“Investing well is the single best path to financial freedom for working people like myself.”

— Jason, @JasonSentity

I’m Jason. I started investing as a teenager with money from summer jobs. More than thirty years later, I’m still at it, now managing my family’s money. I still love finding new names, researching companies and their competitive dynamics, sizing up management, and digging into the numbers.

This is where I share what more than a few years of investing have taught me. Mostly that means investing with the help of AI, plus the occasional life lesson and the things I build along the way.

I write here honestly — the calls that worked and the ones that cost me, posted before I knew which was which. I am not selling a record. When I am wrong, the note stays up. I invest as a GARP (growth at a reasonable price) investor, heavily influenced by Warren Buffett, Charlie Munger, Peter Lynch, Stanley Druckenmiller, Howard Marks, Brad Gerstner, Gavin Baker, Peter Thiel and Jim Simons, among others.

No bull

No paywall, no newsletter upsell, no course, no Discord, no affiliate links. There are too many people charging for this. I am not one of them.

Everything is free to read and free to copy. I publish because writing it down sharpens my thinking, and because I would like to pass some of it on.

What is here

Standing disclosure

I hold every position listed, as of its date of update. Nothing here is investment advice; I am an individual sharing his own reasoning, not an adviser.