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Catching the Crypto Bounce: The Playbook
My argued & detailed plan to catch the crypto bounce & maximize returns.
1 hr ago
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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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Transmedics Valuation & Position Review
What to expect from the company by FY28
Nov 29
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Portfolio Modifications
Focusing on the best opportunities
Nov 20
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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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Today's Best Buys
Optimizing liquidity attribution.
Nov 18
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Anatomy of a Trade - 11/05/25
The underappreciated heart of the economy v2.0
Nov 5
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Anatomy of a Trade - 10/22/25
Uranium and rare earth in the same package.
Oct 22
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The Perfect AI Infrastructure Portfolio
Understanding the AI Chain and Its Next-Decade Winners
Oct 15
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Anatomy of a Trade - 10/14/25
Reindustrialisation requires infrastructures, who's gonna build them?
Oct 14
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Investing in Uncertain Times
The trade war is back; Portfolio & market review, mental framework & swing strategy.
Oct 11
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Anatomy of a Trade - 10/06/25
Fossil energies: the underappreciated heart of the economy
Oct 6
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