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268 Capital

Bor Gorjup

The #1 investing newsletter for new ideas. Read by 5,000+ investors.

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Latest Issues

10 Stocks Insiders Are Buying Right Now

Good morning, investors. Even in this uncertain market, some insiders are buying their own stocks.

And historically, that confidence has been a good sign for future returns.

So here are 10 stocks insiders are buying right now ↓

Insider B...

5 days ago

Stock Market Hall Of Fame

Good morning, investors. Every year, one S&P 500 stock beats the other 499.

So I went back to 2000 and studied every #1 stock to see what the biggest winners had in common.

Here is the framework I now use ↓

Hall Of Fame

Investors ultim...

12 days ago

It’s Time To Rethink Nvidia

Good morning, investors. I’ve been bearish on Nvidia since late 2024.

But after its latest quarter, that thesis deserves a fresh look.

Let’s dive in ↓

The Nvidia Case

Nvidia generated +$1 billion in revenue every day in the second quart...

19 days ago

The 15 Highest-Paid CEOs in America

Good morning, investors. Elon Musk’s 2025 pay was 47x bigger than the other 14 highest-paid CEOs combined.

But does higher CEO pay actually mean higher profits?

Let’s dive in ↓

Highest Paid CEOs

Warren Buffett: “Too often, executive com...

a month ago

Is Netflix Cheap Again?

Good morning, investors. Netflix is down 40% since August last year.

And legendary investor Bill Ackman just bought (again).

Let me explain why ↓

Bill Ackman & Netflix

Bill Ackman lost $400M+ on Netflix in 2022.

Four years later, he’s...

a month ago

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