FJ Research | Substack

I Bought Amazon Yesterday. Here Is Why.

Bold Bets on Category-Defining Companies

Jun 4 • FJ Research

Most Popular

LandBridge (LB): The Rise of a Powered Land Giant

Oct 12, 2025 • FJ Research

Glencore: Why the World’s Most Misunderstood Commodity Machine Is Worth Your Attention Right Now

Dec 28, 2025 • FJ Research

The German Submarine Company With a 6x Revenue Backlog, 27% Margins, and a 4x Path Nobody in Your Network Is Talking About

Mar 11 • FJ Research

Why I Sold Hims & Hers: The Surface Cracks Beneath the Story

Jun 27, 2025 • FJ Research

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Recent posts

Health Is the New AI. The Fortunes Are Already Being Built.

The Next Wave of Capital Is Already Moving. Most Investors Will Miss It Again.

May 28 • FJ Research

I’ve Been Watching This One for Years. I Just Pulled the Trigger.

Bold Bets on Category-Defining Companies

May 18 • FJ Research

Oscar Health Is Up. I Am Not Selling a Single Share.

Oscar Health is up significantly over the past few weeks.

May 12 • FJ Research

Why I Am Aggressively Adding to Mercado Libre Right Now.

May 8 • FJ Research

Oscar Health Just Proved Everyone Wrong.

May 6 • FJ Research

I Just Went All-In on Two Stocks. This Is the Second One.

Apr 27 • FJ Research

I Sold Apollo and Green Brick. Here Is Exactly Why.

Concentration is a choice.

Apr 22 • FJ Research

Oscar Just Did Something Nobody Saw Coming

When I first wrote about Oscar Health, the thesis was simple: the best technology platform in individual health insurance, sitting directly in the path…

Apr 20 • FJ Research

I Just Made the Biggest New Move of the Year

I made a move this week.

Apr 16 • FJ Research

The Man Who Never Has a Down Year Is Still Holding This One

In a world drowning in health data and drowning in healthcare costs, the most valuable thing you can do is find disease earlier.

Apr 14 • FJ Research

The Lazy Man’s Way to Riches

Concordia, Integritas, Industria!

Apr 1 • FJ Research

Staying the Course. Adding to the Course.

The headlines are loud right now.

Mar 27 • FJ Research

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