Sitemap - 2026 - Potential Multibaggers
Chapters: An Important Strategic Change
The New Potential Multibaggers Pick!
Axon: The Optionality Is Playing Out
Is The Market Cheap Instead Of Expensive?
TransMedics: Up 40% Since My Strong Buy. Now What?
Rubrik: Down 18.5% After Earnings. Why?
What I Added To My Portfolio Today
The New Potential Multibagger Pick (Part 1)
Tempus AI: What Just Happened?
What I Bought Just Before The Market Closed (And What I'll Buy Tomorrow)
The Trade Desk: A Horrible Quarter
Axon: 34% Growth Before Optionality
"The Cybersecurity Industry Is Dead"
The Mercado Libre Presentation
Chapters Group: FY 2025 Results Analyzed
This Stock Is Down 51.6% On Sentiment Alone
Why You Should Never Stop Investing
CrowdStrike: The Mythos Moment
We're All Closer to Bezos Than Bezos Is to Musk
Celsius: Something Unexpected Just Happened For The First Time
The New Potential Multibaggers pick (part 2)
The Most Expensive Market Ever
Tempus AI: Messy? Or Misunderstood?
SEA: The Market Keeps Misreading It
🤘Nu Holdings: Whole Lotta Noisy! 🤘
Why This Is Not Like The Dotcom Bubble
Best Buys Now: Freedom! Hell Yeah!
TransMedics: Did The Story Just Change?
The Trade Desk: Is This The Explanation?
Duolingo: Don't Let The Stock Price Fool You
Five Lessons From My Visit To Omaha
An Invitation, Best Buys Now & PM Forever Portfolio
The New Potential Multibagger! Part 1
Topicus: AI Disruption? Look At These 3 Numbers
There's Too Much Noise Out There
Why AI Is Not A Threat To CrowdStrike
Mercado Libre: Investing for Dominance
This May Help If You Feel Stupid Sometimes
Hims & Hers: Is The Rollercoaster Stock Attractive?
Global-E: Tariffs As A Lead-Generation Mechanism
Sea Limited: Why did the stock drop 25%?
Duolingo: Uncertainty And Vision
Kinsale's Slowdown Is Actually Its Moat
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
Cloudflare: The Next Internet Is Here Already
Datadog: The Acceleration Nobody Expected
CrowdStrike: A Buy On AI Or Not?
Forever Portfolio: The Software Sell-Off
What I have just bought for my Forever Portfolio
Is Shopify A Buy After The Recent Drop?
Constellation Software: It's The Data, Stupid!
Best Buys Now: The Fear Factor