This 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)
Airbnb | ABNB (last update: N/A)
Amazon | AMZN (last update: February 7, 2026)