Portfolio
Here’s what you’ll find next as a Paid Subscriber — For just $0.39/day ($12/month) or $0.27/day ($100/year) with the annual plan!
🗓️ Monthly Updates (Last Update: 30-Jan-2026)
📈 Monthly Report – Portfolio updates, recent moves & watchlist additions
💼 Full Portfolio Access – Holdings, valuation metrics & performance tracking
📊 Valuation Tools – DCF, reverse DCF, capital efficiency & growth models
🎧 Podcast Picks – Monthly handpicked episodes on business & investing
🔎 Stock Picking Framework – My methodology & investing philosophy
🎯 Swing Trading – Short-term strategy & latest swing trades
👀 Portfolio Update Preview
Hard not to take advantage of January’s SaaS-mageddon and non-AI quality butchery. Made a few higher risk/reward tweaks to the portfolio.
Monthly report + trades are out: sold one hyperscaler to fund a higher risk/reward opportunity, exited a “too expensive” quality name, and added three non-US small-caps with one thing in common: best-in-class capital allocators.
Check it out …