Names On My Screen

This is the short list of stocks that keep sneaking back into my models, my watchlists, and, occasionally, my dreams. Think of it as my personal starting five plus a deep bench: durable cash flows, understandable stories, and just enough volatility to remind you this isn’t a savings account. I’m not trying to predict the next meme rocket ship here—these are the names where the game tape is long, the playbook is legible, and the downside doesn’t feel like taking a charge from a power forward. As always, not advice; just one analyst overfitting his life in New York to a handful of tickers and too much soup.