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August Portfolio Update (#5)
The portfolio grew 126% YTD and contracted -6% in August
Sep 13
•
The Private Public Investor
7
2
Veeva Systems Deep Dive
The Most Durable Software Moat in the Market
Sep 6
•
The Private Public Investor
9
3
August 2026
New Stock I’m Accumulating
A Picks and Shovels Robotics Play
Aug 25
•
The Private Public Investor
6
2
6
Celsius Q2 Update
The Core Brand, Leadership Changes and Valuation
Aug 23
•
The Private Public Investor
12
5
July Portfolio Update (#4)
The portfolio grew 140% YTD and contracted -23% in July
Aug 9
•
The Private Public Investor
13
3
America Just Banned Foreign Robots
Entering the Nationalism Era of Robotics
Aug 4
•
The Private Public Investor
10
1
6
July 2026
AMD Deep Dive (updated)
The Leader in Agentic Compute
Jul 28
•
The Private Public Investor
14
1
9
Celsius Holdings Deep Dive
The multi-brand energy platform
Jul 22
•
The Private Public Investor
43
7
23
June Portfolio Update (#3)
The portfolio grew 209% YTD and 13% in June
Jul 11
•
The Private Public Investor
10
3
Top 2 Picks for the Remainder of 2026
An AI infrastructure beast and a consumer growth brand
Jul 3
•
The Private Public Investor
8
4
June 2026
How Cash Flow Fuels Growth
The Engine of Reinvestment and Scale
Jun 22
•
The Private Public Investor
17
1
6
The Next Phase of This Journey
Join me to outpace the index in this generational supercycle
Jun 20
•
The Private Public Investor
10
1
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