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Portfolio Update: Why I Just Sold Rocket Lab and Reallocated Into a Once-in-a-Decade Opportunity
Today, I want to share an important portfolio move with you: I have fully exited my position in Rocket Lab.
 • FJ Research
A Sub $200 Million Market Cap German Drilling Company That Could Double
Let me start with this.
 • FJ Research
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.
 • FJ Research
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.
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Why I Don’t Own Universal Music Group (Despite Loving the Business)
FREE READ
 • FJ Research
🇳🇴 Vår Energi - 14% Dividend Yield Backed by Real Cash Flow, Not Hope
I spend most of my time looking for category-defining companies.
 • FJ Research

January 2026

Uniper Is Not Cheap. It’s Mis-Owned. And That’s Where the Return Comes From.
FREE READ!
 • FJ Research
Uniper: Political Dead Money or Europe’s Next Energy Re-Rating
Most investors still think Uniper is dead money.
 • FJ Research
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.
 • FJ Research
Quick take: Duolingo after the sell-off
FREE READ
 • FJ Research
CMS Data Just Landed. The ACA Did Not Collapse. And the Fear Was Wrong. $OSCR
I did not expect to write another update today.
 • FJ Research
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.
 • FJ Research
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