Reminiscences of a Shrub Operator
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The Cardinal Sin - Portfolio Review Q2 2026
The last 3 months have felt like 3 years, with some good trades and some bad trades along the way, but that’s just part of the Game!
Jul 2
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Le Shrub
107
10
2
June 2026
"The Next Rolling Ponzi" - Part III
We are slowly and surely building our basket in the “The Next Rolling Ponzi” theme.
Jun 29
•
Le Shrub
82
11
"The Greatest Trick the Devil Ever Pulled"
“The greatest trick the Devil ever pulled was convincing the world he didn’t exist” - Baudelaire
Jun 25
•
Le Shrub
265
20
19
"The Next Rolling Ponzi" - Part II
We recently identified what we think is “The Next Rolling Ponzi” …
Jun 24
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Le Shrub
85
6
The Laziest 10x-Bagger Pitch Ever *
* Maybe this is clickbait, maybe it's not
Jun 18
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Le Shrub
87
23
Happy Meme-Day!
& ROTATION TRADES
Jun 15
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Le Shrub
103
9
1
Wall of Supply VI - SpaceX Post-Mortem
Plus: Rotation Trades and a "Corner of the FT" Event Trade!
Jun 13
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Le Shrub
118
22
2
Wall of Supply V - 2000 Parallels
Plus: Survival Tips!
Jun 10
•
Le Shrub
144
7
2
The Next Rolling Ponzi
At Shrubstack we have a working theory that money and monkeys like to rotate from one Ponzi to the next, depending on what’s currently “hot”.
Jun 8
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Le Shrub
124
19
A Mega Bearish Setup
On Friday, the Nasdaq closed down 4.8% or a 1450 point drop, its biggest point drop ever.
Jun 7
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Le Shrub
257
32
20
Wall of Supply IV - Machiavellian Game Theory
We continue our thought process around the SpaceX IPO and the subsequent “Wall of Supply”.
Jun 4
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Le Shrub
124
9
1
Wall of Supply III - "Et tu, Bruv?"
I didn’t have this on my bingo card:
Jun 2
•
Le Shrub
129
12
2
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