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Trading Update & Research Note
The AI + Biology Frontier: Why I’m Positioning for the Next Decade
Jul 19
•
FJ Research
10
3
2
FJ Research, First Half 2026 Performance Update
34,8% vs 9.98%. The Market Did Its Thing. We Did Ours.
Jul 7
•
FJ Research
10
1
1
The Database Nobody Can Buy
Revenue up 79%. Stock down 57%. The market is confused. We are not.
Jul 1
•
FJ Research
14
3
June 2026
A question I have been working on since before FJR
Dialectical Imagination
Jun 26
•
FJ Research
13
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
+130%. And the Story Is Just Getting Started.
Bold Bets on Category-Defining Companies
Jun 14
•
FJ Research
11
6
2
I Bought Amazon Yesterday. Here Is Why.
Bold Bets on Category-Defining Companies
Jun 4
•
FJ Research
20
5
2
May 2026
Health Is the New AI. The Fortunes Are Already Being Built.
The Next Wave of Capital Is Already Moving. Most Investors Will Miss It Again.
May 28
•
FJ Research
15
6
I’ve Been Watching This One for Years. I Just Pulled the Trigger.
Bold Bets on Category-Defining Companies
May 18
•
FJ Research
12
9
Oscar Health Is Up. I Am Not Selling a Single Share.
Oscar Health is up significantly over the past few weeks.
May 12
•
FJ Research
19
7
Why I Am Aggressively Adding to Mercado Libre Right Now.
FREE READ
May 8
•
FJ Research
14
2
4
Oscar Health Just Proved Everyone Wrong.
FREE READ
May 6
•
FJ Research
13
3
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