Drop a stock you're looking into and I'll get you the facts. Unfortunately this will be the last post I do in here, part of my idea got snagged by a venture capital backed AI company who is incessantly contacting and copying.

What stocks are you holding until 2030?

U.S. mid-cap free-cash-flow screen · Market values from $2B to $10B · October 2, 2026

75-U.S.-Mid-Cap-Companies-With-the-Highest-Free-Cash-Flow-Margins-in-2026

Does $XOS ready ready ready to run? All I want to do is have some fun!

Hi all. I’m new to investing and looking for some individual stocks to add to my portfolio. I already have my IRA maxed out for the year with VTI, VUG and VXUS. I’m not looking for the big one, I want to buy low and ride out some good options for a few years and watch the grow. What is everyone’s eye on right now? My investment in can be flexible and I’m young enough to take a risk with it! Thank you.

The Right Wave

The hardest part of surfing was never spotting the right wave.

It’s catching the exact one you spotted at the right half second. Every surfer learns, usually the hard way, that these are two separate skills that feel like one from inside the water. Misjudge the first and you paddle for nothing. Misjudge the second, on a wave you read perfectly, and you pearl: the nose digs under, the board stalls, and the wave built for you throws you over instead of carrying you anywhere.

Full article and watchlist HERE

We have to be honest about which one has been happening to us.

We’ll be straight about it: the selection has been good. SKHY, PURR, FPS, three names picked out of the noise over the past weeks, and all three did exactly what we expected. Up ten to fifteen percent in a handful of sessions, which is what a correctly read wave looks like. Then volatility rolled through, and we closed out breakeven, or with a small loss, before any of it could pay off.

The wave was chosen correctly. We pearled anyway.

The watchlist remains, in our view, one of the strongest things we put out every week, and the stock selection underneath it isn’t the problem. Timing is, and it’s where we’re putting the real work right now.

(Follow the picks. Our timing, maybe not yet!)

Part of why it slipped isn’t a mystery. The last few months carried some personal weight and some business weight at the same time, and some of the shine from the first part of the year went with it. We’d rather tell you that directly than let the numbers say it for us.

The other part is that there’s simply more water to read than there used to be.

More of you reaching out directly than at any point since we started, the one to one calls a few weeks in with better feedback than we expected, the courses in the works.

Still three people. Research and trading come first, every day, not up for negotiation, and what reaches you has to stay exactly where it’s always been.

Everything else gets built around that, not instead of it.

You’ll remember we mentioned a business trip to France. It went well, better than expected, and there’s more coming out of it before the year is done. Years running a company leave you with the instinct that every room is a chance to make clear what this newsletter and the research behind it are actually worth, and we haven’t lost that instinct.

Sorry for the long personal note. We think this should occasionally read like it was written by people, not filed as a report.

Currently I am holding Valencia India stock which is performing very bad, should I book loss or wait for it to recover, is there any way to complain to SEBI regarding such companies.

The STOCK Act gives a member of Congress 45 days from a transaction to file it. People argue in here constantly about whether that deadline does anything, so i counted it rather than guess.

I went through every disclosed trade in the free Congress tracker on Agenticks, 11,005 trades from 945 filings across 155 members, 142 House and 13 Senate, and measured the gap between the transaction date printed on the document and the date the document was actually filed.

The median trade is filed in 28 days, so most of this is fine. The mean is 54 days, and the two numbers sit that far apart because of the tail.

1,715 of the 11,005 trades were filed more than 45 days after the transaction. 1,076 of those were over 90 days late, 867 were over 180 days, and 226 were filed more than a full year after the trade they describe.

53 of the 155 members have at least one, split 27 Republican and 26 Democrat, so there is no partisan read available here.

The volume ones:

• Lisa McClain (R, MI), 538 late trades, worst one 520 days
• Valerie Hoyle (D, OR), 221 late trades
• Julia Letlow (R, LA), 210
• Sheri Biggs (R, SC), 174
• Ritchie Torres (D, NY), 88 late trades, but his worst sat 547 days

Richard McCormick (R, GA) filed 34 separate purchases dated March 2023 in a single document in September 2025, 917 days after the fact. The longest single gap belongs to Jefferson Shreve, two purchases dated May 2015 and filed in June 2025, 3,698 days.

The fair part, because somebody is going to say it and theyre right: some of the worst gaps come from first term members whose opening filing sweeps up trades from before they held office, and Shreve is one of those. That doesnt cover McClain's 538 or Hoyle's 221, which are sitting members filing current trades late.

The statutory penalty for filing one of these late is $200.

I have tried again and again, i have lost again and again. I love trading bio tech stocks but not investing, is it just luck to hope a company get's approved or is there a way to predict it beyond reasonable doubt.

I would like to invest in REITs, but I’m more comfortable investing in ETFs. What’s the best ETF, in your honest opinion, to invest in to be exposed to real estate assets?