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Getting Started: For New Subscribers
Read this if you just joined Outperforming the Market
Nov 12, 2025
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Welcome article (Start here)
Key features, links, who am I, what are my goals, my investment process and reviews and more
Dec 24, 2024
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Quick links for paid subscribers
Quick links for paid subscribers
Jan 6, 2025
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Jan 6, 2025
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The Barbell Portfolio
Dec 19, 2024
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52
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Nvidia: Raising (some) eyebrows
Oct 8, 2025
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40
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The AI Deep Dive: Deconstructing The AI Value Chain (Part 1)
Jan 24, 2025
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47
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The AI Deep Dive: GPU Wars - David Vs Goliath (Part 2)
Jun 6, 2025
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32
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The Barbell Portfolio | June update
Jun 18, 2025
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Reviews for Outperforming the Market
All reviews I have received from subscribers thus far
Dec 26, 2024
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Mobileye: Humanoid Acquisition, Higher Revenue Pipeline & A New Customer
Mobileye is on a roll at the start of 2026
Jan 16
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Nvidia: Setup For 2026
Nvidia looks to have a positive setup in 2026
Jan 14
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9
Weekly newsletter 148
All market and portfolio news for the week
Jan 12
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Equities Outlook For 2026
It is that time of the year when I attempt to predict where the equity markets will land in the next year.
Jan 9
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20
Zscaler: Meeting With Management Suggests Sell-Off Overdone
I got more color about the company's fundamentals after speaking to the Zscaler management team.
Jan 7
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10
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Rubrik: Investment Thesis Playing Out
Rare combination of strong revenue growth and profitability outperformance.
Jan 2
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Outperforming the Market
Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager
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