The Few Bets That Matter
Subscribe
Sign in
Home
Chat
Portfolio & Investment Plans
Quaterly Earning & Call review
Weekly & News
Fundamental Reviews
Investment Plans
Latest
Top
Discussions
Buying Plan & Portfolio Strategy
My portfolio, performance, views of the market and decisions
May 17
•
The Few Bets That Matter
19
7
4
The Real AI Bottleneck
Hyperscalers are bypassing the grid, and we can benefit from it
May 11
•
The Few Bets That Matter
14
7
May Investment Plan
The importance of systems in investing
May 2
•
The Few Bets That Matter
40
9
7
The Perfect Edges
Finding returns within a bearish market
Apr 21
•
The Few Bets That Matter
20
6
3
The Art of Selling
The mechanical rules for trimming winners, cutting losers and closing runners.
Apr 19
•
The Few Bets That Matter
24
8
8
The Space Bull Run Playbook
This is where liquidity is flowing, and where we want to be
Apr 13
•
The Few Bets That Matter
22
6
6
The SaaSpocalypse is Justified, Here's Why
Why you should avoid SaaS and how to capitalize
Apr 10
•
The Few Bets That Matter
24
2
4
Space & Lithium: Today's Opportunities
Three names with large narrative tailwinds & potential from my weekly screener
Apr 7
•
The Few Bets That Matter
14
4
5
The Photonics Supply Chain
From fundamentals to opportunities, one name at a time
Apr 4
•
The Few Bets That Matter
54
13
22
April Investment Plan
The bears are getting louder
Mar 31
•
The Few Bets That Matter
25
4
13
The Photonics Monopoly
The socle of the next AI innovation cycle
Mar 26
•
The Few Bets That Matter
29
10
17
A Potential AI Bottleneck Multibagger
Microcap investing with exponential potential; when risk meets potential
Mar 24
•
The Few Bets That Matter
30
11
29
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
