FJ Research
About the Substack
I run an ultra-concentrated portfolio, bet big when the odds are in my favor, and own HIMS & OSCR — focused on asymmetric setups.
Free Subscription Benefits
- Early-stage thoughts on companies I’m researching before they hit the paid tier
Paid Subcription Benefits
- Full access to all premium stock write-ups
- In-depth research reports on my high-conviction investments
- Priority reader Q&A—you ask, I respond in detail
Paid Subscription Plans
About FJ Research
I run an ultra-concentrated portfolio, bet big when the odds are in my favor, and own HIMS & OSCR — focused on asymmetric setups.