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Q3 2025 Letter – A humble Quarter
Falling behind this time, but still running the marathon
Sep 27
•
Waver
2
Our Checklist for Building a Rock-Solid Income Portfolio
Introducing Our YSL (Yield, Stability, Linearity) Framework for Quality Income
Sep 19
•
Waver
1
Our first position for the income Portfolio : A French Tech Giant: Riding the LNG Super-Cycle
A No-Nonsense Guide to the High-Stakes World of Cryogenic Shipping
Sep 12
•
Waver
3
Introducing The Income Roost: A New Feather in Our Financial Nest
Where steady dividends meets smart investing.
Sep 9
•
Waver
1
The Kongsberg Paradox: Arming a Tense World While Digitizing Global Trade
1.
Sep 5
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Waver
1
August 2025
The Rise of Private Markets: Should Retail Investors Care?
An Insider's Guide to the Trillion-Dollar Shadow Economy
Aug 29
•
Waver
1
Swipe, Tap, or Disappear: The End of Money as We Know It
A no-holds-barred look at the trillion-dollar brawl between tech giants, Wall Street titans, and the fintech upstarts trying to conquer your digital…
Aug 22
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Waver
2
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
•
Waver
2
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
•
Waver
1
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
•
Waver
Mycronic AB: Mastering the Niches on the Frontiers of Electronics
1.
Aug 2
•
Waver
4
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
•
Waver
2
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