Carbon Capital
Oct 14, 2026
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9 min read
Management believes Wall Street is underestimating its potential.
Oct 12, 2026
8 min read
One of the world's most profitable businesses that rarely makes headlines.
Oct 9, 2026
The numbers speak for themselves.
Oct 6, 2026
The turnaround is still underwater.
Oct 1, 2026
7 min read
The consumer continues to spend.
Sep 25, 2026
The moat is finally being tested.
Sep 15, 2026
Cheap for a reason, or just cheap?
Sep 12, 2026
18 min read
Athleisure, Credit Ratings, and Birkin Bags
Sep 3, 2026
10 min read
A quarterly snapshot of 25+ elite investor portfolios.
Aug 19, 2026
15 min read
Enterprise software, energy drinks, and running shoes
+1
Aug 8, 2026
3 min read
Jul 27, 2026
14 min read
Lithography Machines, Healthcare, and Streaming
Jul 2, 2026
11 min read
Every holding, the setup, and how the year is shaping up.
Jun 15, 2026
A cloudy quarter, a leadership shuffle, and a price that's hard to ignore.
Jun 1, 2026
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
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.
