Insider Stocks · For members
An entry from my investing journal, for members.
Google went from $143 to $300 in months after appearing in my April shopping list. The narrative shifted from 'Search is dead' to 'full-stack AI solution.' Same company, different story. Here's my November 2025 shopping list for deploying $100k today.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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