Micron: Don't Get Shaken Out (Archive, Full Access)
Micron’s DRAM-focused portfolio and HBM leadership position it to benefit from prolonged memory market tightness.
5-Minute Pitches
Dynex Capital: This 15.4% Yield Still Has Room To Run (Archive)
A great option for income investors
Lumen's AI Narrative Meets Its Hard Revenue Reality (Archive, Full Access)
Lumen’s AI ambition confronts declining revenue, leverage, and a demanding EBITDA-growth hurdle.
Enbridge: A $41 Billion Growth Backlog Meets A Mainline Volume Threat (Archive, Full Access)
Enbridge’s growth backlog is offset by a Mainline Pipeline volume threat.
Performance
Portfolio Performance - Jul'26
Jul'26: ~6.2% annualized alpha, Sortino ~1.7, IR 0.53, low max drawdowns. Live, real-money portfolio.
Portfolio Performance - Jun'26
Jun'26: ~8.0% annualized alpha, Sortino ~2.0, IR 0.69, low max drawdowns. Live, real-money portfolio.
Portfolio Performance - May'26
May'26: ~7.5% annualized alpha, Sortino 2.0, IR 0.67, low max drawdowns. Live, real-money portfolio.
Portfolio Performance - Apr'26
Apr'26: ~7.7% annualized alpha, Sortino 2.0, IR 0.73, low drawdowns. Live, real-money portfolio.
