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Is Wolfspeed the next Carvana (up 98X) or Rolls-Royce (up 19X)?
Jul 07, 2025

Is Wolfspeed the next Carvana (up 98X) or Rolls-Royce (up 19X)?

When Good Companies Hit Debt Trouble, Smart Money Gets Rich

Ahmad Jivraj
Ahmad Jivraj
Clarity vs Uncertainty: A Lesson From The Tariff Trade
Jun 30, 2025

Clarity vs Uncertainty: A Lesson From The Tariff Trade

An Incomplete Mental Model

Ahmad Jivraj
Ahmad Jivraj
Sell the Uncertainty, Buy the Clarity
Apr 01, 2025

Sell the Uncertainty, Buy the Clarity

Relief Rally Coming?

Ahmad Jivraj
Ahmad Jivraj
Deepseek And The Power of Catalysts
Feb 17, 2025

Deepseek And The Power of Catalysts

A 50-Bagger in a Weekend

Ahmad Jivraj
Ahmad Jivraj
Ted Weschler and Valassis
Jan 01, 2025

Ted Weschler and Valassis

A Homerun Investment

Ahmad Jivraj
Ahmad Jivraj
Investing in Ambiguity
Dec 26, 2024

Investing in Ambiguity

How to Identify Mavericks?

Ahmad Jivraj
Ahmad Jivraj
The Hidden Math of Portfolio Success
Dec 17, 2024

The Hidden Math of Portfolio Success

The Importance of Building A Winning Team

Ahmad Jivraj
Ahmad Jivraj
Advance Auto Parts (Ticker: AAP)
Dec 09, 2024

Advance Auto Parts (Ticker: AAP)

Betting on a Turnaround

Ahmad Jivraj
Ahmad Jivraj
A Skeptic's Guide to Stock Investing
Dec 02, 2024

A Skeptic's Guide to Stock Investing

A More Realistic Approach

Ahmad Jivraj
Ahmad Jivraj
The Investor's Drawdown
Nov 15, 2024

The Investor's Drawdown

The Price of Admission

Ahmad Jivraj
Ahmad Jivraj
Trump: The Bitcoin President
Nov 08, 2024

Trump: The Bitcoin President

Are You Bullish Enough?

Ahmad Jivraj
Ahmad Jivraj
Recycling Investment Capital
Nov 01, 2024

Recycling Investment Capital

Should we or should we not do it?

Ahmad Jivraj
Ahmad Jivraj
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Invest like a VC in the stock market, and outperform index funds. Let me convince you by showing you in real time.

Playing For Doubles

Invest like a VC in the stock market, and outperform index funds. Let me convince you by showing you in real time.

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