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

Episode 80: Thematic Playbook

Episode 80: Thematic Playbook

This week we cover Thematic trades into The Fed Rate Cut, Talk About Market Headlines, A Few Charts and Reader Q&As.

Aug 14, 2025

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13 min read

Episode 79: Earnings Disclocations

Episode 79: Earnings Disclocations

Review of trades in $AFRM, $EXPE and $OKLO, PLUS: $PYPL and Trade Desk Earnings, The Return of M&A & Then My Q2 Letter to Investors & Clients

Aug 8, 2025

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10 min read

Fall Conference 2025

Fall Conference 2025

November 10-14th, Phoenix, Arizona

Aug 6, 2025

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3 min read

Best Idea This Week

Best Idea This Week

Quick updates on $PYPL, $GNRC and then some notes on generating short-ideas on the broad market indices when certain situations set-up to allow for it.

Aug 3, 2025

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12 min read

$PYPL & $BA Earnings Updates

$PYPL & $BA Earnings Updates

Updates for subscribers.

Jul 29, 2025

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3 min read

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