Best Ideas Club

The 'golden age' of defense will turn this legacy manufacturer into a multi-year compounder

Veteran investor Jay Hatfield's highest-conviction idea for the next 12 months.

May 17, 2026

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3 min read

Best Ideas Club

This classic retailer has compounding upside ahead as it pivots hard into tech

Veteran investor Keith Buchanan's highest-conviction idea for the next 12 months.

May 10, 2026

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3 min read

Best Ideas Club

This tiny logistics stock could rally 61% as volatile energy markets boost margins

Veteran investor R. George Pickral's highest-conviction idea for the next 12 months.

May 3, 2026

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3 min read

Best Ideas Club

This beat-down AI infrastructure stock could double as enterprises race to automate

Veteran investor Michael Monaghan's highest-conviction idea for the next 12 months.

Apr 26, 2026

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3 min read

Best Ideas Club

This small-cap AI consulting firm is poised to rebound with Wall Street mispricing its data moat

Veteran investor Francis Ganon's highest-conviction idea for the next 12 months.

Apr 19, 2026

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3 min read

Best Ideas Club

This contrarian small-cap energy stock could rally as markets reprice Middle East risk

Veteran investor Simon Lack's highest-conviction idea for the next 12 months.

Apr 12, 2026

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6 min read

Best Ideas Club

This small-cap AI stock trading cheap could surge 225% this year

Veteran investor Randy Baron's highest-conviction idea for the next 12 months.

Apr 5, 2026

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5 min read

Best Ideas Club

This unloved consumer staples stock is riding multiple bullish tailwinds the market hasn't noticed

Veteran investor Dan Bustamante's highest-conviction idea for the next 12 months.

Mar 29, 2026

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5 min read

Best Ideas Club

This beat-down investment stock is now cheap with the market mispricing the narrative

Veteran investor David Bahnsen's highest-conviction idea for the next 12 months.

Mar 22, 2026

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5 min read

Best Ideas Club

This misunderstood royalty stock is tied to oil — and Warren Buffett bought it as a teenager

Veteran investor Blake Millard's highest-conviction idea for the next 12 months.

Mar 15, 2026

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7 min read

Best Ideas Club

This logistics stock will boom as AI grows its operating leverage exponentially

Veteran investor Kirk McDonald's highest-conviction idea for the next 12 months.

Mar 8, 2026

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6 min read

Best Ideas Club

This natural gas giant is set to outperform as it builds the power grid for AI

Veteran investor Rob Thummel's highest-conviction idea for the next 12 months.

Mar 1, 2026

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5 min read

Best Ideas Club

This robotics stock could boom as it dominates the crossroads of AI and healthcare

Veteran investor Tom Hulick's highest-conviction idea for the next 12 months.

Feb 22, 2026

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5 min read

Best Ideas Club

This little-known micro-cap stock could jump 341% as it transforms retail shopping

Veteran investor Justin Deutsch's highest-conviction idea for the next 12 months.

Feb 1, 2026

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5 min read

Best Ideas Club

This misunderstood tech giant has 36% upside as it re-rates from its legacy reputation

Veteran investor Jason Ware's highest-conviction idea for the next 12 months.

Jan 11, 2026

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5 min read

Best Ideas Club

Best Ideas Club Annual Review, 2025

A members-only analysis of our portfolio of 44 high-conviction stocks.

Dec 28, 2025

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7 min read

Best Ideas Club

A top-1% portfolio manager is betting on this chip stock that's set for 64% earnings growth

Veteran investor Nancy Tengler's highest-conviction idea for the next 12 months.

Dec 14, 2025

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6 min read

Best Ideas Club

This durable small-cap insurance name is seeing earnings and technicals converge in a bullish setup

Veteran investor Larry Thompson's highest-conviction idea for the next 12 months.

Dec 7, 2025

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6 min read

Best Ideas Club

This veteran portfolio manager will keep betting on this all-in-one AI behemoth for years to come

Veteran investor Joe Tigay's highest-conviction idea for the next 12 months.

Nov 30, 2025

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7 min read

Best Ideas Club

This legacy technology stock has quietly become a key player for AI servers

Veteran investor Matt Salle's highest-conviction idea for the next 12 months.

Nov 23, 2025

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6 min read

Best Ideas Club

This infrastructure name could rally 51% over 3 years as it powers the AI buildout

Veteran CIO Jason Ware's highest-conviction idea for the next 12 months.

Nov 16, 2025

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6 min read

Best Ideas Club

The 'golden age' of defense will turn this legacy manufacturer into a multi-year compounder

This classic retailer has compounding upside ahead as it pivots hard into tech

This tiny logistics stock could rally 61% as volatile energy markets boost margins

This beat-down AI infrastructure stock could double as enterprises race to automate

This small-cap AI consulting firm is poised to rebound with Wall Street mispricing its data moat

This contrarian small-cap energy stock could rally as markets reprice Middle East risk

This small-cap AI stock trading cheap could surge 225% this year

This unloved consumer staples stock is riding multiple bullish tailwinds the market hasn't noticed

This beat-down investment stock is now cheap with the market mispricing the narrative

This misunderstood royalty stock is tied to oil — and Warren Buffett bought it as a teenager

This logistics stock will boom as AI grows its operating leverage exponentially

This natural gas giant is set to outperform as it builds the power grid for AI

This robotics stock could boom as it dominates the crossroads of AI and healthcare

This little-known micro-cap stock could jump 341% as it transforms retail shopping

This misunderstood tech giant has 36% upside as it re-rates from its legacy reputation

Best Ideas Club Annual Review, 2025

A top-1% portfolio manager is betting on this chip stock that's set for 64% earnings growth

This durable small-cap insurance name is seeing earnings and technicals converge in a bullish setup

This veteran portfolio manager will keep betting on this all-in-one AI behemoth for years to come

This legacy technology stock has quietly become a key player for AI servers

This infrastructure name could rally 51% over 3 years as it powers the AI buildout

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