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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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A Hidden Champion From Switzerland
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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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Rocket Lab – My First Step into a Potential Category-Defining Space Company
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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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Pfisterer: A 100-Year-Old German Secret With 4x Potential
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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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Why I’m Dropping My Paid Subscription to $50 a Year
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July 2025
The Quiet Restructuring of Financial Markets
The structure of financial markets is changing.
Jul 28
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The Quiet Restructuring of Financial Markets
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The Rothschild Way: RIT Capital’s Hidden Power
When the world feels chaotic, investors search for resilience.
Jul 23
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The Rothschild Way: RIT Capital’s Hidden Power
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The House That Never Falls
Every few decades, Wall Street crowns a new king.
Jul 16
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The House That Never Falls
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3
Action Plan: Oscar Health
Dear Full Members,
Jul 13
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Action Plan: Oscar Health
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Why Thrive Capital Is Still Buying Oscar Health While Everyone Else Panics
There are moments in every investor’s journey where the market’s mood and the fundamentals of a company drift so far apart that it feels surreal.
Jul 12
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Why Thrive Capital Is Still Buying Oscar Health While Everyone Else Panics
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The Game Plan
How to Accumulate Wealth with Oscar Health and Apollo Global Management
Jul 5
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The Game Plan
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Oscar Health and Policy: Why This Is No Shock
Oscar Health is a company deeply misunderstood by the market.
Jul 4
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Oscar Health and Policy: Why This Is No Shock
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June 2025
Apollo Global Management: The Best Game in Town
There are many companies that claim, or have others claim for them, that they are “the next Berkshire Hathaway.” Most of the time, this comparison is…
Jun 29
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Apollo Global Management: The Best Game in Town
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