“Investing well is the single best path to financial freedom for working people.”
— Jason, @JasonSentity
I’m Jason. I started investing as a teenager with money from summer jobs. More than thirty years later I still love researching markets and investing, and managing my family’s money.
The focus here, and everywhere I write publicly, is to share how I am using cutting-edge AI tools to supercharge my investing process. The foundation is thirty years of hard lessons, combined with this remarkable new tool we have been handed.
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 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.
Focused on AI-assisted investing
Not handing your portfolio to a bot. No autopilot, no black box, no signal service. The question is narrower and more useful: where in the investing process can AI genuinely help right now, so the person making the decision makes a better one.
In practice: screening for candidates, reading filings, arguing the other side of a thesis before I commit, tracking entry and exit points once I am in. The judgment stays mine. The tooling just gets the work in front of it done faster.
No bullshit
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, including the process itself. I publish because writing it down sharpens my thinking, and because I would like to pass some of it on.
What is here
| Section | Contents | Machine-readable |
|---|---|---|
| Principles | 6 business principles, 15 investment principles | principles.md |
| Portfolio | Current allocation, with the case for each holding | portfolio.md |
| Notes | Dated notes, written before the outcome is known | notes.md |
Every page has a Markdown twin, and an index for agents at llms.txt. Read it yourself or point an agent at it.
The process, published
Using AI for research is becoming table stakes. Doing it with structure is not. I intend to publish the structure itself — the order of operations, what the agents are asked to do, where they are checked, where a human still decides — plainly enough to copy.
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. Notes are dated and never edited after the fact.