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Portfolio Update: Buying a Technology Compounder 💎
20x forward PE, with an expected EPS growth of +29%. Well positioned to benefit from the technological shift.
Jul 17
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Portfolio Update: Selling 3 Positions 🏰
Three moves this month. One trim, two full exits. Where will I reallocate the capital?
Jul 12
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9
2
1
How I Save 10 Hours of Investing Work Each Week Using AI
The exact workflows that replaced my most time-consuming research tasks
Jul 5
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43
5
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Factsheet June 2026 🏰
+5,21% in the month of June 🚀
Jul 4
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10
2
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June 2026
Top 5 Buys June 2026 💎🏰
Quality is finally getting cheaper...
Jun 28
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34
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3
Emerging Compounder 💎
Growing revenue +40%, 20x Forward PE, PEG of 1.2x
Jun 21
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24
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Quality Growth Portfolio Update: Top 5 position review
Four Green Lights and One Yellow
Jun 17
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11
3
The True Value of a Stock Market Portfolio 🏰
A better way of looking at portfolio performance 💎
Jun 14
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28
3
5
Factsheet May 2026 💎
ASML ballooned +23% in May 🚀
Jun 5
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7
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May 2026
Top 5 Buys May 2026 🚀
Mr. Market is discounting high quality businesses 💎
May 31
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31
2
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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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22
2
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5 Quality Compounders I'm Watching Right Now 🏰
High growth, high quality, attractive valuations 💎
May 17
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29
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