Update on active ideas and one new idea

And some thoughts on how to use AI with investing

So my last 2 picks have not done that well. I think the main reason behind it is Trump’s Big Beautiful Bill which contained much more severe cuts to healthcare than many expected. I was a bit blindsided by it which was probably a preventable mistake. As this was public info already when I bought these stocks. Maybe I should have waited for at least one earnings report. I have not sold a single share in both of those picks though, so I don’t think it impaired the thesis much.

Overall though my stock picks this year have done rather well. 11 active ideas currently posted in 2025, with an average return of 17% and 8% outperformance vs SPY. 8/11 have outperformed the S&P 500 (9/13 when counting 2 closed ideas, Serica and Silicon Motion).

Here is an index of all open and closed ideas on this blog. And make sure that if you sign up for the paid tier, you do it through the website and not the app (otherwise the app store takes a cut).