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They Were the Villain of Dumb Money. I Hated Them Too. Until I Saw the Numbers.
A 7 min read on a name I hated ... and then didn't hate.
Apr 1
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They Were the Villain of Dumb Money. I Hated Them Too. Until I Saw the Numbers.
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So You Missed Nubank at $5?
Don’t Miss What’s Coming for StoneCo and PagSeguro in Brazil. A vibes dive, looking at PIX, the competitive landscape, valuations, and ways to play it.
Mar 22
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Victaurs
15
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So You Missed Nubank at $5?
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Things Done Changed: European Bank Picks in 2025
A must read for Euro Bank afficionados
Apr 29
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Things Done Changed: European Bank Picks in 2025
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3
The Bank Portfolio I’d Build Right Now if I Wanted to Beat the Market
A dive into banks. All banks. And nothing but banks.
Apr 19
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14
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The Bank Portfolio I’d Build Right Now if I Wanted to Beat the Market
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3
The Hidden Debt Bomb Behind the Tariff War. And Why It Matters to You
A quick primer on why the tariffs happened, what they mean going forward, and where we're going from here.
Apr 6
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10
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The Hidden Debt Bomb Behind the Tariff War. And Why It Matters to You
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The Big Money Shift: Hidden Global Market Trends, Flows You Can’t Afford to Ignore, And Trump's Effect
Macro thoughts, the U.S. vs. ROW, a dive into Euro Banks, U.S. flows, ROW flows, and my thoughts on what Trump really wants (besides volatility)
Mar 1
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15
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The Big Money Shift: Hidden Global Market Trends, Flows You Can’t Afford to Ignore, And Trump's Effect
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3
The Edge Within: The Keys of the Survivor Personality
How building four key strengthens can improve your abilityt to perform no matter what life throws at you.
Jun 1
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16
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The Edge Within: The Keys of the Survivor Personality
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Stablecoins: The Dollar Shouldn't Sleep
The only primer you need to read to learn that while the old system sleeps, new rails are being laid: faster, cheaper, and always on. And that sooner or…
May 28
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Stablecoins: The Dollar Shouldn't Sleep
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The Run In The Villain of Dumb Money.
A short update on Robinhood (HOOD)
May 25
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The Run In The Villain of Dumb Money.
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The Rhythm of Repricing
Why Duration, Conviction, and Discomfort Shape the Edge
May 22
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The Rhythm of Repricing
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Flows Are Turning Green In Brazil and Things Are Quietly Shifting for NU & STNE
Updates on Brazil, a few longs we've won on, and thoughts on adaptability.
May 18
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Flows Are Turning Green In Brazil and Things Are Quietly Shifting for NU & STNE
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Not as Cheap as You Think: The Real Story Behind NEWT
A read into a bank favorite that is confusing at best.
May 14
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10
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Not as Cheap as You Think: The Real Story Behind NEWT
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