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Up 26% YTD by Being Boring
Portfolio Update #18 📊
Sep 12 • 
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Computer Modelling Group - Paywall Removed
A Thank You to All Subscribers
Sep 5 • 
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August 2025

My Top 3 Asymmetric Stock Ideas
Companies with Risk/Reward Profiles That Stand Out to Me
Aug 25 • 
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This CEO Needs 60% Upside – So I Decided to Take a Position
Personal Investment Thesis
Aug 22 • 
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Bad News Hit 2 Holdings - Here's What I'm Doing
Portfolio Update #18 📊
Aug 15 • 
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2
8 Stocks I Might Buy Next
Watchlist Update #1
Aug 11 • 
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We Have Gone 30% Into This One Stock
Personal Investment Thesis
Aug 8 • 
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New Special Situation Idea - 15% of My Portfolio
Stock Thesis
Aug 4 • 
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Why I've Sold 2 Positions and Gone 30% Into This One Stock
Portfolio Update #17 📊
Aug 1 • 
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July 2025

My Top 5 Future Buy Candidates
New Watchlist Resource
Jul 30 • 
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I Read Every Charlie Munger Speech Since 1986. Here's His Secret Decision-Making Checklist
The systematic decision-making framework he used for 60 years but never formally published
Jul 28 • 
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30.11% Return in 25 Days - Full Breakdown
If you only read one thing this week, it should be this...
Jul 23 • 
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