Muffett's Best Calls
Asymmetric setups, structural megatrend leaders, and high-margin inflection ideas identified through our disciplined internal research process.
Coeur Mining Inc.
Identified major inflections at Rochester expansion prior to the precious metals breakout, with massive operating leverage kicking in as silver broke above $30/oz.
Centerra Gold Inc.
Mount Milligan mine life extension coupled with pristine zero-debt balance sheet and aggressive share repurchases during the Stage 1 basing transition.
Palantir Technologies
Flagged commercial bootcamps driving unprecedented enterprise adoption velocity, GAAP profitability inflection, and institutional S&P 500 re-weighting.
Broadcom Inc.
Recognized AVGO as the indispensable ASIC partner for Google TPU v7 and Meta MTIA, paired with rapid subscription revenue conversions at VMware.
Boston Scientific Corp.
Identified FARAPULSE Pulsed Field Ablation (PFA) as a generational disruptive standard of care capturing overwhelming market share in atrial fibrillation treatment.
Robinhood Markets Inc.
Surfaced operating leverage expanding faster than consensus estimates with crypto monetization, institutional custody, and Bitstamp acquisition.
The Anatomy of a Muffett Best Call
Every idea we publish must satisfy three strict filters: (1) an undeniable secular megatrend, (2) asymmetric upside with a durable margin of safety, and (3) Stage 2 technical confirmation backed by institutional volume. We never chase momentum without fundamental valuation support.
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