Eric Jackson

I don't spend my time looking for the next 10% trade.

I'm looking for the next Carvana, like when I got into it at $15 in May 2023. The next stock the market has written off that could become worth 10, 20, even 100 times more.

But finding one means doing the work most people skip.

Reading the filings. Understanding the debt. Studying the management and board. Figuring out what the market is missing — and what would prove the thesis wrong.

I share my broader thinking publicly.

My X subscribers get the deeper research, ongoing thesis updates, the evidence I'm tracking, and a private AMA Space with me every week.

Not every idea works. Not every stock deserves to be bought. And sometimes the right answer is to do nothing.

If you want to understand the work behind the conviction, that's what my subscriber community is for.

Subscribe through my X profile.

CRWV is exploding higher this morning. +23%.

Yes last night after the numbers came out, the stock was DOWN 3+%.

We immediately told our subs the numbers were GOOD.

Most investors are focused on the wrong number.

It's not the earnings beat.

It's $20–25 MILLION.

That's the annual revenue CoreWeave says its newest 4–5 year contracts can generate per megawatt of AI capacity.

Goldman now estimates 20–30% unlevered project IRRs.

And the financing model may be changing.

Goldman sees $106.
Morgan Stanley sees $70.

That's a HUGE difference in how Wall Street is underwriting the same company.

Last night, I published my CRWV earnings analysis for X subscribers.

This morning, I'm digging into what the rally actually means—and what the market could still be missing.

If you want my deeper, numbers-driven investment research before the next big market move, become an X subscriber.

Subscribe through my profile.

COCO CHANEL OWNED JUST 10%. THE WERTHEIMERS OWN 100%.

In 1924, Coco Chanel received just 10% of the perfume company bearing her name. The Jewish Wertheimer family received 70%.

During the Nazi occupation of France, French journalists report that Chanel tried to acquire their shares through antisemitic property-seizure laws.

She failed.

Then, after the war, the Wertheimers financed her comeback, bought her fashion house, and eventually owned the entire Chanel empire.

Why would they rescue the woman who reportedly tried to take their company?

I followed the contracts, the ownership, and the archival reporting.

This is a story about genius, capital, betrayal, and a history that commercial success cannot erase.

Influence is not ownership. A royalty is not control.

The Business of Tomorrow.

Drake finally wheels up from Houston.... he's had a great birthday month