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My 11-Step Checklist Before I Even Think About Buying a Stock
How I go from "what's this company?" to "I'm willing to bet the farm on this." This is my personal pre-flight checklist.
Aug 16
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My 11-Step Checklist Before I Even Think About Buying a Stock
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Confessions of a Skeptic: Why Your ESG Fund Might Be Part of the Problem
Why Your 'Green' Fund Might Be Full of Big Oil and Fast Fashion, and What to Do About It.
Aug 9
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Confessions of a Skeptic: Why Your ESG Fund Might Be Part of the Problem
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Who The Heck Am I? And Why I Bet Big on Just a Handful of Stocks.
Your new Finance BFF is here. Let's talk about why knowing a few things really, really well is the only game I want to play.
Aug 8
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Who The Heck Am I? And Why I Bet Big on Just a Handful of Stocks.
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Mycronic AB: Mastering the Niches on the Frontiers of Electronics
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Aug 2
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Mycronic AB: Mastering the Niches on the Frontiers of Electronics
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July 2025
Monolithic Power Systems : The Monolithic Challenger in a High-Power, High-Stakes Game
Market Overview: The Electrifying World of Power Management ICs
Jul 26
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Monolithic Power Systems : The Monolithic Challenger in a High-Power, High-Stakes Game
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The Meme Stock Playbook: A Strategic Analysis of Socially-Driven Market Phenomena
How Reddit, Diamond Hands, and Wall Street Memes are Redefining the Market.
Jul 19
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The Meme Stock Playbook: A Strategic Analysis of Socially-Driven Market Phenomena
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How We Crushed It in Q2 2025: A Portfolio Story 🚀
Reporting Period: April 1 - June 30, 2025
Jul 16
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How We Crushed It in Q2 2025: A Portfolio Story 🚀
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The HAL 9000 vs. classic investing: A Strategic Analysis of AI-Driven and Value-Centric Investment Philosophies
Market Overview: The Financial Gladiator Arena
Jul 12
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The HAL 9000 vs. classic investing: A Strategic Analysis of AI-Driven and Value-Centric Investment Philosophies
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The 10% Return: Deconstructing the Market's Most Famous Myth
Math, Myth, and Marketing: A Takedown of the Market's Most Famous Number
Jul 5
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The 10% Return: Deconstructing the Market's Most Famous Myth
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June 2025
The Portfolio Size Wars: A Market Analysis of Investment Strategies
Why Strategy, Not Size, Wins the Investment Game
Jun 28
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The Portfolio Size Wars: A Market Analysis of Investment Strategies
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BlackRock Pt 2 : Navigating Market Evolution and Driving Future Growth in Asset Management
Part 2 of our deep dive into BlackRock, the world's largest asset manager
Jun 21
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BlackRock Pt 2 : Navigating Market Evolution and Driving Future Growth in Asset Management
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BlackRock Pt 1: Navigating Market Evolution and Driving Future Growth in Asset Management
BlackRock, the world's largest asset manager, stands at a pivotal juncture, demonstrating remarkable resilience and strategic foresight amidst a dynamic…
Jun 21
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BlackRock Pt 1: Navigating Market Evolution and Driving Future Growth in Asset Management
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