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Two things AI can’t replace
and the stock that owns one of them
Aug 25
•
FJ Research
8
2
2036
Where This Is Most Likely Heading
Aug 19
•
FJ Research
13
2
The Big Long
The optimist thinks everything is already so good that nothing needs to be done.
Aug 15
•
FJ Research
12
4
It´s time
The next decade won´t play by the old rules
Aug 11
•
FJ Research
11
4
4
Natera Q2 Update
A category-defining company in the making
Aug 7
•
FJ Research
8
1
Oscar Health Q2 Update
A category-defining company in the making
Aug 6
•
FJ Research
4
2
July 2026
Recursion Pharmaceuticals ($RXRX): Why This Platform Bet Is My Highest-Conviction Position in AI + Biology
Jul 22
•
FJ Research
24
10
3
Trading Update & Research Note
The AI + Biology Frontier: Why I’m Positioning for the Next Decade
Jul 19
•
FJ Research
17
5
3
FJ Research, First Half 2026 Performance Update
34,8% vs 9.98%. The Market Did Its Thing. We Did Ours.
Jul 7
•
FJ Research
16
1
2
The Database Nobody Can Buy
Revenue up 79%. Stock down 57%. The market is confused. We are not.
Jul 1
•
FJ Research
15
3
June 2026
A question I have been working on since before FJR
Dialectical Imagination
Jun 26
•
FJ Research
15
2
3
The Future of Health Just Got Real. And It Happened Today.
Bold Bets on Category-Defining Companies
Jun 19
•
FJ Research
14
4
3
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