Guides
Short reads on writing down your calls and finding out whether they're any good.
Investing journal: how to keep one you can trust
What to write in an investing journal before you buy or sell a stock, why memory makes a bad one, and how to keep a record nobody can edit later, including you.
Investment thesis template: what to write before you buy a stock
A simple investment thesis template for individual investors: the claim, why the market is wrong, what would prove you wrong, and when to check. With examples.
How to prove your stock-picking track record
Screenshots and spreadsheets are easy to fake. What makes a stock-picking track record believable: timestamps, locked prices, every call included, and a benchmark.
Calibration for investors: are you as right as you think?
Calibration means your confidence matches your results. How to measure it for your stock picks, why most investors are overconfident, and what to do about it.
Investing journal: spreadsheet vs. app
Should you keep your investing journal in a spreadsheet, a notes app or a dedicated app? What each does well, where each falls short, and how to choose.
What a 13F filing tells you, and what it doesn't
How to read a 13F filing: who files, what's in it, the 45-day delay, what it leaves out, and how to use fund holdings without copying them blindly.