ACCE Investments
ACCE Investments focuses on high-conviction trades where the upside comes from the setup, not just the numbers.
Why this exists
A lot of the best opportunities don’t look attractive on a screen. They require understanding positioning, timing, and what the market is already pricing in. Traditional screens surface the obvious. This is about finding the non-obvious.
I work in data analysis and project management by day. I built this publication because the research I wanted didn’t exist at a price I could justify. Institutional-grade thematic analysis sits behind six-figure minimums. Free newsletters give you narratives without implementation. ACCE sits in between: specific enough to act on, transparent enough to trust.
What I actually publish
Three live thematic equity baskets: AI Infrastructure, GLP-1 / Obesity Ecosystem, and Defense & Aerospace. Each basket holds 8 to 12 stocks with conviction-weighted allocations built around a structural thesis I expect to play out over 3 to 5 years.
Alongside the baskets, I publish THE ACCE TRADE: a single-stock conviction series targeting asymmetric opportunities with explicit entry ranges, position sizing, and exit criteria. These are shorter-horizon, higher-upside ideas that don’t always fit the basket format.
For each position, I break down:
The reason the opportunity exists
What I think the market is missing
How the position is structured
What would invalidate the thesis
The ACCE Conviction Framework
Every basket is built using our three-pillar framework:
THEME: Is this a structural megatrend that will persist for 5+ years? We map real bottlenecks in the value chain, validate market size from reputable sources, and identify catalysts within 12–18 months.
CONVICTION: How do we express our highest-confidence views in a portfolio? 8–12 holdings with conviction-weighted allocations, layer diversification, and 3-month dollar-cost averaging entry.
DISCIPLINE: How do we protect capital and stay accountable? Quarterly rebalancing when positions drift beyond defined thresholds. Exits on fundamental thesis breaks, not price drops. Every position is documented publicly.
The philosophy
The goal isn’t to find perfect companies. It’s to identify asymmetric situations where the payoff justifies the risk.
That means accepting uncertainty. Not every idea screens beautifully. Some require understanding a narrative before the numbers confirm it. When I’m early, that’s the point. When I’m wrong, I show that too.
I invest my own capital in every basket and trade I publish. You see what I own, when I bought it, and what it’s returned. Including the losses. The HIMS exit cost me -38.06%. I documented exactly why and what I built from it.
How it’s structured
Free subscribers get:
Education on thematic investing, macro setup analysis, and ACCE TRADE Part 1 (the thesis frame and catalysts, without the stock name). You get enough to understand how I think.
Paid subscribers get:
Full basket holdings with allocation percentages. Complete ACCE TRADE setup (stock name, entry range, sizing, exit criteria). Weekly intelligence brief. Rebalancing alerts. Live performance tracker from Day 1. Everything you need to act, not just think.
Free = Education. | Paid = Implementation.
Track record
Every position is tracked publicly from the day it opens. The live leaderboard shows every holding, entry price, current return, and performance versus the S&P 500. Nothing is hidden.
See the full performance: ACCE Performance Tracker
Full framework breakdown: Why Thematic Investing?
I run two publications for a reason
Not all investments follow the same logic. ACCE is built for asymmetric setups: higher uncertainty, higher upside potential, structured around what the market is missing.
My second publication, The Value Radar, takes the opposite approach: pure fundamentals, rigorous DCF valuation, and a repeatable scoring framework. If you want numbers-first, moat-focused analysis, that’s where it lives.
Disclosure
ACCE Investments is not a registered investment advisor. All content is for educational and informational purposes only. Past performance does not guarantee future results. I hold positions in the securities I publish. Nothing here constitutes investment advice.
