The Few Bets That Matter
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My Stock Picking System
Everything I know about finding, sizing, and holding winners
Jun 4
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The Few Bets That Matter
8
2
2
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
24
14
8
This is What A Future Winner Looks Like
Eight stocks. One pattern. Here's what they have in common. What makes a winner.
May 22
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The Few Bets That Matter
12
4
Buying Plan & Portfolio Strategy
My portfolio, performance, views of the market and decisions
May 17
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The Few Bets That Matter
24
7
10
The Real AI Bottleneck
Hyperscalers are bypassing the grid, and we can benefit from it
May 11
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The Few Bets That Matter
19
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May Investment Plan
The importance of systems in investing
May 2
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The Few Bets That Matter
40
11
8
The Perfect Edges
Finding returns within a bearish market
Apr 21
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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
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The Few Bets That Matter
25
12
8
The Space Bull Run Playbook
This is where liquidity is flowing, and where we want to be
Apr 13
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The Few Bets That Matter
22
6
7
The SaaSpocalypse is Justified, Here's Why
Why you should avoid SaaS and how to capitalize
Apr 10
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The Few Bets That Matter
24
2
5
Space & Lithium: Today's Opportunities
Three names with large narrative tailwinds & potential from my weekly screener
Apr 7
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The Few Bets That Matter
14
4
6
The Photonics Supply Chain
From fundamentals to opportunities, one name at a time
Apr 4
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The Few Bets That Matter
57
13
25
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