The Inside Edge
Member commentary every Thursday morning. The portfolio performance grid, three positions worth a closer look, any trade activity since, and a weekly essay on the methodology in practice. The Pro-tier counterpart to the free Sunday Edge.
- Member commentary: three paragraphs framing the week.
- Portfolio performance grid: week, MTD, YTD, and YTD vs the S&P 500.
- Watch list: three positions we are tracking closely.
- Trade activity since the last issue.
- Member essay on the methodology in practice.
Every issue’s editor’s note is public. The watch list, performance grid, trade activity, and essay are Pro-only.
All issues
11 issues- Issue 11October 15, 2026Pro
Inside Edge: what the stocks our models sold did next
In August our five models sold 22 positions. How those stocks have done since, how the May exits did, and what the backtested record back to 2008 says about the names a model lets go.
Read editor’s note → - Issue 10October 8, 2026Pro
Inside Edge: by August, our equal weight books had stopped being equal weight
Thirteen weeks of drift left one BioTech 10 holding at more than twice the weight of another. What drift did to every model last quarter, and what the August rebalance put back.
Read editor’s note → - Issue 9October 1, 2026Pro
Inside Edge: four weeks inside Apex Momentum that a monthly chart cannot show
One theme, ten names bought together, and a book that had quietly grown its biggest bets. What drove the summer decline, what it cost, and what the August rebalance changed.
Read editor’s note → - Issue 8September 17, 2026Pro
Inside Edge: separate rulebooks, ten shared names, and nobody copied anybody.
Ten companies sit in more than one of our models, and each model reached them by its own rules. Crowding forms the same way across the whole market, and the cost shows up late.
Read editor’s note → - Issue 7September 10, 2026Pro
Inside Edge: being right about the company is the easy half.
The first question is whether a business is good. The second is what the price already assumes, which is where a disagreement can pay. Three holdings, read that way.
Read editor’s note → - Issue 6August 25, 2026Pro
Inside Edge: sixteen names changed in August. Here is what is in them.
The full August trade list, a close read on three of the new positions, and the overlap worth checking if you mirror more than one model.
Read editor’s note → - Issue 5June 6, 2026Pro
Inside Edge: three theses under the microscope, and the discipline of restraint.
The watch column goes deep on three AI adjacent positions, plus a member essay on why the quiet between rebalances is engineered, and what it protects.
Read editor’s note → - Issue 4May 30, 2026Pro
Inside Edge: concentration, the rebalance cycle, and reading drawdowns.
Three positions in the watch column, the week's trade activity, and a member essay on why concentration is a feature, not a bug, and how to read it when it runs against you.
Read editor’s note → - Issue 3May 23, 2026Pro
Inside Edge: holdings updates, and the real cost of waiting.
Three positions in the watch column, the week's trade activity, and a member essay on why the math of waiting for the perfect entry is worse than most investors realize.
Read editor’s note → - Issue 2May 16, 2026Pro
Inside Edge: drawdowns, holdings, and the cost of being right early.
The portfolio grid, the week's movers in every model, positions we are watching, and an essay on the underrated cost of being right at the wrong time.
Read editor’s note → - Issue 1May 9, 2026Pro
How much you own matters more than what you own.
The performance grid, the three holdings we are watching, this week's trade activity, and an essay on the lever almost no one talks about: how much of each stock you hold.
Read editor’s note →