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TRÉSOR PRIVÉ

/trɛ.zɔʁ pʁi.ve/

A personal archive of stock ideas and market analysis, focused on swing-trade dynamics.
Not financial advice.
Research blends LLM-assisted document analysis with my own notes.
TRÉSOR PRIVÉ
/trɛ.zɔʁ pʁi.ve/

A personal archive of stock ideas and market analysis, focused on swing-trade dynamics.
Not financial advice.
Research blends LLM-assisted document analysis with my own notes.

  • EnerSys (ENS): Great Battery Business, Mediocre Bet
    Invest

    EnerSys (ENS): Great Battery Business, Mediocre Bet

    Read More EnerSys (ENS): Great Battery Business, Mediocre BetContinue

  • Hyped Skies, Hard Landings: Owning AVAV, AXON and the Drone Boom Without Getting Wrecked
    Invest

    Hyped Skies, Hard Landings: Owning AVAV, AXON and the Drone Boom Without Getting Wrecked

    Read More Hyped Skies, Hard Landings: Owning AVAV, AXON and the Drone Boom Without Getting WreckedContinue

  • SpaceX Owns the Dream. IRDM, MDA, and RKLB Own the Cash.
    Invest

    SpaceX Owns the Dream. IRDM, MDA, and RKLB Own the Cash.

    Read More SpaceX Owns the Dream. IRDM, MDA, and RKLB Own the Cash.Continue

  • Covered Call ETFs: Income Now, Regret Later
    Invest

    Covered Call ETFs: Income Now, Regret Later

    Read More Covered Call ETFs: Income Now, Regret LaterContinue

  • Iridium (IRDM): The Monopoly the Market Keeps Pricing Like It’s Dying
    Invest

    Iridium (IRDM): The Monopoly the Market Keeps Pricing Like It’s Dying

    Read More Iridium (IRDM): The Monopoly the Market Keeps Pricing Like It’s DyingContinue

  • The MOVE Index: Wall Street’s Favorite Lie
    Invest

    The MOVE Index: Wall Street’s Favorite Lie

    Read More The MOVE Index: Wall Street’s Favorite LieContinue

  • Thermon (THR): The Oilfield Plumber That Might Become Climate Infrastructure
    Invest

    Thermon (THR): The Oilfield Plumber That Might Become Climate Infrastructure

    Read More Thermon (THR): The Oilfield Plumber That Might Become Climate InfrastructureContinue

  • The Portfolio That Deserves to Exist
    Invest

    The Portfolio That Deserves to Exist

    Read More The Portfolio That Deserves to ExistContinue

  • The Canadian Dividend Trap
    Invest

    The Canadian Dividend Trap

    Read More The Canadian Dividend TrapContinue

  • What Really Happens If Your Canadian Broker Blows Up
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    What Really Happens If Your Canadian Broker Blows Up

    Read More What Really Happens If Your Canadian Broker Blows UpContinue

  • Your Worst Enemy Has a Brokerage Account
    Invest

    Your Worst Enemy Has a Brokerage Account

    Read More Your Worst Enemy Has a Brokerage AccountContinue

  • The Psychology of the Hidden Vault, part 2
    Invest

    The Psychology of the Hidden Vault, part 2

    Read More The Psychology of the Hidden Vault, part 2Continue

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