Special Situations

Jan 9, 2026

EV sales are down, FSD is falling behind, and Optimus is a mess, so why is Tesla worth $1.4 trillion?

Special Situations

Jul 21, 2025

I'm adding 3 positions to the "Special Situation Portfolio" that are all short the market.

Special Situations

Apr 7, 2025

I'm taking a 260% gain in a little over 2 months.

Special Situations

Jan 22, 2025

Hear me out.

Special Situations