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Dive into a collection of past posts and rediscover timeless content.
Building a Rebound Portfolio

Jul 23, 2025

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3 min read

Building a Rebound Portfolio

Read this before August 2nd

ASML Q2'25 Earnings Update

Jul 20, 2025

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3 min read

ASML Q2'25 Earnings Update

GLP 1 Investment Thesis

Jul 18, 2025

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3 min read

GLP 1 Investment Thesis

Buying the haystack

3 stocks in a deep drawdown

Jul 12, 2025

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3 min read

3 stocks in a deep drawdown

and their rebound catalysts

Deep Dive: Advanced Micro Devices ($AMD)

Jul 10, 2025

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3 min read

Deep Dive: Advanced Micro Devices ($AMD)

Betting on the underdog.

Bruised Blue Chips

Jul 9, 2025

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3 min read

Bruised Blue Chips

The ultimate buy-the-dip strategy

3 stocks in a deep drawdown

Jul 5, 2025

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3 min read

3 stocks in a deep drawdown

and their rebound catalysts

Deep Dive: ASML Holding ($ASML)

Jun 28, 2025

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3 min read

Deep Dive: ASML Holding ($ASML)

The monopoly on monopolies

The Rolls-Royce Turnaround Story

Jun 25, 2025

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3 min read

The Rolls-Royce Turnaround Story

Why RR lost 88% of its value (and how it bounced back)

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