Sitemap - 2026 - Beating The Tide: Stock Picks That Outperform
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
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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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