Sitemap - 2026 - Beating The Tide: Stock Picks That Outperform
Weekly #88: My Top 2026 Pick Is A 4x Bagger, and I'm Raising My Target
Weekly #87: Why AI Isn't a Bubble, in 5 Dominoes
Closing Heritage Insurance (HRTG) At +20.8%, And Why I’m Stepping Aside
Stock Deep Dive: The $9B Compounder That Prints When Markets Panic
Weekly #86: Why Buying Nike Today Isn't Brand Investing
[June Stock Pick] Trade Alert: I Just Added a New Position
Trade Alert: Closing AXIA on the ADR Delisting
Weekly #85: Is Dell Still a Buy After a 220% Run?
Weekly #84: Micron Went Parabolic. I Raised My Target.
Trade alert: Closing one more position
Trade alert: Closing one position
Weekly #83: My February Pick Is Up 140%. Is the Operator Thesis Done?
After Two AI Picks Hit +1,000%, Here's Where I'm Recycling The Capital
Trade Alert: Closed ALL, Trimmed STRL, Bought My Fourth-Bucket Pick
Weekly #82: Letter From an Older Brother (Who Also Started Broke)
STRL Q1 2026 Update: Tsunami Confirmed, Asymmetry Spent
Powell (POWL) Update: Holding the +1,103% Unicorn at Fair Value
Weekly #81: The Two Questions That Stop You Selling Winners Early
Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2026
Stride (LRN) Q3 FY2026 Update: The Engine Is Career Learning, The Wobble Is Gen Ed
Weekly #80: Why I Stopped Using Stop-Losses 14 Years Ago
Celestica (CLS) Q1 2026: Déjà Vu. Beat, Raise, Drop
Weekly #79: Why I Cap Even My Best Calls at 5% (Position Sizing)
The Halal Chicken Plant That Taught Me To Close Pilgrim's Pride
A Record Quarter, a Stock Still Trading Like Nothing Happened
Axia: This Latam Utility Hit My Target (+40%) in 3 Months. Now What?
Weekly #78: TSMC Beat Every Line, The Market Yawned. That's the Setup
The Next Boom No One Wants to Talk About Is Already Underway
Trade alert: The April Pick is A Picks-and-Shovels Play on Aerospace and Defence
Weekly #77: The Physics of Investing, Why Higher-Order Thinkers Win While the Crowd Panics
Weekly #76: "Everyone has a plan 'till they get punched in the mouth"
Weekly #75: 7 Mines, 3 Metals, One Thesis
Weekly #74: Micron Q2 2026. The Supercycle Just Got Louder. My Target Goes to $934.
Deep Dive: The Eagle in the Desert: My Highest-Conviction Energy Buy of 2026
Trade Alert: The Oil Paradox: Finding Value While the Middle East Burns
Weekly #73: The Fog of War & Why I’m Ignoring The Friction
STRL Q4 2025 earnings: STRL is not riding a wave...it is riding a tsunami.
Weekly #71: DXPE’s Water Segment Is Carrying
Dell Deep Dive: The Market Is Confusing “Commodity” With “Uninvestable”
Trade alert: February Pick, A Commodity Business With an Operator Edge
Weekly #70: The Pendulum Never Stays Up
Weekly #69: Why I Respect Cemex More Than Ever and Still Won’t Buy It Here
Weekly #68: POWL Grabs the Crown as the Portfolio’s New Top Performer
PayPal Post-Mortem: Why I Sold PYPL and What Changed in the Investment Thesis
Trade alert: Closing position in PYPL
Weekly #67: Trump Thinks He Found His Denzel Moment
Celestica (CLS) Q4 2025 Earnings: Double Beat, $1B Capex Plan, and Why the 15% Drop Looks Wrong
Why I’m Closing My Position in NatWest Group (NWG) After a 42% Run
Weekly #66: CLS Dropped 12% for No Valid Reason. Mr. Market Gave a Gift.
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AXIA Deep Dive: A Boring LATAM Utility With a Not-So-Boring +40% Upside
Weekly #65: Why I’m Raising My TSMC Target Price After Earnings
Why I’m Closing AGX after a +166% Gain
Weekly #64: No Investment Is Risk-Free... And That’s the Point (And a Quick Survey)
Trade Alert: New 3% Position Added (January Monthly Pick)
JD.com Stock Deep Dive: Why a Cheap Valuation Wasn’t Enough
Weekly #63: 2025 Recap and the Venezuela Event That Could Reshape South America