The Rational Investor | Maxx Waring | Substack

Evolution AB (EVVTY): The Best Stock You've Never Heard Of

50% Net Income Margins Trading at 10 Times Earnings

Dec 22, 2025 • Maxx Waring

My Q1 2026 Portfolio Update

Added to the Big 2 and 2 new positions

Apr 1 • Maxx Waring

(+100% YTD) Chinese Nano-cap ($11M) That Might Benefit From The War

My Worst Investment

Apr 6 • Maxx Waring

Tencent (TCEHY): The World's Largest Video Game Company

How WeChat's insurmountable moat powers a cash-printing digital empire at a fair price

Mar 24 • Maxx Waring

Big Tech: The Perfect Business Model Thrown Away

Will the profits Rust Away In the Datacenters?

Mar 11 • Maxx Waring

Most Popular

Michael Burry is Betting Big on Lululemon (LULU): Should you? Here is some Math

Dec 11, 2025 • Maxx Waring

CROX: My Second Largest Position

Feb 11 • Maxx Waring

My 2026 Portfolio

Dec 31, 2025 • Maxx Waring

Adobe (ADBE): A Great Business at a Fair Price (That I'm Passing On)

Jan 27 • Maxx Waring

The Rational Investor

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