The narrative chasers are about to find out what a stock picker's market feels like

Many subscribers asked for a single place to track all of our stock picks, so we built it:A live scoreboard with the entry and current price on every position. 21 of our 24 scored calls are winners, and the 3 that aren’t are on there in red, because I’m not in the business of hiding losers.Ask whoever you’re paying for stock picks to publish the same thing. Most won’t, because a sheet like this shows you very quickly who does real fundamental work and who’s been riding a rising market since 2020. “Any fool can make money when everything goes up.”I’ve been at this for 45 years and I ran the #1 fund in the country. 2022 was a bad year for me with the ETF, and if you want to talk about it, fine, I’ve always been open about it.But there’s a lot of dispersion in this market right now, which means there’s a lot of alpha to be had, and that’s the kind of environment I thrive on. If you’ve been chasing narratives and momentum, you’re about to find out how much harder things get when fundamentals matter again.The free sheet shows every public call. Paid subscribers see every position we hold, including the 10 new ideas we’ve published over the last month - and we are regularly adding more.»SPREADSHEET«»SPREADSHEET«This post has bonus content for paid subscribers. Upgrade to get full access.Also a reminder that prices to join The Noble Update go up on Thursday, October 1, when annual moves from $450 to $599 and monthly moves to $99, so subscribe before then and you keep today’s price for as long as you stay subscribed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe