The Few Bets That Matter
The Few Bets That MatterGo big when it really matters. Everything else is noise.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 341 | Subscribers | Read | wealthyreadings.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The SaaSpocalypse is Justified, Here's Why
I have been going against the crowd for some time now, with the refocus of my content end of 2025, articles going against social media’s darlings \- for good reason as the average performance of this basket is -25% in ~3 months, or with art...
Space & Lithium: Today's Opportunities
I ran my weekly screeners this weekend to find new opportunities - with quite a bit of success as shared in this note, and I am trying to figure out the best format to share this data regularly with you. For today, it will be a quick write-...
The Photonics Supply Chain
This write up is a complete and comprehensive overview of the photonics sector and opportunity, a complex sector which is supposed to reshape AI datacenters and push their potential even further.
April Investment Plan
Everything I have been talking about for months seem to have or is materializing those last weeks/months. From a refocus on defensives end of 2025 with clear rotation signals given by the market, the first really worrying signs of liquidity...
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Authors
The writers behind this newsletter.
Concentrated investor. I focus my time and liquidity on the best opportunities in the market only. Sharing my entire process transparently. Publicly outperforming for the past two years.
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