Journals
One company at a time — research, thesis, Buy / Hold / Sell / Watch.
— entries
Investor 1 · started 2026
Sherman Shen
Curious about how companies actually work.
Sherman is learning to look past the product he likes and ask: how does this business make money, and what could go wrong? He writes in his own words, even when the idea is still forming.
technologyhow things are madeasking why
Reports
Summaries for any period — a week, a month, a year, or whenever learning piles up.
— reports
Portfolio
Holdings with buy / current / sell prices and calculated returns.
Simple rule: new company idea → Journal. End of a learning stretch → Report.