deep-dives

Netflix: A Durable Moat at a Discount

Quality the market stopped paying for, right as the cycle turns, $99 Target.

Jul 2 • Defy the Odds

Five Durable Moats Turning Up From Multi-Decade Trendlines

Durable Compounders launches as part of Defy the Odds, with deep dives on the best names to come.

Jul 1 • Defy the Odds

An Unconventional Energy Trade, Powered by Hyperscaler CapEx

A checklist for finding stocks that work in both worlds.

May 6 • Defy the Odds

The Offshore Choke Point: Owning the Logistics That Energy Cannot Quit

Credit and liquidity are cracking, yet this deep value company just shattered a 9-year range. A defensive breakout with 50% upside.

Feb 18 • Defy the Odds

Vidrala: A High-Margin Bet on Sustainably Lower European Gas

Why this low-beta stock is the pure-play on the new price reality.

Nov 6, 2025 • Defy the Odds

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