Oct 21, 2026
•
3 min read
Waiting for the right entry.
Oct 18, 2026
4 min read
Navigating a brutal mid-week tech flush without abandoning your discipline.
Oct 14, 2026
What Nike and Lululemon Taught Me About Brand Loyalty
Oct 10, 2026
6 min read
How to handle mid-week market noise — and why we're not rushing to exit BKNG.
Oct 6, 2026
And the out-of-office edge
Oct 3, 2026
Staying calm, protecting capital, and letting the weekly close do the work.
Sep 29, 2026
2 min read
What Max’s Baku drive teaches us about handling red market days.
Sep 26, 2026
Why we’re not selling Adobe, holding Novo, and trusting the weekly close.
Sep 23, 2026
A lesson in persistence.
Sep 20, 2026
Why we locked in +115% on CRWD, where NFLX tested support to the cent, and holding CRWV through macro noise.
Sep 16, 2026
1 min read
Today is monumental. While the Fed decides rates against a $100 oil backdrop, our portfolio rules keep the emotion out of the room.
Sep 12, 2026
5 min read
Patient capital. Systematic decisions. Real portfolio execution.
Sep 4, 2026
One real portfolio. Six triggers. No trades this week — here's why.
