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Portfolio update: May 2026
The Signal
May 22 • Kevin
Power scarcity creates massive tailwinds
Business update NUAI
May 19 • Kevin
The 15 best stock pitches from Omaha part 3
Part 3/3
May 16
The 15 best stock pitches from Omaha part 2
Part 2/3
May 15 • Kevin
My investing tech stack
The tools I use every day
May 14 • Kevin
This tool has saved me hours on stock research
Fiscal.ai 5 incredible features
May 13 • Kevin
The 15 best stock pitches from Omaha
Part 1/3
May 8 • Kevin
5 (life) lessons from Omaha and the Berkshire Hathaway AGM
Read number 5
May 7 • Kevin
370,000 words on investing, 186 articles
Your investing bible
May 1 • Kevin

April 2026

Introducing Atomical Capital
And a portfolio update
Apr 24 • Kevin
A death-focused serial acquirer: recession-proof
Death and taxes.
Apr 17 • Kevin
Data infrastructure 5x play
derisking in full play
Apr 10 • Kevin
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