Root Insurance: A Security I Like Best
An Insurance Company So Good, My Pattern Recognition is Going Off
Fundasy Investor
Fundamentally driven stocks that have qualitative advantages explained in a simple manner!
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Document the Process: H1'2026 Gameplan
My Portfolio Actions to Enter 2026 with My Largest Investment To-Date
Shift4 Payments: The End-to-End Card Present Network
A Unique M&A + Organically Growing Compounder
Document the Process: H2'25 Gameplan
My System to Manage the Volatility
Oscar Health: The New Age Health Insurer
My Research, Assumptions, and IRR over my Newest Core Position
Portfolio Updates
Updating my Subscribers on My Process & Thoughts
Nu Holdings (Ticker $NU): My Next Core Position
A Perfect Opportunity for a Fundasy Investor
American Coastal Insurance Company $ACIC: The Niche Florida Catastrophe Insurer
A Special Situation with an Underlying Quality Company and has... Uniquely Strong Growth Drivers
Hims & Hers (Ticker: $HIMS): The DTC Pharmaceutical Company
An Independent Vertically Integrated Distribution Platform within the Healthcare Industry
NEW POSITION: Hims & Hers $HIMS
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