Carbon Capital
Apr 27, 2026
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18 min read
Different businesses, different setups, different conclusions.
Apr 26, 2026
6 min read
1) Tim Cook’s Legendary Run 2) Tesla’s Back In The Red 3) 12 Share Cannibals and more!
Apr 20, 2026
16 min read
Earnings season is finally here and underway.
Apr 19, 2026
1) Nike Insiders Are Loading Up 2) Meta & Google Dominate Ads 3) Netflix Is Printing Cash and more!
Apr 13, 2026
19 min read
A valuation deep dive on one of the most important companies in the world.
Apr 12, 2026
1) 7 Companies Run The S&P 500 2) Never Time The Market 3) Most Valuable Healthcare Stocks and more!
Apr 6, 2026
28 min read
The remaining names at the very top of my watchlist.
Apr 5, 2026
1) Luxury Stocks Bloodbath 2) Nike’s Lost Decade 3) Best Stocks of Q1 2026 and more!
Mar 30, 2026
30 min read
The markets are entering a correction. Here's what I'm watching.
Mar 29, 2026
14 min read
1) Warren Buffett Loves Japan 2) Microsoft’s Stock Plunge 3) GameStop’s Cash Pile and more!
Mar 23, 2026
26 min read
Here is where the first dollar is going.
Mar 22, 2026
15 min read
1) Nvidia Is The Cheapest Mag 7 2) Most Expensive S&P 500 Stocks 3) YouTube’s Remarkable Size and more!
Mar 15, 2026
17 min read
1) Uber Overtakes Tesla 2) Oracle Is Burning Cash 3) Inflation Reaches 5-Year Low and more!
Mar 8, 2026
1) Nvidia Leaped Apple & Microsoft 2) Berkshire’s $373B Cash Pile 3) Anthropic Is Catching Up and more!
Playbooks & Frameworks
Mar 1, 2026
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
1) Apple Ditches AI Race 2) Wall Street’s Top Earners 3) Walmart Is Expensive and more!
Feb 15, 2026
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
