Archive - FJ Research

Glencore: Why the World’s Most Misunderstood Commodity Machine Is Worth Your Attention Right Now

Dec 28, 2025 • FJ Research

One thing is clear.

Paid members have already made far more money in a very short period of time than the 50 USD per year membership costs.

Dec 23, 2025 • FJ Research

Oscar Health, ACA Subsidies, and the Market’s Misreading of 2026

I generally do not enjoy talking about politics.

Dec 19, 2025 • FJ Research

This May Be One of the Most Asymmetric Opportunities for 2026

Markets move in cycles.

Dec 10, 2025 • FJ Research

The Most Durable Infrastructure Asset In Europe

Every investment cycle produces a few companies that sit quietly in the background while the world gets louder around them.

Dec 3, 2025 • FJ Research

November 2025

Kraken Robotics: The Quiet Infrastructure War Beneath the Surface

Most investors spend their time fighting over surface level stories.

Nov 26, 2025 • FJ Research

Don’t Miss What’s Happening Now

Dear FJ Research Community,

Nov 21, 2025 • FJ Research

How I Decide What to Buy Next

Read this carefully.

Nov 18, 2025 • FJ Research

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.

Nov 17, 2025 • 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.

Nov 13, 2025 • 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.

Nov 11, 2025 • 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…

Nov 10, 2025 • FJ Research

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