Welcome to the Sunday Brief
This is the first edition of a new weekly ritual: three things the smart money actually did, in plain English, in under five minutes. No jargon, no hot takes — just what fifty of the world's best investors, members of Congress, and company insiders disclosed in public filings, and why it might matter to a normal person.
1. Where the conviction is
The model's highest-confidence names right now are Amazon, Alphabet, and Microsoft — the stocks the most tracked fund managers hold at the same time, with insider and congressional activity layered on top. That breadth is the whole idea: one famous investor can be wrong, but when a dozen disciplined ones independently hold the same business, that agreement is worth knowing about.
2. How we'll keep score
Every claim on the site traces to a public SEC filing, and the track record includes the losing quarters: in the backtest, the model beat the S&P 500 in 12 of 16 quarters — which means it lost to it in 4. You'll hear about both kinds here. If a week is quiet, the Brief will say it was quiet.
3. What to do with five minutes a week
Check the front page for the ranked list, glance at what changed since your last visit, and — if you're curious what following along would have looked like — try the Time Machine on the homepage. That's it. This is a weekly check-in, not a trading terminal.