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- Essays on intelligence, abundance and the future
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// Amazing Abundance Portfolio
Understand reality. Help build abundance.
Understand the companies, technologies and economic forces shaping an abundant future—and what they mean for investors.
- AAP Outlook
- Investment Research
- Portfolio Tracking
- AI Coaching and Consulting
Free to follow. Paper portfolio and research—not financial advice.
I want to invest in companies that will truly bring abundance to all.
Andrew Levine · FounderWhy now
Abundance is becoming possible.
The companies building it could reshape the economy. Understanding how—and where the value goes—is the work behind Amazing Abundance Portfolio.
The mission
Understand the world you're investing in.
Follow the research from the wider economy to the companies working to make more possible.
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01
AAP Outlook
Macro conditions, bottlenecks and opportunities—and what they mean for the portfolio.
- Chapter 01Macro Outlook
- Chapter 02Bottlenecks & Opportunities
- Chapter 03Portfolio Thesis
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02
Investment Research
Company deep dives into the businesses that could help create abundance. Study the opportunity, the constraints and what could prove the thesis wrong.
Tesla SpaceX Research in progress -
03
AI Coaching and Consulting
The tools
Put understanding into practice.
Follow how the research comes together in a portfolio.
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01
Portfolio Tracking
Follow the paper portfolio, the reasoning behind each position, and the evidence that could change the thesis.
Position notePaper portfolio 01 ThesisWhy the position belongs in the portfolio.
02 EvidenceWhat the research is watching as it unfolds.
03 What would change itThe signals that would prove the thesis wrong.
Every position, the same three questionsNot financial advice
Membership
Free to follow. Go deeper when you're ready.
Start with the free newsletter. Membership brings the full research together in one place.
Research access
Research member
The full research
Coming soon
The research, the reasoning and the portfolio in one place.
- AAP Outlook — macro conditions, bottlenecks and opportunities
- Investment Research — company deep dives
- Portfolio Tracking — the paper portfolio and its reasoning
Not financial advice
AI Coaching and Consulting
Help build a more abundant future.
Understand the forces shaping what comes next—and the companies working to make more possible.
Explore membership