The Few Bets That Matter
Go big when it matters. Everything else is noise.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 352 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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wealthyreadings.comLatest Issues
The Anatomy Of A Winner
Eight stocks. One pattern. Here's what they have in common. What makes a winner.
I started following Nebius in January 2025. Its stock is up ~750% since my first write-up, ~220% since my second write-up and ~95% since my last note. There w...
Buying Plan & Portfolio Strategy
My portfolio, performance, views of the market and decisions
This can be considered a mid-month report, not something I usually feel the need to do, but I believe today’s conditions deserve some comments, on the conditions themselves and o...
Various Earning Reviews
Nebius, Tower Semi, Cisco, Venture Global, EOSE, Alibaba, Sea limited, JD.com, Hims and On Running, plus investing consequences
As this Substack is now a premium service, I have to divide this review in two parts. A free portion going over...
The Real AI Bottleneck
Hyperscalers are bypassing the grid, and we can benefit from it
This isn’t a new subject, this isn’t even the first time I have written about this, but this time is a bit more real as what was a narrative a year ago has now transformed int...
Various Earning Reviews
So… I did not want to spam you with two or three articles this week and thought a condensed one would be a better idea. I might have been wrong, as you are now in the presence of a massive write-up…
Tons of information, but only valuable i...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Few Bets That Matter.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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