Monthly, long-term stock ideas
Stock Picks
Jul 27, 2026
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4 min read
Everyone agrees on the setup. Nobody agrees on the clock.
Jul 20, 2026
Housing's supply shortage looks like oil in 2020 — except one company didn't cut supply
Jun 29, 2026
6 min read
Salesforce is down 40% on a narrative that makes it more valuable, not less.
Nov 17, 2025
What I Learned From Publishing Stock Picks
Jun 1, 2025
7 min read
Important Update on These Stock Picks
May 4, 2025
More Tariff Goodness & Something New
Apr 6, 2025
Take Advantage of Tariff Turbulence!
Mar 2, 2025
There's never been a better time to join!
Feb 2, 2025
3 min read
Different look, same great insights.
