New Buy Alerts
See the stock ideas I choose to highlight, with the rationale and key factors that matter to the decision.
You've seen my breakdowns of big stock-market claims. My annual membership takes the next step: the investment ideas I find compelling, the reasoning behind them, and the risks I'm watching.
One yearly subscription. Research and alerts for 12 months. No promises of returns.
A disciplined look at the opportunity, the valuation, and the downside—not just the headline.
Not another inbox full of breathless predictions. A place to see the opportunities I'm spending time on—and how I evaluate them.
See the stock ideas I choose to highlight, with the rationale and key factors that matter to the decision.
Access previously published member buy alerts and see what I've researched before you joined.
Read special reports and investment ebooks on the trends, businesses, and sectors I investigate.
Receive future member research and alerts published throughout your annual membership.
My free videos investigate what promoters are selling. Member research focuses on a different question: which opportunities, if any, are worth putting money behind?
Separate the real business opportunity from the promotional claim.
Consider the company's valuation, growth, risks, and what expectations are already priced in.
Explain why an idea earns attention, while being candid about what could change the thesis.
“A great story isn't enough. I want to understand the business, the price, and what needs to go right.”The investing approach behind my research
My work follows companies and trends that could shape the next decade, without assuming every exciting story is a good investment.
Where the demand is going, which businesses are positioned to benefit, and what investors may already be paying for.
Past research example: Micron (MU)Investment ideas behind the physical infrastructure supporting AI growth—from power systems to industrial capacity.
Past research example: Vertiv (VRT)The less-visible companies connecting compute, moving data, and enabling infrastructure expansion.
Past research example: Ciena (CIEN)Companies above are examples of subjects previously researched, not current buy recommendations or representations of performance.
If you've watched my YouTube investigations, you already know I don't take promotional claims at face value. The membership gives you a deeper look at the research and ideas that stand out to me.
See Membership DetailsThoughtful analysis, realistic expectations, and clear discussion of the risks behind each idea.
One membership. A year of new ideas, research, and access to the archive.
12 months of membership access
$299 billed annually. Renews yearly unless canceled. Taxes may apply.
You'll receive access to member buy alerts, the archive of previous alerts, exclusive research reports and ebooks, plus new research published during your 12-month membership.
The research is written to be understandable to individual investors, but you should understand that stocks can lose value and that every investment decision depends on your own circumstances and tolerance for risk.
New ideas and reports are published as opportunities arise. There is no promise of a fixed number of recommendations or a particular investment return.
Yes. Access to the archive of previous member buy alerts and eligible reports is included in the annual membership.
Yes. The membership is billed annually through Gumroad and renews unless canceled. You can manage your subscription using the options in your Gumroad account. Review the checkout terms before purchasing.
No. The research represents opinions and analysis, not a guarantee of profits or personalized investment advice. Stocks, including growth and speculative stocks, can lose substantial value.
Get the research, the reasoning, and a full year of new member content.
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