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Nelnet: Our Berkshire? (Ticker: NNI)
An undervalued $4.6 billion market cap and the aim for perpetual holding.
2 hrs ago
•
Brett Schafer
4
May 2026
Rambling Thoughts Ahead Of The SpaceX IPO (Ticker: SPCX)
The end state is getting increasingly clear. But then what?
May 31
•
Brett Schafer
7
1
Sprouts Farmers Market: Counterweight (Ticker: SFM)
Playing the foil to the commoditized grocery market. An update on Q1.
May 29
•
Brett Schafer
5
2
Trading Update: What I am Buying and Selling Today
.
May 22
•
Brett Schafer
2
1
Oscar Health: Unstuck (Ticker: OSCR)
The stock is up 104% since the end of March. What now?
May 22
•
Brett Schafer
5
2
Remitly Global: Large Market Opportunities (Ticker: RELY)
My conviction is growing.
May 8
•
Brett Schafer
4
2
Nu Holdings: Banking For The Masses (Ticker: NU)
Is the fast growing Latam banking giant finally cheap again?
May 1
•
Brett Schafer
7
3
April 2026
Interactive Brokers: Predictions Explosion? (Ticker: IBKR)
Plus, trades for the week.
Apr 24
•
Brett Schafer
6
2
Kraken Robotics: Growing Urgency (Ticker: KRKN.F)
Plus, an addendum on HRBR and a portfolio update.
Apr 17
•
Brett Schafer
6
3
Gambling.com Group: Managed Transition (Ticker: GAMB)
Plus, portfolio decisions I am making today
Apr 10
•
Brett Schafer
6
1
2
MercadoLibre: Cheapest In Years (Ticker: MELI)
Increasing competition and increasing opportunities.
Apr 3
•
Brett Schafer
12
2
3
March 2026
Portillo’s: Extended Trough (Ticker: PTLO)
Zooming in on Q4 results and zooming out to take a look at the big picture
Mar 27
•
Brett Schafer
6
2
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