📈 Stock Picks

Oscar Health Revisited: A 10-Bagger In Making Or Doomed To Fail?

An asymmetric opportunity with substantial risks.

Nov 26 •

5 Stocks I'll Be Buying If The Market Pullback Continues

We are investors, we don't raise cash to sit on it and feel happy when the market is crashing. We raise cash to buy bargains when everybody sells into a…

Nov 23 •

🚨Trade Alert 13: Exiting Two Positions, and Increasing One Position

Growing the cash position while also capitalizing on a no-brainer opportunity.

Nov 19 •

🚨Trade Alert 12: Exiting Three Positions, Increasing Two Positions

Making 5 new trades to position the portfolio for sustained outperformance while growing the cash buffer against a potential market correction.

Nov 12 •

Duolingo: Great Business At A Fair Value

Dominant business with great prospects trading at around fair value.

Nov 9 •

🚨Trade Alert 11: Opening Two New Positions And Exiting Three Positions

Adding two new asymmetric bets and exiting three underperforming positions.

Nov 5 •

SoFi & UnitedHealth Earnings Review: Hold Despite Proper Performance

SoFi is firing on all cylinders and UnitedHeath is showing signs of recovery. Despite satisfactory performance from both, I think they are "hold" at the…

Oct 29 •

Soluna Investment Thesis: Turnaround Story in Data-Center Space With 6X Potential

Data center hosting provider for Bitcoin miners, now expanding to AI/HPC clients with 900 MW of renewable capacity in development

Oct 26 •

5 Quality Stocks You Can Still Buy at Reasonable Prices

S&P is at 23x earnings, margin debt is at 20-year highs, no-revenue stocks are soaring, and FOMO is driving the rally. Here are 5 quality companies…

Oct 22 •

Pagaya: 3× Upside But On Thin Ice

Pagaya has a massive growth potential ahead but it comes with lethal balance sheet related risks.

Oct 19 •

Data Center Energy Play With 5x Potential!

The company makes an indispensable product to address critical problems that come with increasing energy demand in commercial sites and transition from…

Oct 5 •

Buying A New Growth Stock With 3x Potential

Industry leader growing revenues +30% annually. It benefits from strong network effects and economies of scale. Yet, it's trading at just 13 times…

Sep 21 •

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