Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

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"One Last Yolo" - 2025 Edition
From a "Boomer Mining Stock" to a "Ponzi Mining Stock"
Dec 3 • 
Le Shrub

November 2025

The Pain Trade
Plus: The Most Contrarian Trade; My favorite Housing Play; A "Boomer" Mining Stock
Nov 29 • 
Le Shrub
The Importance of Giving Thanks
(Originally published in November 2024)
Nov 27 • 
Le Shrub
Fly on the Wall with Shrub & Cloudbear
Giving Thanks Edition!
Nov 26 • 
Le Shrub
 and 
PauloMacro
22:51
AIBS™️Part VI - KISS!
Is the AI Trade over?
Nov 21 • 
Le Shrub
Fly on the Wall with Shrub & Cloudbear
Finally got a chance to catch up with my bff Paulo and reminisce on our trip to Hong Kong & Shenzen.
Nov 17 • 
Le Shrub
 and 
PauloMacro
48:10
Water
Adding a Unique Asset to our Portfolio
Nov 16 • 
Le Shrub
AIBS™️Part V - TIMING!
Plus: Revisiting an Old Trade!
Nov 14 • 
Le Shrub
AIBS™️ - Part IV
My Portfolio is Changing...
Nov 11 • 
Le Shrub
Special Situation - LatAm Edition
Adding a little "spice" to our LatAm exposure!
Nov 6 • 
Le Shrub
AIBS™️ - Part III
Plus: Two Power Plays
Nov 3 • 
Le Shrub

October 2025

Nuclear Mafs
I promised to show my Mafs around the Uranium thesis so here it goes…
Oct 28 • 
Le Shrub
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