Weekly PDF Newsletter, Model Portfolio & Educational Primers
New position for members.
Dec 4, 2025
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2 min read
Dec 1, 2025
3 min read
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
My thoughts on portfolio management - part one discussing velocity of money and asymmetry.
Jan 30, 2023
And notes from the event.
Jun 15, 2022