2025 Reflections, AI vs Software, VMS Moats, Portfolio Reshuffling & 2026 Predictions (with Heavy Moat Investments)

Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments

Fintech Rivalries, AI’s Dead End, and Market Forces: Snap Judgments on Salesforce, PayPal, Adobe, Wise vs. Stripe, and Adyen

Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo

Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments

Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons

Reflecting on Returns, Cash Drag & Wise’s Voting Control

Time to Buy Lululemon AGAIN?

This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown

Netflix’s $1 Trillion Plan Shocks Wall Street!

Time to Buy Adobe Stock?

Nasdaq’s SHOCKING 24/5 Trading Plan!

Discussing CASH! To Time or Not to Time the Market (pt. 4 w/ Andrew Brown)

Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)

Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)

Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)

Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks

A Look at Moncler's Stock: High Fashion, High Returns?

Celsius Buys Alani Nu: A Match Made in Heaven?

Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb