Members-only research
See exactly
what I own,
why & when
in real time.
Concentrated positions, transparent performance, and weekly research notes — built for investors who care more about reasoning than reach.
Live performance
—
Total return
Win rate
—
Avg hold
14 mo
Open positions
12
Since
2019
How it works
Three steps to mirror the book.
01
Signal
Receive a research-driven alert the moment a new position is opened, trimmed, or closed — with full thesis attached.
02
Mirror
See exact sizing, cost basis, and portfolio weight. Mirror the trade in your own account with complete transparency.
03
Room
Access the members-only research room: weekly notes, macro context, and direct Q&A on every active position.
Sample call
What a recommendation looks like.
Every alert includes ticker, direction, sizing, and reasoning — so you know exactly what to do and why.
Membership