Stock Thoughts

What I Read This Week

Cable's LEO problem, Apollo on Eisman, AI lab shakeups, mattress survival math, and asking Claude how I use it on my PA.

May 21 • Uncovering Value

2

A Conversation with Adrien Navarre (TickerTrends)

From a teenage quant finance YouTube channel to building a leading consumer pre-purchase intent data platform

May 7 • Uncovering Value

3

What I’m trying to understand about mattresses and furniture

I keep coming back to this question.

May 6 • Uncovering Value

1

April 2026

March 2026

A Conversation with Jerry Diao (Richard Toad)

From actuarial consulting to building the most influential career brand in public equity research

Mar 18 • Uncovering Value

4

The One Variable That Swings Starlink's ROIC From 0% to 27%

I’ve spent the past week building a unit economics model for LEO satellite broadband -- specifically Starlink.

Mar 13 • Uncovering Value

4

February 2026

Edwin Dorsey’s Playbook: Betting on Yourself in Financial Media

Edwin Dorsey started The Bear Cave in his college dorm in February 2020.

Feb 9 • Uncovering Value

2

2

From Code to Capital: Why the Real AI Edge Is Systems, Not Summaries

I’m an equity analyst who’s been learning to build with AI tools over the past several months.

Feb 6 • Uncovering Value

6

January 2026

What 3 Months of X Data Actually Says (and Doesn't) About Engagement

I’m running a faceless Twitter account to sell an ebook.

Jan 27 • Uncovering Value

3

1

How to use the internet to get what you want

Most people think about social media like this:

Jan 23 • Uncovering Value

1

Dan Koe's Life Fix - Slide Deck

Dan Koe’s “How to Fix Your Life in 1 Day” is excellent.

Jan 19 • Uncovering Value

1

1

The Compounding Cost of 70% Consistency

What I missed by not systematizing sooner

Jan 18 • Uncovering Value

4