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ChatGPT Lowered the Bar, Claude Dug a Tunnel Under It
How I outgrew ChatGPT and discovered Claude’s true power for building serious AI apps as a solo developer and investor.
May 15
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Kristopher Rymer
15
3
The Rabbit Hole Was Worth It: SHS Enters the AI Era
What started as a Marvell deep dive turned into a whole new AI-powered direction for SHS.
Apr 18
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Kristopher Rymer
16
7
Finding Alpha in PE-Backed IPOs: A Strategy for Patient Investors
Why Private Equity IPOs Can Be Hidden Gems for Patient Investors
Mar 23
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Kristopher Rymer
11
Deep Dives
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The Paper Paradox: How an Overlooked Industry Is Reinventing Security
A leading firm is turning a legacy business into a high-growth security powerhouse.
Feb 17
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Kristopher Rymer
6
2
EnerSys: A Deep Value Energy Transition Play
EnerSys is transforming into a higher-margin energy solutions provider. But can it navigate policy risks and market shifts?
Feb 10
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Kristopher Rymer
12
2
Genuine Parts Company (GPC): A Resilient Dividend King
A Dividend King with Resilient Growth and Strategic Expansion
Feb 2
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Kristopher Rymer
and
MarketLab
20
6
Magnera (MAGN): A Spin-Off Opportunity
Synergies, cash flow, and undervaluation make Magnera (MAGN) a compelling post-spin-off investment.
Jan 26
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Kristopher Rymer
14
4
Academy Sports (ASO): A Value Investor’s Playbook
Why ASO’s lower valuation, disciplined execution, and growth potential make it a standout in sporting goods retail.
Jan 21
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Kristopher Rymer
10
5
Auna S.A. (AUNA): Unlocking Potential in Latin American Healthcare
Leading high-complexity care and oncology in Spanish-Speaking Latin America (SSLA)
Jan 17
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Kristopher Rymer
12
1
Amentum: Decoding the Backlog Decline and IDIQ Opportunities
Why Amentum's backlog decline may be less concerning than it seems.
Jan 13
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Kristopher Rymer
4
5
Earnings Updates
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Earnings Update: Wesco FY 2024
Wesco’s earnings confirm strong cash flow, data center momentum, and a key EPS-boosting preferred redemption. Here’s my updated take.
Feb 13
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Kristopher Rymer
4
Earnings Update: Magnera Q1 2025
Magnera’s First Earnings Report: Can Management Deliver on EBITDA and Deleveraging Goals?
Feb 7
•
Kristopher Rymer
3
Earnings Update: Amentum Q1 2025
Strong Execution, Growing Backlog, and Strategic Expansion
Feb 6
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Kristopher Rymer
3
Recent posts
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Wise & Euronet: Leading the $850B Digital Remittance Revolution
A deep dive into the digital transformation of remittances—and the two stocks best positioned to profit.
Mar 19
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Kristopher Rymer
25
5
The Gold and Bitcoin Myth: Why Stocks Win
The real hedge against inflation and fiat risk isn’t what you think.
Mar 16
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Kristopher Rymer
28
7
February Portfolio Recap: Measuring Success on My Own Terms
"Comparison is the Thief of Success"
Mar 8
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Kristopher Rymer
5
2
The Trade That Went Wrong: What No One Wants to Admit
Skeletons in the Closet: Enter at Your Own Risk
Mar 7
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Kristopher Rymer
27
3
The Psychology of Investing: Avoiding Traps That Cloud Your Judgment
A Guest Post by Sara, The High-Performing Trader
Mar 2
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Sara
and
Kristopher Rymer
20
11
Portfolio Trades: 2/24-2/25
Adding selectively, enhancing yield, and staying patient in a volatile market.
Feb 25
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Kristopher Rymer
18
3
My Accounts and Trades: 2/17/25 - 2/21/25
Introduction to a Weekly Recap of My Accounts and Weekly Tactical Trades
Feb 24
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Kristopher Rymer
10
6
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