<![CDATA[Summit Stocks: Thesis Ledgers]]>https://summitstocks.substack.com/s/thesis-ledgershttps://substackcdn.com/image/fetch/$s_!Q5aR!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F349d5f25-0745-4863-ae73-ca61dd3da77a_512x512.pngSummit Stocks: Thesis Ledgershttps://summitstocks.substack.com/s/thesis-ledgersSubstackSat, 11 Apr 2026 04:57:46 GMT<![CDATA[Thesis Ledgers]]>https://summitstocks.substack.com/p/thesis-ledgershttps://summitstocks.substack.com/p/thesis-ledgersSat, 10 Jan 2026 17:22:58 GMTThis page contains all my Thesis Ledgers.

Each Thesis Ledger is a one-page living record of an investment: the core thesis, the valuation, and a transparent log of how the thesis evolves over time.

Use this library to quickly revisit my past work or track ongoing positions.

The Thesis Ledger concept is still new, and I’m in the process of building out the library with all the stocks I’ve covered. This library is updated whenever a new investment thesis is published or an existing thesis materially changes.

Current Portfolio

  • Adobe | ADBE (last update: December 14, 2025)

Adobe Thesis Ledger
175KB ∙ PDF file
Download
Download

  • Airbnb | ABNB (last update: N/A)

  • Amazon | AMZN (last update: February 7, 2026)

Amazon Thesis Ledger
153KB ∙ PDF file
Download
Download

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