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Portfolio Update: May 2026

+171.0% since inception vs. +87.8% for the S&P 500
READ THE LATEST
The Outsiders 2.0: The 8 Best CEOs of Our Time
Who are the best capital allocators of our time?
 • Jimmy Investor
Deep Dive: Veeva Systems ($VEEV)
A misunderstood vertical SaaS with durable moats
 • Jimmy Investor
12 Lessons I Learned from Peter Lynch, the Original 100-Bagger Hunter
The mental models behind one of the greatest track records in history
 • Jimmy Investor
Meta ($META) is Back. Stronger Than You Think.
The big turning point - and how Meta is going to dominate the AI world.
 • Jimmy Investor
You're Not Buying Earnings. You're Buying Time.
A practical framework to analyze stock valuation using ROIC, CAP and the duration of excess returns
 • Jimmy Investor
Trade Alert #12: When Fundamentals Meet Flows
Two new high-quality additions to the portfolio - and a bit more liquidity on the sidelines…
 • Jimmy Investor
The AI Agent Era: Infinity War
Half of today’s software stack won’t survive what’s coming next. Find out which ones.
 • Jimmy Investor
Portfolio Update: April 2026
What worked (and what didn’t) in March - and the "Geopolitical Paradox"
 • Jimmy Investor
The 8 Interviews That Will Make You a Better Investor
Learn from the best: the 8 most important interviews in the history of investing
 • Jimmy Investor
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