Carbon Capital
Oct 1, 2026
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7 min read
The consumer continues to spend.
Sep 25, 2026
9 min read
The moat is finally being tested.
Sep 15, 2026
8 min read
Cheap for a reason, or just cheap?
Sep 12, 2026
18 min read
Athleisure, Credit Ratings, and Birkin Bags
Sep 6, 2026
6 min read
1) Apple Under Tim Cook 2) Most Valuable Automakers 3) How Uber Makes Money and more!
Sep 3, 2026
10 min read
A quarterly snapshot of 25+ elite investor portfolios.
Aug 30, 2026
5 min read
1) Nvidia's Earnings 2) Mag 7's Revenue Growth 3) America’s Most Profitable Company and more!
Aug 23, 2026
1) Nike’s Worst Crash Ever 2) Intel’s CEO Scoops Up Shares 3) U.S. Debt Hits Record $40T and more!
Aug 19, 2026
15 min read
Enterprise software, energy drinks, and running shoes
Aug 16, 2026
1) Berkshire Is Back To Buying 2) Most Valuable Chinese Companies 3) Reddit Is Joining The S&P 500 and more!
Aug 9, 2026
1) Most Valuable Drugmakers 2) Palantir’s Insane Growth 3) Uber vs Waymo and more!
+1
Aug 8, 2026
3 min read
Aug 2, 2026
1) Apple Reclaims #1 2) Anthropic Is Eating Software 3) Meta’s Guidance Disappoints and more!
Jul 27, 2026
14 min read
Lithography Machines, Healthcare, and Streaming
Jul 26, 2026
1) Uber’s Cheap Valuation 2) Tesla’s Profits Plunge 3) Intel Accelerates and more!
Jul 19, 2026
1) J.P. Morgan’s Massive Profits 2) ASML Is The King Of Europe 3) UnitedHealth's Comeback and more!
Jul 12, 2026
1) Best Stocks H1 2026 2) Nvidia's Valuation 3) Countries With Most Millionaires and more!
Jul 2, 2026
11 min read
Every holding, the setup, and how the year is shaping up.
Jun 28, 2026
1) Micron Destroys Earnings 2) Largest Companies Net Profit 3) Stocks Near 52-Week Lows and more!
Jun 21, 2026
1) Elon Musk > Berkshire Hathaway 2) ChatGPT Is Losing Market Share 3) Snapchat $10,000 Invested and more!
Jun 15, 2026
A cloudy quarter, a leadership shuffle, and a price that's hard to ignore.
Jun 14, 2026
1) Inflation Heats Up 2) Gold’s Bear Market 3) Nasdaq Rebalancing and more!
Jun 7, 2026
1) Nvidia’s Ridiculous Margins 2) Berkshire Hathaway’s Stock Portfolio 3) Anthropic vs Software and more!
Jun 1, 2026
Spinoffs, activist plays, contrarian bets, and more.
May 20, 2026
Earnings season is coming to an end.
