb 1
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The Few Bets That Matter
14
7
10
Trash, Dirt & Guns: Unsexy Stocks With Large Upside
Wall Street hates them. Management is guiding growth. Clear catalysts. Here's the setup.
Jan 27
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The Few Bets That Matter
10
3
Everyone's Buying These But Me. Here's Why.
Six stocks everyone is buying but me, and why I decide not to.
Jan 22
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The Few Bets That Matter
26
9
The Ignored Part of the Market
Excellent trades which have been left behind while social media chase the AI frenzy
Jan 15
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The Few Bets That Matter
13
8
6
Alibaba & China Thesis Update
My Alibaba position, thesis update and my next moves
Jan 9
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The Few Bets That Matter
19
5
8
The Database is Live
My 24/7 accessible trading journal.
Jan 4
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The Few Bets That Matter
8
9
January Investing Plan & Yearly Review
Yearly review, Successes & failures, Improvements to come, Portfolio & positions review, Buying plans, Watchlist and More.
Jan 1
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The Few Bets That Matter
11
6
2
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