Process over outcome
The honest ledger: every pick's original claim and the risk I named at entry, tracked to a verdict — held, broke, or still open — and what a broken thesis taught me. Being wrong on record is the point; that's where the learning is.
Day one, every thesis is "open" — a claim can't be graded before it's been tested. As earnings land and the theses play out, each verdict and lesson fills in here. The goal isn't a perfect record; it's an honest one.