← Holdings
Old positions

Used to own.

Actual money went in and eventually came back out. This is the part where I keep the result instead of letting sold positions disappear from the story.

0 fully recorded exits so far · newest first.

No fully documented exits yet.

The email version

Mostly Nothing, when there is actually something to say.

Usually about once a week. Research notes, portfolio decisions, reviews and thesis updates—the useful stuff that comes out of doing the work, whether or not I traded that week.