Portfolio

Here’s what you’ll find next as a Paid SubscriberFor just $0.39/day ($12/month) or $0.27/day ($100/year) with the annual plan!

🗓️ Biweekly Updates (Last Update: 21-Aug-2025)

  1. 📈 Biweekly Report – Portfolio updates, recent moves & watchlist additions

  2. 💼 Full Portfolio Access – Holdings, valuation metrics & performance tracking

  3. 📊 Valuation Tools – DCF, reverse DCF, capital efficiency & growth models

  4. 🎧 Podcast Picks – Biweekly handpicked episodes on business & investing

  5. 🔎 Stock Picking Framework – My methodology & investing philosophy

  6. 🎯 Swing Trading – Short-term strategy & latest swing trades

👀 Portfolio Update Preview

The Valuation Tools section has just been refreshed with new Cash-on-Cash Returns Models, DCF / Reverse DCF Models, and IRR Models. All ready to download.

Cash-on-Cash Returns Models expanded to cover 23 names:

  • The Constellation ecosystem

  • Big Tech companies, various Healthcare and Semiconductor names

  • S&M caps stocks on the watchlist

IRR Models focused on the Constellation ecosy…

This post is for paid subscribers