Welcome to the Best Ideas Club. Paid members receive a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor.

This week we heard from Rhys Williams, chief investment officer and co-portfolio manager at Wayve Capital, a boutique investment firm focused on public and private markets.

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This report is for Best Ideas Club members

High-conviction stock picks every week and a members-only research portal. Members get one stock idea every Sunday, built on an interview with an investor who runs real money. Each report covers the thesis, the risks and what would make us wrong. Not for you? Reach out and we'll refund you.

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Phil Rosen
Phil Rosen

Phil Rosen is co-founder and CEO of Opening Bell Media and chief market strategist for Silvia Inc. (NASDAQ: SVIA). He hosts Full Signal and writes Opening Bell Daily — the markets briefing read by over 200,000 investors and published on Bloomberg Terminals — and has also published two books and won a Fulbright award for his reporting. Contact him at [email protected].