Journal

The Garden Investor Journal is where we share our thoughts and ideas on markets, companies, and the forces reshaping both. It is less a reaction to the news cycle and more a record of how we read change as it unfolds.

We work through two lenses. S curves help us recognize where a technology or business sits in its life, from the quiet early stages to the steep middle and the long plateau. First principles thinking asks what actually creates value and whether price reflects it. Together they shape how we look at companies and decide where to commit capital.