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The Durable Winners of the Robot Age
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All You Need To Know About Semiconductors
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(NEW REPORT) Proprietary monopolistic data that matters
The reason behind the expected 18% CAGR
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Eurofins (EPA:ERF)
Lost Credibility
May 14
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BBB Foods (TBBB)
Oh, and attractively valued
Jan 26
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My new position!
The detailed in-depth report
Sep 30, 2025
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AAON (AAON)
A Cool Way to Play AI?
Jul 31, 2025
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Trupanion (TRUP)
Applying the Amazon model in the Pet Insurance Industry
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Podcasts
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18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
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Food for the bulls, food for the bears
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An update to the 10 signs of exuberance (NOTW#101)
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The converging inflection
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Is momentum dead? (NOTW#100)
Best Anchor Stocks has a partnership with Fiscal.ai (the research platform I personally use), through which you can enjoy a 15% discount on any plan…
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Investing
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Never sell?
This week, I posted the following on X:
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Don't Make These Investment Mistakes
I’ve been thinking about writing this article over the past couple of weeks.
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The Awakening of the Sleeping Dragon w/ Made in Japan
Has the Time Finally Come to Invest in Japan?
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A Recessionary and Tariff-driven World
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A Recessionary and Tariff-driven World
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A fertile ground for the individual investor
My Ideal Investment Scenario
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Books of 2024
2024 was a productive year from a reading standpoint.
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