FJ Research
Subscribe
Sign in
Home
About
Latest
Top
Discussions
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
•
FJ Research
11
3
2
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
•
FJ Research
19
3
Why I Don’t Own Universal Music Group (Despite Loving the Business)
FREE READ
Feb 7
•
FJ Research
13
2
🇳🇴 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
•
FJ Research
12
1
January 2026
Uniper Is Not Cheap. It’s Mis-Owned. And That’s Where the Return Comes From.
FREE READ!
Jan 30
•
FJ Research
11
2
Uniper: Political Dead Money or Europe’s Next Energy Re-Rating
Most investors still think Uniper is dead money.
Jan 27
•
FJ Research
13
2
Quick note to my free subscribers:
Over the last weeks, more and more of you upgraded to paid and I want to be transparent why.
Jan 20
•
FJ Research
14
3
Quick take: Duolingo after the sell-off
FREE READ
Jan 19
•
FJ Research
15
11
5
CMS Data Just Landed. The ACA Did Not Collapse. And the Fear Was Wrong. $OSCR
I did not expect to write another update today.
Jan 14
•
FJ Research
14
5
2
How an Owner-Operator Turned Scarcity Into a Compounding Machine
Imagine a business that sits at the intersection of essential human demand, constrained supply dynamics, and longevity of relevance.
Jan 7
•
FJ Research
13
7
Commodities 2026
The FJ Research Ranking, the Bottlenecks, and the One Equity Expression for Each Theme
Jan 3
•
FJ Research
8
3
December 2025
Glencore: Why the World’s Most Misunderstood Commodity Machine Is Worth Your Attention Right Now
Introduction
Dec 28, 2025
•
FJ Research
19
1
6
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
