Model Portfolio
Jul 24, 2026
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1 min read
Adding to CRM
Stock Picks
Jul 20, 2026
4 min read
Housing's supply shortage looks like oil in 2020 — except one company didn't cut supply
Investor Insights
Jul 13, 2026
The three signals I use to find ideas before they're obvious — and the oil trade that proved it.
Jul 8, 2026
3 min read
Stock picks were half a decision. Here's the other half.
Jun 29, 2026
6 min read
Salesforce is down 40% on a narrative that makes it more valuable, not less.
Jun 22, 2026
The $2.65 billion bet that validated my own framework
Jun 15, 2026
5 min read
A postmortem on the trade I won, then lost.
Lifestyle Investments
Jun 8, 2026
2 min read
What to do when lifestyle creep starts calling itself an investment.
Jun 1, 2026
Stop doing too much of the wrong things.
May 26, 2026
Most constraints aren't real. They're just assumptions nobody tested.
May 18, 2026
Not metaphorically. A
May 11, 2026
What Employee Surveys Taught Me About Stock Prices
