Browse through all of our previously written posts.
Premium
+1
Jun 11, 2026
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5 min read
Everyone thinks the AI boom is being driven by massive customer demand. What if it's being driven by something else entirely?
Newsletter Post
1 min read
The SpaceX IPO is 48 hours away, and it's headed into a broken market.
Jun 10, 2026
5% outperformance in a week, and much more to come.
6 min read
Everyone loves a wide moat at a discount.
Jun 8, 2026
Too small for Warren Buffett, too boring for the retail crowd. Perfect for us.
Weekly Plan
Here's what you need to know this morning, and where to look.
Jun 5, 2026
A 1% decline in the index, our pick is green.
Jun 4, 2026
A greatly mispriced opportunity in a consumer favorite.