Companion pieces to the videos — download, keep, and refer back to.
Bitcoin (BTC), October 2026
Companion to: 'How Much Bitcoin Should You Own? I Bought at $2,000 and Broke My Own Rule.'
The rule I broke: how I size anything that can go to zero.
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Nvidia (NVDA), October 2026
Companion to: '$6 Trillion. I Sold 20% of My Nvidia. Here’s Who Wins Next.'
How I size a position that has already won, with my exact Nvidia numbers.
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Gold
Companion to: 'Banks Say Gold Hits $6,000. I Own 15% and I’m Not Buying More.'
Why I hold 15%, sold into the January mania, and will not add above $3,800.
Download
India (INDA), September 2026
Companion to: 'I Bought India at $48.45. Then Oil Hit $100.'
Why I’m holding through the oil shock.
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Nike (NKE)
Companion to: 'Nike Stock Hit a 12-Year Low. I Bought at $39.50.'
The line you write before you need it: the three tripwires that would make me sell.
Download
India (INDA), June 2026
Companion to: 'I’m Buying India While Everyone Else Is Selling. Here’s My Thesis.'
The original India thesis: why I bought while everyone else was selling.
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MercadoLibre (MELI), June 2026
Companion to: 'MercadoLibre Fell 37%. I Bought. Here’s Why.'
Why I bought MercadoLibre after a 37% fall.
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China Internet (KWEB), June 2026
Companion to: 'China Internet Is Down 43%. I’m Buying.'
The thesis behind buying China internet after a 43% drawdown.
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