End of year thoughts on my portfolio holdings. Also included some thoughts on $AXON and $PNP.TO, happy to chat if anyone has any thoughtful criticisms or general ideas. Best of luck in 2026 to all.
https://t.co/WtUsCgKAbd
@ceqtarian@legalesnupi Yea PD def gets a squad of people … 2/3 thru law school but also a solid portion of the ppl who said they aspired to be PDs have spent their 2L summers at private firms. PD def more popular than other choices tho and does have true believers.
$pnp.to writeup w/substantial help from AI. Despite structural changes to software biz model, over long period, I think Pinetree does well from here.
https://t.co/x7BLTi3GQJ
@FundasyInvestor I’m saying that the US, and the US stock market, has done pretty well since 1898 despite a “loop hole” to US citizenship and I’d argue that consistent, sustainable population growth (from immigration and birthright citizenship) has been a meaningful ingredient to americas success