Welcome to Lakespring

This is the start of something I've wanted to do for a long time: keep an honest, public record of how I'm putting capital to work.

For years, my investing thinking lived in a private spreadsheet and a handful of conversations. That was fine, but the spreadsheet doesn't argue back. Writing forces clarity. And reading my old reasoning a year later — when the position has either worked or hasn't — is the only way I know to improve.

What you'll find here

A live portfolio dashboard, updated continuously. Articles on conviction, positioning, and the slow work of compounding. And — when the time is right — a paid tier showing every trade as it's placed.

What you won't find

Hot takes. Predictions about next week. Lists of "stocks to watch." There's enough of that already, and most of it is noise dressed as signal.

The approach in one line

Concentrate in companies and assets that are building something genuinely transformative. Hold them long enough for the thesis to mature. Collect premium along the way to compound patience.

If that resonates, you're in the right place.