When I launched the Double Shot, I said the list wouldn’t change on a schedule.
It changes when my thinking changes.
My thinking has changed.
If you missed the original Double Shot, you can read it here. The idea is simple. It’s my curated list of highest-conviction long-term ideas, the stocks I believe in enough to put my name on. The ones I personally own are marked with a ☕. The rest are on the bench, waiting for the right conditions.
I keep getting asked the same question since I launched it.
What else are you watching?
That question is exactly why the Double Shot exists.
And it’s exactly why I’m making this update today.
Two names have lost their spots. Three names have earned theirs.
21 names now. 3 in. 2 out. Here’s where it stands today.