About
I'm Noah Cowley. I'm a student at Jesuit Dallas, developer, long-time finance enthusiast and business/politics columnist in the Jesuit Roundup. I started this project to publicly document investment theses and subsequent price changes, building something of a track record.
This site publishes independent equity research: one thesis per name, each with a stance, a price, a horizon, and a conviction level fixed at publication. Nothing is edited after the fact: when a thesis stops holding, it's recorded, not rewritten. The record page keeps score on every thesis, manually updated frequently.
Disclaimer
NOTHING on this site is investment advice, an offer, or a solicitation. I may hold positions in any given security I write about, and I may change or exit those positions without updating what's published here. This is solely a fun side project; don't sue me.