Playbooks & Frameworks
Mar 1, 2026
•
16 min read
15 min read
1) Nvidia Keeps Growing 2) Tesla Is All Alone 3) Netflix Is Getting Paid and more!
Hedge Fund Portfolios
Feb 25, 2026
10 min read
A quarterly snapshot of 25+ elite investor portfolios.
Deep Dives
Feb 22, 2026
37 min read
18 min read
1) Apple Ditches AI Race 2) Wall Street’s Top Earners 3) Walmart Is Expensive and more!
Feb 15, 2026
17 min read
1) Spotify Hits 750M Users 2) Ferrari’s Incredible Margins 3) Walmart Is Expensive and more!
Feb 9, 2026
1) Palantir Has Been Unstoppable 2) Disney’s Lost Decade 3) AMD Crosses $10B and more!
Feb 1, 2026
1) Meta Can’t Stop Spending 2) Microsoft’s Backlog Risk 3) Apple’s Blowout iPhone Sales and more!
Jan 25, 2026
1) Micron Insiders Are Buying 2) Netflix Just Got Bigger 3) Software Bloodbath and more!
Jan 18, 2026
1) Fast Growing Dividends 2) JPMorgan's Scale 3) BlackRock’s Record AUM and more!
Jan 17, 2026
44 min read
Jan 11, 2026
1) World’s Largest Oil Reserves 2) Top 10 Hedge Funds 3) Google Jumps Past Apple and more!
Jan 4, 2026
1) Best S&P 500 Stocks In 2025 2) 98 Years Of The S&P 500 3) Nvidia & Google Carried The S&P 500 and more!
Dec 14, 2025
19 min read
1) SpaceX To IPO 2) Adobe Is Far From Dead 3) Lululemon’s Growth Hits A Wall and more!
Dec 7, 2025
1) Apple Hits New ATH 2) Gemini Is Catching Up 3) Meta Burned Billions and more!
Nov 30, 2025
1) Forward Valuation 2) Revenue Growth 3) YTD Performance and more!
Investment Ideas
Nov 27, 2025
26 min read
Nov 23, 2025
20 min read
1) Harvard’s Stock Portfolio 2) Nvidia Destroys Earnings 3) Google Launches Gemini 3 and more!
Nov 16, 2025
22 min read
1) Netflix Stock Split 2) Buffett’s Letter 3) OpenAI vs Anthropic and more!
Nov 15, 2025
Nov 9, 2025
23 min read
1) Palantir’s Fastest Growth Ever 2) Uber Is Printing Cash 3) Duolingo Crosses 50M Daily Users and more!
Nov 2, 2025
1) Google’s Growth Engine 2) Meta One-Time Tax Hit 3) Apple’s Rich Valuation and more!
Oct 29, 2025
25 min read
Oct 26, 2025
21 min read
1) Netflix Hit By Tax Shock 2) Tesla’s Profit Plunge 3) The Death Of Gucci? and more!
Oct 19, 2025
54 min read
