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The Lazy Man’s Way to Riches
Concordia, Integritas, Industria!
Apr 1
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March 2026
Staying the Course. Adding to the Course.
The headlines are loud right now.
Mar 27
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From $12 to $1. Now the Most Interesting Restructuring Story in Energy.
A year ago, New Fortress Energy traded at $12.
Mar 18
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The German Submarine Company With a 6x Revenue Backlog, 27% Margins, and a 4x Path Nobody in Your Network Is Talking About
While everyone is watching defence ETFs surge on the back of NATO spending pledges and Middle East escalation, I’ve been looking at something far more…
Mar 11
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The $157M Company Sitting in the Middle of a $260 Billion War
The world just changed this weekend.
Mar 4
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February 2026
Oscar Health: The Bold Bet Nobody Is Talking About
Let me be direct with you.
Feb 27
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Portfolio Update: Why I Just Sold Rocket Lab and Reallocated Into a Once-in-a-Decade Opportunity
Today, I want to share an important portfolio move with you: I have fully exited my position in Rocket Lab.
Feb 23
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A Sub $200 Million Market Cap German Drilling Company That Could Double
Let me start with this.
Feb 17
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The Silent Health Crisis: How the West Is Getting Sicker, More Expensive, and Less Honest About It
Over the past decade, Western societies have developed a dangerous habit: confusing economic activity with real progress.
Feb 15
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Oscar Health: Why I Am More Bullish Than Ever
Over the years, I have learned that truly great investments rarely look comfortable in real time.
Feb 12
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Why I Don’t Own Universal Music Group (Despite Loving the Business)
FREE READ
Feb 7
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🇳🇴 Vår Energi - 14% Dividend Yield Backed by Real Cash Flow, Not Hope
I spend most of my time looking for category-defining companies.
Feb 2
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