Should have known I’d get some dumb comments on this post.

I don’t love pullbacks (nobody likes to lose money) but I also don’t lose much sleep over them because it’s the only way I can add to positions that I plan to hold for the next 2-3 years.

Some of my stocks got…

$TMDX fixes all of these problems although they don’t have Kidney OCS available yet but will in the next couple years.

Right now $TMDX has OCS/NOP for lungs, liver and heart.

These problems exist across the entire organ transplant/transport ecosystem, this is why $TMDX is so…

$FOUR mini deep dive just went out.

It’s almost 5,000 words so I covered a lot of ground and tried to discuss some of the headwinds/risks (macro & company specific) as well as the reasons to be bullish (fundamentals, valuation, new products, international growth, possible…

Do you think Tesla will sell more than 1 million Cybertrucks over the next 10 years?

Over the past 12 months there are 150+ stocks that are up more than 150%, with ~18 stocks up 500% or more.

Some of the stocks I own that are on that list include $SMCI $CELH $NVDA $NU $APP $ASPN but of course my goal is to own as many of the biggest winners as possible.…

My mini deep dive on $FOUR will go out later today, it’s 70% done and already at 3,000+ words.

I’ll walk through my investment thesis, talk about the current valuation, compare that valuation to other fintechs, explain why the stock has been so volatile the past few months, talk…

Not sure if anyone else has a treadmill that goes under their desk but I finally bought one tonight. Wish I had done this two years ago.

Like many of you, I spend 60+ hours a week at my desk, sitting in my chair and even though I go to the gym every day (sometimes 2x per day)...…

Which of your top 10 positions (by size or conviction) is really starting to test your patience but you refuse to sell because the fundamentals are good and the valuation seems cheap/reasonable.

I’ll go first… $FOUR