Sep 14, 2026
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9 min read
The stock is down 77% in five years. The leggings are not the whole problem.
Sep 7, 2026
10 min read
The sportswear company lost its grip on the market it helped create. Now, with the stock down nearly 80% from its peak, is Nike is finally a bargain - or does the business we remember no longer exists?
Aug 16, 2026
7 min read
Uber is spending $10 billion on the technology built to replace its drivers. The real plan is much bigger than robotaxis.
Aug 9, 2026
We searched roughly 900 companies for our five highest conviction stocks worth owning. On Monday, each receives 20% of the portfolio - and the public record begins.
