kaizen_investor
@kaizen_investor
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Personal anecdote about attending Tomorrowland festival; no market, macro, sector, or ticker-related content.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
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Latest videos and market context
Recent source posts from this author. Create an account to inspect the complete persisted research trail.
KaizenInvestor @Kaizen_Investor 38s Tomorrowland is basically in my backyard. I always used to go a whole weekend to ...
Personal anecdote about attending Tomorrowland festival; no market, macro, sector, or ticker-related content.
KaizenInvestor @Kaizen_Investor 37m Many thought I was stacking cash for nothing… That none of these stocks would hit...
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
KaizenInvestor @Kaizen_Investor 1h I changed from doing research with Gemini to working with Perplexity AI. The hourl...
Post is about the speaker’s personal workflow change for research: switching from Gemini to Perplexity AI due to Gemini’s hourly token limits; no view on revenue, adoption, valuation, competitive positioning, or any tradable catalyst. No explicit cashtags/tickers. Actionability is very low.
KaizenInvestor @Kaizen_Investor 16h $TSLA is now up only 50% over the last 5 years, lagging the S&P 500 by 18% and th...
Single short post highlighting $TSLA’s 5-year relative underperformance vs S&P 500 and Nasdaq. It is primarily context/benchmarking, with no explicit catalyst, valuation, positioning change, or forward-looking trade setup.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Personal anecdote about attending Tomorrowland festival; no market, macro, sector, or ticker-related content.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is a personal positioning update: the speaker has been holding elevated cash and expects a near-term drawdown to bring several named stocks down to specific “add/buy” price levels as soon as next week. Long-term bullish, intends to deploy most cash. No explicit catalysts beyond expected price weakness; actionable mainly as conditional limit-buy levels.
Post is about the speaker’s personal workflow change for research: switching from Gemini to Perplexity AI due to Gemini’s hourly token limits; no view on revenue, adoption, valuation, competitive positioning, or any tradable catalyst. No explicit cashtags/tickers. Actionability is very low.
Single short post highlighting $TSLA’s 5-year relative underperformance vs S&P 500 and Nasdaq. It is primarily context/benchmarking, with no explicit catalyst, valuation, positioning change, or forward-looking trade setup.
Post discusses Alphabet/Google quarterly results. Author is a $GOOGL shareholder, pleased with results and views increased CapEx as positive (including for downstream holdings, unspecified). The post also amplifies another user’s bearish risk framing: first negative FCF quarter (potential trend), dilution to raise funds vs buybacks, ~$56B debt added YTD, and more CapEx ahead—implying higher risk than two years ago.
Post discusses Alphabet/Google quarterly results. Author is a $GOOGL shareholder, pleased with results and views increased CapEx as positive (including for downstream holdings, unspecified). The post also amplifies another user’s bearish risk framing: first negative FCF quarter (potential trend), dilution to raise funds vs buybacks, ~$56B debt added YTD, and more CapEx ahead—implying higher risk than two years ago.
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