Dragon's Den Investing

Q1 '26 Reflections and Performance

In this week's article I walk through my thoughts on Q1 2026, and outline my own performance as well as indexes and peers.

Apr 6 • Dragon's Den Investing

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March 2026

On Sticking With Your Thesis

A little over two years ago I wrote about why I thought oil was a smart long-term investment considering the geopolitical situation in the Middle East.

Mar 30 • Dragon's Den Investing

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February 2026

Thoughts on Software's Big Selloff

Over the past two weeks nearly every software stock has fallen at least 10%, with some selling off 80%+. In this article I detail why and what to do…

Feb 17 • Dragon's Den Investing

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January 2026

2026 Predictions

In investing late is better than never if it’s the right call, and so the following belated predictions are what guide my 2026 investing positions.

Jan 26 • Dragon's Den Investing

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Sold $MSFT Bought More $CELH

This morning I made a small portfolio shift that I’ve been considering for the past month and hinted at in the last two articles.

Jan 5 • Dragon's Den Investing

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2025 Performance

For the third year in a row the S&P 500 is up double digits. In this article I share my own YTD performance and overview current stock holdings.

Jan 2 • Dragon's Den Investing

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December 2025

Grading My 2025 Predictions

In January of 2025 I wrote a series of predictions which guided my stock picks for the year. In this article I grade them on a scale from A to F.

Dec 26, 2025 • Dragon's Den Investing

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November 2025

Thoughts on Bubbles

This year’s inexhaustable market rise, driven primarily by tech stocks, has throughout been haunted by the prospect that we may be in some kind of…

Nov 24, 2025 • Dragon's Den Investing

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Paid Subs, New Stock Purchased

I’ve written about the mistake of buying , and today the stock popped a bit.

Nov 6, 2025 • Dragon's Den Investing

Thoughts on META Earnings

What does the drastic pullback portend for the future?

Nov 3, 2025 • Dragon's Den Investing

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October 2025

Q3 Performance Update

The period of July, August, and September was smooth sailing for stocks.

Oct 6, 2025 • Dragon's Den Investing

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September 2025

The Unity ($U) Roller Coaster

This past week marked five years since went public, and in that time the stock has bounced from $52 at IPO to $197 in the 2021 euphoria, then down to…

Sep 29, 2025 • Dragon's Den Investing

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