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The Few Bets That Matter

The Few Bets That Matter, FJ Research
Hundreds of paid subscribers

You spent years buying stocks, but never made any real money. You don't need better ideas, you need a better system.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues397Founded3 years agoLast Issue5 days ago
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Latest Issues

[Portfolio Review] +149.9% Since 2025 vs SPY 29.9%

How far things have changed.

How fast things have changed.

5 days ago
7
Paid

[New Position] Two Cash Machines the Market Forgot

Your returns aren’t tied to the sector you trade.

Your returns aren’t tied to the sector you trade.

6 days ago
9
Paid

[Investing 101] What 49 Trades Taught Us, and What I’ll Change

This is what this Substack is about.

Not copy trading, but the creation and improvement of a mechanical investing system that could generate cash almost by itself in the years to come.

This comes with trials and errors. We’ve been through...

9 days ago
8
2

[Earnings] Bullish Is The New Bearish

Google, ServiceNow, Microsoft, Silicom

I’ll start with Google and a few notes on Microsoft, since they matter most for the AI trade. Then ServiceNow, and Silicom to close.

10 days ago
7

[New Position] One Stock, Half My Book

You spent years buying stocks, but never made any real money. You don't need better ideas, you need a better system.

I rotated most of my book into cash two weeks ago now. My plan then was to let the dust settle, focus on other sectors and...

12 days ago
9
2
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  • The Few Bets That Matter

    You spent years buying stocks, but never made any real money. What you need isn't better ideas, it's a better system. 192.29% since Jan'25 | 109.9% YTD

  • FJ Research

    An ongoing education on category-defining companies

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