$1,000 follows their calls into $968
The Inflection Economy@inflectioneconSeptember portfolio update. Was a grind of a month. Got our guts punched hard by our largest holding $QURE, made some decent calls, but overall feeling good about our results at 25% YTD. Tis the name of the game running a concentrated book.
The Inflection Economy@inflectionecon$GTLB Fresh 52 week high. Keeps grinding higher in a nasty tape. Still think we’re going to $70. Their opportunity keeps getting bigger…
The Inflection Economy@inflectionecon$TSLA and $GOOG wow. The benefit of the doubt phase may be over.
The Inflection Economy@inflectionecon$AXON up 60% from entry. PT $735 base case. PT over $900 in upside scenario at roughly 16x FY27E Rev
The Inflection Economy@inflectioneconI recently had the pleasure of presenting my investment thesis on $AXON at the @manualofideas Wide Moat Investing Summit 2026. Appreciate @mihaljevic for inviting me and really enjoyed our discussion after my presentation.
The Inflection Economy@inflectioneconNice end to the $IRDM position realizing the 117% gain. We owned it because the market was undervaluing scarce space infrastructure: global LEO connectivity, spectrum, recurring revenue, and strategic government/commercial relevance. $RKLB with the acquisition agrees. Onwards..
The Inflection Economy@inflectioneconThe market loves space stories with no cash flow. We're taking the opposite approach. Here's our favourite name we think is a buy today. 👇
