Beachman’s Investing Brief

Beachman’s Investing Brief

Latest SWAT portfolio, charts and scorecard (START HERE)
Important links and roadmap for paid subscribers
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The only cloud stock I own...an emerging AI winner
Q3 earnings analysis: Part 6: Winners pulling ahead of the others
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🚨New position alert🚨: An AI stock at a major inflection point with strong 2026+ catalysts
Q3 earnings analysis: Part 5: Added a new AI infra play to our stable...
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The Thanksgiving that almost never was
This is why we invest...for life, for love and for happiness...
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Nvidia NVDA is a must-own AI stock for 2026
Q3 earnings analysis: Part 4: Sifting through the AI bubble narrative...
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Our investing game plan for the next 2 months and 2026: Risk tolerance and conviction
Our portfolio pivot towards 2026's best opportunities - Part5
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Q3 earnings analysis - 🚨 Added a new e-commerce stock 🚨
Trimming a transportation giant, cutting an adtech leader and bringing in a new "verb" stock...
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Q3 earnings analysis - Part 2
A streaming service, an e-commerce business, an AI networking favorite and more...
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When markets drop, we go hunting for multi-baggers...
We are closer to the end of the tunnel with multiple positive catalysts ahead...
Published on Beachman’s Salty Multi-baggers And Trades • 
Q3 earnings analysis - Part 1
A hyperscaler, an AI consumer company, a stock that we cut, a healthcare leader and more...
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Beachman’s Investing Brief
Beachman’s Investing Brief
Investing in AI stocks, growth tech investing, personal finance, early retirement, stock market, macro economic signals, AI investing with a retired Fortune 5 executive and beach nut.
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