Many subscribers asked for a single place to track all of our stock picks, so we built it:
A live scoreboard with the entry and current price on every position.
The free sheet shows every public call. Paid subscribers see every position we hold, including the 10 new ideas we’ve published over the last month - and we are regularly adding more and updating the scoreboard + sheet.
Every position listed is one we currently hold and continue to believe in. Newer calls show entry only until they have had time to play out.



Do you have any thesis work on these names or just list them?
Hey George-- I found you via Eisman. Love your way of thinking. If you could include position sizing that would be of interest. Perhaps I missed it. Thank you.