
Unlock exclusive real-time stock ideas and full access to my high-conviction portfolio that’s consistently outperformed the market for over a decade (+31% in 2025; +53% in 2024; 30% annualized since 2012).
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 216 | Founded | 2 years ago | Last Issue | 40 hours ago |
| Active | |||||

Hello fellow Sharks,
We started the week lagging the market but by Friday the S&P 500 closed flat while the portfolio advanced +2.0%. If you want to skip straight to the numbers, jump to the Portfolio Update.
Last week, I published an upd...
Records on every line, a first-ever dividend, and a target raised from $41.50 to $47. The stock stays a BUY.
Since adding my March pick to the portfolio, it is up 72% in five months.
Hello fellow Sharks,
Until Thursday, we were comfortably beating the index, but momentum shifted on Friday, and we ended the week slightly trailing the market. If you want to skip straight to the numbers, jump to the Portfolio Update.
Las...
Hello fellow Sharks,
We started the week strong on Monday, but the tech selloff that followed hit the portfolio. If you want to skip straight to the numbers, jump to the Portfolio Update.
Last week was a busy one, on Monday I sent the tra...
I have a confession to make. One thing that I miss from my corporate strategy days was the ability to have a say in a company’s strategy. True, I could become an activist investor, but it would be a battle against management, and I see lots...
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The writers behind this newsletter.
Engineer, MBA, CFA and portfolio manager. Sharing insights from 14 years of beating the market, blending deep analysis with real-world experience. Subscribe for actionable investment ideas and strategies.
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