Most people lose money in the market.
We give you the process to beat it.
The market gets emotional. You don't have to.
Prices move faster than fundamentals. That is when panic, FOMO and second-guessing take over. Discipline brings you back to the fundamentals.
Know why you own it, what can break the thesis, and what would make you sell. Before emotion gets a vote.
3 lenses. 9 questions. Every time.
Join the portfolio.
The public tier gives you selected Preflights. Membership is where the ongoing portfolio work, valuation zones and community live.
| Feature | Free | Membership | The Jump SeatYour private advisor, 1:1. |
|---|---|---|---|
| Price | $0 | $39/mo or $279/yr (save 40%)Founding rate until 31 Oct, then $47/mo |
$750/mo8 seats. Apply by 31 Oct.Sit beside me. We review your portfolio together. |
| Research | |||
| Selected Preflights | ✓ | ✓ | ✓ |
| Every Preflight | – | ✓ | ✓ |
| New deep dives as they are published | – | ✓ | ✓ |
| Portfolio & Community | |||
| Weekly written Q&A | – | ✓ | ✓ |
| Valuation zones | – | ✓ | ✓ |
| Full portfolio + watchlist | – | ✓ | ✓ |
| Member community | – | ✓ | ✓ |
| Your advisor | |||
| Direct access to your advisor | – | – | ✓ |
| Monthly 1:1 call, 30 minutes | – | – | ✓ |
| Your portfolio reviewed | – | – | ✓ |
| One company of your choice analysed each quarter | – | – | ✓ |
| Get started | Join free | Subscribe | Take a seat |
Cancel anytime. No lock-in. Billed in USD.
Small enough to know what you own.
18 positions I own with real money. Few enough to know each one. A few are public. Members see the full portfolio, the watchlist and my analysis of each position.
Join the research.
60% of retail investors lose money. Don't be the 60%.
Selling in a panic. Buying on a tip. Holding on hope. Each analysis runs one company through the same nine questions, so the decision is made before the market tests you.
- Focus: 18 stocks, so the noise stays out
- Discipline: the decision is made before the market tests you
- Accountability: members who ask why you own it before you sell