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A place for investment analysis, stock ideas, and general musings on the markets/investing.

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PricingFreemiumPublishesDaily
Issues89Foundeda year agoLast Issue11 days ago
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Latest Issues

Thoughts on the Bubble...I mean the market sorry. (06/17/2026)

YOU KNOW WHERE YOU ARE?!?!

You’re in the bubble baby….

Only a few days ago I wrote a piece on Adobe after earnings where I candidly lambasted the “shoot first and ask questions later” attitude so many investors seem to have towards Adobe....

11 days ago
10

This is Ridiculous (Adobe After Earnings)

I’ve never owned a SAAS company before. Not really. I mean you could say VISA is SAAS, but…I disagree.

Reason being that I always sort of felt the moats were flimsy. Software in general has a fairly low barrier to entry compared to someth...

15 days ago
75
7

Why i'm Selling $OTCM (and what i'll buy instead)

A friend of mine regularly annoys me with a simple question:

“Why is that gonna beat the market?”

Sometimes I have a specific answer, and other times I seem to provide what he probably regards as a cop-out. Something like,

“Look, I can’...

2 months ago
12
3

Portfolio Update 03/31 (New Position and What I'm Buying and What I'm Selling)

Its never a dull moment when you’re investing with Trump in the oval office, but my portfolio has almost nothing to do with politics (geo or otherwise). So today I just want to touch base about where things are, what i’m thinking, and what...

3 months ago
14
4

Secret Position Update (Annual Report)

A review of 2025 and a look ahead at 2026

Alrighty so, this is almost an obligatory write up than anything else. When your largest position only reports twice a year…ya gotta do a write up.

3 months ago
7
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  • Margin of Sanity

    Investing without certainty...because there is no certainty in investing. The best we can hope for is a margin of sanity. The goal is simply to beat the market in the long run without going insane in the short term.

  • The Dutch Investors

    We Expand your Investing Universe! \ud83d\udcab

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