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Topicus. The Constellation Clone That Grows 5x Faster
A deep dive into the spin-off that took Constellation's playbook to Europe
Apr 21
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Cannibal Stocks
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Mark Leonard Wants His Grandkids to Hold This Stock for 50 Years
Inside the Constellation spin-off that trades at half its all time high.
Apr 16
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11
3
The Greatest Investor You Have Never Heard Of
How Mark Leonard turned $25 million into a $37 billion empire by buying tiny software companies nobody wanted
Apr 13
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The Setup That Made Volkswagen the Most Valuable Company on Earth
When Shorts Run Out of Shares
Apr 10
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10
4
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I Would Not Sell a Single Share for Ten Times What I Paid
This is exactly what I am betting on right now.
Apr 7
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4
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The Deepest Barrel
When the Lights Go Out, What Revolution Is Born?
Apr 4
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6
9
Calm Before the Storm
Inside the Quiet Disappearance of Alpha Metallurgical Resources — Part Two
Apr 1
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21
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March 2026
The Stock That Cannot Be Bought
Inside the quiet disappearance of Alpha Metallurgical Resources
Mar 31
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The Last Barrels
$65 Olive Oil Is Just the Beginning
Mar 28
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7
Don't Tell Me the Upside. Tell Me How I Lose Money
"Invert, always invert.” - Charlie Munger
Mar 26
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9
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The $50 Trillion Question: Who Survives Expensive Energy?
America has the oil. China has the refineries. Europe has a problem.
Mar 24
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Whitehaven Could 10x. Here's Why I'm Not Buying It.
Whitehaven Coal Could Be the Best Stock I Never Buy
Mar 19
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16
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