RADCOM Q2 earnings update
Thesis alignment review
100 Bagger Hunting
Hunt for small quality stocks that can double multiple times
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400,000 words on investing, 200 articles
Your investing bible
Opportunities in the medtech sector
Time to buy some more
50% market cap in cash. 7% FCF yield.
This company has it all: undemanding valuation while still growing in an expanding market and activist investors that are pushing for value realisation.
Quarterly video update (for pro)
Pro members
The Pentagon is funding my next 100-bagger candidate
And Ergodicity?
26x revenue in the next 5 to 7 years
Update on some of our holdings
A cheap AI-resilient software play
Are we in a bubble?
Pharmx Update: Interview with the CEO
Deepening our understanding
This $400m microcap is the hidden backbone of the world Cup
The company is currently mid-transition, evolving from a cyclical hardware vendor into a software ecosystem platform with growing recurring revenues
How to find your investing edge for outsized returns
What's your edge?
Portfolio update: May 2026
The Signal
Power scarcity creates massive tailwinds
Business update NUAI
The 15 best stock pitches from Omaha part 3
Part 3/3
The 15 best stock pitches from Omaha part 2
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My investing tech stack
The tools I use every day
This tool has saved me hours on stock research
Fiscal.ai 5 incredible features
The 15 best stock pitches from Omaha
Part 1/3
5 (life) lessons from Omaha and the Berkshire Hathaway AGM
Read number 5
370,000 words on investing, 186 articles
Your investing bible