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☕️ I can’t believe people fight about the stupidest stuff

Jul 03, 2025

Howdy! 👋

I hope you’re off to a great start today as we are here in the PNW.

Like many, we’re keen to get out of the US office a bit early for the 4th but first, we’ve got to finalize the July issue of One Bar Ahead®, our premium research journal for individual investors.

As always, I’m excited to share my latest research with the OBA Family.

No scratch that.

Perhaps a bit more excited than usual.

I think I may have stumbled into another “Palantir.”

Tall statement, I know.

My research this month led me – albeit somewhat accidentally – to a company with “zero to 1” potential at the intersection of two key themes we’re following closely. Better still, it’s relatively undiscovered despite having an entirely new way of doing things, has a tremendous TAM – Total Addressable Market – and is still under $5 a share.

This kind of potential comes along once in a blue moon, so it’s important to latch on as early in the game as possible when you find it.

I’ll also be sharing a new look at two companies we know well, both of which are in the proverbial doghouse and one of which may be the world’s first true “6th Wave” breakthrough.

The fact that they’re both unloved at the moment makes me think that picking up an extra few shares could be a smart move.

I hope you’re thinking along similar lines, even if you’re not an OBAer.

Why?

Two reasons.

First, because we stand on the cusp of what just may be one of the most transformative moments in human history, what I call the “6th Wave.”

And second, because investing in optimism beats cowering in pessimism.

People want to believe the worst is constantly around the corner, but – news flash – it rarely ever is, which is why we want to live our lives and grow our money with that in mind.

It’s not as tough as Wall Street wants you to believe but it does require us to think clearly.

That’s actually the tough part… the thinking clearly.

Reminds me of a run I took recently.

I wasn’t feeling it for a variety of reasons… the air felt heavy, every step dragged worse than the last, and I couldn’t hit my stride. To say I was irritated when I got back to the office is an understatement.

Thing is… I knew it wasn’t the run.

I let the world intrude on what should have otherwise been a marvelous source of joy which meant that I couldn’t think clearly. About anything, doggonit.

Something much deeper was gnawing at me.

It’s very hard to have conversations lately with folks in our lives that we don’t agree with. The constant vitriol in the news or even the grocery store parking lot is just downright nasty. And don’t even get me started on the anonymous social media keyboard warrior crowd!

Being civil has become harder and harder, not because we sink to uncivil standards but because so many around us do or have. It’s become more challenging than ever to agree to disagree.

Money, politics, religion, lifestyle, choices, parenting, helping… it doesn’t matter what the topic is. Every decision – every investment we make in both our lives and the markets – is shaped by our values, our emotions, and the respect we have for ourselves as well as the world around us.

You’re definitely not alone if you’re feeling the disconnect, too.

Loads of people are.

Which is why WE go to great lengths to have the right conversations, meet the right people and yes, make the right investments in life and the markets.

A single great conversation can change everything!

So, let’s get out there and have one.

Invite a smile, change a life, help someone in need.

WE got this!