Writing
- Positioning for Asymmetric Upside Dec 28, 2025
How to structure, size, and enter high-growth positions in a volatile market.
- Stock Picks for 2026: Zoom (ZM) Dec 18, 2025
A durable, profitable, cash-rich platform the market forgot about.
- Stock Picks for 2026: Rivian (RIVN) Dec 7, 2025
A post-IPO tech stock at an inflection point, with major catalysts ahead.