Common Shares
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts