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Home
Holdings
About
+130%. And the Story Is Just Getting Started.
Bold Bets on Category-Defining Companies
16 hrs ago
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FJ Research
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LandBridge (LB): The Rise of a Powered Land Giant
Oct 12, 2025
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Glencore: Why the World’s Most Misunderstood Commodity Machine Is Worth Your Attention Right Now
Dec 28, 2025
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The German Submarine Company With a 6x Revenue Backlog, 27% Margins, and a 4x Path Nobody in Your Network Is Talking About
Mar 11
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Why I Sold Hims & Hers: The Surface Cracks Beneath the Story
Jun 27, 2025
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Recent posts
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I Bought Amazon Yesterday. Here Is Why.
Bold Bets on Category-Defining Companies
Jun 4
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FJ Research
16
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2
Health Is the New AI. The Fortunes Are Already Being Built.
The Next Wave of Capital Is Already Moving. Most Investors Will Miss It Again.
May 28
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FJ Research
12
6
I’ve Been Watching This One for Years. I Just Pulled the Trigger.
Bold Bets on Category-Defining Companies
May 18
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FJ Research
12
8
Oscar Health Is Up. I Am Not Selling a Single Share.
Oscar Health is up significantly over the past few weeks.
May 12
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FJ Research
15
4
Why I Am Aggressively Adding to Mercado Libre Right Now.
FREE READ
May 8
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FJ Research
14
2
4
Oscar Health Just Proved Everyone Wrong.
FREE READ
May 6
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FJ Research
13
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I Just Went All-In on Two Stocks. This Is the Second One.
FREE READ
Apr 27
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FJ Research
28
8
5
I Sold Apollo and Green Brick. Here Is Exactly Why.
Concentration is a choice.
Apr 22
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FJ Research
6
3
Oscar Just Did Something Nobody Saw Coming
When I first wrote about Oscar Health, the thesis was simple: the best technology platform in individual health insurance, sitting directly in the path…
Apr 20
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FJ Research
16
2
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I Just Made the Biggest New Move of the Year
I made a move this week.
Apr 16
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FJ Research
8
5
The Man Who Never Has a Down Year Is Still Holding This One
In a world drowning in health data and drowning in healthcare costs, the most valuable thing you can do is find disease earlier.
Apr 14
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FJ Research
15
2
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The Lazy Man’s Way to Riches
Concordia, Integritas, Industria!
Apr 1
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FJ Research
8
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