Weekly Picks
2โ3 conviction picks each week. Full thesis, catalyst, and tracked outcomes.
59%
Hit Rate
26 closed
+18.5%
Avg Winner
-9.8%
Avg Loser
1.9x
Win/Loss Ratio
52d
Avg Hold
38
Total Picks
12 open
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CRUSOPENQUALITY COMPOUNDERMEDIUM-HIGHPRO
A 28.45% ROIC business with $20.69 per share of net cash trades at 13.2x earnings at a 52-week low.
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Aug 30 ยท 20w
HGVOPENSPECIAL SITUATIONMEDIUMPRO
An activist at a $43.70 average cost and a $600M buyback landed within five days of each other on a 9.3x forward-earnings stock.
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Aug 30 ยท 22w
EVTCOPENCONTRARIAN MOMENTUMMEDIUMPRO
A payments processor beat by 4.8% on revenue, raised full-year guidance, and expanded its buyback to 7.9% of market cap, and still trades at 7.3x forward earnings.
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Aug 15 ยท 20w
KBROPENSPECIAL SITUATIONMEDIUM-HIGHPRO
A dated, tax-free separation 20 weeks out on a stock trading at 9.4x forward earnings after a 32% twelve-month decline.
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Aug 15 ยท 22w
BSXOPENVALUE TROUGHMEDIUM-HIGHPRO
A medtech franchise that beat its own Q2 guidance trades at roughly 14.7x forward earnings after a 56% derating.
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Aug 8 ยท 14w
HONAOPENSPECIAL SITUATIONMEDIUM-HIGHPRO
A spinoff completed 38 days ago cut guidance on supply, not demand, and lost 24% in a session.
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Aug 8 ยท 12w
ORCLOPENCONTRARIAN MOMENTUMMEDIUMPRO
Revenue accelerated to 17.35% and earnings grew 36.49% while the share price fell 62% from its high.
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Aug 2 ยท 8w
NFLXOPENVALUE TROUGHMEDIUM-HIGH50% posPRO
A 13% grower with 31.5% operating margins at 19x forward earnings, a multiple last available years ago, with the binary Q2 print already behind it.
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Jul 25 ยท 8w
CMCSAOPENVALUE TROUGHMEDIUMPRO
Consensus models a 22.4% year-over-year Q2 earnings decline, so the bar into 2026-07-23 is set on the floor.
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Jul 19 ยท 8w
COOOPENSPECIAL SITUATIONMEDIUMPRO
A medical-device compounder with 10 straight earnings beats trades about 26% off its high at 13.7x forward while its board runs a formal strategic review that could surface a Coope
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Jun 14 ยท 24w
PEPOPENSPECIAL SITUATIONMEDIUMPRO
A Dividend King yielding about 4% sits near a multi-year valuation low with Elliott pushing cost and portfolio actions into a mid-July earnings print, while international profit gr
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Jun 14 ยท 25w
FLSOPENSPECIAL SITUATIONMEDIUM-HIGHPRO
An activist with a margin-expansion playbook just engaged a flow-control compounder that has already added 860 bps of adjusted operating margin since 2022 and is targeting 20% by 2
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May 30 ยท 20w