New chapter in life.
Deposited $1,000 in Robinhood and gave access to my 11-year old daughter, Aliyah. She is now managing her own portfolio. One condition: She must read Jag Weekend Research each Sunday and discuss with me before buying.
She just bought her first stock.
1. Learn anything from a 20-year expert even if you're clueless
"Pretend you are an expert with 20 years of experience in {industry/topic}. Break down the core principles a total beginner must understand. Use analogies, step-by-step logic, and simplify everything like I’m 5."
1. THUMBNAILS must be perfect.
Your thumbnail is your first impression and NEEDS to stand out.
It's the reason someone stops scrolling and thinks: "wait, what the hell is this?"
76% of global almond supply is produced in California.
Almonds are one of the world’s most water intensive crops and their production relies heavily on groundwater pumping in California.
Between 68-80% of Californian almond acreage is located in regions with critically
YouTube automation for clueless people.
I’m writing this so even if you’re “I don’t know how to copypaste” dumb, you can’t mess it up.
This will be long and tactical 🧵
Great chart this one
All of the growth of the S&P 500 in recent years has really been from the S&P top 10
These ones are growing strongly but equally vals look full now
Restaurant comp sheet after the persistent blood bath...
Will Starbucks really grow earnings 17% in 2026? That's the expectation.
'Adding human capital and reducing the transactional nature of coffee.', but somehow dramatically improving profitability?
Finally completed a write-up on a sizable position of mine. It took me longer than it should, but there’s real meat to the bone as this name is barely covered anywhere.
Posted to my grand total of 98 subscribers.😎Link as usual in my bio.
I’ve got time the next few days and
I watched my unemployed roommate make $73K in 2 months.
His secret? Stealing Reddit stories and turning them into "brainrot" videos
While you're working 9-5, he's running this automation:
- Scrapes viral Reddit drama
- AI voice narrates the story
- Adds Minecraft gameplay
I'd highly recommend reading his book "From The Third World To The First".
It provides an insight into Singapore's story - one of unity, resilience and pure grit.
While their system may not be perfect, it has worked better than most.
My portfolio has 3 main themes:
1. China trash trading at roadkill valuations that can double overnight $BIDU $PDD
2. Single digit EBITDA fintech payment processers with rule of 50+ $FOUR $DLO
3. SaaS that's kinda pricey (5-6x) but the multiple could expand hard $GTLB $CWAN
This week OKP holdings, our biggest position and most recent winner, reported earnings:
- Sales +40%✅
- EPS +60%✅
- P/E 8x or (5x ex-cash)✅
- Backlog up thru largest ever win✅
Those riding along can read the H1 earnings digest & updated outlook on the forum!
Interesting new ETF that launched 3 months ago $DRGN
Focused on China Gen AI
Tiny AUM ($20m) but holding some interesting companies that you typically wouldn't want to buy yourself on mainland exchanges (e.g. Naura tech)