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The Few Bets That Matter

Hundreds of paid subscribers

Go big when it matters. Everything else is noise.

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PricingFreemiumPublishesTwice weekly
Issues357Founded2 years agoLast Issue10 days ago
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Latest Issues

Portfolio Modifications & Plans

Down double digits in a week, and still bullish

This week was shit.

10 days ago
14
10
Paid

My Stock Picking System

This is the secret sauce.

But a sauce alone leaves you starving. It’s only worth something served with the right ingredients, and cooked to perfection. Serve it with rotten ones and you’ll ruin the dish anyway.

In investing, the secret sa...

12 days ago
11
8

June Investment Plan

The rotation is here and this is how to play it

Hello everyone,

17 days ago
26
14
Paid

Soitec Detailed Earning Review

This is where fundamental investors and Excel moguls go crazy, this also is why they underperform and why the market is a special, extremely misunderstood place.

Soitec’s revenues are down 34% YoY. Most would say this is a dying business a...

19 days ago
12
1

Various Earning Reviews

We are ending a really strong earnings season, at least the most important part of it although next week will be special as many SaaS report and we’ll have to keep an eye on market’s reactions to confirm - or not, the last few days of optim...

22 days ago
10

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  • The Few Bets That Matter

    Concentrated investor sharing my entire process transparently. Every position, every alert, every thesis is shared in real time, now publicly outperforming the market for two years, triple digits returns YTD.

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