๐ The biggest IPO in history lists today. I'm not touching it.
A lot of you have asked me the same thing this week. Should I buy the SpaceX IPO?
My answer is simple. I have one rule I almost never break. I don't invest in Elon Musk companies.
This is not personal. I'm not a Musk hater.... Show More
๐ Today's dip โ and why I'm not worried
Our portfolio is down about 2% today. The key point: this is NOT because any of our companies ran into serious trouble. It's a broad pullback across the names we hold โ several fell on the same day โ even though the businesses behind them are still... Show More
Checking your portfolio every day is one of the most expensive habits in investing. ๐ฑ
It feels productive. It's not. It's a tax on your returns and most investors pay it without realizing.
๐ง The psychology nobody talks about
Daniel Kahneman won a Nobel Prize for documenting loss aversion: humans... Show More
Uranium isn't a hype trade. It's an arithmetic trade. โ๏ธ
Most retail investors hear "uranium" and think Reddit, meme cycles, 2007 bubble. They miss the math. And the math is what matters.
๐ The supply side
Uranium spot is at ~$86/lb today. Long-term contract prices have hit $150/lb... Show More
A moat isn't what a company does. It's what competitors can't do. ๐ฐ
Most retail investors confuse moats with hype. They look at a stock up 200% and call it a "great business." But price action isn't a moat. Narratives aren't moats. Press releases aren't moats.
A real... Show More
๐ฏ PayPal just dropped ~10% on a beat. That's exactly when it gets interesting.
Most people see the red number and run.
I see a $50B+ company with 439M users trading at 9x forward earnings.
Let me explain why this drop is worth a serious look. ๐
๐ What you actually buy at this price:
439M active... Show More
๐ค "How do I get a 200x return on an investment?"
It's the question hiding behind every viral post you scroll past:
"If you had invested $1,000 in NVIDIA 10 years ago, today you'd have $400,000."
These posts make the game sound simple.
Buy. Hold. Get rich.
But they leave... Show More
$FRSH (Freshworks Inc) just became profitable for the first time ever. The stock is down 50%+ from its highs. The market isn't paying attention. I am. ๐ฏ
I just invested in Freshworks. Here's why.
๐ฐ THE MOAT
Freshworks builds software that businesses use every single day โ customer support,... Show More
๐ณ Everyone keeps saying card networks are getting disrupted.
Visa just posted its strongest quarter since 2022.
๐ Q2 FY26 just dropped:
Revenue: $11.2B (+17% YoY)
Non-GAAP EPS: $3.31, beating estimates of $3.16 Quiver Quantitative
Payments volume: +9%
Cross-border volume: +12%
New $20B buyback... Show More
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Sun Jun 14 2026 09:30:43 GMT+0000 (Coordinated Universal Time)