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$BLSH - Owning the Rails of Tokenized Finance
The rails for tokenization and institutional crypto adoption
Sep 27
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FJ Research
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Netskope: Security for the Cloud and AI Era
Introduction
Sep 26
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FJ Research
19
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FJ Research Portfolio Update - SELL
At FJ Research I follow one principle: ultra-concentration.
Sep 24
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FJ Research
4
1
Bullish: Where Digital Assets & Institutional Rigor Meet
If you are serious about outperforming the market, you cannot afford to stay in your comfort zone.
Sep 18
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FJ Research
18
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Gaztransport & Technigaz – A Category-Defining European Champion
A member of the FJ Research community recently brought GTT to my attention, and I want to take this opportunity to say thank you.
Sep 6
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August 2025
The Making of a Cult Stock in Real Estate
There are moments in markets when a broken stock meets a real business opportunity.
Aug 31
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15
ServiceTitan: Building the Operating System for the Trades
Bold Bets on Category-Defining Companies
Aug 23
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FJ Research
26
4
MidCap Financial: A Fortress in Private Lending
The capital markets for small and mid-sized companies are undergoing a profound transformation.
Aug 19
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FJ Research
16
4
A Hidden Champion From Switzerland
There are companies that operate quietly, far from the spotlight of Silicon Valley or Wall Street.
Aug 17
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FJ Research
16
5
Rocket Lab – My First Step into a Potential Category-Defining Space Company
I bought my first shares of Rocket Lab today.
Aug 11
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FJ Research
18
3
Pfisterer: A 100-Year-Old German Secret With 4x Potential
Pfisterer is now my third position alongside Apollo and Oscar.
Aug 3
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33
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Why I’m Dropping My Paid Subscription to $50 a Year
I’m doing something that might piss off some people.
Aug 2
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FJ Research
21
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