The Few Bets That Matter
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Investment Thesis
Quaterly Earning & Call review
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Portfolio & Execution Plans
Long Term Investment Strategies
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December Investing Plans & FY26 Preparations
My view on the current market, my investing plan for December and preparations for 2026.
Dec 2
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The Few Bets That Matter
11
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Transmedics Valuation & Position Review
What to expect from the company by FY28
Nov 29
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15
1
2
Portfolio Modifications
Focusing on the best opportunities
Nov 20
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4
2
Duolingo Is The Next Netflix & I Am Not Buying
Sometimes your best conviction isn't the best asset to buy.
Nov 19
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16
6
3
Today's Best Buys
Optimizing liquidity attribution.
Nov 18
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5
1
The Perfect AI Infrastructure Portfolio
Understanding the AI Chain and Its Next-Decade Winners
Oct 15
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12
3
3
Investing in Uncertain Times
The trade war is back; Portfolio & market review, mental framework & swing strategy.
Oct 11
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10
2
1
August & September Investing Plan
What I Want to Buy, Why, How & When.
Aug 15
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10
3
6
Buy & Hold Portfolio | Trimming Palantir
How & why I trim my stocks | Palantir's use case.
Jul 30
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2
Buy & Hold | Today's Five Best Buys
Portfolio Performance Review & The Five Best Stocks to Buy.
Jul 26
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12
6
4
Performance Review & Buying Plan
Portfolios Performance, Investment Strategy, Buying List & Target for Followed Assets.
May 27
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9
4
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Economy & Macro | The Markets' War
Detailed Macro Situation Review & Portfolio Modification.
Apr 11
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3
8
3
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