Weekly PDF Newsletter, Model Portfolio & Educational Primers
New position for members.
Jan 6, 2026
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2 min read
Issue one for 2026.
Jan 4, 2026
3 min read
Two case studies from our newsletter in 2025 to take into 2026.
Dec 22, 2025
20 min read
Green jacket, gold jacket.....let's focus on the flows.
Dec 16, 2025
12 min read
Dec 9, 2025
13 min read
Dec 4, 2025
Dec 1, 2025
A new issue of the weekly newsletter is out.
Nov 30, 2025
Educational Primer on The 3 Bucket Approach
Nov 29, 2025
16 min read
A quick review and a new core position covered.
Nov 25, 2025
7 min read
Research > Track > Trigger.
Sep 30, 2025
6 min read
Compass real estate and Anywhere real estate merger.
Sep 23, 2025
5 min read
An update to Boeing as we head into end of year.
Sep 22, 2025
9 min read
A recap of the VF Corp position and what needs to happen to get us back to the Q125 highs.
Aug 27, 2025
A double in the making.
Aug 18, 2025
Quick notes on getting into a new $HIMS short-term trade this week.
Jul 22, 2025
End of November
Nov 24, 2024
Issue 44 inside.
Oct 27, 2024
1 min read
Sep 26, 2024
When to trade and when to chill.
Aug 20, 2024
Sep 10, 2023
4 min read
Jul 29, 2023
And my views on why everyone should travel.
Jul 7, 2023
Jun 28, 2023
8 min read
3 Ways to Spot Shorts.
Jun 23, 2023