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Jan 11
•
Mike Kafanov
5
Kawasaki Heavy: The Bet Beyond the Motorcycles
Unlocked Edition #12. May 2026
3 hrs ago
•
Mike Kafanov
1
When Iran Boils: Three U.S. Oil Plays
Issue #69. May 2026
May 13
•
Mike Kafanov
Three Plays in the Used-Car Lot
Issue #68. May 2026
May 8
•
Mike Kafanov
Betting on Bureaucracy Beating AI (For Now)
Unlocked Edition #11. May 2026
May 1
•
Mike Kafanov
Latest
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A Pit-Stop Buy
Issue #67. April 2026
Apr 28
•
Mike Kafanov
Blueprints for a Bounce: The Case for Nemetschek
Unlocked Edition #10. April 2026
Apr 27
•
Mike Kafanov
Going Long on Long Haul
Issue #66. April 2026
Apr 21
•
Mike Kafanov
Investing in the Worst Subscription Cancellation Flow on the Market
Unlocked Edition #9. April 2026
Apr 16
•
Mike Kafanov
Four Plays in the Semi Supply Chain
Issue #65. April 2026
Apr 14
•
Mike Kafanov
1
One More AI Infrastructure Play
Issue #64. April 2026
Apr 10
•
Mike Kafanov
1
Hitting the Right Note With Music Giants
Unlocked Edition #8. April 2026
Apr 3
•
Mike Kafanov
2
When Shipping Gets Tight: Riding the Rate Spike
Issue #63. March 2026
Mar 31
•
Mike Kafanov
1
Built for Chaos: Betting on Commodity Trading Houses
Unlocked Edition #7. March 2026
Mar 27
•
Mike Kafanov
1
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