Carbon Capital
Jun 15, 2026
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8 min read
A cloudy quarter, a leadership shuffle, and a price that's hard to ignore.
Jun 1, 2026
14 min read
Spinoffs, activist plays, contrarian bets, and more.
May 20, 2026
Earnings season is coming to an end.
May 11, 2026
13 min read
Software, supercars, and rideshare.
May 4, 2026
18 min read
The biggest week of earnings season delivered.
Apr 27, 2026
Different businesses, different setups, different conclusions.
Apr 20, 2026
16 min read
Earnings season is finally here and underway.
Apr 13, 2026
19 min read
A valuation deep dive on one of the most important companies in the world.
Apr 6, 2026
28 min read
The remaining names at the very top of my watchlist.
Mar 30, 2026
30 min read
The markets are entering a correction. Here's what I'm watching.
Mar 23, 2026
26 min read
Here is where the first dollar is going.
