Hi! I'm Julian Ciccale. Ex-tech founder and CPA-verified 8-figure portfolio manager.
I research stocks
like I bought companies.
A tech founder for over 20 years, with 20+ M&A deals closed in the last 5 years alone, deciding what a business is worth, what could go wrong, and whether to sign. Now I research public stocks the same way, with my own money, and publish everything: research, models, daily commentary, and full real-time transparency into a CPA-verified 8-figure portfolio.
160+ serious investors. 4.6/5 rating. Research, real capital, real accountability.
+52.46%
2025 return, CPA-verified
$10M+
Portfolio under management
20+ yrs
As a tech founder & M&A operator
4
New reports per week
Free samples · no email required
Read the work. Then decide.
Two samples, published free: a full deep dive on a portfolio holding, and an analysis on a watchlist name.
Portfolio holding
LMND
Lemonade, Inc.
The full research of a position I hold. Business model, unit economics, management, moat, capital allocation, downside case, and target valuation.
Read the Deep DiveWatchlist name
PTRN
Pattern Group
A focused analysis on a name I'm watching. Thesis, key drivers, risks, and what I need to see before sizing a position.
Read the AnalysisOpens in a new tab. No signup required.
Why this is different
Most stock research is written by people who've never had to sign.
Most stock research is written by analysts who have never had to sign their name on a purchase agreement. Most "gurus" post screenshots and charts.
I've spent 20+ years on the other side of the table, running a tech company, and buying and selling other ones (20+ deals closed in the last 5 years alone). When you sign a deal, you've either done the work or you haven't, and the consequences are permanent. That mindset, underwriting, not opining, is how I look at every public stock I own.
You get the full research. You get the models. You get the daily reasoning. And you see, in real-time, every position I hold with my own capital, independently audited by a CPA at year end.
From members
Rated 4.6/5 by serious self-directed investors.
"Real-time buys/sells plus the community chatter help me learn the language of portfolio management."
Member survey, March 2026
"The main thing I love is the transparency... honest and trustworthy."
Member survey, March 2026
"The advice about dealing with market volatility is therapeutic."
Member survey, March 2026
Read the research. Download the models. See the portfolio.
160+ serious investors inside.
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Past performance is not indicative of future results. All investments carry risk of loss.
© 2025 Foliotrail. Not financial advice. For educational purposes only.