At our May meeting we added Aduro Clean Technologies to the portfolio. This one is a very different animal from Herc — much earlier stage, much higher risk, much bigger potential upside — so it's worth laying out the company and the thesis for anyone who missed the discussion. What Aduro actually does Aduro is a Canadian clean tech company (dual-listed on Nasdaq as ADUR and CSE as ACT) that has spent over a decade developing a patented chemical process called Hydrochemolytic

Recap: Why We Bought Herc Holdings (HRI) At our April meeting we added Herc Holdings to the portfolio. For anyone who missed it — or wants the cliff notes before our next get-together — here's the rundown on what the company does and the case that won us over. What Herc actually does Herc Rentals is an equipment rental company. Think scissor lifts, boom lifts, generators, light towers, excavators, pumps, climate control units — the gear that shows up on every construction sit

Hey everyone—thanks to those who made it to the monthly meeting. We unpacked a lot. Between the headlines coming out of Iran and some ugly technicals on the S&P 500, we had plenty to digest . The host-provided meal was delicious too. The main takeaway? We need to considering going into “defense mode." Here’s the breakdown of what we covered. The Macro Mess: Oil & Recessions We kicked things off with the war in Iran. The immediate impact has been a massive spike in energy pr

Welcome back, everyone! It was great to see everyone at our first stock club meeting of the year. We had a packed agenda, and as always, the discussion was top-tier. Here is the recap of the moves we made to position our portfolio for the months (and years) ahead. We started the evening with our macroeconomic analysis, and—spoiler alert—it’s not good. Between the lagging indicators, a visibly cautious consumer, and some heavily concentrated vulnerabilities that threaten the b

We closed out the year with our final Stock Club meeting in November - and it was a fitting capstone to a strong, disciplined, and ultimately very successful year. As with any active investing strategy, not every position ends as a winner. During this meeting, we reviewed two commodity positions that hit their stop losses and were exited accordingly. While stopping out is never anyone’s favorite outcome, it’s also not atypical—especially in commodities, where volatility is pa

At our October monthly meeting, VIP decided to invest in Roche, the Swiss multinational healthcare company who is leading the development and testing of new Alzheimer's drugs and diagnostic tools - Our thesis is below: Alzheimer’s disease remains one of the most devastating — and costly — health challenges worldwide. Traditional diagnosis methods rely on brain scans or spinal taps that are expensive, invasive, and often come too late. But Swiss healthcare leader Roche ( OTC:

At Friday's monthly meeting, VIP decided to invest in a pure-play Canadian-based copper mining company - Our thesis is below: The rise of...

"Maximize Gains, Minimize Risks: The Power of Prudent Position Sizing" Position sizing is a critical element of portfolio management that...

Managing risk is as crucial as securing profits. In the dynamic world of investing, managing risk is as crucial as securing profits. A...

A practical, educational piece aimed at novice investors showing them how to understand trends, volume, and key indicators. For...

Common pitfalls that investors makes and actionable tips to build good investing habits. Investing is crucial for building wealth over...

How pooling knowledge, resources, and ideas can boost confidence and returns for every investor in the group. Investing in the stock...