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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 6, 2026
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1 min read
Trade Alert: New AI Positions & Taking Profits
Here's the latest from our trading desk
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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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+2
Aug 3, 2026
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1 min read
Trade Alert: Trimming Profits
Here's the latest from our trading desk
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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 29, 2026
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1 min read
Trade Alert: Buying the First Mid-Cap Compounder
Price action just confirmed, due diligence coming your way.
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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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+2
Jul 23, 2026
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1 min read
Trade Alert: Closing Position
Good profit was made today, let's bring it home.
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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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+2
Jul 21, 2026
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1 min read
Trade Alert: Buying the GLP-1 Winners
Time to implement the setup pitched yesterday.
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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.
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+2
Jul 16, 2026
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1 min read
Trade Alert: Metals Long/Short
Time to implement the setup pitched last week.
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+1
Jul 14, 2026
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5 min read
The Metals Trade That Wins (Even if I'm Wrong)
Markets think these two peers are the same... They aren't.
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+2
Jul 13, 2026
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1 min read
Trade Alert: Closing Last Night's Hedge
Levels invalidated, closing the hedge at a profit.
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+2
Jul 12, 2026
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1 min read
Trade Alert: Time to Hedge
War is back on, this is tonight's hedge.
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+2
Jul 9, 2026
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1 min read
Trade Alert: LULU & ONON
The trade structure is ready to go.
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+1
Jul 9, 2026
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4 min read
The Missing Piece Behind My Lululemon Trade
Timing a turnaround is hard, this solves it.
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+1
Jul 7, 2026
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6 min read
LULU & ONON: Two Ways to Play the Same Theme
Here's how a Goldman Sachs trader structures an industry trade.
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Jul 1, 2026
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7 min read
Uber: The Company Every Robotaxi Still Needs
Nancy Pelosi loaded up on calls, I'm buying the stock on a majorly underpriced thesis.
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Jun 25, 2026
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6 min read
Adobe: The AI Trade Nobody is Talking About
One of the best risk/reward setups I've seen in over a decade of investing, now yours.
