I don't spend my time looking for the next 10% trade. I'm looking for the next Carvana, like when I got into it at $15 in May 2023. The next stock the market has written off that could become worth 10, 20, even 100 times more. But finding one means doing the work most people skip. Reading the filings. Understanding the debt. Studying the management and board. Figuring out what the market is missing — and what would prove the thesis wrong. I share my broader thinking publicly. My X subscribers get the deeper research, ongoing thesis updates, the evidence I'm tracking, and a private AMA Space with me every week. Not every idea works. Not every stock deserves to be bought. And sometimes the right answer is to do nothing. If you want to understand the work behind the conviction, that's what my subscriber community is for. Subscribe through my X profile.

Going live today from 4:15–5:00 PM ET for an exclusive X Subscribers AMA Spaces. 45 minutes. No prepared questions. Ask me anything. Stocks. Markets. Music business. Building businesses. Life. Just an open conversation with the people who support what I'm building here. See you at 4:15. 👊

Drake's being sued over "Janice STFU." Here's what caught my eye. The plaintiff says he set out to reimagine Lykke Li's "I Follow Rivers." But all 3 writers of that song are already listed as writers of Drake's song. The real fight is over what he added, and whether Drake's side heard it before the song was made. I read the federal complaint. New video.

Sick!

50 Cent's company leased a city-owned film studio in Shreveport for $200 a month. The 2024 lease is 37 pages. With notice by November 1, his company can walk away at the end of any year, with no liability to the city for leaving. If the city ever wants to accept an offer for the building, his company gets first refusal, usable from late 2032 while a federal mortgage remains. G-Unit pays the running costs. In May, the city council voted to extend the lease to 99 years. I haven't seen the amendment's terms. Starz canceled BMF.

I've been asking both my paid X subscribers and non-subscribers what they want more of from me. The message is pretty clear. You want deeper research into overlooked stocks, earlier access to new ideas, and regular updates on the investment theses I've already shared. You don't just want to know WHAT I think. You want to understand WHY I think it, what evidence I'm following, and what could prove me wrong. That's exactly the kind of work I love doing. So starting next week, I'm going to make this a regular part of my X subscriber offering: • Early access to new stock research • Deeper investigations into companies I believe the market is mispricing • Ongoing thesis updates as new evidence emerges I'll continue sharing my broader thinking publicly. Subscribers will get a deeper look at the work behind it. Thanks to everyone who voted. I'm listening, and I'm excited to build this with you.

😂😂😂

Taylor Swift said Scooter Braun wanted to silence her with an NDA that would only let her say positive things about him. But the published NDA draft tells a different story. And an email from Taylor's OWN lawyer reveals something even more surprising. I went through the documents. Here's what I found. 👇

NXDR composite at 75.2, signal reads BULLISH. Key proxy: iOS News rank with a score of 98.1. Bulls are charging.

I never said finding 100-baggers was easy. There are gut wrenching drawdowns. Apple has 3 70% drawdowns in its early life. That's par for the course for these 100 baggers and its why people get shaken out. Most VCs are lucky if they get 1 or 2 home runs out of 10. If I get that average over time, I'll be happy. Who is trying in public markets? Who? Name one other person.

I will be on with @BrianSozzi shortly on @YahooFinance ... Tune in!

For those who follow me but DON'T subscribe to my X account: What would be the biggest reason you'd consider becoming a paid subscriber? I'm building out the research offering and want your input.