# 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%

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## 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