Every playbook the Swans have published.

Specific tickers, entry zones, exit targets, and the consumer-data thesis behind every position. Filter by category, sort by performance, click any playbook to read the full landing page.

15+ years of receipts · 527 stocks tracked · 100,000+ investors

Latest playbook

[Space Stocks to Own Before SpaceX Lifts Off]

All eyes are on SPACE and these stocks are heating up. You know what they say about rising tides...

  • Tickers: 0
  • Avg historical playbook return: +186%

Categories

  • All: 6
  • Earnings: 1
  • Theme: 5
  • Swing: 0

Latest Playbooks

[The New Arms Race: Our Defense Stock Picks]

Defense spending is accelerating and the winners are already emerging. Here's who we like.

  • Tickers: 2
  • Published: 7d ago

[Middle Class Squeeze: Short Targets]

In a K-shaped economy where middle-income spending is visibly cracking, these stocks represent the gap between Wall Street's narrative and Main Street's reality.

  • Tickers: 2
  • Published: 3w ago

[Space Stocks to Own Before SpaceX Lifts Off]

All eyes are on SPACE and these stocks are heating up. You know what they say about rising tides...

  • Tickers: 0
  • Published: 4w ago

[Betting on Cloud Momentum]

Hyperscaler earnings night packs $1.3T of AI capex into one Wednesday — we are long the four cloud kings into the print.

  • Tickers: 0
  • Published: 7w ago

[Infinite Hold]

Companies we never sell — generational businesses identified by consumer data before Wall Street caught on.

  • Tickers: 4
  • Published: 8w ago

[Core Conviction]

Our highest-conviction long-term positions — 10 consumer-data plays we hold for 12-24 months.

  • Tickers: 8
  • Published: 8w ago