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+1
Aug 12, 2026
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5 min read
ROAD: The Roll-Up Nobody is Talking About
This company is quietly buying its way to better economics.
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+1
Aug 11, 2026
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2 min read
CAVA: Earnings Analysis
Let's see how one of our portfolio holdings has done in our mid-caps thesis.
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+2
Aug 4, 2026
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5 min read
The Smartest Way to Play the AI Rebound
Markets are plunging into AI again, here's the smart way to do it.
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+1
Jul 30, 2026
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6 min read
I Changed My Mind About This Company
The bull case is very well hidden, perfect for investors like you and me to profit from,
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+1
Jul 29, 2026
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2 min read
Microsoft: Earnings Analysis
Here's everything you need to know about the latest hyperscaler earnings.
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+2
Jul 28, 2026
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3 min read
My Mid-Cap Screen is Done
These are the companies worth watching in the rotation.
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+1
Jul 22, 2026
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2 min read
GOOGL: Earnings Analysis
Here's what really happened to the first hyperscaler and its earnings.
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+1
Jul 20, 2026
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7 min read
The Trade After the GLP-1 Boom (How I'm Playing It)
Markets think the trade is over... I think it's just beginning.
