My name is James, and this is my personal blog about finances, the stock market, and investments. This blog is for me to document, learn and improve as an investor. Think of it as a diary or an investing journal.
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Disclaimer: I am not a financial advisor. Take anything I say for entertainment purposes only.
Latest from the Blog
The Clothing Company Outperforming Nvidia
Aritzia’s Q3 FY2026 was one of its best quarters ever—like a walk-off home run in the playoffs. For the first time in the company’s history, they crossed the CAD 1 billion revenue mark in a single quarter, hitting CAD 1.04 billion, up 42.8% YoY. Aritzia grew sales by nearly 43% while increasing inventory by only…
Investment Thesis: LA Chargers 2026–27 Championship (Prediction Market Play)
Asset Class: NFL Event Contracts (e.g., Robinhood, Kalshi) Time Horizon: 12–14 Months Conviction Level: High (Conditional on Jesse Minter’s retention) I. Executive Summary The market will likely misprice the LA Chargers due to recency bias following their 16–3 Wild Card exit. By applying first principles, I identify a massive gap between the “Playoff Loser” narrative…
Revolve’s Superpowers: A Rare and Powerful Combination Most Investors Completely Overlook
Revolve Group (NYSE: RVLV) is the forgotten champion of apparel retail. While Wall Street obsesses over hyper-growth names and retail investors chase the next meme stock, Revolve quietly operates one of the strongest, most defensible business models in the entire consumer sector. It’s dismissed as “just another overpriced clothing seller,” but that superficial take misses…
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