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Investing · @CAAccomplished on X
Investing, out in the open
I've been investing since 2000. I started in the dot-com boom and have been through three crashes since. I studied economics with a specialization in finance: portfolio theory, Black & Scholes, currency swaps and interest rate swaps. Since then I've watched that theory meet real markets.
I am an accredited investor. Alongside a public stock portfolio, I hold a set of pre-IPO stakes, and I had an exit in the Airbnb IPO. Technology and communication services are my biggest bets, and I keep a cash reserve as dry powder: after enough market cycles, you learn to stay liquid.
On X I post as @CAAccomplished: quick takes on market moves, and deep dives on the stocks I own and follow. The deep dives are published here in full, as research reports. Alongside them I share my point of view on wealth, generational wealth and tax. No hype and no tips: the work, and the lessons from twenty-five years of it.
Stock research
Full reports, newest first. Every report is dated, states its watchlist stance on the first page, and is built from company filings and other public sources.
NVIDIA is still accelerating. The new risk is that it has become its customers' banker.
A filings-based look at the operating business, the roughly $101B investment portfolio and the $108.5B of lease guarantees. Watchlist stance: positive on the fundamentals, with valuation and exposure risks rising.
Read the NVIDIA report · PDF, 563 KB
CoreWeave is a credit story first: it does not yet earn its interest bill.
The debt stack, the breakeven math on covering interest, and who would carry the loss if the AI cloud build-out stalls. Watchlist stance: high-risk, credit-led.
Read the CoreWeave report · PDF, 660 KB
Meta's ad engine is accelerating. This is the quarter it has to prove the capex.
The ad machine, the AI spending squeezing margins, the Reality Labs drag, and Muse, an early AI agent that could become a second revenue line. Watchlist stance: constructive.
Read the Meta report · PDF, 574 KB
Disclaimer
Everything published on this page is rooted in public data: company filings, earnings materials, published market data and public reporting. No material non-public information is used, and no report should be read as if it were based on any.
Nothing on this page is financial advice, investment advice or advice of any other kind. Nothing here is a recommendation, an offer or a solicitation to buy, hold or sell any security, or to follow any investment strategy. I am not your financial adviser, and reading this page does not create an adviser and client relationship.
I write about stocks I own and follow, and I may hold positions in the securities discussed. The opinions are mine alone, are stated as of the date of each publication, and may change without notice.
Investing involves risk, including the possible loss of the money invested. Figures are believed to be accurate at the date of publication but are not guaranteed: verify them against the primary filings before acting. Do your own research, and consider consulting a licensed financial adviser before making any investment decision.
I accept no responsibility or liability for any investment decision made by any reader, or for any loss arising from the use of this material.