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• Public Markets

  The newsletter you need to build a high-performing long-term investment portfolio.

  10 posts · theirs

Lately

• Our Memory Shortage Portfolio Is Now Up 829% — What Happens Next?

  Public Markets · 2026-08-18

• The AI Chip Testing Bottleneck Behind a +126.7% Portfolio

  Public Markets · 2026-08-12

• The Overlooked AI Shortage Behind a +516.8% Portfolio

  Public Markets · 2026-08-02

• The 4% Problem

  Public Markets · 2026-07-23

• Buy High, Sell Low - The Multibagger Series — Part 2

  Public Markets · 2026-07-22

• How Public Companies Lie to You — Legally

  Public Markets · 2026-07-17

• The Volatility Laundering

  Public Markets · 2026-07-15

• The Double Trigger: Why Every Multibagger Is Two Bets, Not One

  Public Markets · 2026-07-14

• Our 10 Theses: Mid-Year Scorecard

  Public Markets · 2026-07-13

• The Uninsurable Economy

  Public Markets · 2026-07-07

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