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Reminiscences of a Shrub Operator
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Portfolio Review - February 2026
Plus: The "Holy Grail" of Trading
Feb 7
•
Le Shrub
171
38
5
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Wall of Supply VI - SpaceX Post-Mortem
Plus: Rotation Trades and a "Corner of the FT" Event Trade!
23 hrs ago
•
Le Shrub
87
14
2
Wall of Supply V - 2000 Parallels
Plus: Survival Tips!
Jun 10
•
Le Shrub
137
7
2
The Next Rolling Ponzi
At Shrubstack we have a working theory that money and monkeys like to rotate from one Ponzi to the next, depending on what’s currently “hot”.
Jun 8
•
Le Shrub
113
18
A Mega Bearish Setup
On Friday, the Nasdaq closed down 4.8% or a 1450 point drop, its biggest point drop ever.
Jun 7
•
Le Shrub
251
32
20
Wall of Supply IV - Machiavellian Game Theory
We continue our thought process around the SpaceX IPO and the subsequent “Wall of Supply”.
Jun 4
•
Le Shrub
121
9
1
Wall of Supply III - "Et tu, Bruv?"
I didn’t have this on my bingo card:
Jun 2
•
Le Shrub
127
12
2
Soft(ware) KISS
A KISS setup in Mega-Cap Software?!
May 28
•
Le Shrub
90
9
1
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Reminiscences of a Shrub Operator
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