The Few Bets That Matter
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Portfolio & Market Review
A record breaking drawdown review and how to position for what comes next
Jul 19
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The Few Bets That Matter
12
5
2
Selling 4 Names To Buy 1
A SaaS name with the cleanest setup I've seen
Jul 16
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The Few Bets That Matter
12
2
Why My Biggest Position Will Get Bigger
Design wins, AI inference contracts & improving margins. The last uncrowded AI name in the market.
Jul 14
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The Few Bets That Matter
14
4
8
My New Largest Position
The market rarely gives such gifts - this is how I plan to play it.
Jul 11
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The Few Bets That Matter
8
2
3
What This Drawdown Taught Me
The two mistakes that cost me most, and how I'm building around them.
Jul 8
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The Few Bets That Matter
12
15
2
Being Late Is Just As Good As Being Wrong
Why the AI hardware crowd is getting punished, and where I'm looking instead
Jul 5
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The Few Bets That Matter
12
3
The Last Time This Happened Was Photonics
An unloved sector breaking out, and AI is the tailwind.
Jun 29
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The Few Bets That Matter
11
8
4
Time To Slow Down
Fewer trades, sharper focus - how I'm positioning for a choppy summer.
Jun 28
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The Few Bets That Matter
12
6
5
It's Only Good If It Hurts
My new position and many other opportunities
Jun 22
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The Few Bets That Matter
10
12
Portfolio Modifications & Plans
Down double digits in a week, and still bullish
Jun 6
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The Few Bets That Matter
14
10
9
My Stock Picking System
Everything I know about finding, sizing, and holding winners
Jun 4
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The Few Bets That Matter
15
8
7
June Investment Plan
The rotation is here and this is how to play it
May 30
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The Few Bets That Matter
28
14
9
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