The Few Bets That Matter

The Few Bets That Matter

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Positions

[Positions Update] What Comes Next
The hardest job of an investor isn’t making money; it’s keeping it.
 • The Few Bets That Matter
[Position Update] Cash Is A Position
Fundamentals were never the problem.
 • The Few Bets That Matter
[New Position] The Sector No One Cares About
Hated, overlooked, breaking out and quietly taking net inflows
 • The Few Bets That Matter
[New Position] The Market’s Latest Gift
The market priced a 1% miss over a triple digit growth
 • The Few Bets That Matter
[New Position] The Market is Scared. I'm Buying.
Three fears driving the selloff, why they're wrong, and the four setups I'd buy.
 • The Few Bets That Matter
[New Position] Buying the AI-Optics Pullback
Why I bought an upstream AI-optics supplier at weekly support. Accelerating demand, capacity bottleneck, expanding margins and a defined downside.
 • The Few Bets That Matter
[New Position] The Retest Is Here. These Are the Setups I’m Buying
The market is healthy. Risk rewards are interesting. So we should be buying it.
 • The Few Bets That Matter
[New Position] The AI Setup I’m Buying With a 20% Discount
The market sees an execution problem. I see an opportunity.
 • The Few Bets That Matter
[New Position] Selling 4 Names To Buy 1
A SaaS name with the cleanest setup I've seen
 • The Few Bets That Matter
[Position Update] Why My Biggest Position Will Get Bigger
Design wins, AI inference contracts & improving margins. The last uncrowded AI name in the market.
 • The Few Bets That Matter
[New Position] My New Largest Position
The market rarely gives such gifts - this is how I plan to play it.
 • The Few Bets That Matter
[New Position] The Last Time This Happened Was Photonics
An unloved sector breaking out, and AI is the tailwind.
 • The Few Bets That Matter
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