The market rewards patience and punishes self-deception. This site exists to make both harder to avoid — it's where I keep an open, honest record of my work as a full-time investor.
If you're here, you already know me — or someone thought you should. What follows is the running record of my positions, my theses, and the reasoning behind both. It isn't advertised, and I intend to keep it that way. A window into the work for the people in my circle, and a mirror for myself — a place to stay accountable to a thesis and question it when the evidence demands it.
By the artist “yonas.” This tells the entire story of my history in the stock market.
What it feels like to check my stocks on a daily/weekly/monthly basis.
Gemini drew this for me: Prometheus. To be a long-term investor is to endure the daily "eagle" of market volatility, all for the sake of capturing that most otherwise elusive gift of the gods—the eternal flame of compounded growth. Just as Prometheus was ultimately unbound after sharing his gift of prophecy, the investor who masters his foresight finds liberation, eventually moving to the freedom of the fire he has claimed.
This is my image for the Senex archetype, which I am developing to ground its inseparable counterpart, the Puer; it is the Appennine Colossus in Florence, commissioned by the Medici family, standing as a reminder that the fire of intuition must be anchored by the grounding weight of memory, rule, and the discipline of process in order to care for everything I touch.