I rarely publish short-term updates. FJ Research is built for long-term compounders, not for daily noise. But every once in a while, the market presents a rare window — a brief disconnect between price and value that only the most patient and prepared can take advantage of. This is one of those windows.
Valuations across the market look stretched. Momentum is fading. We could be entering a sharp sell-off that tests conviction. This is not a time to sell. It is a time to prepare. When the market panics, we stay rational. When others hesitate, we act. This is where wealth is built quietly, before confidence returns.
This note is not theory. It is a concrete action plan — what I am doing right now with my own capital. Clear buy zones. Clear price ranges. Clear conviction.
Inside, I share my full positioning in Oscar Health, Bullish, Apollo Global Management, LandBridge, and Rocket Lab — five category-defining companies at the center of future energy, finance, and technology infrastructure.
If you want to know exactly where I am buying, what I am holding, and how I am preparing for the next leg of the market, you can unlock the full Forward Note below.
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