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Weekly PDF Newsletter, Model Portfolio & Educational Primers
NEW TRIGGERS READY IN MANY NAMES
Feb 8, 2026
•
2 min read
New position for members.
Feb 2, 2026
A lot of updates to tickers in the report this week with new notes.
Feb 1, 2026
Earnings season for many names this week.
Jan 25, 2026
Issue two for 2026.
Jan 19, 2026
Jan 11, 2026
Jan 6, 2026
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