FJ Research

FJ Research

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Why Bullish Moves to the Front of My Watchlist - $BLSH
Bullish continues to evolve into one of the most compelling financial infrastructure stories in the market.
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FJ Research
I sold one position today
The market is shaking again and this is the moment when serious investors quietly make their biggest moves.
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FJ Research
Rocket Lab. The Next Strategic Infrastructure Company in Space
I spent the last days reviewing Rocket Lab’s latest investor presentation from the Q3 earnings update.
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FJ Research
Oscar Health Update: Understanding the Current Volatility
The recent selloff in health insurers and hospital stocks has caused understandable concern among investors who hold exposure to the Affordable Care Act…
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FJ Research
Owning Oscar Health Through Volatility and Into Maturity
This is an update on Oscar Health and why I continue to increase my ownership in this company. For me this is not about trading a stock or trying to…
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FJ Research

October 2025

The Problem with UnitedHealth Group (UNH)
UnitedHealth Group has long been the symbol of stability in American healthcare.
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FJ Research
New Fortress Energy: A Broken Giant at $1.50 — or the Next 30x Distressed Revival
This is not a compounder.
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FJ Research
The Window Is Open: My Exact Buy Zones Before the Next Market Reset
I rarely publish short-term updates.
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FJ Research
GTT: The Royalty Engine At The Heart Of Global LNG
Ticker GTT, Euronext Paris
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FJ Research
A New Chapter for FJ Research
A New Chapter for FJ Research
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FJ Research
The Next Great Bottleneck
There are moments in every technological revolution when the story shifts from narrative to necessity.
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FJ Research
LandBridge (LB): The Rise of a Powered Land Giant
When you look at the most powerful wealth-creation stories in history, they often share one thing in common.
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FJ Research
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