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Top 5 Buys May 2026 🚀
Mr. Market is discounting high quality businesses 💎
May 31
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26
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FICO: Moat Deterioration or the Buying Opportunity of the Decade? 📈
The stock is down 48% from its all-time highs. The bear case is loud. Here’s what you need to know. 💎
May 25
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19
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5 Quality Compounders I'm Watching Right Now 🏰
High growth, high quality, attractive valuations 💎
May 17
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24
How I Built a Personal AI Analyst in 30 Minutes (And How You Can Too)
A step-by-step guide to turning Claude into your own quality investing research machine with prompts for every stage of your analysis.
May 10
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108
10
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5 Steps to Identify a Strong Moat 🏰
Moats matter for long-term compounding
May 3
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38
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5
Factsheet April 2026 📈
+12.34% for April. Significant movement in core holdings.
May 2
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6
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April 2026
Copart: Quality Compounder Trading at a Discount 📈
Cheapest valuation in a decade, zero debt, strong fundamentals 💎
Apr 26
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37
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5
5 Undervalued Quality Businesses💎
Down -20 to -48% with high cash flow generation ✅
Apr 19
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44
3
My 6-step checklist to build a $100,000+ stock portfolio in 2026 📈
Most investors start with valuation. That's the wrong first question. Here's what to do instead.
Apr 12
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97
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What actually makes a business compound at 20%+ per year 🏰
The structural traits that separate true compounders from everything else
Apr 5
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45
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Factsheet March 2026 📈
Portfolio update 💎
Apr 3
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9
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March 2026
5 Quality Businesses March 💎
High quality businesses pulling back -20% to -50%
Mar 29
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34
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