Etcaetera - Easy Investing With a Portfolio Manager

1. Issue · Aug 16, 2026

   𝙃𝙊𝙒 𝙏𝙊 𝙋𝙄𝘾𝙆 𝙎𝙏𝙊𝘾𝙆𝙎? (opens the original)

   Excerpt · Neutral tone

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   There are as many ways to pick stocks as there are individuals, so there is no universal formula that you can truly apply. But I can share insights into mine, which has been working since inception and which I have been improving throughout the years (notably improving my returns in more recent quarters).It’s pretty simple actually: the selection of stocks is based on the trio 𝗿𝗼𝘄𝘁𝗵 + 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 + 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 and

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2. Issue · Aug 15, 2026

   𝐓𝐡𝐞 𝐁𝐞𝐬𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐢𝐧 𝐒𝐦𝐚𝐥𝐥 𝐂𝐚𝐩? (opens the original)

   Excerpt · Positive tone

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   Now worth a quarter of my portfolio, my strongest conviction has turned into my best performer. Let me offer you a guided tour around $PGY , a stock that has a market cap of only $1.8 billion.𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙈𝙤𝙙𝙚𝙡AI-powered B2B platform that underwrites & structures consumer loans for bank/fintech partners on exchange of a fee. As it continues to gain trust among banks, its business moat gets stronger.𝙑𝙖𝙡𝙪𝙖𝙩𝙞𝙤

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