Connor Miller

Anchor Tuesday

Mar 31, 2026

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4 min read

ANCHOR Check - Intuit (INTU)

Connor Miller

Anchor Tuesday

ANCHOR Check - United Parcel Service (UPS)

Mar 24, 2026

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4 min read

ANCHOR Check - United Parcel Service (UPS)

The Anti-Hype “AI Logistics Winner” That Still Has Real Work to Do

Connor Miller

Mar 17, 2026

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4 min read

ANCHOR Check - Walmart (WMT)

Walmart (WMT) is what “AI-proof” actually looks like

Connor Miller

Price Is Information (But Not the One You Think)

Mar 12, 2026

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4 min read

Price Is Information (But Not the One You Think)

The market doesn’t predict. It confirms. ABIP Fundamentals Series — Part 12 of 12

Connor Miller

Mar 10, 2026

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4 min read

ANCHOR Check - Comfort Systems (FIX)

AI Can’t Install a Chiller

Connor Miller

How I Actually Read a 10-K (And What I Ignore Completely)

Mar 10, 2026

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4 min read

How I Actually Read a 10-K (And What I Ignore Completely)

You don’t need 200 pages. You need the right 8. Execution: How Professionals Actually Do the Work. ABIP Fundamentals Series — Part 11 of 12

Connor Miller

Investing Lessons

The Energy Trade That Defined “Before It Prints”

Mar 9, 2026

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4 min read

The Energy Trade That Defined “Before It Prints”

A real-time case study of how structural pressure builds in markets long before the catalyst everyone later blames.

Connor Miller

Market Orientation

Mar 5, 2026

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5 min read

The Oil Market Might End This War

Why $90 oil is the level that could change everything

Connor Miller

Incentives Shape Outcomes More Than Strategy

Mar 5, 2026

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4 min read

Incentives Shape Outcomes More Than Strategy

People do what they’re paid to do — not what they say. ABIP Fundamentals Series — Part 10 of 12

Connor Miller

Analysis

The Metric That Changes Everything for $LMND

Mar 4, 2026

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3 min read

The Metric That Changes Everything for $LMND

While Everyone Debates Loss Ratio, The Real Edge Is Quietly Compounding

Connor Miller

Anchor Tuesday

Mar 3, 2026

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4 min read

ANCHOR Check - Citi (C)

Boring Beats “AI Disruption”

Connor Miller

Valuation Is a Risk Tool, Not a Crystal Ball

Mar 3, 2026

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5 min read

Valuation Is a Risk Tool, Not a Crystal Ball

Cheap doesn’t mean safe. Expensive doesn’t mean wrong. ABIP Fundamentals Series — Part 9 of 12

Connor Miller

Outside The Bubble

Mar 1, 2026

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8 min read

OUTSIDE THE BUBBLE

The weekly signal digest on emerging tech and capital shifts

Connor Miller

Capital Intensity: The Silent Return Killer

Feb 26, 2026

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5 min read

Capital Intensity: The Silent Return Killer

Great businesses can still be terrible investments. ABIP Fundamentals Series — Part 8 of 12

Connor Miller

Analysis

Feb 25, 2026

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5 min read

The AI Taxman Is Coming — And It’s Wearing an $INTU Logo

Why the Anthropic deal quietly turns Intuit into the financial operating system for the AI era

Connor Miller

Feb 24, 2026

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4 min read

ANCHOR Check - Cloudflare (NET)

The Internet Plumbing Trade, Not an “AI Story”

Connor Miller

Feb 24, 2026

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5 min read

Cash Flow Is the Truth Serum

Earnings can impress. Cash decides survival. ABIP Fundamentals Series — Part 7 of 12

Connor Miller

Analysis

Feb 23, 2026

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5 min read

LMND Lemonade – Dead Last... For Now

The market is pricing 2020. The curve says 2027.

Connor Miller

Outside The Bubble

Feb 20, 2026

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7 min read

OUTSIDE THE BUBBLE

The weekly signal digest on emerging tech and capital shifts

Connor Miller

Margins: The Most Honest Metric in Investing

Feb 19, 2026

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4 min read

Margins: The Most Honest Metric in Investing

Revenue tells you what’s happening. Margins tell you why. ABIP Fundamentals Series — Part 6 of 12

Connor Miller

Feb 17, 2026

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4 min read

ANCHOR Check - Crowdstrike (CRWD)

CrowdStrike (CRWD): Security is non-optional. Trust is.

Connor Miller

Revenue Growth That Matters (And Fake Growth)

Feb 17, 2026

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4 min read

Revenue Growth That Matters (And Fake Growth)

Not all growth compounds. Some of it just buys time. ABIP Fundamentals Series — Part 5 of 12

Connor Miller

Alts Aren’t Dead. They’re Boring. Big Difference.

Feb 13, 2026

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3 min read

Alts Aren’t Dead. They’re Boring. Big Difference.

OTHERS.D is setting up like 2016 and 2019 — not 2022. Pay attention.

Connor Miller

Asymmetric Setup

Energy Isn’t Done — These Are the Breakouts I’m Buying

Feb 13, 2026

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4 min read

Energy Isn’t Done — These Are the Breakouts I’m Buying

Positioning for the next leg of energy outperformance

Connor Miller

Outside The Bubble

Feb 13, 2026

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3 min read

OUTSIDE THE BUBBLE

The weekly signal digest on emerging tech and capital shifts.

Connor Miller