Nick Randall

Meta is a $1000 Stock

Why the world's best advertising business is still mispriced at 18x forward earnings

May 11 • Nick Randall

2

April 2026

Musical Chairs in Markets

How to stay long AI without losing a decade

Apr 15 • Nick Randall

1

The Biological Floor

Why AI semis look cheap if you believe inference replaces labor

Apr 4 • Nick Randall

3

1

March 2026

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

2

1

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

1

In Defense of Buying High: SK Hynix and Samsung

2/3/26

Feb 3 • Nick Randall

3

4

December 2025

Identifying Life-Changing Investments

12/05/25

Dec 5, 2025 • Nick Randall

1

2

November 2025

Commodity Futures Are Simple, Actually

11/10/25

Nov 10, 2025 • Nick Randall

2

October 2025

The Components Required for Market Outperformance

10/6/25

Oct 24, 2025 • Nick Randall

1

1

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

10/13/25

Oct 17, 2025 • Nick Randall