Nick Randall

META: Social Media's Big Tobacco Moment?

3/27/26

Mar 27 • Nick Randall

How You Can Get Exposure to OpenAI and Anthropic, and Why You Shouldn't

A lesson in paying the wrong price for the right asset

Mar 24 • Nick Randall

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Discerning Value Traps from Businesses Worth Owning

Is Adobe the Next Paypal or Meta?

Mar 19 • Nick Randall

February 2026

What Happens if Netflix Owns HBO?

$NFLX as an asymmetric opportunity with 25% downside vs 100% upside

Feb 15 • Nick Randall

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In Defense of Buying High: SK Hynix and Samsung

2/3/26

Feb 3 • Nick Randall

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December 2025

Identifying Life-Changing Investments

12/05/25

Dec 5, 2025 • Nick Randall

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November 2025

Commodity Futures Are Simple, Actually

11/10/25

Nov 10, 2025 • Nick Randall

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October 2025

The Components Required for Market Outperformance

10/6/25

Oct 24, 2025 • Nick Randall

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How I Made 586% in the Stock Market at 22 Years Old

10/13/25

Oct 17, 2025 • Nick Randall

The Rise of Prediction Markets and Their Utility for Stock Market Participants

10/10/25

Oct 10, 2025 • Nick Randall

Thematic Investing & The Theme That Will Drive Returns Over the Next 10 Years

10/03/25

Oct 3, 2025 • Nick Randall

September 2025

Stock Research Summary & Roadmap for This Substack

9/29/25

Sep 29, 2025 • Nick Randall

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