Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
In a recent note, I shared performance stats for our All Star Options Paid-to-Play portfolio, and in the time since, I’ve fielded numerous emails/DMs that all ask basically the same question:
These stories allow their mind to wander from busy thoughts into an adventure. It provides a comforting reality and a narrative they can consciously control.
