APRIL 2026 PORTFOLIO UPDATE: Seasonal Investing Trends & Market Outlook

May 14, 2026

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March 2026 Portfolio Update

April 16, 2026

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February 2026 Portfolio Review

March 12, 2026

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January 2026 Portfolio Review

February 12, 2026

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December 2025 Portfolio Review

January 22, 2026

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November 2025 Portfolio Review

December 17, 2025

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October 2025 Portfolio Review

November 11, 2025

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September 2025 Portfolio Review

October 11, 2025

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August 2025 Portfolio Review

September 16, 2025

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What’s NU? Why we bought Nu Holdings

August 29, 2025

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Eli Lilly (LLY) — Investor Visit Recap: What Matters Now

August 22, 2025

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Our thesis on Power Corporation

August 22, 2025

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