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Portfolio update: May 2026
The Signal
May 22
•
Kevin
7
3
Power scarcity creates massive tailwinds
Business update NUAI
May 19
•
Kevin
7
2
2
The 15 best stock pitches from Omaha part 3
Part 3/3
May 16
11
1
The 15 best stock pitches from Omaha part 2
Part 2/3
May 15
•
Kevin
13
1
1
My investing tech stack
The tools I use every day
May 14
•
Kevin
17
2
1
This tool has saved me hours on stock research
Fiscal.ai 5 incredible features
May 13
•
Kevin
14
7
2
The 15 best stock pitches from Omaha
Part 1/3
May 8
•
Kevin
21
1
1
5 (life) lessons from Omaha and the Berkshire Hathaway AGM
Read number 5
May 7
•
Kevin
20
2
3
370,000 words on investing, 186 articles
Your investing bible
May 1
•
Kevin
17
2
4
April 2026
Introducing Atomical Capital
And a portfolio update
Apr 24
•
Kevin
18
3
A death-focused serial acquirer: recession-proof
Death and taxes.
Apr 17
•
Kevin
26
3
Data infrastructure 5x play
derisking in full play
Apr 10
•
Kevin
11
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