First-principles investing, one position at a time.

Lakespring is a personal investment journal. It exists because I wanted a single place to think clearly about a small number of conviction bets — to see them, write about them, and watch the thesis play out in public.

The approach is simple. Concentrate in companies and assets that are building something genuinely transformative — AI, energy, digital assets. Hold them long enough for the thesis to mature. Collect premium along the way to compound patience.

This site is not financial advice. It's a record of how one investor is putting capital to work, and the reasoning behind each decision. If you find it useful, sign up for the journal below.

What you'll find here

• A live dashboard of the portfolio
• Articles on positioning, thesis, and reasoning
• An honest record of mistakes and lessons

“We're not diversifying for the sake of it. We're betting on the future.”