This website documents Sherman Shen and Roy Shen as they learn about companies, investing, business, technology, and the world around them. The goal is not to beat the market. The goal is to learn how to think.
Each brother keeps his own profile, journals, reports, and portfolio.
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.
Starts with games, stories, and things people love.
Roy pays attention to what kids and families actually use. He is practicing the difference between “I like this” and “this might be a good business.” His journal is allowed to change its mind.
“Intelligent people can look at the same company and reach different conclusions. The archive should show the reasoning, not a winner.”
One company at a time: thesis, what the business does, risks, Buy / Hold / Sell / Watch, and a later reflection.
Summaries for any period — a week, a month, a year, or whenever learning piles up. No fixed schedule.
Holdings with buy, current, and sell prices. The site calculates each stock’s return and the total return.
