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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.

  • FintechWerx (WERX): a $2 million asymmetric option on survival
    Invest

    FintechWerx (WERX): a $2 million asymmetric option on survival

    Read More FintechWerx (WERX): a $2 million asymmetric option on survivalContinue

  • Planet Labs (PL): the most interesting bad business on the market
    Invest

    Planet Labs (PL): the most interesting bad business on the market

    Read More Planet Labs (PL): the most interesting bad business on the marketContinue

  • Better than Robinhood? ICE is the quiet killer app of the broker-bookie-banker trade
    Invest

    Better than Robinhood? ICE is the quiet killer app of the broker-bookie-banker trade

    Read More Better than Robinhood? ICE is the quiet killer app of the broker-bookie-banker tradeContinue

  • OSS: The Rugged AI Lottery Ticket With Terrible Odds
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    OSS: The Rugged AI Lottery Ticket With Terrible Odds

    Read More OSS: The Rugged AI Lottery Ticket With Terrible OddsContinue

  • 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
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    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
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    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
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    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
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    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
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    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
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    The Portfolio That Deserves to Exist

    Read More The Portfolio That Deserves to ExistContinue

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