Portfolio Updates
Dec 3, 2025
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3 min read
Plus two interesting ideas
Deep-dives
Dec 1, 2025
8 min read
A "stunning" business
Nov 25, 2025
4 min read
Building the base, bear, and bull case for Alphabet
Nov 23, 2025
6 min read
Gig work for landlords
Nov 15, 2025
7 min read
It's still day one
Nov 13, 2025
5 min read
Stocks that dropped after earnings
Nov 11, 2025
Plus earnings review (AMD, TTD, FICO, & CSU)
Nov 8, 2025
Does a great brand make a great investment?
Nov 4, 2025
Top 4 stocks (plus two industries in a drawdown!)
