Stock Thoughts

News, filings, etc.

7/13-8/9

Aug 11 • Stock Thoughts

4

Amazon Is Eating the World: 2Q Earnings Review

The Numbers

Aug 4 • Stock Thoughts

4

META 2Q26 Earnings Update

See my writeup from last July where I laid the groundwork on this thesis.

Aug 2 • Stock Thoughts

3

1

July 2026

What I've Been Reading (7/5-7/12)

Software in no-man's land, agentic AI use at Citadel, and more

Jul 13 • Stock Thoughts

4

1

What I've Been Reading (6/14-7/5)

Three weeks of news and filings.

Jul 5 • Stock Thoughts

2

June 2026

Tidewater (TDW): a first-pass look

Largest pure-play owner of offshore support vessels

Jun 27 • Stock Thoughts

1

What I've Been Reading

Two weeks of news and filings.

Jun 15 • Stock Thoughts

2

What I Read This Week

5/22 - 5/30

Jun 1 • Stock Thoughts

2

May 2026

What I Read This Week

CCOI, cable vs Starlink, Apollo on Eisman, the AI lab reshuffling, PRPL/SNBR survival odds, and a Claude-on-my-PA self-portrait.

May 21 • Stock Thoughts

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 • Stock Thoughts

3

What I’m trying to understand about mattresses and furniture

I keep coming back to this question.

May 6 • Stock Thoughts

1

April 2026