Sitemap - 2026 - Best Anchor Stocks
Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114)
A 40% Compounder’s First Bump: Timing or Trouble?
What momentum giveth, momentum taketh (NOTW #113)
A clear solution to the “problem”
The hyperscalers (almost) always win
“Just Expect Business as Normal For Us”
The market is shooting par (NOTW #112)
Diversified by name, concentrated by bet (NOTW#111)
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)
Cracks in the AI trade (?), Rates, and the S&P 500 Equal-Weight (NOTW#110)
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1, Rollins)
Some significant portfolio changes
A Webinar, Macro, and Muse (NOTW#109)
A cheap 40% grower, 10k, 23/7 trading, and a busy week (NOTW#108)
Adobe, Oracle, and Druckenmiller (NOTW#107)
Valuation as a leading indicator and holding bias (NOTW#106)
“Clarity and the rally are the same event” (NOTW#105)
Spectacular (and price anchoring bias)
Private Equity is coming for Software (NOTW#104)
The numbers don’t tell the full story
The Hard Rules of Portfolio Management (NOTW#103)
A merciless market (and the reason behind the drop?)
The truth behind the headlines
You can’t sell the picks and doubt the miners
A Tale as Old as Time on Wall Street (NOTW#102)
This business can always surprise you
Food for the bulls, food for the bears
An update to the 10 signs of exuberance (NOTW#101)
The Bottleneck is Dying. Long Live The Bottleneck.
Proprietary monopolistic data that matters
Starbucks software crusade, worth it? (NOTW#99)
The Rotation Continues in USA's Birthday (NOTW#98)
Somebody's Wrong About Memory (NOTW#97)
Interest rates, war, oil…the market doesn’t seem to care (NOTW#96)
The Durable Winners of the Robot Age
Adobe’s earnings, AI’s Political Woes, and SpaceX’s IPO (NOTW#95)
SpaceX (SPCX): Defying Gravity
More signs of exuberance and the risk/return dilemma (NOTW#94)
10 signs of exuberance (NOTW#93)
I am buying these 4 companies today
Best Anchor Stocks Webinar coming tomorrow!
A broadening bull market without Nvidia? (NOTW#92)
Contextualizing the conservativeness
Semiconductors, momentum, and nothing else (NOTW#91)
Earnings better-than-feared and Management’s PSUs
Still (!) no signs of AI disruption (+valuation update)
A new position, Mag 5 Earnings, Adobe’s Insider Sales, and Flawed Narratives (NOTW#90)
Acceleration inbound and optionality abound
Confirmed data center + inflection play
Momentum (and why it hurts) (NOTW#89)
Understanding Medpace’s business
Constructive but not there yet
Rosebank Industries (LON:ROSE)
The rational long-term strategy (NOTW#88)
Markets back to regular programming (NOTW#87)
What’s going to happen next, anon? (NOTW#86)
Maybe TACO has a limit? (NOTW#85)
The stock is down 40%, the Business Isn’t
Indices catching up to reality? (NOTW#84)
Adobe’s Identity Crisis: Growth Stock or Falling Knife?
A Credible (and Terrible) Bear Case (NOTW#83)
Fundamentals up, stock price down, expected IRR increases from 16% to 20%
The Things the Market Might Be Worried About (NOTW#82)
Sabre (SABR): To be Or not To be
Yet Another Relevant Geopolitical Event (NOTW#81)
No signs of AI (at least not yet)
What indices near ATHs mean, Constellation’s earnings call, and a new Anthropic victim (NOTW#80)
AI wrecked havoc across financial markets, just not how many imagined (NOTW#79)
The market’s bipolarity and the case for Big Tech
Capex, from loved, to hated (NOTW#78)
AI takes down another industry (NOTW#77)
A Myriad of Reasons for Conservativeness
Data center, data center, and more data center
New In-Depth Report in 3,2,1... (NOTW#76)
A New Market Structure? (it ain't like it used to be) (NOTW#74)