The Few Bets That Matter
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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
11
6
4
Alibaba & China Thesis Update
My Alibaba position, thesis update and my next moves
Jan 9
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The Few Bets That Matter
16
2
5
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
9
6
2
My Investing Playbook
How I invest; Stock picking, Price Action, Position sizing & More.
Dec 30, 2025
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The Few Bets That Matter
15
9
6
UIPath: Do Not Miss The Inflection Point
Maximum opportunity happens in the early innings when data confirms potential.
Dec 18, 2025
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The Few Bets That Matter
15
10
9
The AI Trade Isn't Over
Why I continue to buy AsteraLabs and why efficiency will be the next source of returns.
Dec 16, 2025
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The Few Bets That Matter
16
2
16
Sportwears Investment Thesis
On Running & Lululemon's opportunity in rising consumer optimism
Dec 9, 2025
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The Few Bets That Matter
7
1
3
Catching the Crypto Bounce: The Playbook
My argued & detailed plan to catch the crypto bounce & maximize returns.
Dec 5, 2025
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The Few Bets That Matter
8
9
December Investing Plans & FY26 Preparations
My view on the current market, my investing plan for December and preparations for 2026.
Dec 2, 2025
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The Few Bets That Matter
13
4
2
Transmedics Valuation & Position Review
What to expect from the company by FY28
Nov 29, 2025
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The Few Bets That Matter
19
1
7
Portfolio Modifications
Focusing on the best opportunities
Nov 20, 2025
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The Few Bets That Matter
5
3
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