Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
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| Issues | 287 | Founded | 3 years ago | Last Issue | 7 days ago |
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NextEra Energy: Strong outperformance in 2026
NextEra Energy has outperformed the S&P 500 by more than 14% so far this year.
NextEra Energy has outperformed the S&P 500 by more than 14% so far this year.
Weekly newsletter 162
All market and portfolio news for the week
Welcome to all new subscribers! If you are a new subscriber, the Getting Started article will help you answer all the common questions for new subscribers.
Mobileye: The momentum is just getting started
Mobileye delivered strong first quarter results while raising guidance, leaving sufficient room in the other quarters of 2026 for further upward revision for 2026 guidance.
Mobileye delivered strong first quarter results while raising guid...
Trade alert 96: Portfolio rebalancing
This will be a relatively busy trade alert with new positions being entered that have better risk/reward and taking profit on some older positions that have poorer risk/reward.
This will be a relatively busy trade alert with new positions...
MSCI: Acceleration driving multiple expansion and earnings upside
This was a record quarter for MSCI in multiple ways.
This was a record quarter for MSCI in multiple ways.
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Full-time professional portfolio manager | Helping thousands of subscribers Outperform the Market consistently through high-conviction contrarian and growth ideas | Deep dives, stock ideas, access to The Barbell Portfolio and The Price Target Report
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