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[COTW] How A $1.5 Trillion Military Compares

[COTW] How A $1.5 Trillion Military Compares

Why comparing a side-by-side of just how much the U.S. spends on defense is alarming

Jan 11, 2026

•

5 min read

Chart of the Week

Fear-Based Investing - Part 2 // Future of Weapons Screening

Fear-Based Investing - Part 2 // Future of Weapons Screening

Why a more dangerous everyday environment is allowing this stock to take advantage

Jan 5, 2026

•

34 min read

Longs

Table of Contents

Table of Contents

👉 Everything you're looking for is right here. Site navigation. 👈

Apr 16, 2024

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24 min read

🎙️ IC #8: Lessons From The Past

🎙️ IC #8: Lessons From The Past

Sharing learning lessons from 2025 investments to not repeat them // HIMS, GENK, LQDA, REAL

Dec 30, 2025

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5 min read

Podcast

Our 6 Investment Themes for 2026

Our 6 Investment Themes for 2026

What we're looking at ahead of the next year, and why they matter

Dec 22, 2025

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4 min read

Opinion

+1

Most Popular

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HIMS: Andrew Dudum. The "Teflon Don" of Telehealth

HIMS: Andrew Dudum. The "Teflon Don" of Telehealth

Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole

Oct 17, 2025

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30 min read

Quick Update: SNWV's Recent Pre-Announcement

Quick Update: SNWV's Recent Pre-Announcement

Rehashing the math after lowering FY'25 guide

Oct 7, 2025

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11 min read

A Double Hiding North of the Border

A Double Hiding North of the Border

Why we're excited about a small(ish) company in Maple Leaf country

Aug 11, 2025

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22 min read

Special Situation: Betting on WW Post-Bankruptcy

Special Situation: Betting on WW Post-Bankruptcy

Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss

Aug 25, 2025

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22 min read

REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

Why we've decided to look at this opportunity after an >50% drawdown from recent highs

Apr 17, 2025

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26 min read

HIMS: Napoleon Begins His March Towards Russia?

HIMS: Napoleon Begins His March Towards Russia?

Post-Q4 Earnings Commentary

Mar 3, 2025

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4 min read

Latest Posts

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[COTW] How A $1.5 Trillion Military Compares

Why comparing a side-by-side of just how much the U.S. spends on defense is alarming

Jan 11, 2026

•

5 min read

Paul Cerro
Paul Cerro
[COTW] How A $1.5 Trillion Military Compares

Fear-Based Investing - Part 2 // Future of Weapons Screening

Why a more dangerous everyday environment is allowing this stock to take advantage

Jan 5, 2026

•

34 min read

Paul Cerro
Paul Cerro
Fear-Based Investing - Part 2 // Future of Weapons Screening

🎙️ IC #8: Lessons From The Past

Sharing learning lessons from 2025 investments to not repeat them // HIMS, GENK, LQDA, REAL

Dec 30, 2025

•

5 min read

Paul Cerro
Paul Cerro
🎙️ IC #8: Lessons From The Past

Our 6 Investment Themes for 2026

What we're looking at ahead of the next year, and why they matter

Dec 22, 2025

•

4 min read

Paul Cerro
Paul Cerro
Our 6 Investment Themes for 2026

Fear-Based Investing - Part 1 // +226%

An update on Owlet (OWLT) after a ~226% run-up

Dec 9, 2025

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21 min read

Paul Cerro
Paul Cerro
Fear-Based Investing - Part 1 // +226%

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