Archive - Playing For Doubles

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

When Good Companies Hit Debt Trouble, Smart Money Gets Rich

Jul 7

June 2025

Clarity vs Uncertainty: A Lesson From The Tariff Trade

An Incomplete Mental Model

Jun 30

April 2025

Sell the Uncertainty, Buy the Clarity

Relief Rally Coming?

Apr 1

February 2025

Deepseek And The Power of Catalysts

A 50-Bagger in a Weekend

Feb 17

January 2025

2025 S&P500 Returns

Will They Be Great Again?

Jan 16

Ted Weschler and Valassis

A Homerun Investment

Jan 1

December 2024

Investing in Ambiguity

How to Identify Mavericks?

Dec 26, 2024

The Hidden Math of Portfolio Success

The Importance of Building A Winning Team

Dec 17, 2024

Advance Auto Parts (Ticker: AAP)

Betting on a Turnaround

Dec 9, 2024

A Skeptic's Guide to Stock Investing

A More Realistic Approach

Dec 2, 2024

November 2024

The Price of Admission

Nov 15, 2024

Trump: The Bitcoin President

Are You Bullish Enough?

Nov 8, 2024

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