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(NEW REPORT) The Scarcity Premium
A 40% grower hiding in plain sight
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All You Need To Know About Semiconductors
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Deere: Cultivating Technology
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ASML’s China “Risk”
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In-depth reports
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(NEW REPORT) The Scarcity Premium
A 40% grower hiding in plain sight
Sep 15
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10
1
(NEW REPORT) Proprietary monopolistic data that matters
The reason behind the expected 18% CAGR
Jul 16
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Eurofins (EPA:ERF)
Lost Credibility
May 14
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BBB Foods (TBBB)
Bueno, Bonito, Barato (?)
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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Podcasts
Best Anchor Stocks
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
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A Recessionary and Tariff-driven World
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A Recessionary and Tariff-driven World
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Books of 2024
2024 was a productive year from a reading standpoint.
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