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David Friedberg
🥈Founder of The Climate Corporation. 'The Sultan of Science.'
+48.5%
vs S&P +19.6% · 2 public calls
The Friedberg portfolio
iHow this portfolio is scored
$1,000 per name, in the market only while their position calls said in — entered on a clear buy, exited on a clear out, re-entries included — vs the S&P held over the identical windows. Commentary and criticism never trade. Click any ▲/▼ marker for the call behind it.
| Call | Entry | Return | Alpha |
|---|---|---|---|
| Google GOOGL | Jun 23, 2025 | +115.9% | +93.0pp |
| Cheniere Energy LNG | Mar 27, 2026 | -18.9% | -35.2pp |
Signature takes
Eli Lilly →Bullish
“If I'm Lilly and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people will pay for this. And that starts to become sort of like the upgrade to the BMW, or the Model S Plaid, if you will.”
E271· May 1, 2026
Anthropic →Bullish
“I've noticed is just the pace of innovation at Anthropic is, from my experience, unprecedented... I think we're probably 90% Anthropic in just the last 6 months at my, my organization. There's something very powerful about the flywheel”
E269· Apr 17, 2026