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The Big Long: Why I’m Concentrating Everything in SpaceX and Eli Lilly
Betting the house on rockets 🚀 and weight loss pills 💊
Oct 15
•
FJ Research
7
1
Bought Eli Lilly
Average cost $1,186
Oct 14
•
FJ Research
10
3
Recursion is up +50% from our entry. Here’s my next move.
Congratulations to everyone who followed along.
Oct 6
•
FJ Research
7
1
September 2026
Portfolio Move
Bold bets on category-defining companies
Sep 30
•
FJ Research
7
2
Owning Amazon Looks Like a Terrible Mistake Right Now
Time to sell and move on?
Sep 28
•
FJ Research
5
1
Oscar Health looks like a 2x from here
They call me “Oscar OG”
Sep 19
•
FJ Research
9
1
Nubank ($NU) Update
Clean quarter & US market entry
Sep 17
•
FJ Research
6
2
SpaceX added $13 billion of ARR this month
What Johnsen said at Goldman, what Vermilion actually means for revenue, and why I still treat this as a lifelong hold.
Sep 12
•
FJ Research
6
1
Tesla and physical AI
Robotaxi, Optimus, and the chips
Sep 9
•
FJ Research
3
2
The stocks that can still double
Concentrated book, Cybercab week, and what I am not doing
Sep 6
•
FJ Research
5
3
August 2026
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
14
2
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