About TBBTrade
TBBTrade — sometimes shortened to “TBBT” — is an independent supply-chain equity research publication. We map which companies the market’s biggest names depend on, and we publish our stock picks in a live public record, wins and losses both.
01What TBBTrade is
The board shows the price. We show the chain. Behind every headline name sits a lattice of suppliers, single-source components, and quiet chokepoints — the companies the giants cannot ship without. TBBTrade’s research starts there, upstream, where dependency is structural and disclosure is thin.
The work is computed before it is written: supply-chain relationships and concentration scores are built from public company filings and disclosures, then the essays interpret what the structure means. The method is fixed and versioned, not hand-tuned company by company. Where we don’t have the evidence, we say so instead of scoring it.
02The TBBTrade 10
The July 2026 cohort of the TBBTrade 10 contains ten names tracked in public. The list was cryptographically sealed (SHA-256) before any entry price exists, entries fix at the next market open, and the record runs live from there: wins and losses both. Only the July cohort is currently published here; later monthly editions have not been published.
03How the research works
The Chokepoint Map charts each supply chain layer by layer, with concentration scores computed from public filings — our approach and its limits are documented in the methodology. Long-form investigations live in Insights, and per-company breakdowns in Research.
04Contact
Write to poorfoliopickers@gmail.com. If you want to work on this, apply here.
05Frequently asked questions
- What is TBBTrade?
- TBBTrade is an independent supply-chain equity research publication that maps which companies the market's biggest names depend on — and publishes its stock picks in a live public record, wins and losses both. The site has three surfaces: the Chokepoint Map, per-company research pages, and long-form Insights investigations.
- What is the TBBTrade 10?
- A public paper record of ten names in the July 2026 cohort at tbbtrade.com/10. The list was sealed before entry prices existed; tracking starts at the July 20 market open. Later monthly editions have not been published.
- Is this investment advice?
- No. TBBTrade is a research publication. Nothing on the site is a recommendation to buy or sell any security.
- Does TBBTrade backfill or edit its record?
- Never. Corrections, when needed, are disclosed in the artifact itself with a dated note — the sealed list of names has never changed.