Sitemap - 2026 - Potential Multibaggers

Celsius: A Buy Now?

Meeting In Omaha?

An Invitation, Best Buys Now & PM Forever Portfolio

My ServiceNow Thesis

Walk Like An Egyptian

The New Potential Multibagger! Part 1

A NEW PICK!

Topicus: AI Disruption? Look At These 3 Numbers

There's Too Much Noise Out There

The Stocks I Bought Today

Why AI Is Not A Threat To CrowdStrike

TransMedics: Attractive Now?

Bear Market Ahead?

Mercado Libre: Investing for Dominance

Best Buys Now & What I Bought

This May Help If You Feel Stupid Sometimes

Hims & Hers: Is The Rollercoaster Stock Attractive?

Global-E: Tariffs As A Lead-Generation Mechanism

A Useful Poem For Investors

Sea Limited: Why did the stock drop 25%?

Duolingo: Uncertainty And Vision

Equanimity

What I just Bought And Sold

The Trade Desk: Tough Love

Kinsale's Slowdown Is Actually Its Moat

The Other Side Of The Boat

AI Agents Don't Threaten Shopify, They Need It

The One Number That Reveals Adyen’s Future (And Nobody’s Talking About It)

What I just bought for the Forever Portfolio

Best Buys Now: The XXL Version

Crash Coming?

Cloudflare: The Next Internet Is Here Already

Datadog: The Acceleration Nobody Expected

An Anti-Non-AI Bubble

New: Weekly Earnings Preview

The MySpace Of AI?

CrowdStrike: A Buy On AI Or Not?

Forever Portfolio: The Software Sell-Off

This Changes Everything!

What I have just bought for my Forever Portfolio

Is Shopify A Buy After The Recent Drop?

Constellation Software: It's The Data, Stupid!

The SaaScopalypse (part 3)

Best Buys Now: The Fear Factor

Changes

Global-e: Shopify's Secret Weapon

Celsius: Enough Energy Left?

5 Bold Predictions For 2026