Portfolio Construction
Transparency is paramount: we share our stress-tested research for hundreds of stocks with all clients. Your portfolio is unique to you, and you can monitor all positions and values as often as you like, be it quarterly, monthly, daily or hourly.
Equity Scenario Analysis
Our equity scenario analysis consists of maintaining over 250 financial models to stress test outcomes, which are compared against Wall Street target ranges. Our models have served as the foundation for our investments, and articles we have published - espousing the merits of stocks - include:
- Meta [Facebook] (META) - October 2022: "Meta (Facebook) Stock @ $100 - A Tech Stock Finally Worth Buying"
- Disney (DIS) - June 2023: "No Longer A Mouse Trap! Disney Shares Can Double In 3-5 Years"
- e.l.f. Beauty (ELF) - October 2023: "e.l.f. Beauty (ELF): 35-90% Upside Potential Within 6-24 Months"
- Celsius Beverage (CELH) - October 2023: "Celsius (CELH): 30-70% Upside Potential Within 6-24 Months"
- Nvidia (NVDA) - October 2023: "Nvidia (NVDA): Potential To Double Again Prior to 2026"
- Celsius Beverage - February 2024: "Celsius Beverage Poised To Pop Higher On A Pending Short Squeeze?"
Hedged Stock Investments (examples below images)
We have publicly published dozens of hedged stock investment structures on our website, under our 'Insights' sections, for:
- Advanced Micro Devices (AMD)
- Aflac (AFL)
- Airbnb (ABNB)
- Alibaba (BABA)
- Align Technology (ALGN)
- Amazon (AMZN)
- APA (APA)
- Arista Networks (ANET)
- Arm Holdings (ARM)
- Barrick Gold (GOLD)
- Boeing (BA)
- Cadence Design Systems (CDNS)
- Campbell Soup (CPB)
- Caterpillar (CAT)
- Celsius Beverage (CELH)
- Citigroup (C)
- Cloudfare (NET)
- Crowdstrike (CRWD)
- Crown Castle (CCI)
- Delta Airlines (DAL)
- Devon Energy (DVN)
- Dollar General (DG)
- Enbridge (ENB)
- Estée Lauder (EL)
- Etsy (ETSY)
- Ferrari (RACE)
- Fiverr (FVRR)
- Generac (GNRC)
- General Electric (GE)
- Halozyme Therapeutics (HALO)
- HCA Healthcare (HCA)
- Interactive Brokers (IBKR)
- Intuitive Surgical (ISRG)
- JD.com (JD)
- Kinder Morgan (KMI)
- Las Vegas Sands (LVS)
- Lululemon (LULU)
- Matador Resources (MTDR)
- Match Group (MTCH)
- Meta [Facebook] (META)
- MetLife (MET)
- Microsoft (MSFT)
- New Fortress Energy (NFE)
- NextEra Energy (NEE)
- Nike (NKE)
- ON Athletic (ONON)
- Pfizer (PFE)
- Prologis (PLD)
- QuantumScape (QS)
- Revolve (RVLV)
- Roblox (RBLX)
- Salesforce.com (CRM)
- Samsara (IOT)
- Scotts Miracle-Gro (SMG)
- Shopify (SHOP)
- Southwest Airlines (LUV)
- Target (TGT)
- Tesla (TSLA)
- The Trade Desk (TTD)
- UiPath (PATH)
- Vici Properties (VICI)
- Walmart (WMT)
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21st Century Investing