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CMS Data Just Landed. The ACA Did Not Collapse. And the Fear Was Wrong. $OSCR
I did not expect to write another update today.
Jan 14
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LandBridge (LB): The Rise of a Powered Land Giant
Oct 12, 2025
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The Next Great Bottleneck
Oct 18, 2025
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A Hidden Champion From Switzerland
Aug 17, 2025
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Why I Sold Hims & Hers: The Surface Cracks Beneath the Story
Jun 27, 2025
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How an Owner-Operator Turned Scarcity Into a Compounding Machine
Imagine a business that sits at the intersection of essential human demand, constrained supply dynamics, and longevity of relevance.
Jan 7
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Commodities 2026
The FJ Research Ranking, the Bottlenecks, and the One Equity Expression for Each Theme
Jan 3
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Glencore: Why the World’s Most Misunderstood Commodity Machine Is Worth Your Attention Right Now
Introduction
Dec 28, 2025
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One thing is clear.
Paid members have already made far more money in a very short period of time than the 50 USD per year membership costs.
Dec 23, 2025
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Oscar Health, ACA Subsidies, and the Market’s Misreading of 2026
I generally do not enjoy talking about politics.
Dec 19, 2025
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This May Be One of the Most Asymmetric Opportunities for 2026
Markets move in cycles.
Dec 10, 2025
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The Most Durable Infrastructure Asset In Europe
Every investment cycle produces a few companies that sit quietly in the background while the world gets louder around them.
Dec 3, 2025
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Kraken Robotics: The Quiet Infrastructure War Beneath the Surface
Most investors spend their time fighting over surface level stories.
Nov 26, 2025
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Don’t Miss What’s Happening Now
Dear FJ Research Community,
Nov 21, 2025
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How I Decide What to Buy Next
Read this carefully.
Nov 18, 2025
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Why Bullish Moves to the Front of My Watchlist - $BLSH
Bullish continues to evolve into one of the most compelling financial infrastructure stories in the market.
Nov 17, 2025
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I sold one position today
The market is shaking again and this is the moment when serious investors quietly make their biggest moves.
Nov 13, 2025
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