MARCH MADNESS EDITION
The Davem Stock Picking Challenge
Everyone’s a genius in a bull market. Those days are over. Time to find out who the real stock pickers are.
Major indexes are down more than 5% from their highs.Some of the biggest stars in 2025 are down more than 50%. The easy money crowd has gone quiet. Now it gets interesting.
HOW IT WORKS
Capital: $100,000 in hypothetical money — five equal positions of $20,000 each.
Your Picks: Five (yes, you must have five) stocks or ETFs from your watchlist. Pick your best opportunities as of March 31.
Lock-In: All positions locked at market close on March 31. No trading for 90 days.
Scoring: Highest average % return across your five positions wins. Everyone gets benchmarked against the S&P 500.
Duration: March 31 — June 30, 2026
Complimentary Access to the Davem Investors Club
Full membership for the duration of the challenge — March 31 through June 30
WHAT EVERY PARTICIPANT GETS
The Davem Cut — Where I cut through the Wall Street noise and tell you what actually matters
Opportunity Alerts — Real-time notifications when I spot a setup worth watching closely
Private Chat — A participant-only space in Substack to talk strategy, react to market moves, debate each other’s picks, and hear my real-time observations
Full membership for the duration of the chall — March 31 throune 30
Consider it a front-row seat to how I think about the markets in real time.
THE WINNER ALSO GETS
Bragging rights (like winning your March Madness pool) plus a free 90-minute strategy session with me. Win/win.
I’m putting my picks on the board too — because if I’m going to talk about disciplined stock selection, I should be willing to show it in real time.
Results will be tracked on a live Google Sheet so everyone can follow along. During the challenge, I’ll share what I’m watching in the private chat and use this as a chance to show how I’d think about these positions, what patterns I’m seeing, and what the collective picks tell us about investor behavior. And since the challenge locks picks for 90 days, I’ll also walk through what I’d actually do if these were real positions with real money.
This is going to be fun! Enter the challenge before it’s too late.
The Davem Stock Picking Challenge is an educational and entertainment challenge using hypothetical capital. It is not investment advice, a recommendation to buy or sell any security, or a solicitation of any kind. Davem Advisors LLC is not a registered investment advisor.