Portfolio Updates
Jan 11, 2026
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4 min read
Scaling up
Deep-dives
Jan 8, 2026
10 min read
Heading towards a creative renaissance?
Jan 4, 2026
15 min read
Top stocks poised for a rebound in 2026
Dec 29, 2025
What we got right, where we missed the mark, and the predictions that only time will tell.
Dec 25, 2025
7 min read
A rebound stock or a value trap?
Dec 19, 2025
Why entry price is the only thing that matters
Dec 15, 2025
Developing AI Moat?
Dec 10, 2025
5 min read
Why Carvana lost 99% of its value (and how it bounced back)
Dec 7, 2025
6 min read
Top 4 stocks
