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LikeFolio Weekly Roundup
Jul 25, 2025

LikeFolio Weekly Roundup

Earnings season is in full swing—and even strong reports are getting punished. With the S&P 500 hitting new highs and August looming, we’re leaning into selective bearish setups while staying long where conviction remains strongest.

Megan Brantley
Why Bitcoin Users Get Cheaper Burgers
Jul 23, 2025

Why Bitcoin Users Get Cheaper Burgers

It's great for Biglari Holdings (BH), parent of Steak n Shake -- and it's even better for Bitcoin investors. We're hitting a Bitcoin update on this week's Founders Call...

Megan Brantley
CMGCMG
Chipotle (CMG) -- Earnings Surprise Incoming?
Jul 21, 2025

Chipotle (CMG) -- Earnings Surprise Incoming?

Robust digital demand suggests the consumer may be more resilient than the street expects. Here's how CMG stacks up vs. peers and how we are playing ahead of earnings this week...

Megan Brantley
AMDAMD
+6+6
LikeFolio Weekly Roundup
Jul 18, 2025

LikeFolio Weekly Roundup

We're ending the week with +104% gains on our bearish NFLX trade and nice moves higher in our MegaTrends portfolio. Here's an overview of what happened, and what we're watching now...

Megan Brantley
MGNIMGNI
+2+2
Why We're Still Betting on this Streaming Giant
Jul 16, 2025

Why We're Still Betting on this Streaming Giant

It's all about the ads! We think this stock is one of the biggest winners of an enormous shift in spending...

Megan Brantley
MARAMARA
+1+1
Our Top Under-the-Radar Bitcoin Proxy Play
Jul 15, 2025

Our Top Under-the-Radar Bitcoin Proxy Play

Hint: it's NOT Coinbase (COIN). The answer might surprise you...

Megan Brantley
MARAMARA
+2+2
LikeFolio Weekly Roundup
Jul 11, 2025

LikeFolio Weekly Roundup

Bitcoin is on an absolute tear, bringing other proxy plays higher along with it. Here's an overview of the biggest movers in our portfolio over the least week.

Megan Brantley
Earnings Season Pass Coming in Hot
Jul 10, 2025

Earnings Season Pass Coming in Hot

Landon breaks down the most exciting play ahead of next week's ESP kick-off in this week's Founders Call.

Megan Brantley
The Product Traders Ask for Every Quarter—Because It Pays Fast
Jul 09, 2025

The Product Traders Ask for Every Quarter—Because It Pays Fast

Earnings Season Pass kicks off THIS SUNDAY. Check out some incredible first-hand reviews from last season and learn the backstory about the trading tip sheet we invented after a trip to the racetrack...

Andy Swan
MARAMARA
+8+8
LikeFolio Weekly Roundup
Jul 03, 2025

LikeFolio Weekly Roundup

Thanks to a timely client request, we've spotted a rising star in footwear. We're also breaking down the biggest news and movers this week before the market closes early for the 4th of July holiday...

Megan Brantley
When Kings Lose Control
Jul 02, 2025

When Kings Lose Control

How one quiet invention broke the powerful grip on knowledge and how history is echoing again today.

Andy Swan
Buy Alert: The AI rising star conquering a legacy industry
Jul 01, 2025

Buy Alert: The AI rising star conquering a legacy industry

Here's a deep dive into our newest On the Bubble alert, a true disruptor in a clunky, legacy industry that is quickly falling behind the technology curve. We think this stock could double in the next 1-2 years.

Megan Brantley
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