The Next Phase of This Journey
Join me to outpace the index in this generational supercycle
We are living through one of the most opportunistic investing landscapes in the history of the world, and I don't think that's hyperbole.
AI is creating opportunity everywhere.
The AI infrastructure buildout, the physical robots about to walk into every warehouse, factory and eventually home on earth, autonomous land, air and maritime defense systems, the grid infrastructure rebuild, quantum computing, biotech and biology engineering breakthroughs, nuclear fusion, orbital and deep-space manufacturing.
This is a generational, once-in-a-lifetime setup that has the ability to create real wealth for the people actually paying attention. I've never been more excited to be an investor.
And I want to help you capitalize on it.
I've gone back and forth on this post more times than I'd like to admit. The last thing I want is to sound like every other guy on here who slaps up a paywall and acts like he's doing you a favor.
Let me explain this in the best way I’m able.
For 8 months I've put everything out for free — the deep dives, earnings notes, monthly portfolio updates and others.
I stepped it up last month and went all the way and showed you:
Every single dollar I've got in my portfolio
Where it’s allocated
How it moved from the prior month
Various analysis/insights on portfolio performance
How much is in my individual vs. Roth and why
This is sensitive information. But I want to commit to being as transparent as possible and allow this community to follow the portfolio for years to come.
And at the end of the day, my following will all come down to performance. And I’m confident I can beat the market. I’m already dominating the index the previous 3+ years…
I’ve built the institutional analysis skills through investment banking and private equity, and have paired these skills with almost 8 years of investing in the public markets.
But none of that matters to you unless it actually makes you money and makes you a better investor.
You don’t need an institutional background to beat the market anymore. Times have changed.
It’s always a great strategy to follow someone’s portfolio you trust, who lays out their work in public and who has consistently outperformed the index YoY.
—> That is what I am offering here on Substack.
And I’m playing with real money.
Here you can watch a portfolio grow (and shrink!) in real time — and see why every buy, sell and hold actually gets executed.
Here you can build your own instincts right alongside mine — so that a year from now you’re not just following me, you’re a sharper and more confident investor capitalizing on the biggest wealth-creation window any of us will ever see.
So with that — here is what changes going forward for Paid Members vs. Free Supporters:
At the end of the day, I want this Substack to be something I can run for years without burning out and dumping random AI takes in your feed just to keep posting.
One piece a week.
And a portfolio you can follow right alongside me as it appreciates in value — so over time I can actually help you get better at this and, yeah, help you beat the market.
Almost nobody on this platform opens their whole portfolio like this. I do.
Disclaimer: The information provided in this publication is for informational and educational purposes only and does not constitute investment, financial, or other professional advice. ThePrivatePublicInvestor and its authors are not registered investment advisors or broker-dealers. All opinions expressed reflect personal views as of the date published and are subject to change without notice. While efforts are made to ensure accuracy, no guarantee of completeness or reliability is given. Past performance is not indicative of future results. The author may hold positions in securities discussed. Use of this content is at your own risk.