Aritzia’s Q3 FY2026 was one of its best quarters ever—like a walk-off home run in the playoffs. For the first time in the company’s history, they crossed the CAD 1 billion revenue mark in a single quarter, hitting CAD 1.04 billion, up 42.8% YoY. Aritzia grew sales by nearly 43% while increasing inventory by only 10%. This means their inventory turnover is accelerating and they're selling clothes almost as fast as they can get them off the trucks.

Asset Class: NFL Event Contracts (e.g., Robinhood, Kalshi) Time Horizon: 12–14 Months Conviction Level: High (Conditional on Jesse Minter's retention) I. Executive Summary The market is currently mispricing the LA Chargers due to recency bias following their 16–3 Wild Card exit. By applying first principles, I identify a massive gap between the "Playoff Loser" narrative and the reality of a team with elite QB talent, a top-tier coaching foundation, and the league's most aggressive potential for capital deployment in 2026 ($103M+).

Revolve Group (NYSE: RVLV) is the forgotten champion of apparel retail. While Wall Street obsesses over hyper-growth names and retail investors chase the next meme stock, Revolve quietly operates one of the strongest, most defensible business models in the entire consumer sector. It’s dismissed as “just another overpriced clothing seller,” but that superficial take misses two genuine superpowers that are extraordinarily rare in the apparel sector.

Pfizer has released Phase 3 data for its mRNA flu vaccine, boasting 34% greater efficacy than the standard flu shot. On paper, this beats Moderna’s candidate, which demonstrated 26.6% efficacy. If you trade on headlines alone, you buy Pfizer. If you trade on first principles, you recognise the trap. The trials weren’t even testing the same thing. The Demographic Divergence: Premium vs.

Investing in the U.S. healthcare sector is akin to navigating a battlefield shrouded in fog. Stocks like UnitedHealth (UNH), Oscar Health, Progyny, Hims & Hers Health, or even Novo Nordisk may seem appealing, but a minefield of uncertainties surrounds them. I am skeptical whether UNH is the obvious value play. Picture this: Deploying your capital is like sending troops into hostile, unpredictable terrain.

Philadelphia Phillies starting pitcher Zack Wheeler As an investor, I've had a love-hate relationship with Lemonade stock. I loaded up too heavily right after its 2020 IPO, only to regret not buying more aggressively when shares dipped into single digits. If you're considering this name, approach it with caution—it's a classic high-risk, high-reward bet. Lemonade remains a young company in its growth phase, far from maturity.

In 2016, I invested in Tapestry (TPR), betting on Coach as an undervalued brand poised for a turnaround. It was one of the first stocks I bought as a new investor. My thesis was straightforward: the stock could reclaim its March 2012 peak of $79.70. Nearly a decade later, my prediction proved correct, though the road was far from smooth.

Palantir redefined data analytics, while Gangnam Style redefined K-pop. Both achieved unexpected success through unconventional approaches, capitalizing on the right timing, transformative momentum, and cultural context. Palantir, whose stock has surged over 400% in the past year, has become a focal point in the AI movement, despite its 20-year history. Similarly, Psy was already a veteran artist in South Korea, having started his career in 1999, 13 years before the global phenomenon' Gangnam Style' was released in 2012.

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Nordstrom will become a private company after it agreed to a buyout deal valued at $6.25 billion from Nordstrom's founding family and Mexican department store El Puerto de Liverpool.

My thoughts on a few companies as we close 2024 Palantir: Reflecting on my own experience, the seismic movement in Palantir's stock price YTD led me to sell my original cost-basis two years ago. This decision was not made lightly; it seemed reckless not to convert some gains into actual profits. A few thoughts: Investing isn't an exact science. A good story stock with solid fundamentals can sometimes have wild meteoric rises.