And I should include my performance disclosures. Wishing you luck and safety out there! middlecoastinvesting.com/performance-di…

With the market finishing above April 2nd levels on Friday, I thought it would be worth busting the video format back out. • 3 reasons that might explain the recovery • 2 things investors should keep in mind. Summing up to The Stock Market 5: youtube.com/watch?v=GmWKSS…

The pitch for $ECG came from Middle Coast Investing Daniel Shvartsman Be sure to give them a follow!

Among things I cover New positions in $DECK and $LYFT (though small) $LULU's bumpy quarter Boring stocks like $ABM, $SCS, and $FG The $TRIP news from last week middlecoastinvesting.com/middle-coast-i…

Here's the portfolio performance: The finish wasn't as good as I would have liked, but we didn't sink as much as the market and held up well.

Elevator Pitch for today: Deckers Outdoor Corp $DECK by Middle Coast Investing Daniel Shvartsman M/cap: $15.6b forward P/E: x17.3 Deckers sells shoes, under the Uggs, Hoka, and Teva brands primarily. Uggs is 51% of its sales in the last fiscal year; Hoka is 45%; Teva and

I updated on my $TRIP position for The Investment Cut (run by a friend and former colleague), and how the Starboard 9% position fits into the thesis. Between that and $DALN agreeing to a buyout, lucky start to Q3 for Middle Coast Investing. investmentcut.pro/assessing-trip…

We had a good quarter with a few buyouts and some meaningful jumps. I talked up my two biggest portfolio adds - $CPAY and $GOGO - plus a bunch of situational stuff we have added ($HI, $BHF, $AL, and $TFSL). middlecoastinvesting.com/middle-coast-i…

Here's the performance table: $DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.

open.spotify.com/episode/3j2Pup… DaRazor & I focus on the 'dark fiber vs. dark GPUs' analogue and how it does or doesn't work as a parallel. We discuss the prospects for the AI cap-ex trade, as well as bigger outcomes of continued AI progress, for better or worse. Check it out!