Q1 — Make the analysis travel
The core format stays the same: Free cash flow driven analysis.
I will continue to build the foundation of the stocks I cover: META / SHOP / HOOD / RDDT / APPL / MSFT / AMZN / NVDA
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Short post-earnings reviews when facts change
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Pre-earnings articles only when risk/reward is asymmetric
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Build the Distribution where investors already are (Reddit, X, Threads, Substack)
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Create a 1 pager review of each company I follow.
Q2 — The Quest: financial independence
A practical walkthrough of financial independence:
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First for Canada
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Then adapted to the US
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Using reliable sources, to keep it simple to understand The Quest
No theory. Real steps, real trade-offs, real constraints.
Q3 — Optional video
If video helps explain a thesis better than text, I’ll use it.
If it doesn’t, I won’t. I may look at setting up a rig for a v tuber.
Clarity > format.
Q4 — IPO’s coverage
I may add Canva / Discord to my list
Possibly looking at:
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Visual breakdowns
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Small, focused discussions around earnings
Only if it improves decision-making.