I don't spend my time looking for the next 10% trade. I'm looking for the next Carvana, like when I got into it at $15 in May 2023. The next stock the market has written off that could become worth 10, 20, even 100 times more. But finding one means doing the work most people skip. Reading the filings. Understanding the debt. Studying the management and board. Figuring out what the market is missing — and what would prove the thesis wrong. I share my broader thinking publicly. My X subscribers get the deeper research, ongoing thesis updates, the evidence I'm tracking, and a private AMA Space with me every week. Not every idea works. Not every stock deserves to be bought. And sometimes the right answer is to do nothing. If you want to understand the work behind the conviction, that's what my subscriber community is for. Subscribe through my X profile.

In 2024, Jay-Z said it would be "selfish" to pick himself for the Super Bowl too early. Now Puck reports he's picked himself for 2027. But the bigger story isn't the halftime show. It's how Jay-Z went from performer to gatekeeper of music's biggest stage — and what happens when the gatekeeper wants the stage. I went back to the original tape and the documents. Here's what I found: Should a gatekeeper be allowed to choose himself? Tell me where you land.

Are you not entertained by these Knicks and Sixers?!?!? Give me this as the ECF Finals NOW! And the Raptors are going to be good too! (But imagine if we had just KEPT OG?!)

Keeping all shareholders updated on the paper trading performance of @EMJXai as promised: Since 2/11 inception through today: +54.9% BTC since then: +23.9% MSTR and BMNR since then: +15.5% EMJX CAGR: +88.5% Our max drawdown over that period -11.3% Our Sharpe: 1.95 Upside capture vs. BTC: 16% Downside capture vs. BTC: -16% Numbers are numbers. We moved back into a BTC BULL market from MIXED last Thursday with BTC at $81,269.

The Army knew about the fire. Then the wind changed. Four soldiers died at CFB Wainwright. Environment Canada wrote the turn down at 5 a.m.— hashed records prove it. The internal memo called the change "unexpected." Asked on TV whether training should have proceeded, the CDS deferred to the investigations. The full @EventHorizonIQ Research investigation:

9 Drake albums at the Copyright Office. The author of the recordings on every one: the label, "employer for hire." On the songs, Drake is an author. That gap is the whole fight over whether his masters can ever come back.

Going live today from 4:15–5:00 PM ET for an exclusive X Subscribers AMA Spaces. 45 minutes. No prepared questions. Ask me anything. Stocks. Markets. Music business. Building businesses. Life. Just an open conversation with the people who support what I'm building here. See you at 4:15. 👊

Drake's being sued over "Janice STFU." Here's what caught my eye. The plaintiff says he set out to reimagine Lykke Li's "I Follow Rivers." But all 3 writers of that song are already listed as writers of Drake's song. The real fight is over what he added, and whether Drake's side heard it before the song was made. I read the federal complaint. New video.

Sick!

50 Cent's company leased a city-owned film studio in Shreveport for $200 a month. The 2024 lease is 37 pages. With notice by November 1, his company can walk away at the end of any year, with no liability to the city for leaving. If the city ever wants to accept an offer for the building, his company gets first refusal, usable from late 2032 while a federal mortgage remains. G-Unit pays the running costs. In May, the city council voted to extend the lease to 99 years. I haven't seen the amendment's terms. Starz canceled BMF.

I've been asking both my paid X subscribers and non-subscribers what they want more of from me. The message is pretty clear. You want deeper research into overlooked stocks, earlier access to new ideas, and regular updates on the investment theses I've already shared. You don't just want to know WHAT I think. You want to understand WHY I think it, what evidence I'm following, and what could prove me wrong. That's exactly the kind of work I love doing. So starting next week, I'm going to make this a regular part of my X subscriber offering: • Early access to new stock research • Deeper investigations into companies I believe the market is mispricing • Ongoing thesis updates as new evidence emerges I'll continue sharing my broader thinking publicly. Subscribers will get a deeper look at the work behind it. Thanks to everyone who voted. I'm listening, and I'm excited to build this with you.

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