# highest conviction — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover highest conviction. Page: Feed: --- ## [Everybody's Supplier. Nobody Knows.](https://guardianresearch.substack.com/p/everybodys-supplier-nobody-knows) _2026-08-18 · Guardian Research · Guardian Research_ A small-cap US defense manufacturer just lost a fifth of its value on a charge that cost the company nothing. Almost nobody owns it. I do. ## [My Portfolio Is Up 75% YTD While the Momentum Trade Died. Here Are All 22 Positions.](https://guardianresearch.substack.com/p/my-portfolio-is-up-75-ytd-while-the) _2026-07-29 · Guardian Research · Guardian Research_ A full portfolio performance update and position-by-position breakdown. +75.39% YTD against the S&P's +9.00%. +154% over one year. ## [The $13 Silver Developer That Doesn't Need Silver to Rise (And Doubles If It Does)](https://guardianresearch.substack.com/p/the-13-silver-developer-that-doesnt) _2026-07-18 · Guardian Research · Guardian Research_ Last month a silver company IPO’d on the NYSE, and it has already round-tripped back to its IPO price while silver corrected 20% off its June high. ## [Three 10-Baggers Wall Street Hasn't Priced Yet](https://guardianresearch.substack.com/p/three-10-baggers-wall-street-hasnt) _2026-05-31 · Guardian Research · Guardian Research_ Plus my two biggest positions that I think do a nice 5x ## [my highest conviction position](https://guardianresearch.substack.com/p/my-highest-conviction-position) _2026-05-21 · Guardian Research · Guardian Research_ A breakdown of my single highest conviction long, plus a 13F most people read wrong and a compounder I think doubles from here. ## [Five Setups and a Hedge](https://guardianresearch.substack.com/p/five-setups-and-a-hedge) _2026-05-16 · Guardian Research · Guardian Research_ One I'm loading up on. Two I'm scaling into. A timber name that pays me to wait for the rest. And one to watch. ## [+67% YTD & The Chat](https://guardianresearch.substack.com/p/67-ytd-and-the-chat) _2026-05-15 · Guardian Research · Guardian Research_ You’re missing the alpha ## [5x From Here: $ANGX](https://guardianresearch.substack.com/p/5x-from-here-angx) _2026-05-12 · Guardian Research · Guardian Research_ The non-woke Netflix at 1.6x ARR while Spotify trades at 6.5x. A director just bought $1mm in the open market. ## [Situationally Aware](https://guardianresearch.substack.com/p/situationally-aware) _2026-05-09 · Guardian Research · Guardian Research_ Three roads. Two of them end badly. ## [Home of the Agentic Pull Request (Sponsored)](https://crawlproof.com/a/uaTLQow3hmrR) _2026-05-09 · **Sponsored**_ CLI-first, TUI-ready toolkits and a moshscript installer — join the waitlist ## [Two Potential Two Baggers. My Two Largest Positions.](https://guardianresearch.substack.com/p/two-potential-two-baggers-my-two) _2026-05-07 · Guardian Research · Guardian Research_ the chat saw these first. and two price targets.