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Investing Visuals

Unique visual stock research that helps you understand technology businesses, focus on what truly matters, and make better investment decisions.

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+331% Portfolio return since 2023
250K+ Investors following
99+ Visuals published
10 Unique deep dives
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Track record

My multibaggers so far

Businesses I identified early and held through the drawdowns. I’ve sold some of these and still hold others. My full live portfolio and every transaction over the past seven years is visible for subscribers, with seven years of timestamped transaction history.

NBIS +804% NET +581% AXON +504% ALAB +488% AMD +384% Crowdstrike +311%
My portfolio
+331%
S&P 500
+73%

Since 2023 and subject to change. Past performance is not a guarantee of future returns.

Stock pickBuy priceReturn
Nebius€8.40+804%
Cloudflare€61.70+581%
Axon€96.20+504%
Astera Labs€39.10+488%
Holding 5€72.40+96%
Holding 6€72.40+96%
My full portfolio, sizing and 7 years of transactions Unlock full access →

Latest portfolio updates

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A big change to my portfolio: I closed two core position
My portfolio
A big change to my portfolio: I closed two core position

3-year portfolio performance: +388%, benchmark outperformance: +288%

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Using AI to become a better investor
My portfolio
Using AI to become a better investor

I'm always looking to improve myself as an investor, and recently AI has become an important part of that too. I was genuinely surprised by all the possibilities. In this article, I'll share what I found and how you can leverage AI to become a better investor too.

Free
Major portfolio update July: Two out, one in
My portfolio
Major portfolio update July: Two out, one in

3-year portfolio performance: +297%, benchmark outperformance: 207%

Premium
The Multibagger Framework eBook
Free eBook

A guide to stock picking

My multibaggers came from a repeatable framework for finding exceptional businesses, assessing their long term potential, and holding through volatility.

  • The nine steps that help you select potential multibaggers
  • How to set apart a good from a great business
  • A proven framework, refined and perfected throughout the years

Check your inbox — the eBook link is on its way.

My research system

From curiosity to conviction

Every content category has a clear role. Together they create a research system that helps you make better investment decisions.

I’ve only been subscribed for one month, and I’m already impressed. The articles and commentary are sharp, timely, and genuinely insightful, cutting through the noise to deliver clear, actionable AI investment ideas.
Chris · Early subscriber
1

Orient yourself

See how a business works, where its revenue comes from, and which numbers shape the economic engine.

Visual stock analysis

Marvell analysis
How NVIDIA makes money

How they make money

How NVIDIA makes money
How Marvell makes money
How Bloom Energy makes money
How Coherent makes money
How MercadoLibre makes money
How Sandisk makes money
I love how accessible the content is. It’s simple, clear, and straight to the point without being long-winded.
Pleun · Investing Visuals reader

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2

Compare alternatives

Place businesses side by side through revenue growth, dilution, valuation, and financial health to understand the tradeoffs.

Business battles

Nebius vs Coreweave
Micron vs SK Hynix
Google vs Meta
ASML vs TSMC
Crowdstrike versus Palo alto Networks
Nebius vs Iren

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3

See the bigger picture

Understand technology shifts and timeless investing principles before deciding what a development means for a company.

Tech write ups

The semi sell-off: opportunity?
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From $3 billion to $91 billion market: A deep dive into the photonics value chain
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AI memory deep dive: Understanding the industry and who's to benefit
The AI data center bottlenecks map
Member
My favorite software stocks to buy right now
Premium
AI and the future of software: who wins and who’s at risk?

Timeless visuals

How I think about capital allocation
Don't be your own worst enemy: The psychology of investing
Introducing: Myself. The person behind Investing Visuals
Premium
How many stocks are enough?
The nuances of measuring portfolio returns

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4

Build in depth understanding

Connect the product, numbers, flywheel, moat, risks, and opportunity through complete company research.

Deep dives

A hidden gem in the AI scaleout
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Ways to invest in the AI power buildout
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From $3 billion to $91 billion market: A deep dive into the photonics value chain
Premium
Ouster - The eyes of AI
AI photonics: All roads lead to Sivers
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AI memory deep dive: Understanding the industry and who's to benefit
His deep dives are incredibly valuable. He has the ability to break down complex companies in a way that even a complete beginner can easily understand.
Maciej · Subscriber

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5

Turning research into portfolio decisions

Watch research translate into position sizing, buys, sells, watchlist changes, and portfolio management decisions.

My portfolio

A big change to my portfolio: I closed two core position
Premium
Using AI to become a better investor
Major portfolio update July: Two out, one in
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Why I consider selling these two positions
Member
The semi sell-off: opportunity?
Premium
Portfolio update June: portfolio reached an all-time-high
Premium

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6

Stay up to date

Follow notes, developments, and key data points on companies as the thesis evolves over time.

Earnings Coverage

Ouster Q2 2026 recap: The foundation for Physical AI
Member
Nebius Q2 2026 recap: they could sell out 2027 today, but chose not to
MercadoLibre Q2 2026: the flywheel that continues to turn
Axon Q2 earnings recap: growth, margins and valuation
Member
Palantir Q2 earnings recap: AI sovereignty
Member
Bloom Energy Q2 earnings recap: A record breaking quarter
Member

Newsletter

Recapping this week's earnings
Member
Newsletter special: when to buy a stock?
This week's earnings visualized
Member
The collapse of situational awareness, hyperscaler capex and the future of AI
Member
Unpacking earnings season
Member

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The Person
The person behind the visuals

Hi, I’m Jan.

I am a Dutch investor, designer, and technology consultant. I started investing in 2016 and founded Investing Visuals in 2024 out of frustration with the financial jargon, clutter, and overcomplicated research that dominates the market.

In early 2026, I expanded my visuals with deeper analysis and began sharing my personal approach to company research and portfolio management. Having worked in the tech sector for over a decade, I primarily focus on technology, the space I know best.

I love breaking down complex tech trends, deep dive into businesses with multibagger potential, and positioning myself early before the broader market catches on. This strategy has helped me consistently outperform the market by a wide margin.

Don’t take my word for it

What community members say

A guide and partner

"Jan is a great partner and guide in walking you through AI and Tech investments, which he knows as a chef but can democratize easily so all of us understand the investment thesis"

Thomas 

Grasping the bigger picture

“I’ve been following Jan (Investing Visuals) for almost two years now, and I absolutely love his work! His visualizations of stocks make comparative analysis and grasping the big picture so much easier.”

Maciej

An active community

“Really happy with my spot inside the Investing Visuals community. Jan has built an active space where young and old come together to share their knowledge and expertise.”

Mats

Go-to resource

“Jan has quickly become one of my go-to resources for understanding the markets. The charts and visuals are exceptionally clean and professional. They make even complex topics feel intuitive and easy to grasp.”

Marios 

Explore the community →
Note from Jan, founder Investing Visuals

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Questions, answered

Before you join.

What do I get the moment I join free?

The framework eBook is send right away. You’ll also receive the Sunday newsletter with new visuals, investing insights, and selected research. You can unsubscribe anytime.

What is the difference between Premium and Platinum?

Premium is the in-depth research layer: new deep dives, the full library, ongoing stock coverage, and my live portfolio with every transaction. Platinum is the cherry on top that adds a portfolio review with my thoughts, one on one support, direct access to me, and priority on research requests.

Why do I have to pay for certain content?

My goal is to help fellow investors like yourself to learn and grow. That’s why I share 65% of my content for free. The other 35% is much more in-depth and takes a lot of time to create. You pay for the added value of more depth. And on top of that, it’s a way to show your support if you like my content and find it valuable.

Why annual instead of monthly?

Annual saves 35% and matches how this work is meant to be used. A thesis takes quarters to play out, not weeks. If you prefer to test first, monthly cancels anytime.

How often will you email me?

The newsletter arrives every Sunday. I may send an occasional important update, but I aim to keep every email useful and your inbox uncluttered.

Is this financial advice?

No. Everything is shared for education and information only. Always do your own due diligence and make decisions that fit your goals, financial situation, time horizon, and risk tolerance.

Can I unsubscribe or cancel anytime?

Yes. Free readers unsubscribe from any email, and paid members cancel at any time.