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ELV/UNH | Pt. 2: Thesis & Reports
Read time: 15 mins for the summary + bonus section.
Oct 4 • 
Chris Yardy
2
1

September 2025

You Can't Die
+ market memes
Sep 14 • 
Chris Yardy
4
1
ELV/UNH | Pt.1: The Health Ins. Industry
~25 min read.
Sep 11 • 
Chris Yardy
2
Portfolio Update | ELV + UNH
~5-8 min read.
Sep 3 • 
Chris Yardy
1
1

August 2025

Aaand we're back! | ELV+UNH | US Healthcare
~15-20 min read
Aug 23 • 
Chris Yardy
2
6

June 2025

Short hiatus
Back very soon!
Jun 11 • 
Chris Yardy
2

May 2025

FTRE - Exited
A broken thesis
May 12 • 
Chris Yardy
2
Brookfield 1Q25 | Industry Themes
~20 min read.
May 10 • 
Chris Yardy
1
GM 1Q25 & Tariffs | Port. updt.
+ a new holding
May 3 • 
Chris Yardy

April 2025

Banks 1Q/25
+ Citi / Ally 1Q update
Apr 22 • 
Chris Yardy
Write it down
And summarize
Apr 12 • 
Chris Yardy
Market Volatility
Hello everyone!
Apr 9 • 
Chris Yardy
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